.01 Participants Eligible for NA Medical Expenses
 
(01/01/08 – 03/31/08)
The following NA participants are eligible for a medical expense deduction when the amount of the medical expense is greater than $35:
 
Elderly or disabled eligible participants.
Deceased participants, when both of the following requirements are met:
The deceased participant would have been eligible for the deduction in the month the expense was billed.
The remaining budgetary unit participants are legally responsible for the bill.
Participants who are eligible for and receiving SSI. When the participant begins receiving SSI, allow excess medical expenses incurred from the later of the following:
The date of the NA application
The date when SSI eligibility began
 
Allow as a deduction the TOTAL medical expense cost that is not covered by Medicare or other health insurance coverage. This amount is used to calculate the medical deduction when verification is provided.
 
AZTECS deducts the $35 per case. Only one $35 per case is deducted. When one or more participants in the case has ALLOWABLE medical expenses, AZTECS completes the following:
 
Deducts $35 from the TOTAL medical expenses
Subtracts the remainder from the COUNTABLE income
 
Allow medical bills received during the month of application even when the medical service was provided before the month of application.
 
DO NOT allow the expense when the participant was BILLED in a month before the application month.
 
When no payment due date is indicated for a medical expense, consider it due in the month following the billing date.
 
Medical expenses paid in monthly installments on a charge account are considered billed when the statement is received.
 
For ALLOWABLE medical expenses, see Medical Expense Types.
 
EXCEPTION
The following medical expenses are not allowable:
Charge accounts used for both medical expenses and other miscellaneous expenses.
NOTE When a portion of the bill that is for medical expenses can be determined, allow only that portion. Medical expenses paid in monthly installments are considered billed when the statement is received. When no due date is indicated for a medical expense, consider it due in the month following the billing date.
Charge account interest, when medical expenses are paid in monthly installments.
Medical bills that were paid before a new application month.
Amounts carried forward from past billing periods and late charges, even when included with the most recent billing and actually paid by the participant.
Expenses covered by a reimbursement or vendor payment.
Expenses covered by a second mortgage. Treat as a shelter expense. (See Mortgage)