702 Resource Groups

 

 

Revised 12/30/2019

Policy

 

To determine eligibility, the value of counted resources owned by each member of the customer’s resource group is totaled and compared to the resource limit.

 

Resource Group Members

The following chart shows who is in the customer’s resource group:

If the customer is...

And...

And...

Then the Resource Group includes...

Unmarried child <18

Lives with parents

 

Customer

Refuses HCBS services

Customer and parents

Does not live with parents

 

Customer

Married

Has a community spouse

During the Initial Period

Customer and spouse

During Post-Initial Period

Customer

Has a non-community spouse

Living together at home or in an HCBS residential setting

Customer

The spouse is in a medical institution

Customer

Living together in an alternative residential setting in which ALTCS services cannot be provided

Customer and spouse

Customer refuses HCBS

Customer and spouse

Does not live with non-community spouse

 

Customer

Unmarried Adult

 

 

Customer

 

Definitions

Term

Definition

Resource Group

The people whose resources are considered available to the customer, and may be counted when determining the customer’s total resources.

 

Proof

 

Proof of Resources

If needed, the customer must provide proof of income resources for everyone in the budget group.  See MA705 for details about the proof needed for each type of resource.

 

Proof of Marriage

The customer must provide proof of legal marriage for eligibility to be determined using community spouse policy.  See MA520 - Legal Marriage for the type of proof needed for marriage.

 

Proof of Parent/Child Relationship

Proof of family relationships and who lives in the household is needed only when there is information that conflicts with the customer’s statement.

A customer’s statement includes information provided by the customer on a signed application.

Some items that show proof of relationship between a parent and child are:

·         The child’s birth certificate or other birth record;

·         Court records; and

·         Religious records.

 

Legal Authority

 

Program

Legal Authorities

ALTCS

42 USC 1396a(a)(10)(A)(ii)  (V)

42 USC 1396r-5 for Community Spouse

AAC R9-28-407 and 410