No, none of them will have a family allocation deducted because no information has been provided regarding family members who might need an allocation.
- Emily indicated on her Application for LTC (DHS-3531) that she does not wish to give part of her income to a family member.
- Andreas’ worker would need to contact him when he requested MA-LTC to
ask about any family members he may possibly want to allocate income to.
- Padma indicated on her Request for Payment of Long-Term Care Services (DHS-3543) that she did not wish to give income to another family member.
Even if the client does not request the family allocation, you must deduct a family allocation, if income verification is received, when you become aware of a family member who meets the criteria.
To Do: Look at Emily’s MA-LTC Case Checklist (DHS-5590). Notice that there is also a “Family Allocation” section within the “LTC Income Calculation” line of the “Income Calculation” section. Again, like with the community spouse allocation, you can track whether income and expenses have been verified.
