To advise the couple requesting a resource assessment of their spousal protected resource amount.
When to Prepare
Complete Form H1274 when a resource assessment has been completed.
Number of Copies
Complete an original and two copies if form is computer-entered. Complete an original and three copies if completed by hand.
Send the original to the client. Send one copy to the spouse.
Keep a copy of Form H1274 in the case record for three years after the case is denied.
Client Name — Enter the last name, comma, first name, space and middle initial. Do not exceed 22 characters. Shorten if necessary.
Date of Birth — Enter (in MMDDYY format) the individual's date of birth.
Name of Medical Care Facility or Applicable Waiver — Enter the name of the facility in which the client lives or name of waiver program.
Address of Medical Care Facility or Waiver Client —
- Street or Box Number — Enter the street or box number of the facility.
- City — Enter city in which facility is located.
- State — Enter the two-letter postal service abbreviation; for example, TX.
- ZIP code — Enter the facility's ZIP code, up to nine digits.
Date of Admission to Medical Care Facility or Waiver Application Date — Enter the date of medical care facility entry or date of waiver application in MMDDYY format.
Date Assessment is Completed — Enter (in MMDDYY format) the date the assessment is completed.
Social Security Number — Enter the individual's nine-digit Social Security account number.
Social Security Claim Number — Enter the individual's Medicare claim number.
Assessment Number — Make no entry; reserved for future use.
BJN — Enter the eight-digit budgeted job number of the person completing the assessment. If BJN is not known, enter employee number.
Mail Code — Enter four-digit mail code of the person completing the assessment.
County Code — Enter the three-digit code of the county in which the individual resides.
Invoice Number — Make no entry; reserved for future use.
Resources — Enter the appropriate resources with dollar value as of 12:01 a.m. on the first day of the month of institutionalization.
Total Countable Resources — Enter the total dollar value of all resources listed above.
Spouse Share — Enter one-half of the amount given above.
Spouse Protected Resource Amount — Enter the spousal protected resource amount.
Spouse Allowance — Enter the current maximum spousal allowance.