A Community Spouse SOC Examples

 

Programs

Manual Section

ALTCS

MA1201C

 

1)    Community Spouse Monthly Income Allowance (CSMIA)

The customer applies in November 2022. The customer's spouse lives at home. The spouse has the following counted monthly income and expenses:

·        $1200.00 – Pension benefit

·        $400.00 – Mortgage (includes property taxes)

·        $130.00 - Condominium maintenance fee (includes $15 utility charge)

·        $70.00 – Homeowner’s insurance

The spouse’s CSMIA calculation is shown in the following table:

Step

Action

1

Calculate the total excess shelter costs:

   $600.00  Spouse’s shelter costs ($400.00+$130.00+$70.00)

+ $310.00  Utility allowance ($325 SUA - $15 maintenance fee utility charge)

   $910.00 – Total excess shelter costs

2

Calculate the Excess Shelter Allowance:

  $910.00  Total excess shelter costs

- $687.00  30% of the Monthly Spousal Need Standard

  $223.00  Excess Shelter Allowance

3

Calculate the Minimum Monthly Maintenance Needs Allowance:

     $223.00  Excess Shelter Allowance

+ $2,289.00  Monthly Spousal Need Standard

   $2,512.00 Minimum Monthly Maintenance Needs Allowance (MMMNA).

4

   $2,512.00 (MMMNA from Step 3) is less than $3,435.00 (Maximum Monthly Maintenance Needs Standard)

5

Calculate the CSMIA:

  $2,512.00  MMMNA from Step 3

- $1200.00  spouse’s counted monthly income

  $1,312.00 is the CSMIA.

 

 

2)    Community Spouse Family Allowance

Customer is receiving ALTCS and has two dependents living at home with the community spouse. One dependent is the spouse’s brother, and the other is the 30-year-old child of the customer and spouse.

The brother’s total monthly income is $824.00 in Social Security Retirement benefits.  His family allowance amount is calculated below:

Monthly Spousal Need (Effective 7/1/22)

$2289.00

Brother’s income

- $824.00

Remainder

$1465.00

Divide remainder by 3

/3

Family Allowance for the brother, rounded up

$489.00

 

The adult child’s total monthly income is $300.00 in spousal support (alimony). Her family allowance amount is calculated below:

Monthly Spousal Need (Effective 7/1/22)

$2289.00

Adult child's income

- $300.00

Remainder

$1989.00

Divide remainder by 3

/3

Family Allowance for the adult child, rounded up

$663.00

 

The total Community Spouse Family Allowance is $1152.00.