Previous Rules

461-160-0855    Temporary Effective 04/01/19 through 06/30/19
Excluded Resources for Payments Received Under a Qualified Partnership Policy; OSIPM

In the OSIPM program:

  1. When an individual in a non-standard living arrangement (see OAR 461-001-0000) applies for medical benefits, the Department excludes as a resource an amount equal to the insurance payments received under a Qualified Partnership Policy (see OAR 461-001-0000) as of the initial month (see OAR 461-001-0000) of eligibility, unless the Qualified Partnership Policy was purchased in a state that has elected not to participate in reciprocity.

  2. The exclusion in section (1) of this rule  is subject to all of the following:

    1. It does not apply when home equity exceeds the limit in OAR 461-145-0220(2)(a).

    2. It applies to all other resources (not covered by subsection (a) of this section), notwithstanding other rules in this chapter of rules that designate the resources as countable (see OAR 461-001-0000).

  3. For the amount of resources excluded under this rule, the Department will not establish a claim against the estate of the deceased individual in accordance with OAR 461-135-0835.

Statutory/Other Authority: ORS 409.050, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 413.085, 414.025, 414.685
Statutes/Other Implemented: ORS 409.010, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 414.025

461-160-0855    Effective 04/01/19
Excluded Resources for Payments Received Under a Qualified Partnership Policy; OSIPM

In the OSIPM program:

  1. When a client in a non-standard living arrangement (see OAR 461-001-0000) applies for medical benefits, the Department excludes as a resource an amount equal to the insurance payments received under a Qualified Partnership Policy (see OAR 461-001-0000) as of the initial month (see OAR 461-001-0000) of eligibility, unless the Qualified Partnership Policy was purchased in a state that has elected not to participate in reciprocity.

  2. The exclusion in section (1) of this rule  is subject to all of the following:

    1. It does not apply when home equity exceeds the limit in OAR 461-145-0220(2)(a).

    2. It does not apply to all other resources (not covered by subsection (a) of this section), notwithstanding other rules in this chapter of rules that designate the resources as countable (see OAR 461-001-0000).

  3. For the amount of resources excluded under this rule, the Department will not establish a claim against the deceased person's estate in accordance with OAR 461-135-0835.

Statutory/Other Authority: ORS 409.050, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 413.085, 414.025, 414.685
Statutes/Other Implemented: ORS 409.010, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 414.025

461-160-0855    Effective 01/01/18
Excluded Resources for Payments Received Under a Qualified Partnership Policy; OSIPM

In the OSIPM program:

  1. When a client in a non-standard living arrangement (see OAR 461-001-0000) applies for medical benefits, the Department excludes as a resource an amount equal to the insurance payments received under a Qualified Partnership Policy (see OAR 461-001-0000) as of the initial month (see OAR 461-001-0000) of eligibility, unless the Qualified Partnership Policy was purchased in a state that has elected not to participate in reciprocity.

  2. The exclusion in section (1) of this rule --

    1. Does not apply when home equity exceeds the limit in OAR 461-145-0220(2)(a);

    2. Applies to all other resources (not covered by subsection (a) of this section), notwithstanding other rules in this chapter of rules that designate the resources as countable (see OAR 461-001-0000); and

    3. Is not reduced when the value of excluded resources has decreased due to no action on the individual’s part, such as a loss of value due to economic factors.  In this circumstance, additional assets may be excluded up to the entire Qualified Partnership Policy amount.

  3. For the amount of resources excluded under this rule, the Department will not establish a claim against the deceased person's estate in accordance with OAR 461-135-0835.

Stat. Auth.: ORS 409.050, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 413.085, 414.025, 414.685
Stats Implemented: ORS 409.010, 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 414.025

461-160-0855    Effective 10/01/10
Excluded Resources for Payments Received Under a Qualified Partnership Policy; OSIPM

In the OSIPM program:

  1. When a client in a non-standard living arrangement (see OAR 461-001-0000) applies for medical benefits, the Department excludes as a resource an amount equal to the insurance payments received under a Qualified Partnership Policy (see OAR 461-001-0000) as of the initial month (see OAR 461-001-0000) of eligibility, unless the Qualified Partnership Policy was purchased in a state that has elected not to participate in reciprocity.

  2. The exclusion in section (1) of this rule --

    1. Does not apply when home equity exceeds the limit in OAR 461-145-0220(2)(a); and

    2. Applies to all other resources (not covered by subsection (a) of this section), notwithstanding other rules in this chapter of rules that designate the resources as countable.

  3. For the amount of resources excluded under this rule, the Department will not establish a claim against the deceased person's estate in accordance with OAR 461-135-0835.

Stat. Auth.: ORS 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 414.025
Stats Implemented: ORS 411.060, 411.070, 411.083, 411.404, 411.704, 411.706, 411.708, 414.025

461-160-0855    Effective 01/01/08
Excluded Resources for Payments Received Under a Qualified Partnership Policy; OSIPM

In the OSIPM program:

  1. When a client in a non-standard living arrangement (see OAR 461-001-0000) applies for Medical benefits, the Department excludes as a resource an amount equal to the insurance payments received under a qualified partnership policy (see OAR 461-001-0000) as of the initial month (see OAR 461-001-0000) of eligibility.

  2. The exclusion in section (1) of this rule --

    1. Does not apply when home equity exceeds the limit in OAR 461-145-0220(2)(a); and

    2. Applies to all other resources (not covered by subsection (a) of this section), notwithstanding other rules in this chapter of rules that designate the resources as countable.

  3. For the amount of resources excluded under this rule, the Department will not establish a claim against the deceased person's estate in accordance with OAR 461-135-0835.

Stat. Auth: ORS 410.070, 411.060, 411.070, 414.042
Stats. Implemented: ORS 410.070, 411.060, 411.070, 411.708, 414.025, 414.042