Current through Register Vol. 63, No. 9, September 1, 2024
(1)
Lump-sum income (see OAR
461-001-0000) is treated as
follows if it is received by a member of a financial group
(see OAR 461-110-0530).
(2) In the EA, REF, REFM, SNAP, and TANF
programs:
(a)
Lump-sum
income is a resource.
(b)
In the EA, REF, REFM, and TANF programs:
(A)
Lump-sum income is considered available to the
financial group when a member of the group receives the income
and until the income becomes unavailable for a reason beyond the group's
control.
(B)
Lump-sum
income is considered unavailable for a reason beyond the group's
control if the member who received the
lump-sum income:
(i) Leaves the financial
group before spending any of the lump-sum income;
or
(ii) Spends the lump-sum
income on an immediate basic need or
emergency.
(3) In the OSIP, OSIPM, and QMB-DW programs,
lump-sum income is treated as follows:
(a)
Lump-sum income not
excluded is income in the month of receipt, and any amount remaining in future
months is a resource, except that in the OSIP and OSIPM programs retroactive
Social Security Benefits (SSB) and Supplemental Security Income (SSI) payments
are treated in accordance with OAR
461-145-0490 and
461-145-0510.
(b) The following
lump-sum
income is excluded when calculating
countable (see
OAR 461-001-0000) income for the
purposes of determining eligibility and calculating patient liability under OAR
461-160-0620:
(A) The income the individual turns over to
the Department as reimbursement for previous assistance; and
(B) The income the individual uses to pay for
special need items approved by the Department. Special needs are explained in
OAR 461-155-0500 and
following.
(c) When
calculating
countable income for the purposes of eligibility,
the following exclusions apply to the total amount of combined
lump-sum
income and
periodic income (see OAR
461-001-0000) received by an
individual each month, including non-applying spouses and children:
(A) The first $10 of earned income received
in a month.
(B) The first $20 of
unearned income received in a month.
(4) In the QMB-BAS, QMB-SMB, and QMB-SMF
programs:
(a)
Lump-sum
income not excluded is income in the month of receipt, except that
retroactive SSB and SSI payments are treated in accordance with OAR
461-145-0490 and
461-145-0510.
(b) The following
lump-sum
income is excluded:
(A) The income
the individual turns over to the Department as reimbursement for previous
assistance; and
(B) The income the
individual uses to pay for special need items approved by the Department.
Special needs are explained in OAR
461-155-0500 and
following.
(c) The
following exclusions apply to combined
lump-sum income and
periodic income received by an individual, including
non-applying spouses and children:
(A) The
first $10 of earned income received in a month.
(B) The first $20 of unearned income received
in a month.
Statutory/Other Authority: ORS
409.050,
411.060,
411.070,
411.404,
411.816,
412.014,
412.049,
413.085 &
414.619
Statutes/Other Implemented: 409.010, 410.010, 410.020,
410.070, 410.080, 411.060, 411.070, 411.404, 411.706, 411.816, 412.014,
412.049, 413.085, 414.619 & 414.117
