ParaRegs-Medi-Cal-Other-Programs-Deductions-etc

Code	Effective	ParaReg Text
470-1		Income exemptions and deductions are set forth in and refer to §§50523 through 50555.2. (§50519)
470-4		Health insurance premiums shall be deducted from income if paid by and purchased for any person in the family. Health insurance premiums paid less often than monthly shall be averaged on a monthly basis except that the premium for Part B Medicare shall be deducted for those months in which the beneficiary actually makes the payment. (§50555.2)
470-4A	ADDED 9/07	Enrollees in Medicare Part D will have premiums, deductibles and copayments as well as a “coverage gap” during which many enrollees will be responsible for the entire cost of their prescription drugs normally covered under Part D. Enrollees who are approved for a low income subsidy will not have a coverage gap. Copayments and deductibles can be used as out-of-pocket medical expenses to reduce the share of cost. The Medicare Part D premium is an “other health coverage” income deduction. (ACWDL 05-23, August 4, 2005)
470-5		Payments made under the California Victims of Crimes Program shall be exempt as income in the month of receipt, and exempt as property for the following nine months. (§§50534 and 50448)
470-6		Adoption Assistance Program (AAP) payments are to be treated as exempt income in determining the adoptive family's SOC. The State-only AAP recipient is an ineligible member of the adoptive family's MFBU and that recipient is an MI person. Children eligible for federal AAP are also excluded from the family's MFBU, but those children are considered Public Assistance (PA) if they receive a cash grant, and Other PA if they do not. (All-County Welfare Directors Letter (ACWDL) No. 92-83, December 31, 1992)
470-7		The first $60 in interest payments paid quarterly are excluded as infrequent or irregular unearned income under §50542. Interest income paid monthly is not excluded as it is received more than twice a quarter. (All-County Welfare Directors Letter (ACWDL) No. 92-37, June 15, 1992)
470-8	ADDED 11/05	Effective August 1, 2005, interest and dividends paid to an individual from countable property are exempt for purposes of determining Medi-Cal income eligibility for certain Medi-Cal programs which determine countable income using SSI/SSP income methodologies. The programs that exempt such income and dividend income from countable property are the Aged and Disabled Federal Poverty Level Program, the Aged, Blind and Disabled Medically Needy Program, the 250% Working Disabled Program, the Pickle Program, the QMB Program, the QI Program, the SLMB program, the TB Program, the QDWI Program, the Program for No Longer Disabled Children, The DAC Program and the Program for Disabled Widow(er)s. This interest and dividend payment exemption only applies to countable property, not to excluded property. This exemption does not apply to the AFDC-MN program. This new interest and dividend exemption should be applied before the exemption for infrequent or irregular income set out in Title 22, CCR §50542(a). (ACWDL 05-17, June 7, 2005)
470-9	ADDED 9/07	That portion of monthly income of a medically needy person residing in a licensed board and care facility which is both (A) paid to the facility for residential care and support and (B) in excess of the appropriate maintenance need level as determined accordance with §50603 shall be considered unavailable in determining the share of cost. (§50515(a)(3)) Individuals in licensed board and care residential facilities are to be allowed a standard $315 personal care services income deduction in lieu of the excess maintenance need deduction for residential care and support indicated in 22 California Code of Regulations §50515(a)(3). If the excess maintenance need deduction allows for a lower SOC than the standard $315, then the excess maintenance need deduction is to be used instead. (ACWDL 00-56, November 15, 2000)