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Effective: December 1, 2006 |
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20.05.05ar1 - Program Provisions for Excluded Income (Archive) |
Archived: August 1, 2007 |
Some sources of income can be excluded from counting in the income calculation. This section lists specific exclusions for specific types of income for specific programs.
For a list of income not counted for a client using Long-Term Care (LTC) budgeting, see LTC and Elderly Waiver (EW).
Excluded Income – MinnesotaCare.
Excluded Income – MA Method A.
Excluded Income – MA Method B.
Excluded Income - MinnesotaCare
In addition to income listed in Excluded Income, exclude the following sources of income for MinnesotaCare (MCRE) applicants and enrollees:
l Earned income of full or part-time students under age 19. See Dependent Child Income.
l Infrequent or irregular income.
n Income is infrequent or irregular if it is not possible to anticipate receiving it.
n Count income that applicants/enrollees regularly receive at least annually.
Example:
The Brown family receives $10,000 every December from Mrs. Brown's parents.
Action:
Count this money as income.
Example:
Sarah received a $500 gift from her uncle last year. She explains that it was a one-time gift because her uncle sold some stock.
Action:
Do not count this income.
l Lump sum income. See this section for more details on how to treat lump sum income.
l In addition to the Netherlands Act payments for Nazi persecution noted in the general provisions, exclude other types of WUV payments.
Exception: Count WUV payments to victims of Japanese persecution.
l Exclude household provisions made directly to members of the clergy without charge, such as use of a parsonage, as in-kind income.
l Some other types of income may be partially excluded. See sections regarding specific types of income for more information.
In addition to income listed in Excluded Income, exclude the following sources of income for MA Method A applicants and enrollees:
l Cash program payments such as MFIP, Diversionary Work, GA, MSA, and RCA.
l Vendor payments made on behalf of the household, such as:
n Emergency payments made by EA or EGA.
n MSA or GRH payments made directly to a facility. See Public Assistance Payments.
l Irregular cash gift income totaling $30 or less per calendar quarter for each person whose income is counted. Count gifts the client receives on a regular basis or which exceed $30.
Example:
Martha applies for MA for herself and her children. Her parents give her $25 per month to help with expenses.
Action:
Count this gift because Martha receives it regularly and receives over $30 per calendar quarter.
Example:
Jennifer receives MA for herself and her two sons. Jennifer reports that she and the children each received $25 as a birthday gift.
Action:
Exclude this income because it totals less than $30 per person per quarter and is received infrequently.
l SSI payments. Other income may also be excluded for an SSI recipient. For more detailed information on what is specifically excluded see RSDI and SSI Income.
l In addition to the Netherlands Act payments for Nazi persecution noted in the general provisions, exclude other types of WUV payments.
Exception: Count WUV payments to victims of Japanese persecution.
In addition to income listed in Excluded Income, exclude the following sources of income for MA/GAMC Method B applicants and enrollees:
l In addition to the Netherlands Act payments for Nazi persecution noted in the general provisions, exclude other types of WUV payments.
l Cash program payments such as MFIP, Diversionary Work, GA, MSA, and RCA.
l Vendor payments made on behalf of the household, such as:
n Emergency payments made by EA or EGA.
n MSA or GRH payments made directly to a facility. See Public Assistance Payments Income.
l Infrequent or irregular income. Infrequent or irregular income is:
n Income that is received no more than once in a calendar quarter from a single source.
Note: The same type of income may be received more than once in a calendar quarter as long as it is not from the same source.
Example:
Alice received $10 from her brother on her birthday. She also received $20 from her mother, and $5 from her nephew.
Action:
Alice received three birthday gifts of cash; the same type of income. However, because each gift was from a different person (source) all of the gifts are considered infrequent income.
n Income that cannot reasonably be expected.
l Exclude the first $30 per calendar quarter of irregular or infrequent earned income.
Note: This exclusion applies to the combined total irregular/infrequent earned income of all people whose income is being considered.
Example:
Betsy earned $38 for babysitting a neighbor's child, when the child’s parent has an emergency.
Action:
Betsy earned this income. Exclude the first $30 of this income because it is irregular and count the remaining $8 in the client’s income calculation.
l Exclude the first $60 per calendar quarter of irregular or infrequent unearned income.
Apply this exclusion to:
n The total irregular/infrequent unearned income received in each calendar quarter.
n The combined total irregular/infrequent unearned income of all people whose income is being considered.
Example:
Herman and Sheila receive MA. At renewal they report they received $65 as an anniversary gift from friends in April. Herman received $20 as a birthday gift from his mother in May. They do not expect to receive additional gifts during the calendar quarter.
Action:
Total all the infrequent unearned income ($85) and exclude the first $60. The remaining $25 is counted as unearned income because it exceeds the first $60 in a calendar quarter.
l Gifts used by an individual to pay tuition or other education related expenses.
l Exclude income from the Mille Lacs Band of Ojibwe Elder Supplemental Assistance Program. See Tribal Land Settlements and Trusts Income.
l Japanese and Aleutian Restitution payments.
l SSI payments. Other income may also be excluded for an SSI recipient. For more detailed information on what is specifically excluded see RSDI and SSI Income.
l SSI, RSDI or Special Veteran’s benefits reissued by the Social Security Administration (SSA) due to money mismanagement by a Representative Payee.
n When an individual Representative Payee of 15 or more beneficiaries or an organization Representative Payee has been found to misuse a client’s benefits then SSI, RSDI, or Special Veterans benefits for the Elderly may be reissued by SSA.
n See Lumps Sums for more information on how to treat this type of income.