Or. Admin. R. 461-145-0435 – Refunds and Rebates

(1) In the Oregon Supplemental Income Program Medical (OSIPM) and Qualified Medicare Beneficiaries (QMB) programs:
1. (a) For purposes of this rule, a "health care provider" is defined in accordance with 29 CFR 825.125.
2. (b) Rebates, refunds, and other returns of money an individual did not already pay are counted as unearned income in the month received.
3. (c) Rebates, refunds, and other returns of money an individual already paid are excluded as income.
4. (d) Rebates that constitute a return on an individual’s investment are treated in accordance with OAR 461-145-0108.
5. (e) Income and property tax refunds are treated in accordance with OAR 461-145-0530.
6. (f) In the OSIPM and QMB-Disabled Worker (DW) programs:
  1. (A) Refunds from a health care provider (see subsection (1)(a) of this rule) that the individual already paid are excluded as a resource.
  2. (B) For other refunds, any amount remaining after the month of receipt is counted as a resource.
(2) In all programs, the Department excludes the following refunds in the month they are received:
1. (a) Refunds on merchandise that was purchased or received as a gift.
2. (b) Refunds of utility and rental deposits.
(3) In all programs except the OSIPM and QMB programs, the Department counts any refund amount remaining after the month of receipt as a resource.

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

ORS 329A.500, 409.010, 411.060, 411.070, 411.404, 411.706, 411.816, 412.014, 412.049, 413.085, 414.685 & 29 CFR 825.125