Title 42 — The Public Health and WelfareRelease 119-73
§1396r–5 Treatment of income and resources for certain institutionalized spouses
Title 42 › Chapter CHAPTER 7— - SOCIAL SECURITY › Subchapter SUBCHAPTER XIX— - GRANTS TO STATES FOR MEDICAL ASSISTANCE PROGRAMS › § 1396r–5
Summary
States must use special rules when a married person goes into a medical institution and needs Medicaid. The rules apply to the 50 States and the District of Columbia, to some 1315 waiver programs, and to PACE programs. While the spouse is in the institution, the community spouse’s income is generally not treated as available to the institutionalized spouse. The law gives rules for how to count income (including joint payments and trust income) and says that at the start of the first continuous institutional stay beginning on or after September 30, 1989, the state must calculate the total value of resources owned by either spouse and a spousal share equal to one-half of that total. Either spouse can ask the state for that assessment and get a copy. Once eligibility is decided, the community spouse’s resources are not treated as available to the institutionalized spouse. After eligibility, some monthly income is kept by the institutionalized spouse before paying for care. Deductions include a personal needs allowance, a community spouse monthly income allowance, a family allowance (at least one-third of a specified difference), and medical or remedial expenses. The community spouse monthly allowance is based on a minimum monthly maintenance need set by the state: a percent of 1/12 of the poverty line for two people (122% effective September 30, 1989; 133% effective July 1, 1991; 150% effective July 1, 1992) plus an excess shelter amount, but not more than $1,500 (adjustable). The community spouse resource allowance is the greatest of $12,000 (adjustable), the spousal share (up to $60,000, adjustable), a hardship amount, or a court-ordered amount, minus resources the community spouse already has. The institutionalized spouse may transfer to the community spouse up to that resource allowance without penalty. Dollar limits are adjusted yearly using the change in the consumer price index from September 1988 to the September before the year. Definitions: institutionalized spouse = married person in a medical institution or nursing facility; community spouse = the other spouse living outside the institution.
Full Legal Text
Title 42, §1396r–5
The Public Health and Welfare — Source: USLM XML via OLRC
(a)(1)In determining the eligibility for medical assistance of an institutionalized spouse (as defined in subsection (h)(1)), the provisions of this section supersede any other provision of this subchapter (including section 1396a(a)(17) and 1396a(f) of this title) which is inconsistent with them.
(2)Any different treatment provided under this section for institutionalized spouses shall not, by reason of paragraph (10) or (17) of section 1396a(a) of this title, require such treatment for other individuals.
(3)Except as this section specifically provides, this section does not apply to—
(A)the determination of what constitutes income or resources, or
(B)the methodology and standards for determining and evaluating income and resources.
(4)(A)In the case of any State which is providing medical assistance to its residents under a waiver granted under section 1315 of this title, the Secretary shall require the State to meet the requirements of this section in the same manner as the State would be required to meet such requirement if the State had in effect a plan approved under this subchapter.
(B)This section shall only apply to a State that is one of the 50 States or the District of Columbia.
(5)This section applies to individuals receiving institutional or noninstitutional services under a PACE demonstration waiver program (as defined in section 1396u–4(a)(7) of this title) or under a PACE program under section 1396u–4 or 1395eee of this title.
(b)(1)During any month in which an institutionalized spouse is in the institution, except as provided in paragraph (2), no income of the community spouse shall be deemed available to the institutionalized spouse.
(2)In determining the income of an institutionalized spouse or community spouse for purposes of the post-eligibility income determination described in subsection (d), except as otherwise provided in this section and regardless of any State laws relating to community property or the division of marital property, the following rules apply:
(A)Subject to subparagraphs (C) and (D), in the case of income not from a trust, unless the instrument providing the income otherwise specifically provides—
(i)if payment of income is made solely in the name of the institutionalized spouse or the community spouse, the income shall be considered available only to that respective spouse;
(ii)if payment of income is made in the names of the institutionalized spouse and the community spouse, one-half of the income shall be considered available to each of them; and
(iii)if payment of income is made in the names of the institutionalized spouse or the community spouse, or both, and to another person or persons, the income shall be considered available to each spouse in proportion to the spouse’s interest (or, if payment is made with respect to both spouses and no such interest is specified, one-half of the joint interest shall be considered available to each spouse).
(B)In the case of a trust—
(i)except as provided in clause (ii), income shall be attributed in accordance with the provisions of this subchapter (including section 1396a(a)(17) and 1396p(d) of this title), and
(ii)income shall be considered available to each spouse as provided in the trust, or, in the absence of a specific provision in the trust—
(I)if payment of income is made solely to the institutionalized spouse or the community spouse, the income shall be considered available only to that respective spouse;
(II)if payment of income is made to both the institutionalized spouse and the community spouse, one-half of the income shall be considered available to each of them; and
(III)if payment of income is made to the institutionalized spouse or the community spouse, or both, and to another person or persons, the income shall be considered available to each spouse in proportion to the spouse’s interest (or, if payment is made with respect to both spouses and no such interest is specified, one-half of the joint interest shall be considered available to each spouse).
(C)In the case of income not from a trust in which there is no instrument establishing ownership, subject to subparagraph (D), one-half of the income shall be considered to be available to the institutionalized spouse and one-half to the community spouse.
(D)The rules of subparagraphs (A) and (C) are superseded to the extent that an institutionalized spouse can establish, by a preponderance of the evidence, that the ownership interests in income are other than as provided under such subparagraphs.
(c)(1)(A)There shall be computed (as of the beginning of the first continuous period of institutionalization (beginning on or after September 30, 1989) of the institutionalized spouse)—
(i)the total value of the resources to the extent either the institutionalized spouse or the community spouse has an ownership interest, and
(ii)a spousal share which is equal to ½ of such total value.
(B)At the request of an institutionalized spouse or community spouse, at the beginning of the first continuous period of institutionalization (beginning on or after September 30, 1989) of the institutionalized spouse and upon the receipt of relevant documentation of resources, the State shall promptly assess and document the total value described in subparagraph (A)(i) and shall provide a copy of such assessment and documentation to each spouse and shall retain a copy of the assessment for use under this section. If the request is not part of an application for medical assistance under this subchapter, the State may, at its option as a condition of providing the assessment, require payment of a fee not exceeding the reasonable expenses of providing and documenting the assessment. At the time of providing the copy of the assessment, the State shall include a notice indicating that the spouse will have a right to a fair hearing under subsection (e)(2).
(2)In determining the resources of an institutionalized spouse at the time of application for benefits under this subchapter, regardless of any State laws relating to community property or the division of marital property—
(A)except as provided in subparagraph (B), all the resources held by either the institutionalized spouse, community spouse, or both, shall be considered to be available to the institutionalized spouse, and
(B)resources shall be considered to be available to an institutionalized spouse, but only to the extent that the amount of such resources exceeds the amount computed under subsection (f)(2)(A) (as of the time of application for benefits).
(3)The institutionalized spouse shall not be ineligible by reason of resources determined under paragraph (2) to be available for the cost of care where—
(A)the institutionalized spouse has assigned to the State any rights to support from the community spouse;
(B)the institutionalized spouse lacks the ability to execute an assignment due to physical or mental impairment but the State has the right to bring a support proceeding against a community spouse without such assignment; or
(C)the State determines that denial of eligibility would work an undue hardship.
(4)During the continuous period in which an institutionalized spouse is in an institution and after the month in which an institutionalized spouse is determined to be eligible for benefits under this subchapter, no resources of the community spouse shall be deemed available to the institutionalized spouse.
(5)In this section, the term “resources” does not include—
(A)resources excluded under subsection (a) or (d) of section 1382b of this title, and
(B)resources that would be excluded under section 1382b(a)(2)(A) of this title but for the limitation on total value described in such section.
(d)(1)After an institutionalized spouse is determined or redetermined to be eligible for medical assistance, in determining the amount of the spouse’s income that is to be applied monthly to payment for the costs of care in the institution, there shall be deducted from the spouse’s monthly income the following amounts in the following order:
(A)A personal needs allowance (described in section 1396a(q)(1) of this title), in an amount not less than the amount specified in section 1396a(q)(2) of this title.
(B)A community spouse monthly income allowance (as defined in paragraph (2)), but only to the extent income of the institutionalized spouse is made available to (or for the benefit of) the community spouse.
(C)A family allowance, for each family member, equal to at least ⅓ of the amount by which the amount described in paragraph (3)(A)(i) exceeds the amount of the monthly income of that family member.
(D)Amounts for incurred expenses for medical or remedial care for the institutionalized spouse (as provided under section 1396a(r) of this title).
(2)In this section (except as provided in paragraph (5)), the “community spouse monthly income allowance” for a community spouse is an amount by which—
(A)except as provided in subsection (e), the minimum monthly maintenance needs allowance (established under and in accordance with paragraph (3)) for the spouse, exceeds
(B)the amount of monthly income otherwise available to the community spouse (determined without regard to such an allowance).
(3)(A)Each State shall establish a minimum monthly maintenance needs allowance for each community spouse which, subject to subparagraph (C), is equal to or exceeds—
(i)the applicable percent (described in subparagraph (B)) of 1⁄12 of the income official poverty line (defined by the Office of Management and Budget and revised annually in accordance with section 9902(2) of this title) for a family unit of 2 members; plus
(ii)an excess shelter allowance (as defined in paragraph (4)).
(B)For purposes of subparagraph (A)(i), the “applicable percent” described in this paragraph, effective as of—
(i)September 30, 1989, is 122 percent,
(ii)July 1, 1991, is 133 percent, and
(iii)July 1, 1992, is 150 percent.
(C)The minimum monthly maintenance needs allowance established under subparagraph (A) may not exceed $1,500 (subject to adjustment under subsections (e) and (g)).
(4)In paragraph (3)(A)(ii), the term “excess shelter allowance” means, for a community spouse, the amount by which the sum of—
(A)the spouse’s expenses for rent or mortgage payment (including principal and interest), taxes and insurance and, in the case of a condominium or cooperative, required maintenance charge, for the community spouse’s principal residence, and
(B)the standard utility allowance (used by the State under section 2014(e) of title 7) or, if the State does not use such an allowance, the spouse’s actual utility expenses,
(5)If a court has entered an order against an institutionalized spouse for monthly income for the support of the community spouse, the community spouse monthly income allowance for the spouse shall be not less than the amount of the monthly income so ordered.
(6)For purposes of this subsection and subsections (c) and (e), a State must consider that all income of the institutionalized spouse that could be made available to a community spouse, in accordance with the calculation of the community spouse monthly income allowance under this subsection, has been made available before the State allocates to the community spouse an amount of resources adequate to provide the difference between the minimum monthly maintenance needs allowance and all income available to the community spouse.
(e)(1)Upon—
(A)a determination of eligibility for medical assistance of an institutionalized spouse, or
(B)a request by either the institutionalized spouse, or the community spouse, or a representative acting on behalf of either spouse,
(2)(A)If either the institutionalized spouse or the community spouse is dissatisfied with a determination of—
(i)the community spouse monthly income allowance;
(ii)the amount of monthly income otherwise available to the community spouse (as applied under subsection (d)(2)(B));
(iii)the computation of the spousal share of resources under subsection (c)(1);
(iv)the attribution of resources under subsection (c)(2); or
(v)the determination of the community spouse resource allowance (as defined in subsection (f)(2));
(B)If either such spouse establishes that the community spouse needs income, above the level otherwise provided by the minimum monthly maintenance needs allowance, due to exceptional circumstances resulting in significant financial duress, there shall be substituted, for the minimum monthly maintenance needs allowance in subsection (d)(2)(A), an amount adequate to provide such additional income as is necessary.
(C)If either such spouse establishes that the community spouse resource allowance (in relation to the amount of income generated by such an allowance) is inadequate to raise the community spouse’s income to the minimum monthly maintenance needs allowance, there shall be substituted, for the community spouse resource allowance under subsection (f)(2), an amount adequate to provide such a minimum monthly maintenance needs allowance.
(f)(1)An institutionalized spouse may, without regard to section 1396p(c)(1) of this title, transfer an amount equal to the community spouse resource allowance (as defined in paragraph (2)), but only to the extent the resources of the institutionalized spouse are transferred to (or for the sole benefit of) the community spouse. The transfer under the preceding sentence shall be made as soon as practicable after the date of the initial determination of eligibility, taking into account such time as may be necessary to obtain a court order under paragraph (3).
(2)In paragraph (1), the “community spouse resource allowance” for a community spouse is an amount (if any) by which—
(A)the greatest of—
(i)$12,000 (subject to adjustment under subsection (g)), or, if greater (but not to exceed the amount specified in clause (ii)(II)) an amount specified under the State plan,
(ii)the lesser of (I) the spousal share computed under subsection (c)(1), or (II) $60,000 (subject to adjustment under subsection (g)),
(iii)the amount established under subsection (e)(2); or
(iv)the amount transferred under a court order under paragraph (3);
(B)the amount of the resources otherwise available to the community spouse (determined without regard to such an allowance).
(3)If a court has entered an order against an institutionalized spouse for the support of the community spouse, section 1396p of this title shall not apply to amounts of resources transferred pursuant to such order for the support of the spouse or a family member (as defined in subsection (d)(1)).
(g)For services furnished during a calendar year after 1989, the dollar amounts specified in subsections (d)(3)(C), (f)(2)(A)(i), and (f)(2)(A)(ii)(II) shall be increased by the same percentage as the percentage increase in the consumer price index for all urban consumers (all items; U.S. city average) between September 1988 and the September before the calendar year involved.
(h)In this section:
(1)The term “institutionalized spouse” means an individual who—
(A)is in a medical institution or nursing facility or who (at the option of the State) is described in section 1396a(a)(10)(A)(ii)(VI) of this title, and
(B)is married to a spouse who is not in a medical institution or nursing facility;
(2)The term “community spouse” means the spouse of an institutionalized spouse.
Legislative History
Notes & Related Subsidiaries
Editorial Notes
Codification Pub. L. 110–234 and Pub. L. 110–246 made identical
Amendments
to this section. The
Amendments
by Pub. L. 110–234 were repealed by section 4(a) of Pub. L. 110–246.
Prior Provisions
A prior section 1924 of act Aug. 14, 1935, was renumbered section 1939 and is classified to section 1396v of this title.
Amendments
2008—Subsec. (d)(4)(B). Pub. L. 110–246, § 4002(b)(1)(B), (2)(V), made technical amendment to reference in original act which appears in text as reference to section 2014(e) of title 7. 2006—Subsec. (d)(6). Pub. L. 109–171 added par. (6). 1997—Subsec. (a)(5). Pub. L. 105–33, in heading substituted “under PACE programs” for “from organizations receiving certain waivers” and in text substituted “under a PACE demonstration waiver program (as defined in section 1396u–4(a)(7) of this title) or under a PACE program under section 1396u–4 or 1395eee of this title.” for “from any organization receiving a frail elderly demonstration project waiver under section 9412(b) of the Omnibus Budget Reconciliation Act of 1986 or a waiver under section 603(c) of the Social Security
Amendments
of 1983.” 1994—Subsec. (d)(3)(A)(i). Pub. L. 103–252 substituted “section 9902(2)” for “section 9847 and 9902(2)”. 1993—Subsec. (a)(5). Pub. L. 103–66, § 13643(c)(1), substituted “1986 or a waiver under section 603(c) of the Social Security
Amendments
of 1983” for “1986”. Subsec. (b)(2)(B)(i). Pub. L. 103–66, § 13611(d)(2), substituted “1396p(d) of this title” for “1396a(k) of this title”. 1990—Subsec. (a)(5). Pub. L. 101–508, § 4744(b)(1), added par. (5). Subsec. (b)(2). Pub. L. 101–508, § 4714(a), substituted “for purposes of the post-eligibility income determination described in subsection (d)” for “, after the institutionalized spouse has been determined or redetermined to be eligible for medical assistance”. Subsec. (c)(1). Pub. L. 101–508, § 4714(c), substituted “the beginning of the first continuous period of institutionalization (beginning on or after September 30, 1989) of the institutionalized spouse” for “the beginning of a continuous period of institutionalization of the institutionalized spouse” in subpars. (A) and (B). Subsec. (f)(1). Pub. L. 101–508, § 4714(b), substituted “section 1396p(c)(1)” for “section 1396p”. 1989—Subsecs. (b)(2), (d)(1). Pub. L. 101–239 inserted “or redetermined” after “determined”. 1988—Subsec. (c)(1)(B). Pub. L. 100–485, § 608(d)(16)(A)(i), substituted “will have a right to a fair hearing under subsection (e)(2)” for “has right to a fair hearing under subsection (e)(2)(E) with respect to the determination of the community spouse resource allowance, to provide for an allowance adequate to raise the spouse’s income to the minimum monthly maintenance needs allowance”. Subsec. (c)(2)(B). Pub. L. 100–485, § 608(d)(16)(A)(ii), substituted “resources shall be considered to be available to an institutionalized spouse, but only to the extent that the amount of such resources exceeds” for “resources shall not be considered to be available to an institutionalized spouse, to the extent that the amount of such resources does not exceed”. Subsec. (d)(3)(A)(i). Pub. L. 100–485, § 608(d)(16)(A)(iii), struck out “nonfarm” before “official poverty line”. Subsec. (d)(4). Pub. L. 100–485, § 608(d)(16)(A)(iv), substituted “subparagraph (B)” for “subparagraph (C)” in concluding provisions. Subsec. (e)(2)(A). Pub. L. 100–485, § 608(d)(16)(A)(v), inserted “if an application for benefits under this subchapter has been made on behalf of the institutionalized spouse” after “with respect to such determination” before period at end of first sentence. Subsec. (f)(1). Pub. L. 100–485, § 608(d)(16)(A)(vi), substituted “transfer an amount” for “transfer to the community spouse (or to another for the sole benefit of the community spouse) an amount” and “as soon as practicable” for “as soon as pacticable”. Subsec. (f)(3). Pub. L. 100–485, § 608(d)(16)(A)(vii), substituted “spouse or a family member” for “spouse of a family member”.
Statutory Notes and Related Subsidiaries
Effective Date
of 2008 AmendmentAmendment of this section and repeal of Pub. L. 110–234 by Pub. L. 110–246 effective May 22, 2008, the date of enactment of Pub. L. 110–234, except as otherwise provided, see section 4 of Pub. L. 110–246, set out as an
Effective Date
note under section 8701 of Title 7, Agriculture. Amendment by section 4002(b)(1)(B), (2)(V) of Pub. L. 110–246 effective Oct. 1, 2008, see section 4407 of Pub. L. 110–246, set out as a note under section 1161 of Title 2, The Congress.
Effective Date
of 2006 Amendment Pub. L. 109–171, title VI, § 6013(b), Feb. 8, 2006, 120 Stat. 64, provided that: “The amendment made by subsection (a) [amending this section] shall apply to transfers and allocations made on or after the date of the enactment of this Act [Feb. 8, 2006] by individuals who become institutionalized spouses on or after such date.”
Effective Date
of 1994 AmendmentAmendment by Pub. L. 103–252 effective May 18, 1994, but not applicable to Head Start agencies and other recipients of financial assistance under the Head Start Act (42 U.S.C. 9831 et seq.) until Oct. 1, 1994, see section 127 of Pub. L. 103–252, set out as a note under section 9832 of this title.
Effective Date
of 1993 AmendmentAmendment by section 13611(d)(2) of Pub. L. 103–66 applicable, except as otherwise provided, to payments under this subchapter for calendar quarters beginning on or after Oct. 1, 1993, without regard to whether or not final
Regulations
to carry out the
Amendments
by section 13611 of Pub. L. 103–66 have been promulgated by such date, see section 13611(e) of Pub. L. 103–66, set out as a note under section 1396p of this title.
Effective Date
of 1990 Amendment Pub. L. 101–508, title IV, § 4714(d), Nov. 5, 1990, 104 Stat. 1388–192, provided that: “The
Amendments
made [by] this section [amending this section] shall take effect as if included in the enactment of section 303 of the Medicare Catastrophic Coverage Act of 1988 [Pub. L. 100–360].”
Effective Date
of 1989 AmendmentAmendment by Pub. L. 101–239 applicable as if included in the enactment of section 303 of Pub. L. 100–360, see section 6411(e)(4)(B) of Pub. L. 101–239, set out as a note under section 1396a of this title.
Effective Date
of 1988 AmendmentAmendment by Pub. L. 100–485 effective as if included in the enactment of the Medicare Catastrophic Coverage Act of 1988, Pub. L. 100–360, see section 608(g)(1) of Pub. L. 100–485, set out as a note under section 704 of this title.
Effective Date
Pub. L. 100–360, title III, § 303(g), July 1, 1988, 102 Stat. 763, as amended by Pub. L. 100–485, title VI, § 608(d)(16)(D), Oct. 13, 1988, 102 Stat. 2418, provided that: “(1)(A) The
Amendments
made by this section [enacting this section and amending section 1382, 1382b, 1396a, 1396p, 1396r, and 1396s of this title] apply (except as provided in this subsection) to payments under title XIX of the Social Security Act [42 U.S.C. 1396 et seq.] for calendar quarters beginning on or after September 30, 1989, without regard to whether or not final
Regulations
to carry out such
Amendments
have been promulgated by such date. “(B) section 1924 of the Social Security Act [42 U.S.C. 1396r–5] (as inserted by subsection (a)) shall only apply to institutionalized individuals who begin continuous periods of institutionalization on or after
September 30, 1989, except that subsections (b) and (d) of such section (and so much of subsection (e) of such section as relates to such other subsections) shall apply as of such date to individuals institutionalized on or after such date. “(2)(A) The amendment made by subsection (b) [amending section 1396p of this title] and section 1902(a)(51)(B) of the Social Security Act [42 U.S.C. 1396a(a)(51)(B)], apply (except as provided in paragraph (5)) to payments under title XIX of the Social Security Act for calendar quarters beginning on or after
July 1, 1988, or the date of the enactment of this Act [
July 1, 1988], without regard to whether or not final
Regulations
to carry out such
Amendments
have been promulgated by such date. “(B) section 1917(c) of the Social Security Act [42 U.S.C. 1396p(c)], as amended by subsection (b) of this section, shall apply to resources disposed of on or after
July 1, 1988, except that such section shall not apply with respect to inter-spousal transfers occurring before
October 1, 1989. “(C) Notwithstanding subparagraphs (A) and (B), a State may continue to apply the policies contained in the State plan as of
June 30, 1988, with respect to resources disposed of before
July 1, 1988, and the laws and policies established by the State as of
June 30, 1988, or provided for before
July 1, 1988, shall continue to apply through
September 30, 1989, (and may, at a State’s option continue after such date) to inter-spousal transfers occurring before
October 1, 1989. “(3) The
Amendments
made by subsection (c) [amending section 1382 and 1382b of this title] shall apply to transfers occurring on or after July 1, 1988, without regard to whether or not final
Regulations
to carry out such
Amendments
have been promulgated by such date. “(4) The amendment made by subsection (d) [amending section 1396a of this title] is effective on and after
April 8, 1988. The final rule of the Health Care Financing Administration published on
February 8, 1988 (53 Federal Register 3586) is superseded to the extent inconsistent with the amendment made by subsection (d). “(5) In the case of a State plan for medical assistance under title XIX of the Social Security Act which the Secretary of Health and Human Services determines requires State legislation (other than legislation appropriating funds) in order for the plan to meet the additional requirements imposed by the
Amendments
made by this section (other than paragraphs (1) and (5) of subsection (e) [amending section 1396a of this title]), the State plan shall not be regarded as failing to comply with the requirements of such title solely on the basis of its failure to meet these additional requirements before the first day of the first calendar quarter beginning after the close of the first regular session of the State legislature that begins after the date of the enactment of this Act. For purposes of the previous sentence, in the case of a State that has a 2-year legislative session, each year of such session shall be deemed to be a separate regular session of the State legislature. “(6) The
Amendments
made by paragraphs (1) and (5) of subsection (e) [amending section 1396a of this title] shall apply to medical assistance furnished on or after October 1, 1982.” Rule of
Construction
Pub. L. 116–16, § 2(b), Apr. 18, 2019, 133 Stat. 852, provided that: “(1) Protecting state spousal income and asset disregard flexibility under waivers and plan
Amendments
.—Nothing in section 2404 of Public Law 111–148 (42 U.S.C. 1396r–5 note) or section 1924 of the Social Security Act (42 U.S.C. 1396r–5) shall be construed as prohibiting a State from disregarding an individual’s spousal income and assets under a State waiver or plan amendment described in paragraph (2) for purposes of making determinations of eligibility for home and community-based services or home and community-based attendant services and supports under such waiver or plan amendment. “(2) State waiver or plan amendment described.—A State waiver or plan amendment described in this paragraph is any of the following:“(A) A waiver or plan amendment to provide medical assistance for home and community-based services under a waiver or plan amendment under subsection (c), (d), or (i) of section 1915 of the Social Security Act (42 U.S.C. 1396n) or under section 1115 of such Act (42 U.S.C. 1315). “(B) A plan amendment to provide medical assistance for home and community-based services for individuals by reason of being determined eligible under section 1902(a)(10)(C) of such Act (42 U.S.C. 1396a(a)(10)(C)) or by reason of section 1902(f) of such Act (42 U.S.C. 1396a(f)) or otherwise on the basis of a reduction of income based on costs incurred for medical or other remedial care under which the State disregarded the income and assets of the individual’s spouse in determining the initial and ongoing financial eligibility of an individual for such services in place of the spousal impoverishment provisions applied under section 1924 of such Act (42 U.S.C. 1396r–5). “(C) A plan amendment to provide medical assistance for home and community-based attendant services and supports under section 1915(k) of such Act (42 U.S.C. 1396n(k)).” Similar provisions were contained in the following prior act: Pub. L. 116–3, § 3(b), Jan. 24, 2019, 133 Stat. 7. [For additional provisions relating to
Construction
of this section, see section 3(b) of Pub. L. 116–39, section 204(b) of Pub. L. 116–94, section 3812(b) of Pub. L. 116–136, section 2302(b) of Pub. L. 116–159, and section 1105(b) of Pub. L. 116–215, set out as notes under section 1396a of this title.] Protection for Recipients of Home and Community-Based Services Against Spousal Impoverishment Pub. L. 111–148, title II, § 2404, Mar. 23, 2010, 124 Stat. 305, as amended by Pub. L. 116–3, § 3(a), Jan. 24, 2019, 133 Stat. 7; Pub. L. 116–16, § 2(a), Apr. 18, 2019, 133 Stat. 852; Pub. L. 116–39, § 3(a), Aug. 6, 2019, 133 Stat. 1061; Pub. L. 116–94, div. N, title I, § 204(a), Dec. 20, 2019, 133 Stat. 3111; Pub. L. 116–136, div. A, title III, § 3812(a), Mar. 27, 2020, 134 Stat. 429; Pub. L. 116–159, div. C, title III, § 2302(a), Oct. 1, 2020, 134 Stat. 731; Pub. L. 116–215, div. B, title I, § 1105(a), Dec. 11, 2020, 134 Stat. 1043; Pub. L. 116–260, div. CC, title II, § 205(a), Dec. 27, 2020, 134 Stat. 2983; Pub. L. 117–328, div. FF, title V, § 5115, Dec. 29, 2022, 136 Stat. 5941, provided that: “During the period beginning on
January 1, 2014, and ending on
September 30, 2027, section 1924(h)(1)(A) of the Social Security Act (42 U.S.C. 1396r–5(h)(1)(A)) shall be applied as though ‘is eligible for medical assistance for home and community-based services provided under subsection (c), (d), or (i) of section 1915 [42 U.S.C. 1396n], under a waiver approved under section 1115 [42 U.S.C. 1315], or who is eligible for such medical assistance by reason of being determined eligible under section 1902(a)(10)(C) [42 U.S.C. 1396a(a)(10)(C)] or by reason of section 1902(f) [42 U.S.C. 1396a(f)] or otherwise on the basis of a reduction of income based on costs incurred for medical or other remedial care, or who is eligible for medical assistance for home and community-based attendant services and supports under section 1915(k) [42 U.S.C. 1396n(k)]’ were substituted in such section for ‘(at the option of the State) is described in section 1902(a)(10)(A)(ii)(VI) [42 U.S.C. 1396a(a)(10)(A)(ii)(VI)]’.” [For provisions relating to
Construction
of section 2404 of Pub. L. 111–148, set out above, see section 3(b) of Pub. L. 116–39, section 204(b) of Pub. L. 116–94, section 3812(b) of Pub. L. 116–136, section 2302(b) of Pub. L. 116–159, section 1105(b) of Pub. L. 116–215, and section 205(b) of Pub. L. 116–260, set out as notes under section 1396a of this title.]
Reference
Citations & Metadata
Citation
42 U.S.C. § 1396r–5
Title 42 — The Public Health and Welfare
Last Updated
Apr 6, 2026
Release point: 119-73