Current through Register Vol. 63, No. 9, September 1, 2024
(1) Home defined: A
home is the place where the filing group (see OAR
461-110-0310) lives. A home may
be a house, boat, trailer, mobile home, or other habitation. A home also
includes the following:
(a) Land on which the
home is built and contiguous property.
(A) In
all programs except the Oregon Supplemental Income Program (OSIP), Oregon
Supplemental Income Program Medical (OSIPM), Qualified Medicare Beneficiaries
(QMB), and Supplemental Nutrition Assistance Program (SNAP), property must meet
all the following criteria to be considered contiguous property:
(i) It must not be separated from the land on
which the home is built by land owned by people outside the financial
group (see OAR
461-110-0530).
(ii) It must not be separated by a public
right-of-way, such as a road.
(iii)
It must be property that cannot be sold separately from the home.
(B) In the OSIP, OSIPM, QMB, and
SNAP programs, contiguous property is property not separated from the land on
which the home is built by land owned by people outside the financial
group.
(b)
Other dwellings on the land surrounding the home that cannot be sold separately
from the home.
(2)
Exclusion of home and other property:
(a) For
an individual who has an
initial month (see OAR
461-001-0000) of
long-term care (see OAR
461-001-0000), home and
community-based care (see OAR
461-001-0030), or who is being
evaluated for OSIPM in an acute care setting under OAR
461-135-0745 on or after January
1, 2006:
(A) For purposes of this subsection,
"child" means a biological or adoptive child who is:
(i) Under age 21; or
(ii) Any age and meets the Social Security
Administration criteria for blindness or disability.
(B) The
equity value (see
OAR 461-001-0000) of a home is
excluded if the requirements of at least one of the following subparagraphs are
met:
(i) The child (see
paragraph (A) of this subsection) of the individual or relative dependent on
the individual for support occupies the home.
(ii) The spouse (see OAR
461-001-0000) of the individual
occupies the home.
(iii) The equity
in the home is $713,000 or less, and the requirements of at least one of the
following sub-subparagraphs are met:
(I) The
individual occupies the home.
(II)
The home equity is excluded under OAR
461-145-0252.
(III) The home is listed for sale per OAR
461-145-0420.
(iv) Notwithstanding OAR
461-120-0330, the equity in the
home is more than $713,000 and the individual is unable legally to convert the
equity value in the home to cash.
(b) For all other filing groups, the value of
a home is excluded when the home is occupied by any member of the filing
group.
(c) In the SNAP program, the
value of land is excluded while the group is building or planning to build
their home on it, except that if the group owns (or is buying) the home they
live in and has separate land they intend to build on, only the home in which
they live is excluded, and the land they intend to build on is treated as real
property in accordance with OAR
461-145-0420.
(3) Exclusion during temporary
absence: The value of a home is excluded in each of the following situations:
(a) For the purposes of this section,
"evidence" includes a written statement from a competent individual.
(b) In all programs except the OSIP, OSIPM,
and Qulified Medicare Beneficiary-Disabled Worker (QMB-DW) programs, during the
temporary absence of all members of the filing group from the property, if the
absence is due to illness or uninhabitability (from casualty or natural
disaster), and the filing group intends to return home.
(c) In the OSIP, OSIPM, and QMB-DW programs,
when the individual is temporarily absent
(A)
To receive assistance with
activities of daily living (see OAR
411-015-0005) under one of the
following conditions:
(i) The absent
individual has provided evidence that the individual will return to the home.
The evidence must reflect the subjective intent of the individual, regardless
of the individual's medical condition.
(ii) The home remains occupied by the
individual's spouse, child, or a relative dependent on the
individual for support. The child must be less than 21 years of age or, if over
the age of 21, blind or an individual with a disability as defined by Social
Security Administration (SSA) criteria.
(B) Due to illness, employment or training
for future employment, seasonal employment, or uninhabitability; and both of
the following conditions are met:
(i) The
absent individual has provided evidence that the absent individual will return
home, and
(ii) The evidence
reflects the subjective intent of the individual, regardless of the
individual's medical condition.
(d) In the Refugee Assistance (REF), Refugee
Assistance Medical (REFM), and Temporary Assistance for Needy Families (TANF)
programs, when all members of the filing group are absent because:
(A) The members are employed in seasonal
employment and intend to return to the home when the employment ends;
or
(B) The members are searching
for employment, and the search requires the members to relocate away from their
home. If all members of the filing group are absent for this reason, the home
may be excluded for up to six months from the date the last member of the
filing group leaves the home to search for employment. After the six months, if
a member of the filing group does not return, the home is no longer
excluded.
(e) In the
SNAP program, when the financial group is absent because of
employment or training for future employment.
Statutory/Other Authority: ORS
409.050,
410.070,
411.060,
411.070,
411.404,
411.816,
412.049,
413.085 &
414.685
Statutes/Other Implemented: ORS
409.010,
409.050,
410.010,
410.020,
410.070,
410.080,
411.060,
411.070,
411.404,
411.816,
412.049,
413.085,
414.685 &
414.839