461-140-0120    Effective 07/01/12
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, MAA, MAF, REF, REFM, SAC, SNAP, and TANF programs:

    1. Lump-sum income is a resource.

    2. In the EA, MAA, MAF, REF, REFM, SAC, 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 and EXT programs, lump-sum income is excluded.

  4. In the GA, GAM, OSIP (except OSIP-EPD), OSIPM (except OSIPM-EPD), and QMB programs, lump-sum income is treated as follows:

    1. Lump-sum income not excluded is unearned 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:

      1. The first $20 received in a month;

      2. The income the client turns over to the Department as reimbursement for previous assistance; and

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

  5. In the OHP program:

    1. If the lump-sum income is $30 or less in a quarter, it is excluded for:

      1. Each financial group member who receives the lump-sum income; and

      2. Each financial group member the lump-sum income is intended for.

    2. If the lump-sum income exceeds $30 in a quarter, it is counted as unearned income in the month received.

  6. In the OSIP-EPD and OSIPM-EPD programs, lump-sum income is counted as a resource.

Stat. Auth: ORS 411.060, 411.404, 411.816, 412.014, 412.049
Stats. Implemented: ORS 411.060, 411.404, 411.816, 412.014, 412.049

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