E Community Spouse Resource Calculation

Programs	Manual Section
ALTCS	MA707.8

1) Initial Rules Calculation

The customer applies for ALTCS on December 5th. The CSRD is calculated to be $30,000. In December, the customer’s counted resources are $22,000, and her husband’s counted resources are $13,000. Resources are determined as follows:

The customer’s resources in December	$22,000
The Community Spouse’s resources in December	+ $13,000
Total counted resources	= $35,000
Community Spouse Resource Deduction (CSRD)	- $30,000
Total considered resources	= $5,000

The total counted resources are more than the resource limit of $2,000, and the customer is not eligible for ALTCS.

2) Post-Initial Rules Calculation

The customer’s initial rules period is ending and her eligibility is being redetermined. The couple has completed the spousal transfers, and only a bank account with $700 remains in the customer’s name.

The total counted resources of $700 are less than the resource limit of $2,000, and the customer remains eligible for ALTCS.