msa budgeting mfwcaa conference 2005. the only persons eligible to receive msa are either ssi...
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MSA Budgeting
MSA Budgeting
Minnesota Department of Human Services
MFWCAA Conference 2005MFWCAA Conference 2005
The only persons eligible to receive MSA are either SSI recipients or would be SSI eligible except for the sole reason of excess income.
The only persons eligible to receive MSA are either SSI recipients or would be SSI eligible except for the sole reason of excess income.
SSI RecipientDefinition
SSI RecipientDefinition
A person who receives at least $1 in SSI income, or who is not receiving SSI due to recoupment or a 1-month suspension by SSA due to excess income.
CM 0002.63
A person who receives at least $1 in SSI income, or who is not receiving SSI due to recoupment or a 1-month suspension by SSA due to excess income.
CM 0002.63
Budgeting IncomeSSI Recipients
Budgeting IncomeSSI Recipients
Determine Standard of NeedAdd applicable Special NeedsCount only the Federal Benefit Rate (SSI FBR) as incomeAllow the $20 standard disregardDo not count any other income or allow any other deductions
CM 0018
Determine Standard of NeedAdd applicable Special NeedsCount only the Federal Benefit Rate (SSI FBR) as incomeAllow the $20 standard disregardDo not count any other income or allow any other deductions
CM 0018
SSI Federal Benefit Rates(2005 FBR)
SSI Federal Benefit Rates(2005 FBR)
Standard $579 $869
Reduced $386 $579.34
LTC $30
CM 0029.06.03
Standard $579 $869
Reduced $386 $579.34
LTC $30
CM 0029.06.03
Individual Couple Individual Couple
Budgeting IncomeNon-SSI RecipientsBudgeting IncomeNon-SSI Recipients
Determine Standard of Need Add applicable Special NeedsCount gross RSDI, other unearned income, and earned incomeAllow standard $20 disregard and earned income deductionsDeem income of ineligible spouses and sponsors of immigrants
CM 0018
Determine Standard of Need Add applicable Special NeedsCount gross RSDI, other unearned income, and earned incomeAllow standard $20 disregard and earned income deductionsDeem income of ineligible spouses and sponsors of immigrants
CM 0018
Budgeting IncomeFacility Residents
Budgeting IncomeFacility Residents
Standard of need is the Personal Needs Allowance Add Rep Payee fees, if applicable - no other Special Needs are allowedDo not allow the $20 standard disregardFollow MA LTC budgeting procedures for clients in MA paid facilities
CM 0018, HC 0913.13
Standard of need is the Personal Needs Allowance Add Rep Payee fees, if applicable - no other Special Needs are allowedDo not allow the $20 standard disregardFollow MA LTC budgeting procedures for clients in MA paid facilities
CM 0018, HC 0913.13
MSA Special NeedsMSA Special Needs
Representative payee services
Guardian or conservator fees
Special Diets
Restaurant meals
CM 0023
MSA Assistance Standard Factors
MSA Assistance Standard Factors
SSI Federal Benefit Rate (FBR)
Living arrangement
Eligibility for MA Home and Community Based Waivers
Meets GRH Placement Plan Requirements
Marital Status
CM 0020.21
SSI Federal Benefit Rate (FBR)
Living arrangement
Eligibility for MA Home and Community Based Waivers
Meets GRH Placement Plan Requirements
Marital Status
CM 0020.21
MSA Assistance Standards (2005)
MSA Assistance Standards (2005)
$76 Personal Needs Allowance $640 Person living alone* $477 Person living with others* $960 Married couple living alone*$642 Married couple living with
others*
Pre-1994 standards for married couples$975 Living alone* $905 Living with others*
*For complete explanation see CM 0020.21
$76 Personal Needs Allowance $640 Person living alone* $477 Person living with others* $960 Married couple living alone*$642 Married couple living with
others*
Pre-1994 standards for married couples$975 Living alone* $905 Living with others*
*For complete explanation see CM 0020.21
Income from Ineligible Spouse of Unit Member
(Non-SSI recipients only)
Income from Ineligible Spouse of Unit Member
(Non-SSI recipients only)
Determine income of eligible spouse*Compare to MSA living alone standardIf more – no eligibilityIf less - determine income of ineligible spouse*Compare to FBR difference ($290) If less - budget as singles caseIf more – budget as couples case*
*For complete explanation see CM 0020.21
Determine income of eligible spouse*Compare to MSA living alone standardIf more – no eligibilityIf less - determine income of ineligible spouse*Compare to FBR difference ($290) If less - budget as singles caseIf more – budget as couples case*
*For complete explanation see CM 0020.21
579 20559
Budget Example #1
Single adult lives alone
Income - $579 SSI
SSI FBR - $579
Budget Example #1
Single adult lives alone
Income - $579 SSI
SSI FBR - $579
**
559
640 -640
81
MSA Grant - $ 81
xx
579 20559
Budget Example #2
Single adult lives alone
Income - $500 RSDI
- $99 SSI
SSI FBR - $579
Budget Example #2
Single adult lives alone
Income - $500 RSDI
- $99 SSI
SSI FBR - $579
**
559
640 -640
81
MSA Grant - $ 81
xx
500
20480
Budget Example #3
Single adult lives alone
Income - $500 RSDI
- $295 Earned Income
Budget Example #3
Single adult lives alone
Income - $500 RSDI
- $295 Earned Income
579
640 -640
45
MSA Grant - $45
295
795
65 65230115
115
595
____________________________
1737
xx
869 20849
Budget Example #4
Married couple, both eligible for MSA
and MA waivered services
Income
Wife Husband
$300 RSDI $200 RSDI
$299 SSI $90 SSI
SSI FBR - $869
Budget Example #4
Married couple, both eligible for MSA
and MA waivered services
Income
Wife Husband
$300 RSDI $200 RSDI
$299 SSI $90 SSI
SSI FBR - $869
**
849
480 480 -480 480
55.50 55.50
MSA Grant - $ 55.50 each
*2 separate MAXIS casesxx
424.50 424.50
xx
620
20600
Budget Example #5Married couple not living with others, husband
eligible for MSA, wife not elderly or disabled
Income
Husband Wife
$620 RSDI $275 Pension (UI)
Budget Example #5Married couple not living with others, husband
eligible for MSA, wife not elderly or disabled
Income
Husband Wife
$620 RSDI $275 Pension (UI)
579
640 -640
40
MSA Grant - $40
620
600
____________________________
1737
Couples SSI FBR $869Singles SSI FBR -$579
$290 > $275 No Deeming-Budget as singles case
xx
620 300
20900
Budget Example #6Married couple not living with others, husband
eligible for MSA , wife not elderly or disabled
Income
Husband Wife
$620 RSDI $300 Pension (UI)
Budget Example #6Married couple not living with others, husband
eligible for MSA , wife not elderly or disabled
Income
Husband Wife
$620 RSDI $300 Pension (UI)
579
960 -960
60
MSA Grant - $60
920
900
____________________________
3474
Couples SSI FBR $869 Singles SSI FBR - $579
$290 < $300 Deeming –Budget as couples case
x 6 (600%)
xx
Minnesota Department of Human Services
Thank you!Thank you!