Determine whether spenddown is met:
- at initial application; or
- when there is a known change in circumstances that affects the spenddown amount or status of the case; or
- any month that a client requests a determination of whether spenddown is met.
To determine the spenddown amount, compare countable monthly income to the Income Standard for the unit size, and for AABD Medical compare nonexempt resources to the resource limit for the unit size. See PM 15-06-01-g to determine the spenddown amount on a Family Health Spenddown EDG that includes a non-responsible relative. The spenddown for each month is the amount of countable monthly income in excess of the standard, plus, for AABD Medical cases, the amount of nonexempt resources over the resource limit.
Assume that the monthly spenddown based on anticipated income is correct, unless there is new information presented or known that would change the amount.
When determining countable monthly income for each future month and any backdate month(s), use income information provided at application or the latest REDE. Assume that monthly anticipated income is correct, unless there is new information showing that the amount has changed. Use the verified resource amount determined at the most recent REDE or reapplication.