The following is an example of how to code in FACS an Eligible Individual with Ineligible Spouse.

Example 1

Cliff is disabled and receiving RSDI of $570 a month. He is applying for the SSP and medical. His wife Claire and three minor children are not disabled. Claire works and earns a monthly gross salary of $2900 a month. Claire and the children each get a spousal/dependent benefit of $71. The children have no other income. He has a bank account with a current balance of $25.37. She has a bank account with a current balance of $298.03. They own the home, they live in as their primary residence. Claire has a 2010 Kia Sedona EX, valued at $6475.

Read the following article, to obtain information on determining income and resource eligibility:
ABD: Determining Eligibility of Eligible Individual with an Ineligible Spouse

Household Tab:

• In this example, Cliff and Claire are both coded as “Married-Living With Spouse”.
• Cliff is added to both the SSP and Medical.
  
• Claire is coded “income/resources considered-not included in benefit.
  

Income Tab:

• In this example, $570 of RSDI income is coded in the RSDI income.
• Cliff’s social security number claim number is coded in the SSN Claim Number block.
  
• In this example, a MICAL is completed for the $2900 of Countable Earned income for Claire.
• $907 is coded in the NON-TANF Work Exp block ($842 (countable earned income with the cents dropped + $65)
• $20 is coded in the General Income Exclusion block
• $1132 is coded in the Diverted Income block (ineligible child allocation)
• $71 is coded in the RSDI block
• Claire’s social security number claim number is coded in the SSN Claim Number block.
  

Resource Tab:

• In this example, home is entered in the Property Description block
• $132,000 is entered in the Property Value block
• Checking Account is selected for Liquid Resource Type
• $25 is entered in the Balance block
• Name of Bank is entered in the Where Located block
• 5647 is entered in the Account Number block
• Savings is selected for the Resource Type block
• $25 is entered in the Countable Amt block
  
• In this example, Checking Account is selected for Liquid Resource Type
• $298 is entered in the Balance block
• Name of Bank if entered in the Where Located block
• 3453 is entered in the Account Number block
• Savings is selected for the Resource Type block
• $298 is entered in the Countable Amt block
• Cars is selected in the Vehicle Type block
• 2010 KIA SEDONA EX is entered in the Year/Make/Model block
• $6,475 is entered in the Est Value block
• $0 is entered in the Amt owed
  

Fin. Assistance Tab:

For this example, the SSP is certified:

• Type Action Taken – Certified
• Reason – Any reason code is acceptable for certifications
• Application Source – Select Appropriate Choice
• Application Date
• Certification Date
• Effective Number of Months – 99
• Date of Last Determination – Must match certification date
• 

Medical Gen. Tab:

• In this example, the medical is certified. CERTIFIED is selected from Section D – Medical – Type Action Taken block
• ATTAINED TECHNICAL ELIGIBILITY is selected in the Reason block
• Date is entered in the Certification/Disposition Date block
• 12 is entered in the Certification Period block
• YES is entered in the Adv. Notice Req block
• The certification date is re-entered in the Date of Last Redetermination block
• In this example, DISABLED is selected for the Categorical Relationship Indicator block
• Eligible is selected for the Medical Indicator block
  
• In this example, Claire Smith is selected from the Person Name block
• Ineligible Spouse is selected for the Medical Indicator block
  
• Click on Case Summary Window on the FACS Toolbar
  
• Review Case: In this example, Cliff Smith, has a Categorical Relationship of Disabled, Eligible for Medical, and added to both Disabled State Supplemental Payment and Medical Assistance.
  
• Review Case: In this example, Claire Smith is the ineligible spouse in the Medical Indicator, and has Income/Resource Considered and Individual not included in benefit.
  

Medical Financial Tab:

• In this example, Short Term or State Supp App (Disability Decision has been Determined is entered in the Section D – Medical – Medical Application Reason block
• County Office is selected for the Medical Application Source block
  

Example 2

Vivian is applying for disability-related benefits. She is receiving $950 in RSDI. Her husband Philip is receiving $1150 pension from the VA. They have one child, Carlton. Their only resource is a checking account with a reported balance of $12.

The bank account balance is under the QMBP resource standard.

Read the following article (Example 2), to obtain information on determining income and resource eligibility:

ABD: Determining Eligibility of Eligible Individual with an Ineligible Spouse

Income Tab

Vivian’s income tab

$950 in the RSDI block

Philip’s income tab

• VA: $1150
• Indicator: Pension
• Divert block: $472 (Ineligible Child Allocation).

Vivian’s resource tab

• Anyone have any liquid resources – YES
• Liquid Resource Type: Checking
• Balance: $12
• Account Number: 1234
• Resource type: Savings which includes cash, bank accounts, etc
• Countable Amt: $12