diff --git a/changelog.d/medicaid-abd-state-dollar-standards.fixed.md b/changelog.d/medicaid-abd-state-dollar-standards.fixed.md new file mode 100644 index 00000000000..08f810ed214 --- /dev/null +++ b/changelog.d/medicaid-abd-state-dollar-standards.fixed.md @@ -0,0 +1 @@ +Use state dollar standards, not shares of the poverty guideline, as the Medicaid income limit for aged, blind and disabled people who do not receive SSI in Alaska, Idaho, New Hampshire, Vermont and Wisconsin, require income below Idaho's standard, and add Vermont's 2017-2023 AABD independent-living supplement ($52.04 individual, $98.88 couple). diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/couple.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/couple.yaml index 0eb1c1e8aaa..c5b498307dd 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/couple.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/couple.yaml @@ -1,4 +1,4 @@ -description: Maximum countable income limit for a couple to qualify for Medicaid under the optional senior or disabled pathway, as percent of Federal Poverty Line. States whose limit is the SSI federal benefit rate are listed in uses_ssi_federal_benefit_rate and omitted here. +description: Maximum countable income limit for a couple to qualify for Medicaid under the optional senior or disabled pathway, as percent of Federal Poverty Line. States whose limit is the SSI federal benefit rate (uses_ssi_federal_benefit_rate) or a dollar standard of their own (uses_state_standard) in every year are omitted here. metadata: unit: /1 label: Medicaid senior or disabled income limit (couple) @@ -17,9 +17,6 @@ metadata: - title: Connecticut CHOICES Benefits Quick Guide (Rev 04.04.2025) href: https://portal.ct.gov/ads/-/media/ads-beta/choices/choices-benefits-quick-guide.pdf?rev=3b8c59ca12224218bc4c4438649e7ac7#page=1 -AK: - 2018-01-01: 0.74 - 2021-01-01: 0.83 AL: 2018-01-01: 0.75 AZ: @@ -45,9 +42,6 @@ GA: 2018-01-01: 0.75 HI: 2018-01-01: 1.00 -ID: - 2018-01-01: 0.80 - 2021-01-01: 0.78 IL: 2018-01-01: 1.00 IN: @@ -75,8 +69,6 @@ NE: 2018-01-01: 1.00 NV: 2018-01-01: 0.75 -NH: - 2018-01-01: 0.75 NJ: 2018-01-01: 1.00 NM: @@ -103,15 +95,9 @@ TX: 2018-01-01: 0.75 UT: 2018-01-01: 1.00 -VT: - 2018-01-01: 0.74 - 2021-01-01: 0.80 VA: 2018-01-01: 0.80 WV: 2018-01-01: 0.75 -WI: - 2018-01-01: 0.83 - 2021-01-01: 1.00 WY: 2018-01-01: 0.75 diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml index 489de5e9165..e5f9077cd32 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/individual.yaml @@ -1,4 +1,4 @@ -description: Maximum countable income limit for an individual to qualify for Medicaid under the optional senior or disabled pathway, as percent of Federal Poverty Line. States whose limit is the SSI federal benefit rate are listed in uses_ssi_federal_benefit_rate and omitted here. +description: Maximum countable income limit for an individual to qualify for Medicaid under the optional senior or disabled pathway, as percent of Federal Poverty Line. States whose limit is the SSI federal benefit rate (uses_ssi_federal_benefit_rate) or a dollar standard of their own (uses_state_standard) in every year are omitted here. metadata: unit: /1 label: Medicaid senior or disabled income limit (individual) @@ -17,9 +17,6 @@ metadata: - title: Connecticut CHOICES Benefits Quick Guide (Rev 04.04.2025) href: https://portal.ct.gov/ads/-/media/ads-beta/choices/choices-benefits-quick-guide.pdf?rev=3b8c59ca12224218bc4c4438649e7ac7#page=1 -AK: - 2018-01-01: 0.74 - 2021-01-01: 0.83 AL: 2018-01-01: 0.75 AZ: @@ -45,9 +42,6 @@ GA: 2018-01-01: 0.75 HI: 2018-01-01: 1.00 -ID: - 2018-01-01: 0.80 - 2021-01-01: 0.78 IL: 2018-01-01: 1.00 IN: @@ -75,8 +69,6 @@ NE: 2018-01-01: 1.00 NV: 2018-01-01: 0.75 -NH: - 2018-01-01: 0.75 NJ: 2018-01-01: 1.00 NM: @@ -103,15 +95,9 @@ TX: 2018-01-01: 0.75 UT: 2018-01-01: 1.00 -VT: - 2018-01-01: 0.74 - 2021-01-01: 0.80 VA: 2018-01-01: 0.80 WV: 2018-01-01: 0.75 -WI: - 2018-01-01: 0.83 - 2021-01-01: 1.00 WY: 2018-01-01: 0.75 diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/requires_income_below_limit.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/requires_income_below_limit.yaml index f89e1442506..42781c44f4d 100644 --- a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/requires_income_below_limit.yaml +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/requires_income_below_limit.yaml @@ -28,6 +28,8 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0502005001 - title: 42 U.S. Code § 1396a(m)(1)(B) - poverty-level aged and disabled group (income that "does not exceed" the state's standard) href: https://www.law.cornell.edu/uscode/text/42/1396a#m_1_B + - title: IDAPA 16.03.05.500 - Financial Need ("The participant has financial need if their allowances ... are more than their income") + href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39 AK: 2018-01-01: false @@ -56,7 +58,7 @@ HI: IA: 2018-01-01: false ID: - 2018-01-01: false + 2018-01-01: true IL: 2018-01-01: false IN: diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/couple.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/couple.yaml new file mode 100644 index 00000000000..9d0e3b02d70 --- /dev/null +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/couple.yaml @@ -0,0 +1,19 @@ +description: Idaho adds this monthly amount to the SSI federal benefit rate for a couple to set its Medicaid income standard for aged, blind, or disabled people who do not receive SSI. +# Idaho: the AABD basic allowance, equal to the SSI couple rate. +# NOTE: gov.states.id.dhw.aabd.payment.basic_allowance holds the same +# allowance for Idaho's AABD cash program, still at the 2000 base amounts +# without the 501 increases (PolicyEngine/policyengine-us#10462). Once that +# is fixed, Idaho's Medicaid standard can read from it. +values: + 2018-01-01: 0 +metadata: + unit: currency-USD + period: month + label: Idaho Medicaid senior or disabled amount above the SSI couple rate + reference: + - title: IDAPA 16.03.05.501 - Basic Allowance ($545 single and $768 couple, each raised by the dollar amount of each SSI cost-of-living increase since January 1, 2001) + href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39 + - title: "Idaho Medicaid State Plan TN 18-0002, Supplement 6 to Attachment 2.6-A, Income Limits by Living Situation ($783 single and $1,125 couple from April 1, 2018) #page 5-6" + href: https://www.medicaid.gov/State-resource-center/Medicaid-State-Plan-Amendments/Downloads/ID/ID-18-0002.pdf#page=5 + - title: Idaho Department of Health and Welfare, Medicaid Program Income Limits, AABD Cash and AABD Medicaid (January 2026, $1,047 and $1,511 including the $20 disregard) + href: https://healthandwelfare.idaho.gov/medicaid-program-income-limits diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/individual.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/individual.yaml new file mode 100644 index 00000000000..0dc14fc6547 --- /dev/null +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/state_standard/id/individual.yaml @@ -0,0 +1,19 @@ +description: Idaho adds this monthly amount to the SSI federal benefit rate for an individual to set its Medicaid income standard for aged, blind, or disabled people who do not receive SSI. +# Idaho: the AABD basic allowance, $33 above the SSI rate. +# NOTE: gov.states.id.dhw.aabd.payment.basic_allowance holds the same +# allowance for Idaho's AABD cash program, still at the 2000 base amounts +# without the 501 increases (PolicyEngine/policyengine-us#10462). Once that +# is fixed, Idaho's Medicaid standard can read from it. +values: + 2018-01-01: 33 +metadata: + unit: currency-USD + period: month + label: Idaho Medicaid senior or disabled amount above the SSI individual rate + reference: + - title: IDAPA 16.03.05.501 - Basic Allowance ($545 single and $768 couple, each raised by the dollar amount of each SSI cost-of-living increase since January 1, 2001) + href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39 + - title: "Idaho Medicaid State Plan TN 18-0002, Supplement 6 to Attachment 2.6-A, Income Limits by Living Situation ($783 single and $1,125 couple from April 1, 2018) #page 5-6" + href: https://www.medicaid.gov/State-resource-center/Medicaid-State-Plan-Amendments/Downloads/ID/ID-18-0002.pdf#page=5 + - title: Idaho Department of Health and Welfare, Medicaid Program Income Limits, AABD Cash and AABD Medicaid (January 2026, $1,047 and $1,511 including the $20 disregard) + href: https://healthandwelfare.idaho.gov/medicaid-program-income-limits diff --git a/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/uses_state_standard.yaml b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/uses_state_standard.yaml new file mode 100644 index 00000000000..101e0cbbefe --- /dev/null +++ b/policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/income/limit/uses_state_standard.yaml @@ -0,0 +1,138 @@ +description: The state tests the Medicaid income of aged, blind, or disabled people who do not receive SSI against a monthly dollar standard of its own, rather than a share of the federal poverty guideline, if this is true. +metadata: + unit: bool + period: year + label: Medicaid senior or disabled income limit is a state dollar standard + breakdown: + - state_code + reference: + - title: 42 CFR 435.210 - Optional eligibility for individuals who meet the income and resource requirements of the cash assistance programs + href: https://www.ecfr.gov/current/title-42/section-435.210 + - title: 7 AAC 100.400(a)(17) - Applies the Adult Public Assistance income eligibility standards of 7 AAC 40.310 to Medicaid for aged and disabled people + href: https://www.law.cornell.edu/regulations/alaska/7-AAC-100.400 + - title: 7 AAC 100.410(c) - Medicaid for an individual eligible for SSI or Adult Public Assistance who chooses not to receive the cash benefit + href: https://www.law.cornell.edu/regulations/alaska/7-AAC-100.410 + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual 530 C - Use of the Refused Cash Medicaid subtype (from January 2020) + href: http://dpaweb.hss.state.ak.us/manuals/adltc/530_ssi_and_apa_related_categories/530_ssi_and_apa_related_categories.htm + - title: "IDAPA 16.03.05.301.01 (AABD-Medicaid without applying for SSI), 16.03.05.500 (financial need) and 16.03.05.501 (basic allowance) #page 28,39" + href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=28 + - title: "Idaho Medicaid State Plan TN 18-0002, Supplement 6 to Attachment 2.6-A, Income Limits by Living Situation #page 5-6" + href: https://www.medicaid.gov/State-resource-center/Medicaid-State-Plan-Amendments/Downloads/ID/ID-18-0002.pdf#page=5 + - title: N.H. Code Admin. R. He-W 802.04(b)(1) (categorically needy group of 42 CFR 435.210) and He-W 858.03 (adult category standard of need) + href: https://gc.nh.gov/rules/state_agencies/he-w800.html + - title: "Vermont Health Benefits Eligibility and Enrollment Rules § 8.05(b) - Individual who is SSI-eligible (income \"at or below the SSI/AABD payment level\") #page 10-11" + href: https://humanservices.vermont.gov/sites/ahsnew/files/documents/HBEE-Part-2-Eligibility-Standards.pdf#page=10 + - title: Wis. Admin. Code DHS 103.04(1)(c) - SSI-related categorically needy income standard ("the maximum SSI payment including state supplement") + href: https://docs.legis.wisconsin.gov/code/admin_code/dhs/101/103/04/1/c + - title: "Wisconsin DHS Operations Memo 20-13, SSI-Related Medicaid Categorically Needy Income Limit Changes (fixed amounts from the August 2020 benefit month) #page 1-2" + href: https://www.dhs.wisconsin.gov/dms/memos/ops/dms-ops-2020-13.pdf#page=1 + - title: Wisconsin Medicaid Eligibility Handbook 39.4.1, Release 18-01 (2018 categorically needy limits, $583.78 and $882.05 plus actual shelter up to $250.00 and $375.00) + href: https://www.emhandbooks.wisconsin.gov/meh-ebd/history/18-01/18-01_39.4.htm + - title: Wisconsin Medicaid Eligibility Handbook 39.4.1, Release 19-02 (2019 categorically needy limits, $597.78 and $903.38 plus actual shelter up to $257.00 and $385.67; SSI payment level with the supplement $854.78 and $1,289.05) + href: https://www.emhandbooks.wisconsin.gov/meh-ebd/history/19-02/19-02_39.4.htm + +AK: + 2018-01-01: true +AL: + 2018-01-01: false +AR: + 2018-01-01: false +AZ: + 2018-01-01: false +CA: + 2018-01-01: false +CO: + 2018-01-01: false +CT: + 2018-01-01: false +DC: + 2018-01-01: false +DE: + 2018-01-01: false +FL: + 2018-01-01: false +GA: + 2018-01-01: false +HI: + 2018-01-01: false +IA: + 2018-01-01: false +ID: + 2018-01-01: true +IL: + 2018-01-01: false +IN: + 2018-01-01: false +KS: + 2018-01-01: false +KY: + 2018-01-01: false +LA: + 2018-01-01: false +MA: + 2018-01-01: false +MD: + 2018-01-01: false +ME: + 2018-01-01: false +MI: + 2018-01-01: false +MN: + 2018-01-01: false +MO: + 2018-01-01: false +MS: + 2018-01-01: false +MT: + 2018-01-01: false +NC: + 2018-01-01: false +ND: + 2018-01-01: false +NE: + 2018-01-01: false +NH: + 2018-01-01: true +NJ: + 2018-01-01: false +NM: + 2018-01-01: false +NV: + 2018-01-01: false +NY: + 2018-01-01: false +OH: + 2018-01-01: false +OK: + 2018-01-01: false +OR: + 2018-01-01: false +PA: + 2018-01-01: false +RI: + 2018-01-01: false +SC: + 2018-01-01: false +SD: + 2018-01-01: false +TN: + 2018-01-01: false +TX: + 2018-01-01: false +UT: + 2018-01-01: false +VA: + 2018-01-01: false +VT: + 2018-01-01: true +WA: + 2018-01-01: false +# Until July 2020 Wisconsin's standard was a base amount plus the person's +# shelter costs up to a cap; the base plus the cap equals the SSI rate plus the +# state supplement, which the model uses for those years too. +WI: + 2018-01-01: true +WV: + 2018-01-01: false +WY: + 2018-01-01: false diff --git a/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/couple.yaml b/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/couple.yaml new file mode 100644 index 00000000000..dfb56155322 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/couple.yaml @@ -0,0 +1,39 @@ +description: Alaska sets this amount as the income eligibility standard for a couple living independently under the Adult Public Assistance program. +values: + # The 2018 and 2019 amounts are the Adult Public Assistance need standard. + # Since January 2020, Medicaid disregards income between the Adult Public + # Assistance payment standard and this amount (ADLTC 530 C; AK-26-0001). + 2018-01-01: 2_063 + 2019-01-01: 2_121 + 2020-01-01: 2_155 + 2021-01-01: 2_183 + 2022-01-01: 2_312 + 2023-01-01: 2_513 + 2024-01-01: 2_593 + 2025-01-01: 2_658 + 2026-01-01: 2_732 + +metadata: + unit: currency-USD + period: month + label: Alaska APA income eligibility standard (couple) + # 7 AAC 40.310(c) raises the standards each January 1 by the Social Security + # cost-of-living percentage. + uprating: + parameter: gov.ssa.uprating + rounding: + type: nearest + interval: 1 + reference: + - title: 7 AAC 40.310(a) and (c) - Income Eligibility Standards ($1,047 for an individual and $1,551 for a couple, raised each January by the Social Security cost-of-living percentage) + href: https://www.law.cornell.edu/regulations/alaska/7-AAC-40.310 + - title: Alaska DPA, Adult Public Assistance Need and Maximum Payment Standards, 2018-2021 (need standards for 2018 and 2019) + href: https://web.archive.org/web/20210102211125/http://dpaweb.hss.state.ak.us/POLICY/PDF/APA-Standards.pdf + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2020-2021 (archived January 2, 2021) + href: https://web.archive.org/web/20210102215241/http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2022-2024 (archived March 9, 2024) + href: https://web.archive.org/web/20240309020647/http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2024-2026 + href: http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Medicaid State Plan Amendment AK-26-0001, income disregard between the Adult Public Assistance standard and $1,845 (individual) or $2,732 (couple), effective January 1, 2026 + href: https://www.medicaid.gov/medicaid/spa/downloads/AK-26-0001.pdf#page=13 diff --git a/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/individual.yaml b/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/individual.yaml new file mode 100644 index 00000000000..b7c2890fdc9 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ak/dpa/ssp/income_eligibility_standard/individual.yaml @@ -0,0 +1,39 @@ +description: Alaska sets this amount as the income eligibility standard for an individual living independently under the Adult Public Assistance program. +values: + # The 2018 and 2019 amounts are the Adult Public Assistance need standard. + # Since January 2020, Medicaid disregards income between the Adult Public + # Assistance payment standard and this amount (ADLTC 530 C; AK-26-0001). + 2018-01-01: 1_393 + 2019-01-01: 1_432 + 2020-01-01: 1_455 + 2021-01-01: 1_474 + 2022-01-01: 1_561 + 2023-01-01: 1_697 + 2024-01-01: 1_751 + 2025-01-01: 1_795 + 2026-01-01: 1_845 + +metadata: + unit: currency-USD + period: month + label: Alaska APA income eligibility standard (individual) + # 7 AAC 40.310(c) raises the standards each January 1 by the Social Security + # cost-of-living percentage. + uprating: + parameter: gov.ssa.uprating + rounding: + type: nearest + interval: 1 + reference: + - title: 7 AAC 40.310(a) and (c) - Income Eligibility Standards ($1,047 for an individual and $1,551 for a couple, raised each January by the Social Security cost-of-living percentage) + href: https://www.law.cornell.edu/regulations/alaska/7-AAC-40.310 + - title: Alaska DPA, Adult Public Assistance Need and Maximum Payment Standards, 2018-2021 (need standards for 2018 and 2019) + href: https://web.archive.org/web/20210102211125/http://dpaweb.hss.state.ak.us/POLICY/PDF/APA-Standards.pdf + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2020-2021 (archived January 2, 2021) + href: https://web.archive.org/web/20210102215241/http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2022-2024 (archived March 9, 2024) + href: https://web.archive.org/web/20240309020647/http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Aged, Disabled and Long Term Care Medicaid Manual, Addendum 1 - Expanded Refused Cash Income Limits, 2024-2026 + href: http://dpaweb.hss.state.ak.us/manuals/adltc/addenda/addendum_1.htm + - title: Alaska Medicaid State Plan Amendment AK-26-0001, income disregard between the Adult Public Assistance standard and $1,845 (individual) or $2,732 (couple), effective January 1, 2026 + href: https://www.medicaid.gov/medicaid/spa/downloads/AK-26-0001.pdf#page=13 diff --git a/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/couple.yaml b/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/couple.yaml index 2615a7a89f6..e1df2690011 100644 --- a/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/couple.yaml +++ b/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/couple.yaml @@ -9,9 +9,16 @@ metadata: reference: - title: POMS SI 01415.058 M.2.b, Vermont January 2026 couple payment levels href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#m2b + - title: Vermont DCF Bulletin 17-26, P-2740A SSI/AABD Payment Maximums (effective January 1, 2017 and 2018) + href: https://outside.vermont.gov/dept/DCF/Shared%20Documents/ESD/Rules-Adopted/B17-26.pdf#page=11 + - title: Vermont DVHA, 2024 Standards Change for Healthcare, SSI/AABD Payment Maximums (effective January 1, 2023 and 2024) + href: https://dvha.vermont.gov/sites/dvha/files/documents/2024%20Standards%20Change%20for%20Healthcare%20FINAL%20Corrected%2012.19.pdf#page=7 +# The earlier values are recorded for independent living, which the Medicaid +# aged, blind and disabled standard also uses. INDEPENDENT: - 2026-01-01: 105.8 + 2017-01-01: 98.88 + 2024-01-01: 105.8 HOUSEHOLD_OF_ANOTHER: 2026-01-01: 51.69 diff --git a/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/individual.yaml b/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/individual.yaml index 7db6c2a8d35..8194d89589c 100644 --- a/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/individual.yaml +++ b/policyengine_us/parameters/gov/states/vt/dcf/aabd/amount/individual.yaml @@ -9,9 +9,16 @@ metadata: reference: - title: POMS SI 01415.058 M.2.a, Vermont January 2026 recipient payment levels href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#m2a + - title: Vermont DCF Bulletin 17-26, P-2740A SSI/AABD Payment Maximums (effective January 1, 2017 and 2018) + href: https://outside.vermont.gov/dept/DCF/Shared%20Documents/ESD/Rules-Adopted/B17-26.pdf#page=11 + - title: Vermont DVHA, 2024 Standards Change for Healthcare, SSI/AABD Payment Maximums (effective January 1, 2023 and 2024) + href: https://dvha.vermont.gov/sites/dvha/files/documents/2024%20Standards%20Change%20for%20Healthcare%20FINAL%20Corrected%2012.19.pdf#page=7 +# The earlier values are recorded for independent living, which the Medicaid +# aged, blind and disabled standard also uses. INDEPENDENT: - 2026-01-01: 55.68 + 2017-01-01: 52.04 + 2024-01-01: 55.68 HOUSEHOLD_OF_ANOTHER: 2026-01-01: 42.05 diff --git a/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/is_209b_ssi_recipient_income_eligible_for_medicaid.yaml b/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/is_209b_ssi_recipient_income_eligible_for_medicaid.yaml index dd728b65cfc..82e395efa81 100644 --- a/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/is_209b_ssi_recipient_income_eligible_for_medicaid.yaml +++ b/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/is_209b_ssi_recipient_income_eligible_for_medicaid.yaml @@ -161,3 +161,37 @@ # 22,000 - 400 = 21,600, within the 21,648 blind couple standard # (ceil(21,640 / 12) x 12) but over the 18,396 aged/disabled standard. is_209b_ssi_recipient_income_eligible_for_medicaid: [true, true] + +# New Hampshire tests SSI recipients against its standard of need for an +# independent couple, $1,492 a month in 2026 (SR 26-01; MAM 601 Table A; +# He-W 858.03), the SSI couple rate plus $1. This couple has $720 a month of +# Social Security each: $1,420 of countable income after the $20 couple +# disregard, so they receive $71 a month of SSI. 75% of the 2026 two-person +# poverty guideline ($1,353 a month) would deny them unless they spent down. +- name: Case 10, New Hampshire SSI couple under the standard of need qualifies without spenddown. + period: 2026 + input: + people: + person1: + age: 72 + medicaid_optional_senior_or_disabled_countable_income: 8_520 + medicaid_medically_needy_medical_expenses: 0 + person2: + age: 70 + medicaid_optional_senior_or_disabled_countable_income: 8_520 + medicaid_medically_needy_medical_expenses: 0 + tax_units: + tax_unit: + members: [person1, person2] + tax_unit_is_joint: true + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: NH + output: + # (1,491 + 1) x 12 = 17,904; combined income 17,040. + medicaid_optional_senior_or_disabled_income_limit: [17_904, 17_904] + is_209b_ssi_recipient_income_eligible_for_medicaid: [true, true] diff --git a/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.yaml b/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.yaml index 0b6ce7ffb1f..905a97a41da 100644 --- a/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.yaml +++ b/policyengine_us/tests/policy/baseline/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.yaml @@ -409,3 +409,212 @@ output: # 967 x 12 medicaid_optional_senior_or_disabled_income_limit: [11_604] + +# Alaska tests these people against the 7 AAC 40.310 standard, which the +# state plan reaches by disregarding income between the Adult Public +# Assistance standard ($1,356 and $2,019 a month in 2026) and $1,845 for an +# individual or $2,732 for a couple (AK-26-0001; ADLTC Manual Addendum 1). +# The couple here has $1,376 a month of Social Security each, $2,732 of +# countable income after the $20 disregard: exactly the couple standard, +# which "may not exceed" allows (7 AAC 40.230). 83% of Alaska's 2026 +# two-person poverty guideline would be $1,871 a month. +- name: Alaska couple with income at the 2026 couple standard is eligible + period: 2026 + input: + people: + person1: + age: 70 + medicaid_optional_senior_or_disabled_countable_income: 16_392 + person2: + age: 68 + medicaid_optional_senior_or_disabled_countable_income: 16_392 + tax_units: + tax_unit: + members: [person1, person2] + tax_unit_is_joint: true + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: AK + output: + # 2,732 x 12 + medicaid_optional_senior_or_disabled_income_limit: [32_784, 32_784] + is_optional_senior_or_disabled_income_eligible: [true, true] + +# Vermont tests these people against the SSI/AABD payment level, "at or +# below" (HBEE § 8.05(b)): the SSI couple rate of $1,491 plus the $105.80 +# AABD supplement, $1,596.80 a month in 2026 (DVHA Standards Change for +# Healthcare 2026). The couple here has $808.40 a month of Social Security +# each, $1,596.80 of countable income after the $20 disregard. 80% of the +# 2026 two-person poverty guideline would be $1,443 a month. +- name: Vermont couple with income at the 2026 SSI/AABD couple level is eligible + period: 2026 + input: + people: + person1: + age: 72 + medicaid_optional_senior_or_disabled_countable_income: 9_580.8 + person2: + age: 70 + medicaid_optional_senior_or_disabled_countable_income: 9_580.8 + tax_units: + tax_unit: + members: [person1, person2] + tax_unit_is_joint: true + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: VT + output: + # (1,491 + 105.80) x 12 + medicaid_optional_senior_or_disabled_income_limit: + [19_161.6, 19_161.6] + is_optional_senior_or_disabled_income_eligible: [true, true] + +# Wisconsin's categorically needy standard is "the maximum SSI payment +# including state supplement" (DHS 103.04(1)(c)): $967 plus the $83.78 +# supplement, $1,050.78 a month from January 2025 (MEH 39.4.1). 100% of the +# 2025 one-person poverty guideline would be $15,650 a year. A person with +# $1,070.83 a month of Social Security ($1,050.83 countable) is over the +# categorically needy standard by five cents a month. +- name: Wisconsin individual just over the 2025 categorically needy standard is ineligible + period: 2025 + input: + people: + person1: + age: 70 + medicaid_optional_senior_or_disabled_countable_income: 12_610 + households: + household: + members: [person1] + state_code: WI + output: + # (967 + 83.78) x 12 + medicaid_optional_senior_or_disabled_income_limit: [12_609.36] + is_optional_senior_or_disabled_income_eligible: [false] + +# Until July 2020 Wisconsin's standard was a base amount plus the person's +# shelter costs up to a cap: $605.78 plus up to $261.00 in 2020 (DHS +# Operations Memo 20-13). The model uses the base plus the cap, $866.78 a +# month, which equals the $783 SSI rate plus the $83.78 supplement. The 0.83 +# share of the poverty guideline would be 0.83 x 12,760 = 10,590.80. +- name: Wisconsin uses the shelter cap, the SSI rate plus the supplement, before August 2020 + period: 2020 + input: + people: + person1: + age: 70 + households: + household: + members: [person1] + state_code: WI + output: + # (783 + 83.78) x 12 + medicaid_optional_senior_or_disabled_income_limit: [10_401.36] + +# Idaho tests these people against the AABD basic allowance (IDAPA +# 16.03.05.301.01 and 501): $545 raised by each dollar SSI increase since +# 2001, $1,027 a month in 2026, $33 above the SSI rate. DHW publishes it as +# a $1,047 gross limit including the $20 disregard. A person has financial +# need only if the allowance is "more than their income" (IDAPA +# 16.03.05.500), so $1,047 of Social Security ($1,027 countable) does not +# qualify. 78% of the 2026 one-person guideline would be $1,037 a month. +- name: Idaho individual with income equal to the 2026 AABD allowance is ineligible + period: 2026 + input: + people: + person1: + age: 70 + medicaid_optional_senior_or_disabled_countable_income: 12_324 + households: + household: + members: [person1] + state_code: ID + output: + # (994 + 33) x 12 + medicaid_optional_senior_or_disabled_income_limit: [12_324] + is_optional_senior_or_disabled_income_eligible: [false] + +# Before 2024 Vermont's AABD supplement for an individual living +# independently was $52.04 (DCF Bulletin 17-26), so the 2023 SSI/AABD +# payment level was $914 plus $52.04, $966.04 a month (DVHA 2024 Standards +# Change for Healthcare). +- name: Vermont uses the $52.04 AABD supplement before 2024 + period: 2023 + input: + people: + person1: + age: 70 + households: + household: + members: [person1] + state_code: VT + output: + # (914 + 52.04) x 12 + medicaid_optional_senior_or_disabled_income_limit: [11_592.48] + +# The remaining 2026 branches: New Hampshire's individual standard of need, +# $994 + $27 - $13 = $1,008 (SR 26-01; MAM 601 Table A); Alaska's individual +# standard, $1,845 (ADLTC Manual Addendum 1); Idaho's couple allowance, +# $1,491 (DHW's $1,511 less the $20 disregard); and Wisconsin's couple +# standard, $1,491 + $132.05 = $1,623.05 (MEH 39.4.1, Release 26-01). +- name: Individual and couple standards in New Hampshire, Alaska, Idaho and Wisconsin in 2026 + period: 2026 + input: + people: + person1: + age: 70 + person2: + age: 70 + person3: + age: 72 + person4: + age: 70 + person5: + age: 72 + person6: + age: 70 + tax_units: + tax_unit1: + members: [person1] + tax_unit2: + members: [person2] + tax_unit3: + members: [person3, person4] + tax_unit_is_joint: true + tax_unit4: + members: [person5, person6] + tax_unit_is_joint: true + marital_units: + marital_unit1: + members: [person1] + marital_unit2: + members: [person2] + marital_unit3: + members: [person3, person4] + marital_unit4: + members: [person5, person6] + households: + household1: + members: [person1] + state_code: NH + household2: + members: [person2] + state_code: AK + household3: + members: [person3, person4] + state_code: ID + household4: + members: [person5, person6] + state_code: WI + output: + # NH (994 + 27 - 13) x 12; AK 1,845 x 12; ID 1,491 x 12; + # WI (1,491 + 132.05) x 12 + medicaid_optional_senior_or_disabled_income_limit: + [12_096, 22_140, 17_892, 17_892, 19_476.6, 19_476.6] diff --git a/policyengine_us/tests/unit/test_medicaid_abd_ssi_rate_standard_properties.py b/policyengine_us/tests/unit/test_medicaid_abd_ssi_rate_standard_properties.py index f9f38924c16..4c9064aa283 100644 --- a/policyengine_us/tests/unit/test_medicaid_abd_ssi_rate_standard_properties.py +++ b/policyengine_us/tests/unit/test_medicaid_abd_ssi_rate_standard_properties.py @@ -38,7 +38,9 @@ of income gets Medicaid without SSI at or above the rate. A last test checks that states which are not flagged keep the share of the -poverty guideline that their parameter gives. +poverty guideline that their parameter gives. States with a dollar standard +of their own (`uses_state_standard`) are tested in +medicaid_optional_senior_or_disabled_income_limit.yaml. """ import numpy as np @@ -91,6 +93,14 @@ # Annual dollars around the standard: far below, one month's dollar below, # exactly at, one dollar above, and well above. OFFSETS = [-6_000, -12, -1, 0, 1, 12, 42, 600, 6_000] +# States with a dollar standard of their own (uses_state_standard.yaml) in +# every year. Before August 2020 Wisconsin's standard was a base amount plus +# shelter costs up to a cap; the model uses the base plus the cap, the SSI +# rate plus the state supplement (DHS Operations Memo 20-13). Of these, Idaho +# also requires income below the standard: a person has financial need if +# "their allowances ... are more than their income" (IDAPA 16.03.05.500). +STATE_STANDARD_STATES = ["AK", "ID", "NH", "VT", "WI"] +STATE_STANDARD_BELOW_ONLY_STATES = ["ID"] SYSTEM = CountryTaxBenefitSystem() @@ -140,7 +150,15 @@ def test_ssi_rate_states_match_their_rules(year): @pytest.mark.parametrize("year", YEARS) def test_below_only_states_match_their_rules(year): flags = limit_parameters(year).requires_income_below_limit - assert states_where(flags) == BELOW_ONLY_STATES + assert states_where(flags) == sorted( + BELOW_ONLY_STATES + STATE_STANDARD_BELOW_ONLY_STATES + ) + + +@pytest.mark.parametrize("year", YEARS) +def test_state_standard_states_match_their_rules(year): + flags = limit_parameters(year).uses_state_standard + assert states_where(flags) == STATE_STANDARD_STATES @pytest.mark.parametrize("couple", [False, True]) @@ -236,7 +254,9 @@ def test_unflagged_states_keep_their_share_of_the_poverty_guideline(year, couple # Missouri publishes whole-dollar monthly standards and is tested in # medicaid_optional_senior_or_disabled_income_limit.yaml. states = [ - state for state in STATES if state not in SSI_RATE_STATES and state != "MO" + state + for state in STATES + if state not in SSI_RATE_STATES + STATE_STANDARD_STATES and state != "MO" ] simulation = unit_simulation(year, states, couple) limit = simulation.calculate( diff --git a/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/is_optional_senior_or_disabled_income_eligible.py b/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/is_optional_senior_or_disabled_income_eligible.py index 859510b9a7b..ba67aa1fcef 100644 --- a/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/is_optional_senior_or_disabled_income_eligible.py +++ b/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/is_optional_senior_or_disabled_income_eligible.py @@ -15,12 +15,13 @@ class is_optional_senior_or_disabled_income_eligible(Variable): "for its optional pathway for aged, blind, or disabled individuals who " "are not otherwise SSI-eligible. The limits are income maxima, so " "income exactly equal to the limit qualifies, except in states whose " - "rules require income below the limit (Oregon)." + "rules require income below the limit (Idaho and Oregon)." ) definition_period = YEAR reference = ( "https://www.law.cornell.edu/uscode/text/42/1396a#m", "https://ch461rules.odhs.oregon.gov/rules/461-155-0250.pdf#page=1", + "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39", ) def formula(person, period, parameters): @@ -33,8 +34,9 @@ def formula(person, period, parameters): income_limit = person( "medicaid_optional_senior_or_disabled_income_limit", period ) - # Most states cover income at or below the limit; Oregon requires - # adjusted income "below the standard" (OAR 461-155-0250(3)). + # Most states cover income at or below the limit; Idaho requires + # allowances that "are more than their income" (IDAPA 16.03.05.500) + # and Oregon adjusted income "below the standard" (OAR 461-155-0250(3)). state = person.household("state_code_str", period) p = parameters( period diff --git a/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.py b/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.py index cb5260bda63..19d55ab4a1d 100644 --- a/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.py +++ b/policyengine_us/variables/gov/hhs/medicaid/eligibility/categories/medicaid_optional_senior_or_disabled_income_limit.py @@ -16,6 +16,8 @@ class medicaid_optional_senior_or_disabled_income_limit(Variable): "https://www.ecfr.gov/current/title-42/section-435.210", "https://dssmanuals.mo.gov/mo-healthnet-for-the-aged-blind-and-disabled/0805-000-00/0805-015-00/0805-015-45-income-maximum/", "https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1", + "https://www.law.cornell.edu/regulations/alaska/7-AAC-40.310", + "https://gc.nh.gov/rules/state_agencies/he-w800.html", ) def formula(person, period, parameters): @@ -52,8 +54,42 @@ def formula(person, period, parameters): ssi = parameters(period).gov.ssa.ssi.amount ssi_rate = where(is_couple, ssi.couple, ssi.individual) * MONTHS_IN_YEAR uses_ssi_rate = p.income.limit.uses_ssi_federal_benefit_rate[state].astype(bool) + # Other states set a monthly dollar standard of their own: Alaska's + # 7 AAC 40.310 standard, or the SSI rate plus the amount above it in + # New Hampshire's standard of need (He-W 858.03(e): the minimum payment + # level less the He-W 854.16 Medicaid standard disregard), the Vermont + # AABD or Wisconsin state supplement, or Idaho's AABD basic allowance. + states = parameters(period).gov.states + ak = states.ak.dpa.ssp.income_eligibility_standard + nh_level = states.nh.dhhs.ssp.minimum_payment_level + vt = states.vt.dcf.aabd.amount + wi = states.wi.dhs.ssp.amount + disregard = p.income.disregard + nh_amount = where( + is_couple, + nh_level.two_person - disregard.couple[state], + nh_level.one_person.INDEPENDENT - disregard.individual[state], + ) + id_amount = p.income.limit.state_standard.id + monthly_amount = select( + [state == "ID", state == "NH", state == "VT", state == "WI"], + [ + where(is_couple, id_amount.couple, id_amount.individual), + nh_amount, + where(is_couple, vt.couple.INDEPENDENT, vt.individual.INDEPENDENT), + where(is_couple, wi.couple, wi.individual), + ], + default=0, + ) + ak_standard = where(is_couple, ak.couple, ak.individual) * MONTHS_IN_YEAR + state_standard = where( + state == "AK", + ak_standard, + ssi_rate + monthly_amount * MONTHS_IN_YEAR, + ) + uses_state_standard = p.income.limit.uses_state_standard[state].astype(bool) return select( - [is_mo, uses_ssi_rate], - [mo_monthly_limit * MONTHS_IN_YEAR, ssi_rate], + [is_mo, uses_ssi_rate, uses_state_standard], + [mo_monthly_limit * MONTHS_IN_YEAR, ssi_rate, state_standard], default=limit_pct * unit_fpg, )