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