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5.9.3 fiscal test group

Form the fiscal test group as follows:

 

  1. Single person = a fiscal test group of one.
     

  2. Married couple, when one spouse is applying for community waivers, and the other is a community spouse (5.10.2.1). This is a spousal impoverishment situation.  Combine the assets (5.10.4.2) and apply the spousal impoverishment asset test (5.10.4.3).  The income Income is anything you receive in cash or in kind that you can use to meet your needs for food, clothing, and shelter. limit is the same as for institutionalized persons who do not have a community spouse.
     

  3.  Married couple, both applying, are in two separate fiscal test groups.  Spousal impoverishment policies may apply.

 

Example:  Cathy and Bob, a married couple, are both applying for community waivers.  Both are each other’s community spouse.  Combine the assets and apply the spousal impoverishment asset test.   Calculate asset shares and asset limits for each.  Cathy and Bob each have one year to spend assets down to $2,000, based on their individual application dates.

 

This page last updated in Release Number: 02-03

Release Date: 07/01/02

Effective Date: 07/01/02