Medicaid Policy                                                                 

 

410-6 Spouse Deeming Worksheet

Effective Date: November 1, 2021

Previous Policy (410-6 were previously found in 427-6 until November 1, 2021)

 

Use this worksheet to calculate the monthly deemable income from the ineligible spouse. If there are more than 4 ineligible children, complete section 2a. through 2.c. on a separate worksheet, then add the allowed allocations for each additional child to the total allocations on line 2.d. (See 410-2)

 

·       Deduct the child allocations and any child support/alimony paid by the ineligible spouse first from the spouse's unearned income. Then deduct the rest from the spouse's earned income.

·       Do not include a child allocation for a disabled child who is applying for Disability Medicaid or who is already eligible for Disability Medicaid.  

o    If there is a disabled child in the home who will not be applying for Medicaid, and is not already eligible on Disability Medicaid, then allow an allocation for that child. In that case, treat that child as not disabled.

·      Dependent children receive a disregard of earned income (See 419-5). Apply the earned income disregard before counting the earned income to determine the allocation for the child. This  includes a monthly limit, and an annual limit. The annual limit only includes months in which the disabled individual receives eligibility for Disability Medicaid. The annual limit does not include months in which the individual is not eligible or no spenddown is met.

1.  Spouse's unearned income

$

 

2.  Subtract allocations for ineligible children

 

 

 

 

Child 1

Child 2

Child 3

Child 4

 

 

a.

Max allocation for a child

 

 

 

 

 

 

b.

Subtract child's income

 

-

 

-

 

-

 

-

 

 

c.

Allowed allocation per child

 

 

 

 

 

 

d.

Total Allocations (add allocations from line 2.c. together)

$

 

e.

Unearned income minus allocations (Line 1 minus line 2.d)

$

 

f.

Child support and alimony paid by spouse

$

 

g.

Remaining unearned income (Line 1.e. minus line 1.f.)

$

3.a. Spouse's earned income

$

 

b.

Subtract unused portion of allocations for ineligible children not deducted from unearned income                                                              

-

 

c.

 Subtotal  (Line 3.a minus line 3.b)

$

 

d.

Subtract unused portion of child support and alimony paid by spouse

-

 

e.

Remaining earned income

$

4.a.  Add remaining unearned income in 2.g. to remaining earned income in 3.e.

+

  b.   Total deemable income

$

5.  Compare to Spousal Allocation (Table II)

·      If less than allocation, do not deem income

·      If greater than allocation, add deemable unearned income to eligible spouse's unearned income; add deemable earned income to eligible spouse's earned income (See 409-2 to complete eligibility determination. Household size will be 1 if no deemable income: 2 if deemable income. Unearned and earned income disregards need to be subtracted.)