Home Allowance can be given for up to six Letter from physician certifying the Maintenance full calendar months for necessary applicant is expected to return home Allowance household expenses within six months Six count begins the first full Written or verbal statement of calendar month the applicant is in an household expenses. Must detail the institutional setting (Hospital or type and amount of expenses Nursing Facility) Only request copies if the reported Allowance is for actual household expense is excessive and is needed expenses not to exceed the current to give the full allowance SSI limit Deduct household expenses in the Deduction is applied during recurring following order until full allowance is income calculation used Deduction can be requested at any or Rent point within the six month period and Water and Sewer applied retroactively and internet and other utilities and expenses Spousal An allocation can be given to a Question must be answered on DHHS Allocation community spouse by the Form 3401 or the DHHS Form 3400-B institutionalized spouse Verification of spousal The institutionalized spouse must income/resources to provide the allocation The community spouse must cooperate and provide income and resource information to receive the allocation Dependent An allocation can be given to a Written Statement which has the: dependent relative by the of the dependent relative; Allocation institutionalized person of the dependent The institutionalized person must relative to the institutionalized agree to provide the allocation person; The dependent relative must of the dependency of the cooperate by providing information to dependent relative; and receive the allocation and relationship to the person with whom the dependent relative will be living Other Element Policy Reminder Verification/Documentation Separated If a person who is separated but not If the community spouse receives SSI, Spouse divorced applies for an institutional no contact is required program, the eligibility worker MUST If the location of the spouse is known, attempt to contact the community attempt contact: spouse and obtain resource information. spouse does not cooperate, document and treat Institutional Spouse as an individual If a DHHS 1233 is sent, continue processing the application. Process as a change if something is returned Cooperating: Document income for spousal
Home Maintenance Allowance Allowance can be given for up to six full calendar months for necessary household expenses Six count begins the first full calendar month the applicant is in an institutional setting (Hospital or Nursing Facility) Allowance is for actual household expenses not to exceed the current SSI limit Deduction is applied during recurring income calculation Deduction can be requested at any point within the six month period and applied retroactively Letter from physician certifying the applicant is expected to return home within six months Written or verbal statement of household expenses. Must detail the type and amount of expenses Only request copies if the reported expense is excessive and is needed to give the full allowance Deduct household expenses in the following order until full allowance is used or Rent Water and Sewer and internet and other utilities and expenses Spousal Allocation An allocation can be given to a community spouse by the institutionalized spouse The institutionalized spouse must to provide the allocation The community spouse must cooperate and provide income and resource information to receive the allocation Question must be answered on DHHS Form 3401 or the DHHS Form 3400-B Verification of spousal income/resources Dependent Allocation An allocation can be given to a dependent relative by the institutionalized person The institutionalized person must agree to provide the allocation The dependent relative must cooperate by providing information to receive the allocation Written Statement which has the: of the dependent relative; of the dependent relative to the institutionalized person; of the dependency of the dependent relative; and and relationship to the person with whom the dependent relative will be living Other Element Policy Reminder Verification/Documentation Separated Spouse If a person who is separated but not divorced applies for an institutional program, the eligibility worker MUST attempt to contact the community spouse and obtain resource information. If the community spouse receives SSI, no contact is required If the location of the spouse is known, attempt contact: spouse does not cooperate, document and treat Institutional Spouse as an individual If a DHHS 1233 is sent, continue processing the application. Process as a change if something is returned Cooperating: Document income for spousal
Chapter_105.docx