The customer is not married and lives in a setting where long-term care services cannot be provided.
She gets monthly income of $700.00 Social Security Retirement and a $100.00 VA pension (need-based). She also sells Avon to make extra money and received $80.00 in the budget month from this part time job.
The customer’s eligibility is calculated using the net income test as follows:
Step |
Action |
1 |
Calculate net unearned income: $700.00 (customer’s total countable unearned income that is not needs based) -$0.00 (1/3 child support deduction is not applicable) =$700.00 (subtotal) -$20.00 (general income deduction) =$680.00 (subtotal) +$100.00 (need-based income) =$780.00 (net unearned income) |
2 |
Calculate net earned income: $80.00 (customer’s total countable earned income). -$0.00 (unused portion of the $20.00 general income deduction) -$65.00 (standard work expense deduction) -$0.00 (IRWE deduction) =$15.00 (subtotal of earned income) -$7.50 (½ subtotal of earned income) -$0.00 (blind work expense deduction) =$7.50 (net earned income) |
3 |
Calculate total net income: $780.00 (net unearned income from Step 1 above) +$7.50 (net earned income from Step 2 above) =$787.50 (subtotal or net income) -$0.00 (no child allocation) =$787.50 (total net income) |
4 |
The result in Step 3 above is compared to 100% of the FBR In 2023, 100% FBR = $914.00. Because $787.50 is less than $914.00, the customer is income eligible for ALTCS using the 100% FBR net test. |
The customer and his wife live at home with their two-year-old child. The customer has been on ALTCS six months, when the program contractor notifies the office that he is refusing HCBS. The worker determines ALTCS acute care eligibility using the net test.
The customer gets monthly income of $700.00 Social Security Disability, and his wife works part time and makes $400.00 per month from her job. The child gets $250.00 Social Security Survivor benefits.
The customer’s eligibility is calculated using the net income test as follows:
Step |
Action |
1 |
Calculate net unearned income: $700.00 (total of the customer’s and the spouse’s counted unearned income) -$0.00 (1/3 child support deduction not applicable) =$700.00 (subtotal) -$20.00 (general income deduction) =$680.00 (subtotal) +$0.00 (there is no income based on need) =$680.00 (net unearned income) |
2 |
Calculate net earned income: $400.00 (total of the customer’s and the spouse’s counted earned income) -$0.00 (unused portion of the $20.00 general income deduction) -$65.00 (standard work expense deduction) -$0.00 (IRWE deduction) =$335.00 (subtotal of earned income) -$167.50 (½ subtotal of earned income) -$0.00 (blind work expense deduction) =$167.50 (net earned income) |
3 |
Calculate total net income: $680.00 (net unearned income from Step 1 above) +$167.50 (net earned income from Step 2 above) =$847.50 (subtotal of net income) - $142.00 (child allocation amount) =$705.50 (total net income) |
4 |
Compare the result in Step 3 above to $1,371.00 (100% of the FBR for a couple for 2023): Because $705.50 is less than $1,371.00, the customer is income eligible for ALTCS. |
The customer is a 2-year-old child with a developmental disability. She lives with her parents and two minor siblings, aged 5 and 8. She has been on ALTCS benefits for seven months when the program contractor reports that the parents are refusing HCBS services for the customer. The worker determines eligibility for ALTCS acute care using the net test.
None of the children get any income. The customer’s father works full-time and makes $4,000.00 per month. Her mother gets a $400.00 pension payment. The customer’s parents are not receiving or applying for SSI or any AHCCCS benefits for themselves.
The customer’s eligibility is calculated using the net income test as follows:
1st Process: Determine Child Allocations |
|
Step |
Action |
1 |
Add the child allocation amounts for each other child in the home other than the customer child (see MA609B.8): $457.00 (child allocation for 5-year-old sibling) +$457.00 (child allocation for 8-year-old sibling) = $914.00 (total child allocation) |
2nd Process: Deeming Calculation |
|
Step |
Action |
2 |
Subtract the total child allocation from Step 1 from the ineligible parents’ unearned income: $400.00 (total of the ineligible parents’ counted unearned income) - $914.00 (total child allocations from Step 1) = -$514.00 (remaining unused child allocations) NOTE Since the child allocation amount is higher than the unearned income, the remaining unearned income amount to be deemed from the parents is $0. The remaining child allocation is carried over to the net earned income calculation. |
3 |
Calculate ineligible parents’ net unearned income: $0.00 (remaining unearned income amount from Step 2) -$20.00 (general income deduction) = -$20.00 (remaining general income deduction) NOTE Since the general income deduction is higher than the remaining unearned income, the unearned income amount to be deemed from the parents is $0. The remaining general income deduction amount is carried over to the net earned income calculation. |
4 |
Calculate ineligible parents’ net earned income: $4,000.00 (Mr. and Mrs. Kay’s total earned income) - $0.00 (student earned income deductions) - $514.00 (remaining unused child allocation from Step 2) - $20.00 (remaining unused general income deduction amount) - $65.00 (standard income deduction) - $0.00 (IRWE deduction) = $3,401.00 (subtotal of earned income) - $1,700.50 (½ subtotal of earned income) = $1,700.50 (subtotal of earned income) -$0.00 (blind work expense deduction) = $1,700.50 (total net earned income) |
5 |
Calculate total net income as follows: $0.00 (total net unearned income from Step 3) +$1,700.50 (total net earned income from Step 4) =$1,700.50 (total net income) |
6 |
Calculate the deemed income from the ineligible parents: $1,700.50 (total net income from Step 5) - $1,371.00 (Couple FBR) = $329.50 (amount of deemed income from parents) |
3rd Process: Net Income Test Calculation |
|
Step |
Action |
7 |
Calculate the net unearned income: $0.00 (customer child’s own income) + $329.50 (deemed income from parents from Step 6) - $0.00 (1/3 child support deduction – does not apply) - $20.00 (general income deduction) = $309.50 (subtotal unearned income) + $0.00 (no needs based assistance payments) = $309.50 (net unearned income) |
8 |
Calculate the net earned income: $0.00 (customer child’s counted earned income) - $0.00 (student earned income deduction is not applicable) - $0.00 (unused remaining general income deduction from Step 7) - $0.00 (standard work expense deduction) - $0.00 (IRWE deduction) - $0.00 (½ subtotal of earned income) - $0.00 (Blind Work Expenses) = $0.00 (net earned income) |
9 |
Calculate total net income: $309.50 (net unearned income from Step 7) + $0.00 (net earned income from Step 8) - $0.00 (child allocation amount for the customer child’s children) = $309.50 (total net income) |
10 |
Compare the total net income from Step 9 to 100% of the FBR. In 2023, 100% FBR = $914.00. Because $309.50 is less than $914.00, the customer is income eligible for ALTCS using the net test. |