H Allocated Income

Policy

Allocated income is income provided by an ALTCS customer living in an institution or residential facility to a spouse living at home.  This income amount is also called the Community Spouse Monthly Income Allowance (CSMIA) and is calculated during the ALTCS customer’s “share of cost” determination. Because the CSMIA calculation is based on standards, the spouse living in the institution may not have enough income actually available to pay the full CSMIA amount calculated. So, while the amount of allocated income is never more than the calculated CSMIA, it may be less.

Since the allocated income is not court ordered, this income is treated as a gift to the spouse living at home following the policy at MA606AA.

NOTE          Allocated income is only considered as income to the spouse at home when the ALTCS customer actually gives the income to the spouse.

When the ALTCS customer is giving the allocated amount to the spouse, it is treated as income to the spouse as shown in the table below:

See Allocated Income Calculation Examples for more information.

Definitions

Proof

Income is first obtained through the Federal and State Data Services Hubs.  If needed, other proof includes:

·        ALTCS form; or

·        Collateral contact with the Benefits and Eligibility Specialist.

Legal Authority

This requirement applies to the following programs: