How to Code Eligible Individual with Social Security and Earned Income

The following is an instructional article on coding on the INCOME TAB in the interview notebook for an eligible individual who receives both social security (RSDI) income and earned income.  Kevin receives $900 in social security benefits monthly. He is also employed and earns $600 monthly. Income calculation: $900 – $20 General Income Exclusion (GIE) […]

Special Medical – Widows/Widowers & Disabled Widows/Widowers

Special Medical Category Widows & Widowers

Special Medical – Disabled Adult Child (DAC)

Special Medical Category Disabled Adult Child

Special Medical – Pickle Amendment

Special Medical Pickle Amendment Explanation & Example

UpdatedIncome – Garnishment, Overpayment, Deferments, or Suspension Status

For ABD benefits, always count the gross.

Lump Sums

Provide Policy Interpretations regarding ABD Cases and Lump Sums

UpdatedDual Entitlement

ITS 317:35-5-42 (12) When BENDEX is used to verify Retirement, Survivors, and Disability Insurance (RSDI) benefits, drop any cents from the gross benefit amount in BENDEX Field B27 and use only the whole dollar figure. For example, drop $349.50 to $349.00. There may be a scenario where an individual is dually entitled to receive RSDI […]

How to Round SSI and RSDI for Medical

Guidelines on rounding SSI and RSDI income for Medical Eligibility Determination

Income – Unearned Income Checklist

Key Points in Reviewing Unearned Income

Social Security Claim Numbers

Claim Numbers Social Security