PM 15-08-15-a

Pay-in Spenddown Unit Enrollment Actions

  • Verify that the Pay-in Spenddown Enrollment Form is signed and that the client meets the criteria (unsigned forms will be returned to the client).
  • If the enrollment form is signed and the client meets the criteria, enroll the client in Pay-in Spenddown by entering Item 80 code 387 PSE on the 552 with the current month and year in the persons field.

Statement Sent at Enrollment

Form HFS 458SP-5, Pay-in Spenddown Statement, is generated when Item 80 code 387 is entered on the 552 or when the case is in unmet spenddown status. If spenddown is already met for the following month, the Statement will be generated for the next month in which the case is in unmet status as described below under 'Statement Sent Ongoing'.

  • HFS 458SP-5 informs the client of their current spenddown amount.
  • Clients with only an income spenddown have the option of paying their spenddown for up to 3 months beginning with the month following the calendar month of the Date of Notice.
  • When the case contains an asset spenddown, the form will ask them to pay for only the first month following the Date of Notice. This is because the entire asset amount must be paid to meet spenddown. 

Example 1: Ms. Slate has a category 91 case with a $200 monthly spenddown. Her signed Pay-in Spenddown Notice request, HFS 458SP-4, is received on 05/07/09. The Pay-in worker determines that Ms. Slate meets the program criteria. The worker enrolls Ms. Slate by entering Item 80 code 387 with the current month and year.

Code Item Abbrev Amount Persons Total Cost Sup. By
387 PSE 05/09
390 SPD 200.00 2
392 AST 00.00

The system generates Pay-in Spenddown Statement, HFS 458SP-5, which informs Ms. Slate that she may pay-in $200 for 6/09, $200 for 07/09 and $200 for 08/09. Ms Slate has the option of paying for all three months or whichever month(s) she chooses.

Example 2: Mr. Rubble has a category 93 case with a $125 monthly income spenddown and a $1,000 asset spenddown. His signed Pay-in Spenddown Notice request, HFS 458SP-4, is received on 05/15/09.

The Pay-in worker determines that Mr. Rubble meets the program criteria. The worker enrolls Mr. Rubble by entering Item 80 code 387 with the current month and year.

Code Item Abbrev Amount Persons Total Cost Sup. By
387 PSE 05/09
390 SPD 125.00 2
392 AST 1000.00

The system generates Pay-in Spenddown Statement, HFS 458SP-5, which informs Mr. Rubble that to meet his spenddown for 06/09 he may pay-in $1,125 (total of $125 income and $1,000 asset spenddown amounts). After Mr. Rubble meets his asset spenddown, he will be allowed to pay up to 3 months in advance.

Statement Sent Ongoing

After initial enrollment, HFS 458SP-5 is generated at Schedule 04 cutoff each month as long as the client is enrolled in Pay-in Spenddown. The notice is generated for the month following the next calendar month. The notice is not generated for months in which spenddown is already met.

Example 3: If spenddown is met from 06/09 through 08/09, a statement will not be generated at Schedule 04 cutoff in May (for July) or June (for August). The next statement will be generated at Schedule 04 cutoff in July. Form 458 SP-5 will inform the client that they have the option of paying their spenddown obligation beginning with 09/09.