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Wisconsin Department of Health and Family Services |
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Wisconsin Department of Health and Family Services |
If there are income Income is anything you receive in cash or in kind that you can use to meet your needs for food, clothing, and shelter. changes during the MA deductible period, recalculate the MA deductible amount.
Add together the monthly excess income of the
months of the MA deductible period that have already gone by.
Subtract the medically needy income limit from
the new monthly income. This
will give the excess income for the month when the income changed.
Using prospective net income, find the excess
income of the months in the deductible period after the month when income
changed.
Add the results of #1, #2, and #3.
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Example 1: Cicely applied for MA in July. She had excess income of $20 a month. Her MA deductible was $120. In November she reports a pay increase of $10 a month. Now you must recalculate her MA deductible.
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If the income change results in lower
excess income in the month of change, the applicant can choose
to:
Recalculate the MA deductible, or
Create a new deductible period.
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Example 2: Winston goes from full time to part time employment in the fourth month of his MA deductible period. He still has excess income, but it is lower than in the previous three months. He can choose either to recalculate his MA deductible or to have a new deductible period.
If he recalculates, the resulting deductible will be lower than the previous one.
His other choice is to begin a new 6-month deductible period. He may want to do this if the new deductible is even lower than the recalculated one. If he makes this choice, he will forfeit any eligibility he might have acquired in the previous deductible period if he had met the previous deductible. |
If the income change results in no excess income the applicant has an additional choice:
Recalculate the deductible.
Create a new deductible period.
Begin eligibility immediately.
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Example 3: If Winston has no excess income in the month his income drops, and if his prospective monthly income shows no excess income, he can choose to begin eligibility immediately. In choosing this, he will forfeit the eligibility he would have had in the prior deductible period if he had met the prior deductible. |
When the group size is different on the last day of the month from what it was on the last day of the previous month, you must recalculate the deductible. Compare the new group's income with the new group's medically needy income limit. If there is excess monthly income, recalculate the deductible in the same way as for income changes (4.9.7.1).
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Example: Maybelle and her 2 teenage daughters have a deductible. The deductible period began July 1. Maybelle's 18 year old son, George, lost his job and moved in with his mother and sisters on September 10. He is still there on September 30, so you most recalculate the deductible using the larger group size. On November 2, George takes a new job and moves out of the house. If George is still out of the house on November 30, recalculate the deductible using the smaller group size. |
If the fiscal group acquires new assets during the deductible period, wait until the last day of the month in which it acquired the assets. If the group has excess assets on the last day of the month, the group is not eligible. End the deductible period.
If there is a change in non-financial eligibility during the deductible period, discontinue those persons who have become non-financially ineligible.
This page last updated in Release Number: 02-01
Release Date:01-01-02
Effective Date: 01-01-02
