J-7300, ICF/IID Spousal Companion Cases

Revision 24-1; Effective March 1, 2024

Do not allow a separate deduction for maintenance of the home in companion cases. The spousal allowance provides for home maintenance in those cases.

Use the following steps to determine the co-payment for a spousal companion situation for a person with earnings who is in an ICF/IID:

StepProcedure
1Determine the countable net earned and gross unearned income of the person.
2Subtract the personal needs allowance, including the protected earned income allowance if any of the person based on their own net income. Subtract the guardian fee allowance, if applicable.
3Add the spouse's countable net earned and gross unearned income to the remainder.
4Subtract the spousal allowance.
5a) If there are no dependents, go to step 6.
b) If there are dependents, determine the dependent allowance.
c) Subtract the dependent allowance.
6Subtract incurred medical expenses. The remainder is the co-payment for the payment plan.

Reference: Refer to Chapter H, Co-Payment, for the deduction of incurred medical expenses.

Example:

The couple has the following income:

  • Individual
    • $250 RSDI
    • + $130 Net earnings
  • Spouse
    • $800 Net earnings
    • Personal needs and protected earned income allowance calculation:
    • $250 RSDI unearned income
    • – $75 PNA
    • = $175 Remainder

Calculation for PEI when earnings are greater than $120:

  • Deduct $30 from the first $120 of earned income:
    • $120
    • – $30
    • = $90 Remainder of first $120 of earned income
  • Deduct one-half the remainder of the first $120 of earned income:
    • $90 Remainder of first $120 of earned income
    • / 2
    • = $45 One-half the remainder of the first $120 of earned income
  • Deduct 30 percent of earnings more than $120:
    • $130 Earnings
    • – $120 First $120 of earned income
    • = $10 Earnings more than $120
    • x .3
    • = $3 30 percent of earnings more than $120
  • Calculation of total PNA/PEI:
    • $75 PNA
    • + $30 PEI deduction from the first $120 of earned income
    • + $45 PEI deduction of one-half the remainder of the first $120 of earned income
    • + $3 PEI deduction of 30 percent of earnings more than $120
    • = $153 Total PNA/PEI
  • Co-payment calculation:
    • $250 RSDI
    • + $130 Net earnings
  • Step 1
    • = $380 Total
  • Step 2
    • – $153 Total PNA/PEI
    • = $227 Income available for diversion
  • Step 3
    • + $800 Spouse's income
    • = $1,027 Total
  • Step 4
    • – $3,853.50 Spousal allowance
  • Step 5 N/A
  • Step 6 N/A
    • = $0 Co-payment for payment plan