|
Programs |
Manual Section |
|
ALTCS |
The customer applies in July 2024. The customer's spouse lives at home. The spouse has the following counted monthly income and expenses:
$1200.00 – Pension benefit
$400.00 – Mortgage (includes property taxes)
$130.00 – Condominium maintenance fee (includes $15 utility charge)
$70.00 – Homeowner’s insurance
The spouse’s CSMIA calculation is shown in the following table:
|
Step |
Action |
|
1 |
Calculate the total excess shelter costs: $600.00 Spouse’s shelter costs ($400.00+$130.00+$70.00) + $299.00 Utility allowance ($314 SUA - $15 maintenance fee utility charge) $899.00 – Total excess shelter costs |
|
2 |
Calculate the Excess Shelter Allowance: $899.00 Total excess shelter costs - $767.00 30% of the Monthly Spousal Need Standard $132.00 Excess Shelter Allowance |
|
3 |
Calculate the Minimum Monthly Maintenance Needs Allowance: $132.00 Excess Shelter Allowance + $2,555.00 Monthly Spousal Need Standard $2,687.00 Minimum Monthly Maintenance Needs Allowance (MMMNA). |
|
4 |
$2,687.00 (MMMNA from Step 3) is less than $3,853.50 (Maximum Monthly Maintenance Needs Standard) |
|
5 |
Calculate the CSMIA: $2,687.00 MMMNA from Step 3 - $1200.00 spouse’s counted monthly income $1,487.00 is the CSMIA. |
Customer is receiving ALTCS and has two dependents living at home with the community spouse. One dependent is the spouse’s brother, and the other is the 30-year-old child of the customer and spouse.
The brother’s total monthly income is $824.00 in Social Security Retirement benefits. His family allowance amount is calculated below:
|
Monthly Spousal Need (Effective 7/1/24) |
$2,555.00 |
|
Brother’s income |
- $824.00 |
|
Remainder |
$1,731.00 |
|
Divide remainder by 3 |
/3 |
|
Family Allowance for the brother, rounded up |
$577.00 |
The adult child’s total monthly income is $300.00 in spousal support (alimony). Her family allowance amount is calculated below:
|
Monthly Spousal Need (Effective 7/1/24) |
$2,555.00 |
|
Adult child's income |
- $300.00 |
|
Remainder |
$2,255.00 |
|
Divide remainder by 3 |
/3 |
|
Family Allowance for the adult child, rounded up |
$752.00 |
The total Community Spouse Family Allowance is $1,329.00.