5.5.3 FINANCIAL

5.5.3.1 Assets

5.5.3.2 Income Tests

5.5.3.3 Lump Sums

5.5.3.1 Assets

There is no asset test.

5.5.3.2 Income Tests

Determine the total budgetable income Income is anything you receive in cash or in kind that you can use to meet your needs for food, clothing, and shelter. by subtracting the deductions listed in 5.5.4 from the gross income.

Compare the budgetable income to the categorically needy income limit (8.1.4). (If a pregnant woman is in the group, increase the group size by 1 for each fetus that she is carrying.)
 

1. If the group’s income is equal to or less than that limit, the group is eligible for categorically needy MA.
    

2. If the group’s income is greater than the categorically needy limit, the group is medically needy.
    

3. 1. If the group fails the medically needy income test, see if the caretaker meets FFU testing criteria (4.8).  If s/he does, test for FFU.  If s/he fails that, the Medically Needy caretaker is not eligible for AFDC-related MA.  Test the rest of the group for MA deductible.

If the caretaker is EBD-related, test the caretaker and spouse for EBD-Related MA (Chapter 1.1)

1. 2. If in the group there is a pregnant woman or a child under 19, test for Healthy Start (5.2).
       

   3. If the income is not greater than the medically needy income limit, the children are medically needy eligible.

3. If the group’s income is greater than the medically needy limit, and there is a child under 19 who is blind or disabled (5.2)., test the child in the Blind or Disabled Minor 1.1.3.1.2

If there is no blind or disabled child, determine the MA deductible for the fiscal test group (4.9).  

5.5.3.3 Lump Sums

Lump sums are assets.  This differs from the AFDC-MA AFDC-MA is the category of Medicaid that is based on rules for the Aid to Families with Dependant Children Program (AFDC) that were in effect on July 16, 1996.(5.4)

This page last updated in Release Number : 04-03

Release Date: 08/02/04

Effective Date: 08/02/04