Any credit or refund allowed or made pursuant to the making work pay credit (Title I, § 1001 of the ARRA), shall be exempt income for the month of receipt and shall be exempt property for the following two months for the purposes of determining Medi-Cal eligibility or SOC. [Download]

The federal SGA amount will increase to $1000 effective January 1, 2010. Counties will retroactively redetermine Medi-Cal eligibility based on disability if a case has been denied erroneously due to a delay in implementing the new SGA amount. SGA rules do not apply to blind individuals, Medi-Cal beneficiaries who return to work after disability has been approved, or to applicants of the Medi-Cal 250% Working Disabled Program. [Download]

Any payment to Filipino veterans made from the Filipino veterans equity compensation fund, shall be considered exempt as income in the month received and may not be used to compute Medi-Cal SOC. These payments are also exempt as property to the extent that the funds are retained and kept identifiable. Any negative decision made based on these payments should be rescinded and redetermined. [Download]

Victims Compensation payments made by any state are to be considered exempt income in the month of receipt and exempt property for nine months following the month of receipt. Applicants or beneficiaries who report the receipt of a Victims’ Compensation Program shall be required to provide verification sufficient to document the source of the payment. If anyone was adversely affected by receiving a victims compensation payment from another state, counties must rescind the incorrect decision and retroactively redetermine the eligibility or SOC. [Download]

In 2010, the community spouse resource allowance will remain the same as it was in 2009 at $109,560 and the new maximum spousal income allocation/minimum monthly maintenance need allowance will also remain at $2,739 per month under the MCCA. [Download]

Effective January 1, 2010 the property limits for QMB, SLMB, and QI-1 will increase to the LIS level. The current property limits are $4,000 for an individual and $6,000 for a couple (twice the SSI property limit). For 2010, the LIS and MSP property limits will be $6,600 for an individual and $9,910 for a couple (three times the SSI property limit plus an annual increase). The property limit may increase each year from now on but DHCS will not annually inform counties of the increase. [Download]