Elizabeth Ribble - Steps 7, 8, and 9

Elizabeth Ribble – Steps 7, 8 and 9

To Do: Complete Section 7 of Elizabeth Ribble’s Case Packet. Return to this page to check your answers.

Question 8.

The following information should be included in case notes:

A list of medical expenses that did not meet the allowable conditions and why.

The amount of the medical expense deduction allowed in each month.

If there are allowable expenses to carry forward.

See completed DHS-6059B and DHS-6059C on file.

Question 9.

Yes, you should complete a DAIL/TIKL for Elizabeth. She is exempt from a six-month renewal because she has only RSDI income. The TIKL will remind you to update her new certification period with the carry forward expenses, if any exist at that time. The client could have changes within the current budget period, such as newly reported allowable medical expenses. For Elizabeth you will need to do a DAIL/TIKL to update the medical expense deduction in the budget and remove for January.

Question 10.

Yes, she has a carry-forward for the next certification period (Line F of the chart on Page 2 of the DHS-6059B).

You have completed your processing of Elizabeth Ribble’s medical expense deduction!