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| Manual |
Change |
Section/Item |
Rule Change |
| Counting Client Assets | Annuity and pension/retirement fund policy is changed to specify that a client may purchase an annuity with specific retirement funds and it can be considered an annunity, but this policy does not apply to a community spouse. |
461-145-0020 461-145-0022 461-145-0380 |
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| Bank account policy amended to outline when funds in a bank account are counted in the eligibility process. | B.8 | 461-145-0030 | |
| Clarify the definition of cash, clarify the relationship of this rule to other rules on this topic, and differentiate between the treatment of cash and checks in the eligibility process for food stamps, medical assistance, and public assistance. |
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461-145-0060 | |
| Cash contribution policy amended because the previous policy appears to exclude contributions other than cash. This rule was renamed "contribution" and renumbered. | B.13 | 461-145-0086 | |
| Amended to specify the various types of disaster relief and the scope of the exclusions. | B.16 | 461-145-0100 | |
| Earned income tax credit is now excluded for all programs | B.21 | 461-145-0140 | |
| Income producing property - Properties qualifying as a trade or business are no longer required to have a minimum amount of countable income in order for the equity value of the property to be excluded for eligibility purposes. When a client rents out a home that they previously occupied, it is not a trade or business unless the criteria of the rule is met. See PT-07-007. | B.34 |
461-145-0250 | |
| The fair market value of real property can now be determined by any reasonable methodology. | B.57 | 461-145-0420 | |
| Amended to comply with federal requirements regarding the treatment of retroactive SSB and SSI payments. | B.66 B.69 |
461-140-0120 461-145-0490 461-145-0510 |
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| The distributions allowed under an income cap trust have been limited to better align with the deductions allowed for other service clients. See PT-07-007. |
B.74 OSIP WG.5 |
461-145-0540 | |
| Also, amended to make changes that follow federal law in which there is no age limit of 65 when determining whether assets in a pooled trust are excluded and there is a 65-year age limit when determining whether a transfer of assets applies. See PT-07-007. | B.74 | 461-140-0242 461-145-0540 |
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| Generic Program Elements | Add further detail to the circumstances by which a client can request a hearing. | B | 461-025-0310 |
| A continuing benefit decision notice is required when the Department takes an action based on a monthly change report. | D.4 | 461-175-0270 | |
| Glossary | Multiple additions. | N/A | N/A |
| OHP | New policy outlining how to determine the date of request for an ongoing client. | B.2 | 461-115-0030 |
| Standards updated based on the increase to the federal poverty levels. Effective 1/24/07. | E.6 SPD WG E.5 |
461-155-0225 | |
| OSIP | New policy outlining how to determine the date of request for an ongoing client. | B.3 | 461-115-0030 |
| Added policy regarding a religious exemption to the SSN requirement. | D.3 | 461-120-0210 | |
| Amended to more clearly reflect the language contained in federal regulation about the current process for determination of disability. | D.6 | 461-125-0370 | |
| Clients in an acute care hospital receive benefits as if they were in a NF and do not pay a liability. | D.11 E.4 F.3 |
461-135-0750 461-160-0610 461-165-0120 |
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| Updated the EPD income standard based on the increase to the federal poverty level. Corrected the prorated standards for OSIPM. | E.2 | 461-155-0250 | |
| Transfer policy amended so that it is consistent with federal law regarding transfers to and for the sole benefit of a spouse or a child. Also, clarified that a transfer of assets is disqualifying if care is provided for free or if there is not a reasonable level of care provided. | |||
| Removed the calculation for a disqualification period related to annuities purchased after July 1, 2006 that pay out beyond the annuitant's lifetime. Also, penalty periods cannot overlap and must be served sequentially for a transfer of asset disqualification by current recipients that occurred on July 1, 2006 or later and to describe how to calculate the disqualification period when both spouses must serve a penalty for the same disqualifying transfer. | E.12 | 461-140-0296 | |
| Policy clarified as the language was not specific regarding the requirement that a special assistance animal must be trained to perform physical tasks that the client is unable to do. | H.3 | 461-155-0530 | |
| Clarified because the previous policy does not state that nutritionist verification is required. | H.13 | 461-155-0670 | |
| Added a note after example #2. The note explains how the resource calculation would be different if the person was in a NF rather than an adult foster home. | WG.2 | N/A | |
| New WG on 1619(b) status. | WG.9 | N/A | |
| QMB | Added policy regarding a religious exemption to the SSN requirement. | D.2 | 461-120-0210 |
| Updated the income standards based on the increase to the federal poverty level. Effective March 1. | E.2 SPD WG E.5 |
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| SPD Worker Guide | Revised the worker guide on forming eligibility groups. | C.1 | N/A |
| Updated the amount of money that a person receives through OTAP. | D.6 | N/A | |
| Added reports to the worker guide on Client Maintenance System. | G.8 | N/A |
