0805.015.30  NON-EARNED INCOME

Gross unearned income is the total amount of all non-excluded, unearned income, including gross unearned income from income producing property minus any overhead expenses such as taxes and insurance. Evaluate the unearned income of the applicant/participant and spouse.  Enter the income information on the Income (FMX0) and Income Amount (FMX3) screens. The income type code is UI (Unearned Income). In the list below, the income source code follows each income in parenthesis. Refer to the FAMIS Income Code Chart. Record a comment as outlined in the FAMIS Comments Quick Reference Chart.

Possible sources of UNEARNED INCOME include but are not limited to:

1. Child Support payments received for a child not in the home- the portion not given to or used on behalf of the child is to be considered as unearned income to the applicant/participant.
   • Child Support (CS)
   • Child Support Arrearages (CA)

   NOTE: If there is a child in the home receiving child support the income is entered as the child's income on the Income Amount screens.

2. Alimony payments including the following:
   • Alimony (AL); and
   • Alimony Arrearages (AR).
3. Interest Income (IN);
4. Property Rental (RN);
5. Income from stocks, bonds, investments (DI), trusts (TR);
6. Royalties, residual income(DI)
7. Benefits received under Social Security Programs, such as Social Security Disability or Social Security Retirement (SS) or SSI (SI);

   NOTE: Any RSDI, SSI, VA, or RRB penalty due to an overpayment in one of  these programs that is being deducted from either the current benefit for that program or from any current benefits received from  RSDI, SSI, VA, or RRB is deducted from the gross income calculation for all MHABD programs. On the Income Amount screen (FMX3) enter the gross amount of benefits in the gross amount field and then enter the penalty that is being deducted in the irregular amount field.  Explain on the Monthly Income Comment screen that the irregular amount is a penalty for an overpayment of RSDI, SSI, VA or RRB benefits that is being deducted from the individuals' current benefits.

   EXAMPLE: Mr. Ross received an over-issuance on his SSI benefits of $300. Mr. Ross is now eligible for SSDI of $830 per month.  His current SSDI benefit is being reduced by $30 per month to repay the SSI overpayment. The $830 amount would be entered in the Gross Amount field and the $30 penalty would be deducted from the gross income calculation by entering the $30 penalty amount in the Irregular Amount field on the Income Amount screen (FMX3), and $800 per month would be the budgeted amount shown as Monthly Income.

   NOTE: Any money being withheld for federal intercepts such as Treasury Offset program for unpaid taxes, or past due student loans, or other state or federal unpaid debts should not be entered in the irregular amount field of the Income Amount screen (FMX3).  Enter the gross RSDI, SSI, VA, or RRB income and do not deduct the money withheld for the federal intercept.

   NOTE:  OASDI and/or SSI recipients with drug addiction or alcoholism (DA&A) as a factor contributing to their disability must have payments made through a representative payee. The representative payee is allowed to charge the individual a service fee when disability is based on DA&A. This fee is NOT an allowable expense for MHABD.

   NOTE: Fees charged by Public Administrators are not an allowable expense for MHABD.

8. Veteran's benefits (VA), compensation, and allowances; See Section 0815.030.05 for participants in vendor placements receiving a reduced VA Pension.
9. Worker's compensation awards (WC);
10. Retirement pensions from industry (UF);
11. Unemployment  Compensation payments (UC or UO);
12. Annuities (AN);
13. Railroad retirement benefits (RR);
14. Contributions (CO) from relatives, friends, churches, clubs, etc., paid directly to the EU;

    NOTE: Contributions paid on behalf of the EU to a third party are not considered unearned income.

15. Real or personal property when sold on a time payment plan, if the unpaid balance does not cause ineligibility on resources. Consider the down payment (if any) as income in the month received. Include ongoing time payments as unearned income using source code Notes Receivable (NR);
16. Aliens with sponsors (AC). Income received from sponsors is to be counted in its entirety;
17. Grants and scholarships for graduate students available for living expenses (grants and scholarships minus school expenses). Use type code ED and source code (GI). This does not apply to undergraduate students. (Refer to Section 0905.012.75.25 );
18. Allotments including:
    • Allowances and allotments from members of the armed forces Military Allotments (AA);
    • Community Spouse Allotments (A2);
19. Blind Pension (B1);
20. SAB (F1);
21. Refugee Cash Assistance (RF);
22. PTD State Supplemental Payment (E1);
23. Welfare payments from another state (WS);
24. Agent Orange Veteran's benefits (AV);
25. Black Lung benefits (BL);
26. Payments held in trust by Secretary of Interior for Indians (PS);
27. Military Retirement (MR);
28. Disability benefit (DB);
29. Strike benefits (SB);
30. Severance payments received from an employer when an employee's job is terminated (SV);
31. Subsidized employment( SU);
32. Cash gifts, gift card that are not store specific, received on a regular basis and can be anticipated (GF);
33. Lottery/Gambling income (LO);
34. Incentive payments to encourage activity (IP);
35. Representative Payee payments not given to the beneficiary (RH);
36. Notes receivable (NR);
37. Non Bona Fide Loans (NB); and
38. Nursing home Insurance income (NI). Consider payments from long term care insurance policies as income.

    NOTE: Always review the Budget Summary screen prior to authorizing a case action in FAMIS. From the MHABD Action Authorization screen (FMD9) use F16=MHABD to view the MHABD Assistance Group Summary screen. Select the coverage type and use F16=AGBUDSUMM to view the Adult MO HealthNet Budget Summary screen press F17=INCSUM to view the Income Summary Detail screen to ensure all countable income is included in the budget. If the income is incorrect, return to the appropriate Income (FMX0) and Income Amount (FMX3) screens and correct the inaccurate information, complete an eligibility determination EDRES, again review the budget summary screen and income summary details, and authorize the action when the budget is correct.