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| Manual |
Change |
Section/Item |
Rule Change |
| Counting Client Assets | Annuities are considered separate from dividend and interest income. Clarifies that you only look at an annuity as a potentially disqualifying transfer for SPD medical programs. | B.5 | 461-145-0020 |
| GA(M) program aligned with the OSIP(M) program related to the treatment of loans. | B.41 | 461-145-0330 | |
| Added policy on the treatment of military income. | 461-145-0345 | ||
| Personal belongings are now excluded for GA(M), OSIP(M), and QMB. | B.49 | 461-145-0390 | |
| Clarifies that during the minimum retention period for savings bonds, they are not counted if the client has requested a hardship waiver from the U.S. Department of the Treasury and the request has been denied. | B.68 | 461-145-0520 | |
| USDA meal reimbursements made for children in the filing group are excluded. | B.75 | 461-145-0570 | |
| Specified that a lump sum veteran's payment (aid and attendance) that covers months that the Department has paid for services must be reimbursed to the Department. |
B.76 | 461-145-0580 | |
| Newspaper carriers are now considered self employed if they are independent contractors. | C.1 | 461-145-0910 | |
| For FS, incorporated businesses are not considered self-employment. | C.1 | 461-145-0910 | |
| Gross income for self employment is defined as the gross sales and receipts. | C.2 | 461-145-0920 | |
| Clarifies which material purchases can be excluded from gross self employment income. | C.2 | 461-145-0920 | |
| Incorporated changes related to section C. (See above). | WG.1 | 461-145-0910 461-145-0920 |
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| General Assistance | Ineligibility periods are no longer calculated for lump-sum income. | E.4 | 461-140-0120 461-140-0123 461-140-0125 461-140-0130 461-140-0140 461-140-0150 461-180-0095 |
| Client's child must meet the disability criteria of SSA if a transfer of resources is to be excluded. | E.10 | 461-140-0242 | |
| Clarifies actions taken during the periodic review process. | F.6 | N/A | |
| Generic Program Elements | Removed the term "decision notice". Federal regulations do not require a decision notice when a FS household needs to be notified at certification that their benefits will reduce when their cash benefits begin. | D.4 | 461-175-0300 |
| Overpayment procedures updated as field staff are now processing administrative error overpayments locally. | G | N/A | |
| OHP | Clarification on when a new application is required when an individual is ineligble on the date of request. | B.1 | 461-115-0050 |
| Amended the policy related to the determination of who may be considered a new applicant for OPU. | D.10 | 461-135-1102 | |
| Updates the steps taken to determine income that is applied to the budget month in determining eligibility for OHP. | E.6 | 461-150-0055 | |
| Updated the income and premium standards based on the federal poverty levels. | 461-155-0225 | ||
| Added policy on the effective date of eligibility following a closure. | F.3 | 461-180-0100 | |
| Note added regarding the procedure for address changes that are reported to branch 5503. | WG.1 | N/A | |
| Detail added on income requirements for a Pell grant. | WG.3 | 461-135-1110 | |
| OSIP | Clarification on when a new application is required if a client is found ineligible on the date of request. | B.1 | 461-115-0050 |
| Added policy on who must sign and complete the application process. | B.2 | 461-115-0071 | |
| Clarified that although redeterminations are not required for SSI clients, they must be contacted annually to verify assumed eligibility. | N/A | ||
| Clarifies how to determine financial eligibility for OSIP cash payments and OSIPM. | 461-135-0710 461-160-0540 |
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| Clarified how special needs are used when determining eligibility. | E.2 | 461-155-0010 | |
| Updated the EPD income standard based on the increase in the federal poverty levels. | E.2 | 461-155-0250 | |
| Clarifies actions taken during the periodic review process. | F.5 | N/A | |
| Updated instructions on how to calculate the Pickle amount. | G.3 | 461-135-0780 | |
| QMB | Added policy on who must sign and complete the application process. | B.1 | 461-115-0071 |
| Clarification on when a new application is required if a client is found ineligible on the date of request. | B.4 | 461-115-0050 | |
| Updated the income standards based on the federal poverty level increase. | E.2 | 461-155-0295 461-155-0290 |
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| Clarifies how to determine financial eligibility. | E.5 | 461-160-0540 | |
| SPD Worker Guide | Updated the income amounts for qualifying quarters. | B.2 | N/A |
| Added clarification for determining if a Canadian-born Indian meets Citizenship/Alien Status. | D.1 | N/A | |
| Updated standards chart based on the increase in the federal poverty levels. | E.5 | 461-155-0225 461-155-0290 461-155-0295 |
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| Updates made to the 10 day notice procedure and timeframes. | G.7 | N/A | |
| Added a worker guide on Client Maintenance System reports available through ViewDirect. | G.8 | N/A |
