Chapter M08 Abd Income Subchapter 10
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CHAPTER M08 ABD INCOME Manual Title Chapter Page Revision Date Virginia Medical Assistance Eligibility M08 October 1996 Chapter Subject Page ending with Page ABD INCOME TOC i CHAPTER M08 TABLE OF CONTENTS ABD INCOME SUBCHAPTER Page GENERAL–ABD INCOME RULES......................M810.000 General .......................................................................... S0810.001 ................................... 1 Whose Income Is It? .................................................... S0810.120 ................................... 9 Computing Countable Income .................................... S0810.300 ................................. 14 Income Exclusions Which Apply To Both Earned and Unearned Income ........................ S0810.400. ................................ 16 Verifying and Estimation Income ............................ S0810.500 ................................. 25 Income of Members of Religious Orders Who Take a Vow of Poverty .................... S0810.700 ................................. 29 WHAT IS NOT INCOME ...................................... M0815.000 EARNED INCOME ................................................ M0820.000 General ......................................................................... M0820.001 ................................... 1 Wages ............................................................................. S0820.100 ................................... 5 Net Earnings From Self-Employment ........................ S0820.200 ................................. 15 Sheltered Income Tax Credits ..................................... S0820.300 ................................. 24 Earned Income Tax Credits ........................................ S0820.400 ................................. 25 Royalties and Honoraria .............................................. S0820.450 ................................. 25 Earned Income Exclusion ............................................ S0820.500 ................................. 27 UNEARNED INCOME .......................................... M0830.000 General .......................................................................... S0830.001 ................................... 1 Unearned Income Exclusions – General .................... S0830.050 ................................... 4 Amount of Unearned Income ...................................... S0830.100 ................................... 8 Broad Categories of Unearned Income ...................... S0830.160 ................................. 15 Major Benefit Programs .............................................. S0830.210 ................................. 22 Department of Veterans Affairs Payments ................ S0830.300 ................................. 32 Payments for Children and Spouses ........................... S0830.400 ................................. 47 Educational Assistance ................................................ S0830.450 ................................. 59 Miscellaneous Unearned Income ................................ S0830.500 ................................. 63 Exclusions Involving Assistance Programs ................ S0830.600 ............................... 103 Other Unearned Income .............................................. S0830.700 ............................... 117 Special Considerations for Native Americans ........... S0830.800 ............................... 124 CHAPTER M08 ABD INCOME SUBCHAPTER 10 GENERAL--ABD INCOME RULES M0810 Changes Changed With Effective Date Pages Changed TN #DMAS-18 1/1/21 Pages 1, 2 TN #DMAS-17 7/1/20 Page 2 TN #DMAS-16 4/1/20 Page 2 TN #DMAS-15 1/1/20 Pages 1, 2 TN #DMAS-14 10/1/19 Pages 20, 25, 27 Page 28 is a runover page. TN #DMAS-12 4/1/19 Page 2 TN #DMAS-11 1/1/19 Pages 1, 2 TN #DMAS-10 10/1/18 Page 2 TN #DMAS-9 7/1/18 Page 2 TN #DMAS-8 4/1/18 Page 2 TN #DMAS-7 1/1/18 Pages 1, 2 TN #DMAS-5 7/1/17 Page 2 TN #DMAS-4 4/1/17 Page 2 TN #DMAS-3 1/1/17 Pages 1, 2 TN #DMAS-2 10/1/16 Page 2 TN #DMAS-1 6/1/16 Pages 1, 2 UP #11 7/1/15 Page 2 TN #100 5/1/15 Pages 1, 2 UP #10 5/1/14 Page 2 TN #99 1/1/14 Pages 1, 2 TN #98 10/1/13 Page 2 UP #9 4/1/13 Pages 1, 2 UP #7 7/1/12 Page 2 UP #6 4/1/12 Pages 1, 2 TN #95 3/1/11 Pages 1, 2 TN #93 1/1/10 Pages 1, 2 Update (UP) #1 7/1/09 Page 2 Manual Title Chapter Page Revision Date Virginia Medical Assistance Eligibility M08 July 2008 Subchapter Subject Page ending with Page M0810 GENERAL - ABD INCOME RULES TOC i TABLE OF CONTENTS M0810.000 GENERAL--ABD INCOME RULES Section Page GENERAL Income and Eligibility ...................................................................... M0810.001 .................................................. 1 Income Limits ................................................................................... M0810.002 .................................................. 1 What is Income ................................................................................. M0810.005 .................................................. 3 Income Exclusions ............................................................................. S0810.007 .................................................. 3 Relationship of Income to Resources ............................................... S0810.010 .................................................. 4 Types of Income ................................................................................. S0810.015 .................................................. 5 Forms and Amounts of Income ........................................................ S0810.020 .................................................. 6 Effect of Garnishment or Seizure ..................................................... S0810.025 .................................................. 6 When Income is Counted .................................................................. S0810.030 .................................................. 7 WHOSE INCOME IS IT? Income Determinations Involving Agents ....................................... S0810.120 .................................................. 9 Income Derived from Joint Bank Accounts .................................... S0810.130 ................................................ 13 COMPUTING COUNTABLE INCOME General ............................................................................................... S0810.300 ................................................ 14 How to Compute Countable Income ................................................ S0810.310 ................................................ 15 INCOME EXCLUSIONS WHICH APPLY TO BOTH EARNED AND UNEARNED INCOME General ............................................................................................... S0810.400 ................................................ 16 Infrequent or Irregular Income Exclusion ...................................... S0810.410 ................................................ 16 $20 Per Month General Income Exclusion ...................................... S0810.420 ................................................ 24 Plan for Achieving Self-Support (PASS) ........................................ M0810.430 ................................................ 24 VERIFYING AND ESTIMATING INCOME Income Verification ........................................................................... S0810.500 ................................................ 25 Period for Which on Estimate is Required...................................... S0810.600 ................................................ 26 How to Estimate Income ................................................................. M0810.610 ................................................ 27 INCOME OF MEMBERS OF RELIGIOUS ORDERS WHO TAKE A VOW OF POVERTY General .............................................................................................. M0810.700 ................................................ 29 Manual Title Chapter Page Revision Date Virginia Medical Assistance Eligibility M08 January 2021 Subchapter Subject Page ending with Page M0810 GENERAL - ABD INCOME RULES M0810.002 1 GENERAL M0810.001 INCOME AND ELIGIBILITY A. Introduction The following sections explain how to treat income in the Medicaid program. This chapter explains how we count income. B. Policy Principles 1. Who is Eligible An individual is eligible for Medicaid if the person: meets a covered group; and meets the nonfinancial requirements; and meets the covered group's resource limits; and meets the covered group's income limits. 2. General Income Count income on a monthly basis. Rules Not all income counts in determining eligibility. If an individual's countable income exceeds a classification's monthly limit, a medically needy spenddown may be established, if appropriate. M0810.002 INCOME LIMITS A. Income Limits The Medicaid covered group determines which income limit to use to determine eligibility. 1. Categorically Supplemental Security Income (SSI) and State Supplement (Auxiliary Needy Grant) recipient's money payments meet the income eligibility criteria in the ABD Categorically Needy covered group. 2. Categorically Needy Protected Categorically-Needy Protected Covered Cases Only Groups Which Use SSI Income Limits Family Unit Size 2020 Monthly Amount 2021 Monthly Amount 1 $783 $794 2 1,175 1,191 Individual or Couple Whose Total Food and Shelter Needs Are Contributed to Him or Them Family Unit Size 2020 Monthly Amount 2021 Monthly Amount 1 $522.00 $529.34 2 783.34 794.00 Manual Title Chapter Page Revision Date Virginia Medical Assistance Eligibility M08 January 2021 Subchapter Subject