When taking an initial claim or conducting a redetermination on a person whose spouse
is in a title XIX institution, question the claimant regarding assigned or "spousal
If the community spouse alleges that the institutionalized spouse's income is being
Contact the local State Medicaid (title XIX) caseworker;
Provide the Medicaid caseworker with the name and SSN of both spouses;
Ask the Medicaid caseworker to verify the amount of income being assigned to the community
Ask if any changes in this amount are being considered. Request that the Medicaid
caseworker notify SSA when changes are made to the amount of assigned income.
Document this information on a Report of Contact, and transmit the assigned income
to the SSR as S1 type income.