461-145-0435    Effective 10/01/18
Refunds and Rebates

1. In the OSIP, OSIPM, and QMB programs:

   1. Rebates, refunds, and other returns of money an individual did not already pay are counted as unearned income in the month received.
   2. Rebates, refunds, and other returns of money an individual already paid are excluded as income.
   3. Rebates that constitute a return on an individual’s investment are treated in accordance with OAR 461-145-0108.
   4. Income and property tax refunds are treated in accordance with OAR 461-145-0530.

2. In all programs, the Department excludes the following refunds in the month they are received:
   1. Refunds on merchandise that was purchased or received as a gift.

   2. Refunds of utility and rental deposits.

3. In all programs except the QMB-BAS, QMB-SMB, and QMB-SMF programs, the Department counts any refund amount remaining after the month of receipt as a resource.

Statutory/Other Authority: ORS 329A.500, 409.050, 411.060, 411.070, 411.083, 411.404, 411.706, 411.816, 412.014, 412.049, 413.085, 414.685
Statutes/Other Implemented: ORS 329A.500, 409.010, 411.060, 411.070, 411.404, 411.706, 411.816, 412.014, 412.049, 413.085, 414.685

Previous Rules