CONNECTICUT DEPARTMENT OF SOCIAL SERVICES

                                                   UNIFORM POLICY MANUAL

______________________________________________________________________________

Date:     7-1-91                                Transmittal:  UP-91-27                                                5015.10

______________________________________________________________________________

Section:                                                                                                           Type:

            Treatment of Income                                                                                               POLICY

______________________________________________________________________________

Chapter:                                                                                                         Program:         AABD

            Excluded Income                                                                                                    MAABD

_______________________________________________________________                 

Subject:                                                                                                                                  

            Types of Excluded Income in AABD and MAABD

______________________________________________________________________________

 

5015.10      A.     Payment Made To Students

 

                           1.      Grants, loans, or work/study earnings paid to any undergraduate student for educational purposes under Title IV of the Higher Education Act, the Bureau of Indian Affairs or the Carl D. Perkins Act of 1990 are excluded when determining eligibility and calculating benefits to the extent that they are made available for tuition, mandatory fees, or other necessary educational expenses except payments for food, clothing, or shelter.

 

                           2.      Grants, loans, or work/study earnings paid to any undergraduate student for educational purposes from any source other than Title IV of the Higher Education Act, the Bureau of Indian Affairs or the Carl D. Perkins Act of 1990 are excluded when determining eligibility and calculating benefits to the extent that they are used for tuition, mandatory fees, or other necessary educational expenses except payments for food, clothing, or shelter.

 

                           3.      Payments made to students enrolled in institutions of post-secondary education who are involved in a program of full-time volunteer service under the Service Learning Program (University Year for Action - UYA) authorized under Title I of the Domestic Volunteer Service Act of 1973 are excluded.

 

                   B.     Payments Made to Volunteers

 

                           Payments for supportive services or reimbursement for out-of-pocket expenses are excluded when made to individual volunteers serving as foster grandparents, senior health aides, or senior companions, and to persons serving in the Service Corps of Retired Executives (SCORE) and Active Corps of Executives (ACE) and any other programs pursuant to Titles II and III, Section 418 of P.L. 93-113.

 

                   C.     Payments Made for the Care of Children

 

                           Payments received for the care of foster children placed in the care of the assistance unit are excluded.

 

                   D.     Payments to Indian Tribe Members

 

                           Payments, including those from any interest earned, made from Indian judgment funds or funds held in trust for members of various Indian Tribes pursuant to Public Law 98-64 are excluded.


                            CONNECTICUT DEPARTMENT OF SOCIAL SERVICES

                                                   UNIFORM POLICY MANUAL

______________________________________________________________________________

Date:    4-1-99                                 Transmittal:  UP-99-14                                    5015.10 page 2

______________________________________________________________________________

Section:                                                                                                           Type:

            Treatment of Income                                                                                               POLICY

______________________________________________________________________________

Chapter:                                                                                                         Program:         AABD

            Excluded Income                                                                                                    MAABD

_______________________________________________________________                 

Subject:                                                                                                                                  

            Types of Excluded Income in AABD and MAABD

______________________________________________________________________________

 

5015.10      E.     Supplemental Security Income (SSI) Benefits (MAABD Only)

 

                           1.      SSI benefits are excluded from consideration when determining eligibility for Medicaid.

 

                           2.      SSI benefits are excluded in the calculation of applied income for the contribution to cost of care for LTCF and CBS assistance units only when full SSI benefits are paid pursuant to P.L. 99-643.  (Cross Reference:  5045 - "Post Eligibility Treatment")

 

                   F.     Miscellaneous Payments

 

                           The following payments are excluded when determining eligibility and calculating benefits:

 

                           1.      payments made under the Experimental Housing Allowance Program made under Annual Contributions Contracts entered into prior to January 1, 1975, under Section 23 of the United States Housing Act of 1937, as amended;

 

                           2.      the value of food stamp allotments made under the Food Stamp program;

 

                           3.      cash contributions from agencies and organizations for goods or services not in the Department's standards of needs;

 

                           4.      gifts received too irregularly or infrequently to be counted, but not more than $20.00 per calendar month;

 

                           5.      value of goods and services given as in-kind income under the conditions described in chapter 5050;

 

                           6.      settlement payments received by applicants and recipients as members of the nationwide class of present and former tenants covered by the settlement of the Underwood versus Harris court case;

 

                           7.      payments received by applicants and recipients from Housing and Urban Development (HUD) Community Block Grant Funds;


                            CONNECTICUT DEPARTMENT OF SOCIAL SERVICES

                                                   UNIFORM POLICY MANUAL

______________________________________________________________________________

Date:    9-1-96                        Transmittal:  UP-96-16                                             5015.10 page 3

______________________________________________________________________________

Section:                                                                                                           Type:

            Treatment of Income                                                                                               POLICY

______________________________________________________________________________

Chapter:                                                                                                         Program:         AABD

            Excluded Income                                                                                                   MAABD

_______________________________________________________________                 

Subject:                                                                                                                                  

            Types of Excluded Income in AABD and MAABD

______________________________________________________________________________

 

5015.10      F.     Miscellaneous Payments (continued)

 

                            8.     benefits received under Title VII, Nutrition Program for the Elderly, of the Older Americans Act of 1965, as amended;

 

                            9.     payments received under Title II of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 and comparable relocation assistance provided by a State or local government;

 

                           10.    payments made under means-tested energy assistance programs;

 

                           11.    reimbursements for expenditures which do not represent benefit or gain to the recipients;

 

                           12.    money received for the care and support of a person who is not a member of the assistance unit;

 

                           13.    payments made by the Department of Human Resources for the expenses of day care and essential services unless the assistance unit member is the provider of the services;

 

                           14.    those portions of lump sums which are paid to the unit for the purpose of meeting certain designated expenses such as settlement of back medical expenses or compensation for loss of resources to the extent that:

 

                                   a.      they are used for that purpose; and

 

                                   b.      can be distinguished from other funds;

 

                           15.    disaster assistance paid under the Disaster Relief Act of 1974, as amended, including the Individual and Family Grant (IFG) program, and comparable disaster assistance provided by states, local governments and private organization, and any interest earned on funds from this source;

 

                           16.    security deposits paid by the Department;


                            CONNECTICUT DEPARTMENT OF SOCIAL SERVICES

                                                   UNIFORM POLICY MANUAL

______________________________________________________________________________

Date:    2-1-99                        Transmittal:  UP-99-1                                               5015.10 page 4

______________________________________________________________________________

Section:                                                                                                           Type:

            Treatment of Income                                                                                               POLICY

______________________________________________________________________________

Chapter:                                                                                                         Program:         AABD

            Excluded Income                                                                                                    MAABD

_______________________________________________________________                 

Subject:                                                                                                                                  

            Types of Excluded Income in AABD and MAABD

______________________________________________________________________________

 

5015.10      F.     Miscellaneous Payments (continued)

 

                           17.    HUD, Section 8, rent and utility subsidies;

 

                           18.    security deposits returned to an assistance unit by a landlord; (Cross Reference: 4030)

 

                           19.    rent money returned to an assistance unit by a court;

 

                           20.    State funded assistance payments which are based on need if the recipient's income is used to establish the amount of the payment;

 

                           21.    Earned Income Tax Credit payments received as advance payments or as a single non-recurring payment;

 

                           22.    Agent Orange Payments distributed by Aetna Life and Casualty made pursuant to Public Law 101-201 and Section 10405 of Public Law 101-239;

 

                           23.    Effective January 1, 1991, reparation payments made to holocaust victims by the Federal Republic of Germany;

 

                           24.    Japanese Restitution payments and payments to residents of the Aleut Islands and the Pribilof Islands made pursuant to Public Law 100-383;

 

                           25.    Effective October 15, 1990, Radiation Exposure Compensation payments made pursuant to Section 6 (h)(2) of Public Law 101-426;

 

                           26.    Effective September 1, 1991 reparation payments made under Section 500-526 of the Austrian General Insurance Act;

 

                           27.    Up to $2,000 in total payments per individual per year made pursuant to Section 15 of the Alaska Native Claims Settlement Act (Public Law 100-241);

 

                           28.    retroactive Agent Orange Settlement payments made by the Department of Veterans Affairs pursuant to Public Law 102-4;

 

                           29.    payments made to victims of Nazi persecution pursuant to Public Law 103-286;

 

                           30.    payments from a fund established by a State to aid victims of crime;

 

31.       payments made to offspring of Vietnam veterans who are born with spina bifida pursuant to Public Law 104-204;

 

                            CONNECTICUT DEPARTMENT OF SOCIAL SERVICES

                                                   UNIFORM POLICY MANUAL

______________________________________________________________________________

Date: 7-1-02                               Transmittal:  UP-02-15                                     5015.10 page 5

______________________________________________________________________________

Section:                                                                                                           Type:

          Treatment of Income                                                                                               POLICY

______________________________________________________________________________

Chapter:                                                                                                         Program:      AABD

          Excluded Income                                                                                                       MAABD

_______________________________________________________________          

Subject:                                                                                         

          Types of Excluded Income in AABD and MAABD

______________________________________________________________________________

 

 

5015.10      F.     Miscellaneous Payments (continued)

 

                           32.    that part of a Veteran's benefit which represents an allowance for a surviving spouse based on his or her being permanently housebound because of a disability, pursuant to 38 U.S.C. 1311 (d).

 

                   G.     Payments Made to Certain Hemophilia Patients Who Contracted HIV from Blood Transfusions

 

1.           Payments made under the settlement to the lawsuit entitled "Factor VIII or IX Concentrate Blood Products Litigation" MDL 986 (No. 93-C-7452, Northern District of Illinois) are excluded pursuant to Section 4735 of the Balanced Budget Act of 1997 (BBA).

 

2.           Payments received under the Ricky Ray Hemophilia Relief Fund Act of 1998 (the Ricky Ray Act), Public Law 105-369 are excluded.