Who is included in the budget group may change due to:
· Birth;
· Death;
· Marriage;
· Separation;
· Divorce;
· People moving into or out of the household; or
· Taxpayer or tax dependent status.
A change in the budget group may affect the customer’s eligibility or the customer cost.
See Processing Budget Group Changes for instructions.
Term |
Definition |
Budget Group |
Persons included when determining income eligibility. |
Tax Dependent |
A person claimed as a dependent on someone else’s tax return. This can include a person who chooses to or must file a tax return of their own. |
Taxpayer |
A person who: · Expects to file a tax return for the current year, and · Will not be claimed as a tax dependent by someone else. NOTE Spouses who file a joint return and are not claimed as tax dependents by someone else are both considered tax payers. |
The customer’s verbal or written statement about the change is accepted unless questionable.
This applies to all programs.
Changes must be reported as soon as the future event becomes known. Unanticipated changes must be reported within 10 calendar days of the date the change occurred.
Program |
Legal Authorities |
ALTCS |
42 USC 1396r-5 for Community Spouse 20 CFR 416.415, 432, 435, 1163, 1165 and 1202 42 CFR 435.916 AAC R9-28-410 |
SSI MAO Medicare Savings Program (MSP) |
20 CFR 416.415, 432, 435. 1132, 1163 and 1165 42 CFR 435.916 AAC R9-22-1501(H) |
Adult Children Caretaker Relative Pregnant Women |
42 CFR 435 603 42 CFR 435.916 AAC R9-22-1420(B) |
KidsCare |
42 CFR 457.301 and 315 42 CFR 457.343 |