B Income Used to Calculate the SOC

 

 

 

Revised 12/27/2022

 

Policy

The income used for the Share of Cost (SOC) calculation is generally the same as the income used for income eligibility, but some income types are counted differently when calculating SOC. 

The following table describes how to count these incomes for SOC:

If the customer...

Then…

·        Receives SSI Cash;

·        Lives in a certified Long Term Care (LTC) medical facility; and

·        Has more than 50% of their cost-of-care paid for by ALTCS

When the customer has no additional income, the counted SSI Cash amount is $30.00.

When the customer’s additional income is equal to or more than $50.00, the counted SSI Cash amount is $0.00.

When the customer’s additional income is less than $50.00, the counted SSI Cash amount is the difference between $50.00 and the additional income. Countable SSI Cash cannot exceed $30.00.

·        Is a veteran or the surviving spouse of a veteran;

·        Has no spouse or dependents; and

·        Is a resident of an Arizona State Veteran Home

Count all Veteran’s Assistance (VA) benefit amounts including:

·        Aid and Attendance (A&A); and

·        Unusual Medical Expenses (UME).

See MA606RRR for more information about VA benefits.

Has income assigned to a Special Treatment Trust

See MA803E.2 for instructions.

Is eligible for FTW - ALTCS

Gross earned and unearned income is counted.

Was determined eligible using Community Spouse policy

Only the customer’s income is counted.

 

Definitions

Term

Definition

Gross income

Income amount before any deductions like taxes or insurance.

 

Legal Authority

Program

Legal Authorities

ALTCS

FTW - ALTCS

42 USC 1396a(q) and 42 USC 1396r-5(d)

42 CFR 435.725 and 726

ARS 36-2932(L) and 36-2934.01

AAC R9-28-408, 410, 411

AAC R9-28-1321 (FTW – ALTCS)