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| Manual |
Change |
Section/Item |
Rule Change |
| Counting Client Assets | Added policy on the treatment of monies withheld to repay an overpayment. | A.2 | 461-140-0040 |
| Moved the OSIPM policy on annuities to 461-145-0022. Moved the policy on dividends, interest and royalties to 461-145-0108. | B.5 | 461-145-0020 | |
| New rule and policy on the treatment of annuities for OSIPM. Policy is now outlined with three time frames that provide guidance for the treatment of annuities in each case. | B.6 SPD WG E.1 |
461-145-0022 | |
| New rule number for policy on dividends, interest and royalties. | B.18 | 461-145-0108 | |
| For a client who has an initial month of long-term care or waivered services on or after January 1, 2006 , their home may be countable if the client has equity in the home of more than $500,000. | B.31 | 461-145-0220 | |
| Clarified that when an individual rents out a room or other space on their property, it is considered income producing property. | B.34 | 461-145-0250 | |
| When a client purchases an interest in a life estate on or after July 1, 2006 in another person’s home, the transaction is a disqualifying transfer of assets unless the purchaser lives in the home for at least 12 consecutive months after the date of the purchase. | 461-145-0310 | ||
New requirement stating that if an OSIP(M) or QMB client or their community spouse purchase a promissory note, loan or mortgage, the transaction may be considered a disqualifying transfer of assets. |
B.43 | 461-145-0330 | |
| Revised so that lodger income is defined the same for all programs. Lodger income is consider self-employment income. | B.44 | 461-145-0340 | |
| Homes can be excluded from the resource calculation if the group is making a good faith effort to sell the property. An exclusion was added for the homes that have equity in excess of 500,000. | B.57 | 461-145-0420 | |
| Generic Program Elements | Changed this section title to "Privacy of Protected Infomation" based on changes to this division of SPD OARs. | A | 411-005 |
| Amended to
clarify the rule and identify what is included in the overpayment calculation for clients who receive OSIPM and do not pay their share of the costs of service. |
G.2 | 461-195-0521 | |
| OHP | Amended to exempt -- from the requirement to pay premiums and to cancel any unpaid premiums -- certain clients whose countable income is 10% or less of the federal poverty level. |
D.11 | 461-135-1120 |
| Updated to reflect the central hearings procedure. | WG.1 | N/A | |
| OSIP | Revised the policy to better describe when a child or a parent is included in the filing group. | C.2 | 461-110-0110 |
| Transfer of assets changes related to the DRA. See SPD-PT-06-025 | 461-140-0210 461-140-0220 461-140-0250 461-140-0296 461-140-0300 461-175-0220 |
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| Updated the standards for the maintenance needs allowance and the shelter standard for the client liability calculation. | 461-160-0620 | ||
| Clarified who is eligible for OSIPM as a Disabled Adult Child. | G.1 | 461-135-0830 | |
| Updated to reflect the PMDDT changes outlined in SPD-PT-06-017 | WG.4 | 461-125-0370 | |
| Added an example to clarify that a transfer of a home can be a disqualifying transfer. | WG.7 | 461-140-0220 | |
| QMB | Transfer of assets changes related to the DRA. See SPD-PT-06-025 | E.7 E.8 E.9 E.10 GPE D.4 |
461-140-0210 461-140-0220 461-140-0250 461-140-0296 461-140-0300 461-175-0220 |
