PM 11-02-06-a.

Use the following procedures to determine eligibility and cash benefit amount.

Initial Eligibility

Step 1. Determine the total countable monthly income based on the income expected to be received during the first 30 days.

The first day of the 30-day period begins with and includes the date of application through the next 29 calendar days.

Step 2. Compare the total countable monthly income to the amount of the total needs anticipated for the first 30 days.

If the income is more than the total needs, eligibility does not exist. If the income is less than the total needs, eligibility exists.

Example 1:

Application date 04/15
First 30 days 04/15 - 05/14
Total nonexempt income expected to be received for the first 30 days $500.00
Total needs anticipated for the first 30 days $476.53

Since the income exceeds total needs, eligibility does not exist.

Example 2:

Application date 04/15
First 30 days 04/15 - 05/14
Total nonexempt income expected to be received for the first 30 days $470.00
Total needs anticipated for the first 30 days $529.75

Since the income expected to be received does not exceed the total needs, eligibility exists.

Initial Prorated Entitlement (IPE)

Step 1: Determine the IPE period.

For all clients except sheltered care clients, the IPE period begins with the 30th day following the date of application.

For sheltered care clients, the IPE period begins with the date of application or the date of entry into the sheltered care home, whichever is later.

NOTE: If the client enters the sheltered care home after the 30th day following the date of application, the IPE period begins with the 30th day following the date of application.

The IPE period continues through the day before the first day of the first regular benefit month.

If the IPE period is more than 60 days, authorize the IPE amount as an exception to central proration. See WAG 17-02-02-b for an example of exception to central prorating.

Example 1: (Not a sheltered care client)  

Application date 03/29
30th day following application date 04/28
IPE period 04/28 - 05/31
Number of Days in IPE Period 34 days

Example 2: (Not a sheltered care client)  

Application date 04/05
30th day following application date 05/05
IPE period 05/05 - 05/31
Number of Days in IPE Period 27 days

Example 3: (Sheltered care client)  

Application date 04/05
Date of entry into sheltered care 04/01
IPE period 04/05 - 04/30
Number of Days in IPE Period 26 days

Step 2: Determine the anticipated amount of total needs for the IPE period.

NOTE: Monthly needs ÷ 30 = Per day allowance

Per day allowance X Number of Days in IPE period = IPE needs

Example 1:
$529.75 ÷ 30 = $17.65
$17.65 x 34 days = $600.10

Example 2:
$529.75 ÷ 30 = $17.65
$17.65 x 27 = $476.55

Example 3:
$529.75 ÷ 30 = $17.65
$17.65 x 26 = $458.90

Step 3: Determine if nonexempt income is expected to be received during the IPE period.

  • If no income is expected, no income is budgeted for the IPE period.
  • If countable income is expected, budget it.

Budget the actual amount expected to be received during the IPE period. Do not budget income received before the first day covered by the AABD payment.

Example 1: IPE period: 04/29 - 05/31

The client is expected to receive $470.00 SSI on the first of the month, so budget it for the IPE period.

Example 2: IPE Period: 05/06 - 05/31

No income is expected, so budget no income for the IPE period.

Example 3: IPE Period: 04/05 - 04/30

No income is expected, so budget no income for the IPE period.

Step 4: Subtract income to be budgeted (Step 3) from the amount of total needs anticipated for the IPE period (Step 2) to determine the amount of the IPE cash amount.

Example 1: Total IPE Needs $582.45
Income - 470.00
Total IPE Amount $112.45

Example 2: Total IPE Needs $458.90
Income - 0
Total IPE Amount $458.90

Example 3: Total IPE Needs $458.90
Income - 0
Total IPE Amount $458.90

First Regular Roll Month

Step 1: Determine the total needs for the first regular payment month. This is the first month benefits are authorized on the regular mailing schedule.

Step 2: Compare the amount of nonexempt income expected to be received in the first regular payment month to the total needs.

Step 3: If eligibility exists following Step 2, authorize the first regular benefit amount using the nonexempt income expected to be received for the first regular benefit month.