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| Manual |
Change |
Section/Item |
Rule Change |
| Counting Client Assets | Clarified that payments from annuities are counted as unearned income to the annuitant. Also, an annuity can only be a disqualifying transfer for clients in nonstandard living arrangements. | B.5 B.6 |
461-145-0020 461-145-0022 |
| Added policy on the treatment of floating homes and houseboats. | B.27 | 461-145-0185 | |
| For OSIP(M) and QMB, the definition of contiguous property is changed. Contiguous property is property not separated by land owned by people outside the financial group. | B.32 | 461-145-0220 | |
| Added a note to address a life estate in which the interest owner does not reside in the home. | B.42 | N/A | |
| Added policy on the treatment of manufactured and mobile homes. | B.45 | 461-145-0343 | |
| Added a note regarding the entitlement of a PERS member (80 years or older) to increased payments when certain criteria are met. | B.51 | N/A | |
| Clarified when to count veterans' aid and attendance payments for eligibility and post-eligibility calculations. | B.79 | 461-145-0580 | |
| Generic Program Elements | Updated the section on overpayments. | G | N/A |
| Glossary | Updated to reflect the move of many definitions into division 001. | N/A | N/A |
| OSIP | Revised to more accurately state the SSA disability determination requirements. | D.6 | 461-125-0370 |
The following program standards increased based on the cost-of-living increase:
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461-155-0250 |
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| Pickle Amendment clients are now exempt from liability payments if they are receiving waivered services. | E.3 | 461-160-0610 | |
| Added a note on the allowance of medical marijuana as a medical deduction. | E.5 | 461-160-0055 | |
| Disqualifications will no longer be imposed on individuals that are in standard living arrangements. | E.9 WG.7 |
461-140-0210 461-140-0220 461-140-0242 461-140-0296 |
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| Certain income cap trusts are considered a disqualifying transfer if they accumulate funds in excess of the applicable divisor amount. | E.12 | 461-140-0296 | |
| Revised to allow clients who are under the age of 21 assumed eligibility effective the month prior to the client's initial month of federal SSI payment eligibility. | F.4 | 461-180-0090 | |
| Added policy on the eligibility for individuals with 1619(b) status. | G.1 | 461-135-0010 | |
| "Shelter exception" special need is now an "accommodation allowance" and the policy has been revised to assist clients who have a disability and who have increased costs
due to an accommodation issue, or who need help maintaining their residence while confined for a short time to a medical or care facility. |
H.13 | 461-155-0660 | |
| Procedure change -If a client makes a disqualifying transfer of assets the Application for Hardship Waiver (0544) is no longer required to be included with the Notice of Disqualifying Transfer (0540T) | WG.7 | N/A | |
| Added a WG on calculating adjusted income for a child. | N/A | ||
| QMB | Clients in standard living arrangement are no longer disqualified due to a transfer of assets. | N/A | 461-140-0210 |
| SPD Worker Guide | Updated the procedures for the National Voter Registration Act. | B.6 | N/A |
| Updated the WG that covers the procedures on clients in state psychiatric hospitals and training centers. | D.7 | N/A | |
| The table that is used to determine if an annuity meets the actuarial life expectancy of a client has been updated. This worker guide now includes a link to the life expectancy table published by the SSA. | E.1 | N/A | |
| Updated the 10-day notice deadline WG. | G.7 | N/A |
