PM 18-04-09-c: Changes in Medical Expenses

WAG 18-04-09-c

• If the household reports medical expenses and they are not currently receiving a Standard Medical Deduction, verify expenses exceed $35 by issuing a Verification Checklist (VCL).
  • If expenses exceed $35, allow a Standard Medical Deduction or actual medical expenses.
• When a household reports a change in medical expenses, request proof of the change if they opt to use actual medical expenses instead of a Standard Medical Deduction.
  • Make the change once the verification is received and the change is verified.
• When a change in medical expenses is reported by someone other than a household member, use the appropriate Standard Medical Deduction if the outside source provides proof that is clear and verified upon receipt that the medical expense(s) exceed $35.
  • If the change is not verified by the 3rd party, do not send a VCL to verify the change. The details of the reported change are documented in IES Case Comments, the task is marked complete and the change is followed up on at the next REDE or MPR.