461-110-0530    Effective 10/01/12
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the financial group consists of each individual in the filing group.

3. In the EXT, MAA, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

4. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

5. In the MAF program, the financial group consists of each individual in the filing group (see OAR 461-110-0340), except for an individual who is eligible for and receives an SSI payment.

6. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

7. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

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