B Income Used to Calculate the SOC

Revised 12/27/2022

Policy

The income used for the Share of Cost (SOC) calculation is generally the same as the income used for income eligibility, but some income types are counted differently when calculating SOC.

The following table describes how to count these incomes for SOC:

If the customer...	Then…
Receives SSI Cash; Lives in a certified Long Term Care (LTC) medical facility; and Has more than 50% of their cost-of-care paid for by ALTCS	When the customer has no additional income, the counted SSI Cash amount is $30.00. When the customer’s additional income is equal to or more than $50.00, the counted SSI Cash amount is $0.00. When the customer’s additional income is less than $50.00, the counted SSI Cash amount is the difference between $50.00 and the additional income. Countable SSI Cash cannot exceed $30.00. See Notifying SSA When an SSI Cash Customer is in an LTC medical facility for details.
Is a veteran or the surviving spouse of a veteran; Has no spouse or dependents; and Is a resident of an Arizona State Veteran Home	Count all Veteran’s Assistance (VA) benefit amounts including: Aid and Attendance (A&A); and Unusual Medical Expenses (UME). See MA606RRR for more information about VA benefits.
Has income assigned to a Special Treatment Trust	See MA803E.2 for instructions.
Is eligible for FTW - ALTCS	Gross earned and unearned income is counted.
Was determined eligible using Community Spouse policy	Only the customer’s income is counted.

Definitions

Term	Definition
Gross income	Income amount before any deductions like taxes or insurance.

Legal Authority

Program

Legal Authorities

ALTCS

FTW - ALTCS

42 USC 1396a(q) and 42 USC 1396r-5(d)

42 CFR 435.725 and 726

ARS 36-2932(L) and 36-2934.01

AAC R9-28-408, 410, 411

AAC R9-28-1321 (FTW – ALTCS)