5101:1-39-16 Medicaid: treatment of unearned income.

(A) “Unearned income” is all income that is not wages or net earnings from self-employment. All income which does not meet the definition of earned income is considered unearned income.

(B) An assistance group must actually be receiving the payment in order to have it included as income. When the assistance group chooses to defer unearned income payments otherwise due him, the amount of the deferred payment is counted as unearned income at the time it becomes available to him rather than when he later actually receives it.

(C) If the income is received monthly, the amount of unearned income to be considered is the amount actually received rather than the gross amount; the actual figure is derived by subtracting from the gross any ordinary and necessary expenses of obtaining the income. If the individual receives unearned income more frequently than monthly, the amount of unearned income to be established is dependent upon the amount and the frequency with which the income is actually received. The process for converting income received more frequently than monthly into a standard month’s income is set forth in rule 5101:1-39-202 of the Administrative Code. The actual figure is then rounded down to the nearest whole dollar to determine the gross unearned income.

(D) Verification of unearned income is required at initial application, at reapplication, when income amounts change, and when discrepancies in income information are discovered.

(E) The assistance group is responsible for submitting any verification needed to support his statements, including verification of income.

R.C. 119.032 review dates: 4/16/2002 and 04/16/2007

Promulgated Under: 111.15

Statutory Authority: 5111.01, 5111.011

Rule Amplifies: 5111.01, 5111.011

Prior Effective Dates: 9/3/77, 12/31/77, 3/1/79, 10/1/79, 12/7/79, 1/3/80, 10/1/88 (emer.), 12/20/88, 5/1/91 (emer.), 7/17/91, 9/1/94