- This release clarifies policy regarding who may request medical benefits and sign an application on behalf of other persons for programs that use the Modified Adjusted Gross Income (MAGI) budgeting methodology.
- Adults in a tax filer household may apply on behalf of other persons who are included in the same tax household as the applicant.
This release clarifies policy regarding who may request medical benefits and sign an application on behalf of other persons for programs that use the MAGI budgeting methodology. It does not affect policy regarding cash or SNAP applications. Nor does it change current policy regarding approved representatives, or concerning individuals who are unable to sign the application for physical or mental reasons, death, or age.
For information about medical programs that are subject to MAGI, see Policy Memorandum, Modified Adjusted Gross Income (MAGI) Budgeting for Medical, dated 9/26/13.
Adult Applies for other Adult(s) in a Tax Filer Household
A tax filer or other adult who is included in the tax filer's tax household may apply and sign an application on behalf of:
- their spouse who they live with, and
- the individuals who are included in the tax filer's household, regardless of the tax filer's or tax dependents' age or relationship to the person who is signing the application.
When unmarried adults on the same application qualify for MAGI programs, workers must split and register separate cases in IES for each adult. Each case may be certified using the same application and signature page. Note: Refer to the IES Job Aids page for information about how to split a case in IES.
Example 1: Mom applies for herself and her 21 year old son who she will claim as a tax dependent. Worker splits the case in IES and registers a separate case for the adult son.
Adult Applies for Other Adult(s) in a Non-Tax Filer Household
Adults may apply and sign an application on behalf of their spouse, or their partner if the partners have children in common.
Example 2: Mom applies for herself and her 21 year old son. Neither Mom, nor her son are tax filers. The adult son must file a separate application.
In the above situation, deny the other adult using denial TAR 33. The notice must be suppressed (until we can change the notice reason on the automated denial notice), and a manual notice sent with this reason: "You must apply for medical benefits separately. You may apply online at www.abe.illinois.gov or by calling 1-800-226-0768."
When application is made for a child under the age of 18 years, the application must be signed by:
- an individual with whom the child lives who intends to claim the child as a tax dependent, or
- the child's caretaker relative with whom the child lives.
When a child lives with a parent, that parent shall be designated as the caretaker relative. However, if the child does not live with a caretaker relative or tax filer who is claiming the child, the application may be signed by:
- the child's guardian,
- an individual who is acting responsibly in behalf of the child, or
- the child.
A pregnant woman may apply on her own behalf, regardless of her age or who she lives with.
[signed copy on file]
Michelle R. B. Saddler
Secretary, Illinois Department of Human Services
Director, Illinois Department of Healthcare and Family Services