49.455(1)(b)

(b) “Consumer price index” means the consumer price index for all urban consumers, U.S. city average, as determined by the U.S. department of labor.

49.455(4)(a)3.

3. A family allowance for each family member equal to one-third of the amount by which the family member’s monthly income is exceeded by the following:

49.455(4)(a)3.c.

c. Beginning on July 1, 1992, 150% of one-twelfth of the poverty line for a family of 2 persons.

49.455(4)(c)

(c)

49.455(5)(c)3.

3. The department determines that denial of eligibility would work an undue hardship.

49.455(6)(b)1m.

1m. $50,000.

49.455(6)(b)2.

2. The lesser of the following:

49.455(8)

(8) Fair hearing.

49.455(8)(a)

(a) An institutionalized spouse or a community spouse is entitled to a departmental fair hearing concerning any of the following:

49.455

49.455 Protection of income and resources of couple for maintenance of community spouse.

49.455(1)

(1) Definitions. In this section:

49.455(1)(a)

(a) “Community spouse” means an individual who is married to an institutionalized spouse.

49.455(3)

(3) Attribution of income.

49.455(3)(b)1.a.

a. Income paid solely in the name of one spouse is considered to be available only to that spouse.

49.455(3)(b)1.b.

b. Income paid in the names of both spouses is considered to be available one-half to each spouse.

49.455(4)

(4) Protecting income for community spouse.

49.455(6)(b)4.

4. The amount transferred under a court order under para. (c).

49.455(4)(c)1.a.

a. One-twelfth of 200% of the poverty line for a family of 2 persons.

49.455(5)

(5) Rules for treatment of resources.

49.455(5)(a)

(a)

49.455(5)(c)1.

1. The institutionalized spouse has assigned to the state any rights to support from the community spouse.

49.455(4)(a)3.a.

a. Beginning on September 30, 1989, and ending on June 30, 1991, 122% of one-twelfth of the poverty line for a family of 2 persons.

49.455(4)(a)3.b.

b. Beginning on July 1, 1991, and ending on June 30, 1992, 133% of one-twelfth of the poverty line for a family of 2 persons.

49.455(5)(a)2.

2. At the beginning of the first continuous period of institutionalization beginning after September 29, 1989, upon the request of an institutionalized spouse or a community spouse and the receipt of necessary documentation, the department shall assess and document the total value of resources under subd. 1. and shall provide a copy of the assessment and documentation to each spouse and retain a copy for departmental use. If the request is not part of an application for medical assistance, the department may charge a fee not exceeding the reasonable expenses of providing and documenting the assessment. When the department provides a copy of an assessment, it shall provide notice that a spouse has the right to a fair hearing under sub. (8) after an application for medical assistance is filed.

49.455(6)(c)

(c) If a court has entered a support order against a community spouse, § 49.453 does not apply to resources transferred under the order for the support of the community spouse or a family member.

49.455(7)

(7) Notice. The department shall notify both spouses upon a determination of medical assistance eligibility of an institutionalized spouse, or shall notify the spouse making the request upon a request by either an institutionalized spouse or a community spouse, of all of the following:

49.455(7)(a)

(a) The amount of the community spouse monthly income allowance calculated under sub. (b).

49.455(7)(b)

(b) The amount of any family allowances under sub. (4) (a) 3.

49.455(7)(c)

(c) The method for computing the amount of the community spouse resource allowance under sub. (b).

49.455(7)(d)

(d) The spouse’s right to a fair hearing under sub. (8) concerning ownership or availability of income or resources and the determination of the community spouse monthly income or resource allowance.

49.455(8)(a)1.

1. The determination of the community spouse monthly income allowance under sub. (b).

49.455(8)(a)2.

2. The determination of the amount of monthly income otherwise available to the community spouse used in the calculation under sub. (b).

49.455(8)(a)3.

3. After an application for medical assistance benefits is filed, the computation of the spousal share of resources under sub. (5) (a) 1.

49.455(8)(a)4.

4. The attribution of resources under sub. (b).

49.455(8)(a)5.

5. The determination of the community spouse resource allowance under sub. (b).

49.455(8)(b)

(b) If the institutionalized spouse has made an application for medical assistance, and a fair hearing is requested under para. (a) concerning the determination of community spouse resource allowance, the department shall hold the hearing within 30 days after the request.

49.455(8)(c)

(c) If either spouse establishes at a fair hearing that, due to exceptional circumstances resulting in financial duress, the community spouse needs income above the level provided by the minimum monthly maintenance needs allowance determined under sub. (c), the department shall determine an amount adequate to provide for the community spouse’s needs and use that amount in place of the minimum monthly maintenance needs allowance in determining the community spouse monthly income allowance under sub. (b).

49.455(1)(c)

(c) “Family member” means a minor or dependent child, dependent parent or dependent sibling of an institutionalized or community spouse who resides with the community spouse.

49.455(1)(d)

(d) “Institutionalized spouse” means either an individual who is in a medical institution or nursing facility and is married to an individual who is not in a medical institution or nursing facility or an individual who receives services under a waiver under 42 USC 1396n (c) or (d) and is married to an individual who is not in a medical institution or nursing facility and does not receive services under a waiver under 42 USC 1396n (c) or (d).

49.455(1)(e)

(e) “Resources” does not include items excluded under 42 USC 1382b (a) or (d) or items that would be excluded under 42 USC 1382b (a) (2) (A) but for the limitation on total value established under that provision.

49.455(2)

(2) Applicability. The department shall use the provisions of this section in determining the eligibility for medical assistance under § 49.46 or 49.47 and the required contribution toward care of an institutionalized spouse.

49.455(3)(a)

(a) Except as provided in para. (b), no income of a spouse is considered to be available to the other spouse during any month in which that other spouse is an institutionalized spouse.

49.455(4)(a)4.

4. The amount incurred as expenses for medical or remedial care for the institutionalized spouse.

49.455(4)(b)

(b) The community spouse monthly income allowance equals the greater of the following:

49.455(4)(b)2.

2. The amount of monthly support which a court orders the institutionalized spouse to pay for the support of the community spouse.

49.455(3)(b)

(b) Notwithstanding ch. 766, for the purposes of sub. (4), the following criteria apply in determining the income of an institutionalized spouse or a community spouse:

49.455(3)(b)1.

1. Except as determined under subd. 2. or 3., unless the instrument providing the income specifically provides otherwise:

49.455(3)(b)1.c.

c. Income paid in the name of either or both spouses and to one or more other persons is considered to be available to each spouse in proportion to the spouse’s interest or, if payment is made to both spouses and each spouse’s individual interest is not specified, one-half of the joint interest is considered to be available to each spouse.

49.455(3)(b)2.

2. Except as provided in subd. 3., if there is no trust or other instrument establishing ownership, income received by a couple is considered to be available one-half to each spouse.

49.455(3)(b)3.

3. Subdivisions 1. and 2. do not apply to income other than income from a trust if the institutionalized spouse establishes, by a preponderance of the evidence, that the ownership interests in the income are other than as provided in subds. 1. and 2.

49.455(4)(a)

(a) After an institutionalized spouse is determined to be eligible for medical assistance, in determining the amount of that institutionalized spouse’s income that must be applied monthly to payment for the costs of care in the institution, the department shall deduct the following amounts in the following order from the institutionalized spouse’s income:

49.455(4)(a)1.

1. The personal needs allowance under § 49.45 (7)(a).

49.455(4)(a)2.

2. The community spouse monthly income allowance calculated under para. (b) or the amount of income of the institutionalized spouse that is actually made available to, or for the benefit of, the community spouse, whichever is less.

49.455(4)(b)1.

1. The minimum monthly maintenance needs allowance determined under para. (c) or the amount determined at a fair hearing under sub. (c), if such an amount has been determined, minus the amount of monthly income otherwise available to the community spouse.

49.455(4)(c)1.

1. For any year, the minimum monthly maintenance needs allowance equals the lesser of the amount determined under subd. 2., or the sum of the following:

49.455(4)(c)1.b.

b. Any excess shelter allowance under para. (d).

49.455(4)(c)2.

2. The minimum monthly maintenance needs allowance in a year may not exceed $1,500 increased by the same percentage as the percentage increase in the consumer price index between September 1988 and September of the year before the year involved.

49.455(4)(c)3.

3. In making the calculation under subd. 1. a., when the poverty line is revised the department shall use the revised amount starting on the first day of the 2nd calendar quarter beginning after the date of publication of the revision.

49.455(4)(d)

(d) The excess shelter allowance equals the amount by which 30% of the amount determined under par. (c) 1. a. is exceeded by the sum of the following:

49.455(4)(d)1.

1. The community spouse’s expenses for rent or mortgage principal and interest, taxes and insurance for his or her principal residence and, if the community spouse lives in a condominium, a cooperative, or an unincorporated cooperative association, any required maintenance charge.

49.455(4)(d)2.

2. The standard utility allowance established under 7 USC 2014 (e), except that if the community spouse lives in a condominium, a cooperative, or an unincorporated cooperative association for which the maintenance charge includes utility expenses, the standard utility allowance under 7 USC 2014 (e) is reduced by the amount of the utility expenses included in the maintenance charge.

49.455(5)(a)1.

1. The department shall determine the total value of the ownership interest of the institutionalized spouse plus the ownership interest of the community spouse in resources as of the beginning of the first continuous period of institutionalization beginning after September 29, 1989. The spousal share of resources equals one-half of that total value.

49.455(5)(b)

(b) Notwithstanding ch. 766, in determining the resources of an institutionalized spouse at the time of application for medical assistance, the amount of resources considered to be available to the institutionalized spouse equals the value of all of the resources held by either or both spouses minus the greatest of the amounts determined under sub. (6) (b) 1. to 4.

49.455(6)

(6) Permitting transfer of resources to community spouse.

49.455(5)(c)

(c) The amount of resources determined under para. (b) to be available for the cost of care does not cause an institutionalized spouse to be ineligible for medical assistance, if any of the following applies:

49.455(5)(c)2.

2. The institutionalized spouse lacks the ability to execute an assignment under subd. 1. due to a physical or mental impairment but the state has the right to bring a support proceeding against the community spouse without an assignment.

49.455(5)(d)

(d) During a continuous period of institutionalization, after an institutionalized spouse is determined to be eligible for medical assistance, no resources of the community spouse are considered to be available to the institutionalized spouse.

49.455(6)(a)

(a) Notwithstanding § 49.453 (2), an institutionalized spouse may transfer an amount of resources equal to the community spouse resource allowance determined under para. (b) to, or for the sole benefit of, the community spouse without becoming ineligible for medical assistance for the period of ineligibility under § 49.453 (3) as a result of the transfer. The institutionalized spouse shall make the transfer as soon as practicable after the initial determination of eligibility for medical assistance, taking into account the amount of time that is necessary to obtain a court order under para. (c).

49.455(6)(b)

(b) The community spouse resource allowance equals the amount by which the amount of resources otherwise available to the community spouse is exceeded by the greatest of the following:

49.455(6)(b)1.

1. In any year, $12,000 increased by the same percentage as the percentage increase in the consumer price index between September 1988 and September of the year before the calendar year involved.

49.455(6)(b)2.a.

a. The spousal share computed under sub. (5) (a) 1.

49.455(6)(b)2.b.

b. In any year, $60,000 increased by the same percentage as the percentage increase in the consumer price index between September 1988 and September of the year before the year involved.

49.455(6)(b)3.

3. The amount established in a fair hearing under sub. (d).

49.455(8)(d)

(d) If either spouse establishes at a fair hearing that the community spouse resource allowance determined under sub. (b) without a fair hearing does not generate enough income to raise the community spouse’s income to the minimum monthly maintenance needs allowance under sub. (c), the department shall establish an amount to be used under sub. (6) (b) 3. that results in a community spouse resource allowance that generates enough income to raise the community spouse’s income to the minimum monthly maintenance needs allowance under sub. (c). Except in exceptional cases which would result in financial duress for the community spouse, the department may not establish an amount to be used under sub. (6) (b) 3. unless the institutionalized spouse makes available to the community spouse the maximum monthly income allowance permitted under sub. (b) or, if the institutionalized spouse does not have sufficient income to make available to the community spouse the maximum monthly income allowance permitted under sub. (b), unless the institutionalized spouse makes all of his or her income, except for an amount equal to the sum of the personal needs allowance under sub. (4) (a) 1. and any family allowances under sub. (4) (a) 3. paid by the institutionalized spouse and the amount incurred as expenses for medical or remedial care for the institutionalized spouse under sub. (4) (a) 4., available to the community spouse as a community spouse monthly income allowance under sub. (b).