E Community Spouse Resource Calculation

 

Programs

Manual Section

ALTCS

MA707.8

 

1) Initial Rules Calculation

The customer applies for ALTCS on December 5th. The CSRD is calculated to be $30,000. In December, the customer’s counted resources are $22,000, and her husband’s counted resources are $13,000. Resources are determined as follows:

 

The customer’s resources in December

   $22,000

The Community Spouse’s resources in December

+ $13,000

Total counted resources

= $35,000

Community Spouse Resource Deduction (CSRD) 

-  $30,000

Total considered resources

= $5,000

 

The total counted resources are more than the resource limit of $2,000, and the customer is not eligible for ALTCS.

 

2) Post-Initial Rules Calculation

The customer’s initial rules period is ending and her eligibility is being redetermined. The couple has completed the spousal transfers, and only a bank account with $700 remains in the customer’s name.

The total counted resources of $700 are less than the resource limit of $2,000, and the customer remains eligible for ALTCS.