DATE: DECEMBER 5, 2000
Manual: Aged, Blind and Disabled Medicaid
To: County Directors of Social Services
Effective: January 1, 2001
Make the following change(s)
Because of an increase in the Consumer Price Index, on which the cost of living is based, there will be a change in the maximum community spouse income allowance and in the maximum and minimum community spouse resource allowances. Effective January 1, 2001, the new amounts are:
• Maximum community spouse resource allowance:
• Minimum community spouse resource allowance:
• Maximum community spouse income allowance:
NOTE: The minimum community spouse income allowance is not changed.
Amounts for inappropriate level of care beds and for Medicare deductibles and co-insurance have increased.
Apply the new community resource allowance amounts to an assessment completed for an individual who has a community spouse and is institutionalized on or after January 1, 2001.
Recalculate the amount of the countable resources for the institutionalized spouse (isp) effective January 1, 2001, applying the new community spouse resource allowance (csra) amounts. This will reduce the isp’s countable resources effective January 1, 2001 and may make him eligible.
Example: The csra determined prior to 1-1-01 was $16,824. The couple’s countable resources on 12-31-00 were $18,976. This left $2,152 in countable resources for the isp (18,976 - 16,824 = 2,152). Effective 1-1-01, increase the csra to $17,400. This lowers the isp’s countable resources to $1,576 (18,976 – 17,400 = 1,576). The isp’s countable resources are now below the resource limit of $2,000, and if all other eligibility criteria are met, he is eligible effective 1-1-01.
increase the csra to $87,000. Recalculate the isp’s countable resources based on the increased csra.
Example: The couple’s countable resources at institutionalization were $173,214. The ½ share was $86,607. The csra (maximum allowable amount) was $84,120. On 12/31/00 the couple’s total countable resources were $168,172, leaving the isp with countable resources of $84,052 (168,172 – 84,120 = 84,052). Effective 01-1-01, increase the csra to $87,000. This lowers the isp’s countable resources to $81,172 (168,172 - 87,000 = 81,172).
Apply the new maximum community spouse income allowance, effective the first month of the new certification period for redeterminations completed after January 1, 2001.
Insert attached MA-2231, pages 7-10.
Insert attached MA-2270, pages 15-16 and Tables pages i - ii.
Please direct any questions to your Medicaid Program Representative.
Paul R. Perruzzi
[This material was researched and prepared by Cinnamon Narron, Policy Consultant, Medicaid Eligibility Unit]
For questions or clarification on any of the policy contained in these manuals, please contact your local county office.