Obsolete 0620 - 414-2 Deductions From Total Income

Effective Date: November 1, 2017 - May 31, 2020 (414-2 incorporated into 463 sections as of June 1, 2020)

Deduct these amounts from the client’s total income (414-1) in the following order to determine the client’s contribution to the cost of care:

Earned income deduction (409-5).

Personal Needs Allowance (PNA) (409-10) or the BMS, see 'Short Term Stay for Unmarried Clients' below .

Spousal Needs Allowance (SNA) (409-11).

Deduction for Dependent Family Members (409-12).

Health Insurance Premiums (409-1).

Medical Expenses (415).

If the client's contribution to the cost of care is equal to or less than what the nursing home would charge a private pay resident, open the case for nursing home care.

If the client’s contribution to the cost of care is more than the nursing home private pay rate, determine if the case should be opened for ancillary services (833).

Short Term Stay for Unmarried Clients

An unmarried client or a person whose spouse resides in a medical institution is allowed to keep more income if the doctor verifies that he expects the client will stay in a medical institution for 6 months or less. A client in a medical institution for a short-term stay gets a personal needs allowance of the one-person BMS ($382). (Do not count the month the client enters a nursing home as one of the six months when allowing this deduction.)

If the diagnosis changes during the first six-months, change the individual’s status effective the month after the change. For example: The client enters a nursing home in May. The doctor originally indicated the stay would be long-term, but in August the doctor provides a statement saying the stay will now be short-term. Change the case for September-November to short-term and allow the BMS as the personal needs allowance.

If the client is a resident of a nursing home, Utah State Developmental Center, or Utah State Hospital the client must give the contribution towards cost of care to the facility they live in. If the client is a resident of a medical institution OTHER THAN Utah State Developmental Center, Utah State Hospital, or a nursing home, the client must give the contribution towards cost of care to the local office.