30.2 Financial Tests

The asset limit for one person is $2,000. Count assets the same as for other EBD assistance groups.

The income limit for one person is $1,585. This is gross income. There is no net income test.

TB -related assistance groups that fail the TB-related gross income test cannot become eligible for a Medicaid deductible.

If more than one person in the assistance group is TB-infected, test each person as a single individual with his or her own FTG . Do not deem assets or income from any other member of the assistance group.

Example 1: Mary and her spouse George are both applying for TB-related Medicaid. Test Mary and George as separate FTGs. Do not deem assets or income from Mary to George or from George to Mary. Test Mary's assets against the asset limit. Test her income against the income limit for one person. Test George's assets against the asset limit. Test his income against the income limit for one person.

Example 2: There are three children in the Kraan family. All of the children have TB. Consider each child to be a separate FTG. Test each child using only his or her own assets and income. Each child’s assets do not exceed the asset limit. Each child’s income limit does not exceed the income limit. Do not deem assets or income from the child’s parents or from any of his or her siblings.

If only one person in the assistance group is TB-infected and that person is a:

TB-infected minor or 18-year-old: Test him or her in the Financial Tests for Disabled Minors. Add the parents' deemed assets and income to the minor or 18-year-old's assets and income. Test him or her against the asset limit and the gross income limit.
TB-infected adult with assets or income who has a spouse with no assets or income: Test the TB-infected adult's assets or income against the asset limit and the gross income limit.
TB-infected adult with assets or income who has a spouse with assets or income: Use Worksheet 06 Supplemental Security Income-Related Determination, F-01305, (see Section 40.1 Worksheets Table of Contents) to determine the spouse's assets and net income. Add these totals to the TB-infected person's assets and gross income. Compare this total to the asset limit and the gross income limit.
TB-infected adult with no assets or income who has a spouse with assets or income: Use Worksheet 06 Supplemental Security Income-Related Determination, F-01305, (see Section 40.1 Worksheets Table of Contents) to determine the spouse's assets and net income. Compare these results to the asset limit and the gross income limit.

Note: When using Worksheet 06, disregard items 16-18. Replace item 19 with the TB-related income limit. Disregard item 20.

This page last updated in Release Number: 18-01

Release Date: 04/13/2018

Effective Date: 01/01/2018

The information concerning the Medicaid program provided in this handbook release is published in accordance with: Titles XI and XIX of the Social Security Act; Parts 430 through 481 of Title 42 of the Code of Federal Regulations; Chapters 46 and 49 of the Wisconsin Statutes; and Chapters HA 3, DHS 2, 10 and 101 through 109 of the Wisconsin Administrative Code.

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-10030