461-140-0120    Effective 10/01/18
Availability and Treatment of Lump-Sum Income

1. Lump-sum income (see OAR 461-001-0000) is treated as follows if it is received by a member of a financial group (see OAR 461-110-0530).

2. In the EA, REF, REFM, SNAP, and TANF programs:
   1. Lump-sum income is a resource.

   2. In the EA, REF, REFM, and TANF programs:
      1. Lump-sum income is considered available to the financial group when a member of the group receives the income and until the income becomes unavailable for a reason beyond the group's control.

      2. Lump-sum income is considered unavailable for a reason beyond the group's control if the member who received the lump-sum income:
         1. Leaves the financial group before spending any of the lump-sum income; or

         2. Spends the lump-sum income on an immediate basic need or emergency.

3. In the ERDC program, lump-sum income is excluded.

4. In the OSIP, OSIPM, and QMB-DW programs, lump-sum income is treated as follows:
   1. Lump-sum income not excluded is income in the month of receipt, and any amount remaining in future months is a resource, except that in the OSIP and OSIPM programs retroactive SSB and SSI payments are treated in accordance with OAR 461-145-0490 and 461-145-0510.

   2. The following lump-sum income is excluded when calculating countable (see OAR 461-001-0000) income for the purposes of determining eligibility and calculating client liability under OAR 461-160-0620:
      1. The income the client turns over to the Department as reimbursement for previous assistance; and

      2. The income the client uses to pay for special need items approved by the Department. Special needs are explained in OAR 461-155-0500 and following.

   3. When calculating countable income for the purposes of eligibility, the following exclusions apply to the total amount of combined lump-sum income and periodic income (see OAR 461-001-0000) received by an individual each month, including non-applying spouses and children:
      1. The first $10 of earned income received in a month.
      2. The first $20 of unearned income received in a month.

5. In the QMB-BAS, QMB-SMB, and QMB-SMF programs:
   1. Lump-sum income not excluded is income in the month of receipt, except that retroactive SSB and SSI payments are treated in accordance with OAR 461-145-0490 and 461-145-0510.

   2. The following lump-sum income is excluded:
      1. The income the client turns over to the Department as reimbursement for previous assistance; and

      2. The income the client uses to pay for special need items approved by the Department. Special needs are explained in OAR 461-155-0500 and following.

   3. The following exclusions apply to combined lump-sum income and periodic income received by an individual, including non-applying spouses and children:
      1. The first $10 of earned income received in a month.
      2. The first $20 of unearned income received in a month.

Statutory/Other Authority: ORS 329A.500, 409.050, 410.070, 411.060, 411.070, 411.404, 411.816, 412.014, 412.049, 413.085, 414.685
Statutes/Other Implemented: ORS 329A.500, 409.010, 410.010, 410.020, 410.070, 410.080, 411.060, 411.070, 411.404, 411.706, 411.816, 412.014, 412.049, 413.085, 414.685, 414.839

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