EXAMPLE 1: Pro rata share exceeds the contribution by $20 or
more
Grayson, an eligible individual, lives in an apartment with Simon and Bob. The lease
is in Simon's name.
Grayson alleges the household operating expenses are $450 per month and Grayson contributes
$100 per month. Grayson also alleges the contribution is not earmarked.
NOTE: Document the claimant’s allegation on the Household of Another page in CCE.
The alleged pro rata share is $150. Because the alleged pro rata share exceeds the
alleged contribution by at least $20, the adjudicator determines Grayson is receiving
ISM valued at the VTR (FLA/B applies). No verification from the householder or knowledgeable
household member is required.
EXAMPLE 2: Contribution exceeds the pro rata share by $20
Similar to Example 1, except Grayson alleges contributing $175 per month. Because the alleged contribution
exceeds the pro rata share by at least $20, we determined Grayson to be in a sharing
arrangement (FLA/A applies). No verification from the householder or knowledgeable
household member is required.
EXAMPLE 3: Contribution is within $20 of the pro rata share
Similar to the above examples, except Grayson alleges contributing $140 per month.
Because this alleged contribution is within $20 of the pro rata share, the file must
contain verification of the household operating expenses and Grayson's contribution.
Obtain a signed statement (SSA-8011-F3) or document the verification statement on
a Report of Contact page in CCE from Bob (householder or a knowledgeable adult householder
member other than the eligible individual’s spouse). Bob states Grayson contributes
$125 per month and the household operating expenses total $435 per month.
Using these verified amounts, the CS determines the pro rata share is $145. Because
Grayson's contribution of $125 per month is within $20 of the pro rata share, a sharing
arrangement is found to exist (FLA/A with no ISM applies).
EXAMPLE 4: Eligible child sharing determination
Samantha, an eligible child, lives with their parent, younger sibling, and grandparent
in a home owned by the grandparent. The CS determines Samantha's parent does not have
rental liability and public assistance household, separate purchase, separate consumption,
and earmarking do not apply.
Although Samantha lives with their parent and sibling, the CS must develop sharing
because they live in the household of another (the grandparent's home).
Samantha's parent does not contribute any of their own money toward the household
operating expenses. Samantha's parent alleges $150 per month from Samantha’s SSI goes
toward total household operating expenses of $1200 per month. Samantha's contribution
does not meet the $300 pro rata share, so the CS determines the VTR applies.
Because Samantha's contribution is not within $20 of the pro rata share, verification
from a householder or knowledgeable household member is not required.
NOTE: Although Samantha lives in the grandparent's home, we still consider Samantha to
be living with their parent for deeming purposes.
EXAMPLE 5: Eligible child sharing determination
Same situation as in Example 4, except Samantha's parent now also contributes $600 of their own funds toward the
household expenses. Following the procedure in SI 00835.210, “The One-Third Reduction Provision and Deeming,” the CS allocates the parent's contribution
as follows:
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•
allocates $300 to cover the parent's own pro rata share;
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•
divides the excess $300 equally between Samantha and their sibling, and the resulting
$150 is considered a contribution by Samantha;
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•
adds this amount to the $150 Samantha contributes from Samantha's SSI check, resulting
in a total contribution by Samantha of $300 per month; and
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•
determines sharing exists (FLA/C) and the VTR does not apply once the CS obtains verification
of the $300 pro rata share and $300 contribution.
Because Samantha's alleged total contribution is within $20 of the pro rata share,
verification by a householder or knowledgeable household member other than the eligible
individual’s spouse is required.
The CS documents the contact with the grandparent on a Report of Contact page; if
the grandparent is not available by phone or in person, the CS mails an SSA-8011-F3
to obtain verification of sharing over the grandparent’s signature.