Revision 09-4; Effective December 1, 2009
Step | Procedure |
---|---|
1 | Determine the appropriate income limit for either an individual or couple using the special income limit. See Appendix XXXI, Budget Reference Chart. |
2 | Determine monthly earned income. See the following: G-2000, Income Treatment E-3000, Earned and Unearned Income E-2000, Exempt Income E-2200, Earned Income Exemption E-1700, Things That Are Not Income E-1770, Mandatory Payroll Deductions |
3 | Determine monthly unearned income, including income from support and maintenance, if appropriate. See the following: G-2000, Income Treatment E-3000, Earned and Unearned Income E-1700, Things That Are Not Income E-2000, Exempt Income E-4000, Fixed Income E-5000, Variable E-9000, Infrequent or Irregular |
If the person has VA, see E-4311.2, $90 VA Pension and Institutional Setting. | |
4 | Do not subtract either the:
Compare the remainder to the appropriate SSI FBR to test for the income element of eligibility |
5 | The remainder is countable income. Compare the remainder to the appropriate income limit to test for the income element of eligibility. |
The remainder must be equal to or less than the special income limit. |
See G-5130, Medicare Savings Programs (MSP), for determination of a MSP program.