New Mexico Register / Volume XXIX, Issue 17 / September 11, 2018

This is an amendment to 8.200.510 NMAC, Sections 11 through 15, effective 8/30/2018.

8.200.510.11 COMMUNITY SPOUSE RESOURCE ALLOWANCE (CSRA): The CSRA standard varies based on when the applicant or recipient become institutionalized for a continuous period. The CSRA remains constant even if it was calculated prior to submission of a formal MAP application. If institutionalization began:

A. Between September 30, 1989 and December 31, 1989, the state maximum CSRA is $30,000 and the federal maximum CRSA is $60,000.

B. On or after January 1, 1990, the state minimum is $31,290 and the federal maximum CSRA is $62,580.

C. On or after January 1, 1991, the state minimum is $31,290 and the federal maximum CSRA is $66,480.

D. On or before January 1, 1992, the state minimum is $31,290 and the federal maximum CSRA is $68,700.

E. On or after January 1, 1993, the state minimum is $31,290 and the federal maximum CSRA is $70,740.

F. On or after January 1, 1994, the state minimum is $31,290 and the federal maximum CSRA is $72,660.

G. On or after January 1, 1995, the state minimum is $31,290 and the federal maximum CSRA is $74,820.

H. On or after January 1, 1996, the state minimum is $31,290 and the federal maximum CSRA is $76,740.

I. On or after January 1, 1997, the state minimum is $31,290 and the federal maximum CSRA is $79,020.

J. On or after January 1, 1998, the state minimum is $31,290 and the federal maximum CSRA is $80,760.

K. On or after January 1, 1999, the state minimum is $31,290 and the federal maximum CSRA is $81,960.

L. On or after January 1, 2000, the state minimum is $31,290 and the federal maximum CSRA is $84,120.

M. On or after January 1, 2001, the state minimum is $31,290 and the federal maximum CSRA is $87,000.

N. On or after January 1, 2002, the state minimum is $31,290 and the federal maximum CSRA is $89,280.

O. On or after January 1, 2003, the state minimum is $31,290 and the federal maximum CSRA is $90,660.

P. On or after January 1, 2004, the state minimum is $31,290 and the federal maximum CSRA is $92,760.

Q. On or after January 1, 2005, the state minimum is $31,290 and the federal maximum CSRA is $95,100.

R. On or after January 1, 2006, the state minimum is $31,290 and the federal maximum CSRA is $99,540.

S. On or after January 1, 2007, the state minimum is $31,290 and the federal maximum CSRA is $101,640.

T. On or after January 1, 2008, the state minimum is $31,290 and the federal maximum CSRA is $104,400.

U. On or after January 1, 2009, the state minimum is $31,290 and the federal maximum CSRA is $109,560.

V. On or after January 1, 2010, the state minimum is $31,290 and the federal maximum CSRA remains $109,560.

W. On or after January 1, 2011, the state minimum is $31,290 and the federal maximum CSRA remains $109,560.

X. On or after January 1, 2012, the state minimum is $31,290 and the federal maximum CSRA is $113,640.

Y. On or after January 1, 2013, the state minimum is $31,290 and the federal maximum CSRA is $115,920.

Z. On or after January 1, 2014, the state minimum is $31,290 and the federal maximum CSRA is $117,240.

AA. On or after January 1, 2015, the state minimum is $31,290 and the federal maximum CSRA is $119,220.

BB. On or after January 1, 2016, the state minimum is $31,290 and the federal maximum CSRA is $119,220.

CC. On or after January 1, 2017, the state minimum is $31,290 and the federal maximum CSRA is [$119,220] $120,900.

DD. On or after January 1, 2018, the state minimum is $31,290 and the federal maximum CSRA is $123,600.

[8.200.510.11 NMAC - Rp, 8.200.510.11 NMAC, 7/1/2015; A/E, 1/1/2016; A/E, 3/1/2017; A/E, 8/30/2018]

8.200.510.12 POST-ELIGIBILITY CALCULATION (MEDICAL CARE CREDIT): Apply applicable deductions in the order listed below when determining the medical care credit for an institutionalized spouse.

DEDUCTION AMOUNT

A. Personal needs allowance for institutionalized spouse[$69]

(1) July 1, 2018 $72

(2) July 1, 2017 $70

B. Minimum monthly maintenance needs allowance (MMMNA) [$2,002]

(1) July 1, 2018 $2,058

(2) July 1, 2017 $2,030

C. The community spouse monthly income allowance (CSMIA) is calculated by subtracting the community spouse's gross income from the MMMNA:

(1) If allowable shelter expenses of the community spouse [exceed $600] exceeds the minimum allowance then deduct an excess shelter allowance from community spouse's income that includes: expenses for rent; mortgage (including interest and principal); taxes and insurance; any maintenance charge for a condominium or cooperative; and an amount for utilities (if not part of maintenance charge above); use the standard utility allowance (SUA) deduction used in the food stamp program for the utility allowance.

(a) July 1, 2018 $617

(b) July 1, 2017 $609

(2) Excess shelter allowance may not exceed [a] the maximum [of $1,021]

(a) July 1, 2018 $1,032

(b) Jan. 1, 2018 $1,060

(c) July 1, 2017 $993

D. Any extra maintenance allowance ordered by a court of jurisdiction or a state administrative hearing officer.

E. Dependent family member income allowance (if applicable) calculated as follows: 1/3 X MMMNA - dependent member's income).

F. Non-covered medical expenses.

G. The maximum total of the community spouse monthly income allowance and excess shelter deduction may not exceed [$3,023] $3,090.

[8.200.510.12 NMAC - Rp, 8.200.510.12 NMAC, 7/1/2015; A/E, 3/1/2017; A/E. 8/30/2018]

8.200.510.13 AVERAGE MONTHLY COST OF NURSING FACILITIES FOR PRIVATE PATIENTS USED IN TRANSFER OF ASSET PROVISIONS: Costs of care are based on the date of application registration.

DATE AVERAGE COST PER MONTH

A. July 1, 1988 - Dec. 31, 1989 $1,726 per month

B. Jan. 1, 1990 - Dec. 31, 1991 $2,004 per month

C. Jan. 1, 1992 - Dec. 31, 1992 $2,217 per month

D. Effective July 1, 1993, for application $2,377 per month

register on or after Jan. 1, 1993

E. Jan. 1, 1994 - Dec. 31, 1994 $2,513 per month

F. Jan. 1, 1995 - Dec. 31, 1995 $2,592 per month

G. Jan. 1, 1996 - Dec. 31, 1996 $2,738 per month

H. Jan. 1, 1997 - Dec. 31, 1997 $2,889 per month

I. Jan. 1, 1998 - Dec 31, 1998 $3,119 per month

J. Jan. 1, 1999 - Dec. 31, 1999 $3,429 per month

K. Jan. 1, 2000 - Dec. 31, 2000 $3,494 per month

L. Jan. 1, 2001 - Dec. 31, 2001 $3,550 per month

M. Jan. 1, 2002 - Dec. 31, 2002 $3,643 per month

N. Jan. 1, 2003 - Dec. 31, 2003 $4,188 per month

O. Jan. 1, 2004 - Dec. 31, 2004 $3,899 per month

P. Jan. 1, 2005 - Dec. 31, 2005 $4,277 per month

Q. Jan. 1, 2006 - Dec. 31, 2006 $4,541 per month

R. Jan. 1, 2007 - Dec. 31, 2007 $4,551 per month

S. Jan. 1, 2008 - Dec. 31, 2008 $4,821 per month

T. Jan. 1, 2009 - Dec. 31, 2009 $5,037 per month

U. Jan. 1, 2010 - Dec. 31, 2010 $5,269 per month

V. Jan. 1, 2011 - Dec. 31, 2011 $5,774 per month

W. Jan. 1, 2012 - Dec. 31, 2012 $6,015 per month

X. Jan. 1, 2013 - Dec. 31, 2013 $6,291 per month

Y. Jan. 1, 2014 - Dec. 31, 2014 $6,229 per month

Z. Jan. 1, 2015 - Dec. 31, 2015 $6,659 per month

AA. Jan. 1, 2016 - Dec. 31, 2016 $7,786 per month

BB. Jan. 1, 2017 - Dec. 31, 2017 $7,485 per month

CC. Jan. 1, 2018 $7,025 per month

[8.200.510.13 NMAC - Rp, 8.200.510.13 NMAC, 7/1/2015; A/E, 1/1/2016; A/E, 3/1/2017; A/E, 8/30/2018]

8.200.510.14 RESOURCE AMOUNTS FOR SUPPLEMENTAL SECURITY INCOME (SSI) RELATED MEDICARE SAVINGS PROGRAMS (QMB, SLIMB/QI1 AND QD): The following resource standards are inclusive of the $1,500 per person burial exclusion.

A. Individual [$8,780]

(1) Jan. 1, 2018 $9,060

(2) Jan. 1, 2017 $8,890

B. Couple [$13,930]

(1) Jan. 1, 2018 $14,340

(2) Jan. 1, 2017 $14,090

[8.200.510.14 NMAC - Rp, 8.200.510.14 NMAC, 7/1/2015; A/E, 8/30/2018]

8.200.510.15 EXCESS HOME EQUITY AMOUNT FOR LONG-TERM CARE SERVICES:

A. Jan. 2018 $572,000

[A.] B. Oct. 2017 $560,000

[B.] C. Jan. 2017 $840,000

[C.] D. Jan. 2016 $828,000

[D.] E. Jan. 2015 $828,000

[E.] F. Jan. 2014 $814,000

[F.] G. Jan. 2013 $802,000

[G.] H. Jan. 2012 $786,000

[H.] I. Jan. 2011 $758,000

[I.] J. Jan. 2010 $750,000

[8.200.510.15 NMAC - Rp, 8.200.510.15 NMAC, 7/1/2015; A/E, 1/1/2016; A/E, 3/1/2017; A, 3/1/18; A/E, 8/30/2018]