Or. Admin. R. 461-160-0010
Use of Resources in Determining Financial Eligibility
Effective Mar 18, 2024ORS 409.050, 411.060, 411.070, 411.400, 411.404, 411.816, 412.049, 413.085 & 414.685 | Statutes/Other Implemented: 411.060, 411.070, 411.400, 411.404, 411.816, 412.049, 413.085, 414.685, ORS 409.010, 414.839 & 412.072Department of Human Services
Countable (see OAR 461-001-0000) resources are used to determine eligibility (see OAR 461-001-0000) as follows:
- (1) In the EA program, the countable resources of a financial group (see OAR 461-110-0530) are used to reduce benefits.
- (2) In the QMB-DW, REF, REFM, and TANF programs, a need group (see OAR 461-110-0630) is not eligible for benefits if the financial group has countable resources above the resource limit (see OAR 461-160-0015).
- (3) In the SNAP program, unless categorically eligible (see OAR 461-135-0505), a need group is not eligible for benefits if the financial group has countable resources above the resource limit (see OAR 461-160-0015).
(4) In the OSIP (except OSIP-EPD) and OSIPM (except OSIPM-EPD) programs:
- (a) An individual is not eligible for benefits if the financial group has countable resources above the resource limit (see OAR 461-160-0015).
(b) The following provisions apply when a child (see OAR 461-001-0000) who is not assumed eligible (see OAR 461-135-0010) is applying:
- (A) As used in the subsection, “ineligible parent” means a parent (see OAR 461-001-0000) who is not receiving Supplemental Security Income (SSI) or TANF.
(B) As used in this section, "parental resources" means the countable resources of:
- (i) Each ineligible parent (see paragraph (A) of this subsection) in the financial group of the child; and
- (ii) Each spouse (see OAR 461-001-0000) of an ineligible parent in the financial group of the child.
(C) The parental resources (see paragraph (B) of this subsection) are deemed available to the child. The amount deemed available to the child is the amount the parental resources exceed the resource limit (see OAR 461-160-0015) of:
- (i) A one-person need group, if one parent (see OAR 461-001-0000) lives in the household of the child; or
- (ii) A two-person need group, if two parents (or one parent and the spouse (see OAR 461-001-0000) of that parent) live in the household of the child.
- (D) If more than one child is applying, the value of the deemed resources is divided evenly between the applying children. If an applying child is determined to be ineligible for OSIPM for any reason including excess resources resulting from deeming, no resources are deemed to that child. Any resources deemed to an applying child determined to be ineligible for OSIPM are deemed equally to other applying children.
- (E) The parental resources are not deemed available to a non-applying child.
- (F) The value of the parental resources is subject to deeming whether or not those resources are available to the child.
(5) In the OSIP-EPD and OSIPM-EPD programs:
- (a) A need group is not eligible for benefits if the financial group has countable resources above the resource limit (see OAR 461-160-0015).
- (b) Any money in an approved account (see OAR 461-001-0035) is excluded during the determination of eligibility.
- (c) Assets purchased from moneys in an approved account are excluded, provided they meet the requirements of OAR 461-145-0025.
- (d) Assets purchased as employment and independence expenses (see OAR 461-001-0035) are excluded, provided they meet the requirements of OAR 461-145-0025.
- (6) In the QMB-BAS, QMB-SMB, and QMB-SMF programs, all resources are excluded and have no effect on eligibility (see OAR 461-160-0015).
Statutory/Other Authority
ORS 409.050, 411.060, 411.070, 411.400, 411.404, 411.816, 412.049, 413.085 & 414.685
Statutes/Other Implemented
411.060, 411.070, 411.400, 411.404, 411.816, 412.049, 413.085, 414.685, ORS 409.010, 414.839 & 412.072
History
SSP 17-2024, minor correction filed 03/18/2024, effective 03/18/2024
SSP 20-2023, amend filed 06/22/2023, effective 07/01/2023
SSP 5-2020, amend filed 03/30/2020, effective 04/01/2020
SSP 22-2018, amend filed 06/05/2018, effective 07/01/2018
SSP 11-2018, amend filed 03/09/2018, effective 04/01/2018
SSP 22-2017, f. 9-8-17 & cert. ef. 10-1-17
SSP 31-2016, f. & cert. ef. 9-1-16
SSP 25-2016(Temp), f. 6-30-16, cert. ef. 7-1-16 thru 12-27-16
SSP 23-2016, f. 6-28-16, cert. ef. 7-1-16
SSP 35-2015, f. 12-23-15, cert. ef. 1-1-16
SSP 24-2013, f. & cert. ef. 10-1-13
SSP 9-2013(Temp), f. & cert. ef. 4-10-13 thru 10-7-13
SSP 17-2008, f. & cert. ef. 7-1-08
SSP 15-2006, f. 12-29-06, cert. ef. 1-1-07
SSP 17-2004, f. & cert. ef. 7-1-04
SSP 1-2003, f. 1-31-03, cert. ef. 2-1-03
AFS 9-1999, f. & cert. ef. 7-1-99
AFS 7-1999, f. 4-27-99, cert. ef. 5-1-99
AFS 1-1999(Temp), f. & cert. ef. 2-1-99 thru 7-31-99
AFS 17-1998, f. & cert. ef. 10-1-98
AFS 10-1998, f. 6-29-98, cert. ef. 7-1-98
AFS 42-1996, f. 12-31-96, cert. ef. 1-1-97
AFS 22-1995, f. 9-20-95, cert. ef. 10-1-95
AFS 16-1991, f. 8-27-91, cert. ef. 9-1-91
AFS 12-1991(Temp), f. & cert. ef. 7-1-91
AFS 80-1989, f. 12-21-89, cert. ef. 2-1-90