A Gross Test Calculation - Non-Community Spouse

 

Examples

The customer lives with his wife, but they do not meet the community spouse rules.  Their two minor children, who are 13 and 15 years old, live with them.

The customer gets Social Security Disability of $1,000 and a disability pension of $500 per month.  His wife works full time and earns $4,000 per month.

The two children each get Social Security Survivor’s benefits of $250 per month.

The customer’s eligibility is calculated using the steps below:

Step

Action

1

The customer’s monthly income is totaled:

$1,000 + $500 = $1,500

2

The total from step 1 is compared to 300% of the FBR.

In 2023, 300% FBR = $2,742.00

Because $1,500.00 is less than 300% of the FBR, the customer is income eligible for ALTCS.