TN 13 (12-11)

# HI 03030.025 Resource Limits for Subsidy Eligibility

**Citations:**

Soc. Sec. Act, §1860D-14(a)(3)(D)

## A. Background for resource limits for subsidy eligibility

To be eligible for a subsidy, an individual or couple must have countable resources below certain limits prescribed by law that adjust annually based on changes in the consumer price index.

**NOTE**: If an individual or couple expects to use some of his or her resources for funeral or burial expenses DON’T COUNT $1500 per individual ($3000 for a married couple); the HIGHER resource level applies.

## B. Policy for 2017 resource limits for subsidy eligibility

### 1. Individual

The two resource limits for an individual in 2017 are $7,390 and $12,320.

#### a. Countable resources are $12,320 or more

If countable resources are $12,320.01 or more, the individual is not eligible for any subsidy but can enroll in Part D.

#### b. Countable resources are $7,390 or less

If countable resources are $7,390 or less, the individual can be eligible for a subsidy depending on the amount of countable income.

#### c. Countable resources are greater than $7,390 but do not exceed $12,320

If countable resources are $7,390.01 or more but do not exceed $12,320, the individual can be eligible for a subsidy depending on countable income.

If his or her income is less than 135% of the Federal Poverty Level (FPL), he or she:

receives a 100% premium subsidy; and

is eligible for less help with co-pays and deductibles than an individual with $7,390 or less in countable resources, as explained in HI 03001.005.

#### d. Table: 2017 resource limits for individuals

Individual’s Countable Resources | Individual’s Countable Income | Amount of the Premium Subsidy |
---|---|---|

$7,390 or less | At or below 135% FPL | 100% |

$7,390.01 to $12,320 | At or below 135% FPL | 100% but less help with co-pays or deductibles |

$12,320 or less | More than 135% of FPL, but at or below 140% | 75% |

$12,320 or less | More than 140% of FPL but at or below 145% | 50% |

$12,320 or less | More than 145% of FPL but less than 150% | 25% |

$12,320.01 or more | Any amount | Not eligible for subsidy |

### 2. Married couple

The two resource limits for a married couple in 2017 are $11,090 and $24,600. The couple resource limits apply to a married couple who live together whether one or both members apply for the subsidy.

#### a. Countable resources are $24,600.01 or more

If countable resources are $24,600.01 or more, the couple is not eligible for any subsidy regardless of countable income, but can enroll in Part D.

#### b. Countable resources are $11,090 or less

If countable resources are $11,090 or less, the couple can be eligible for a subsidy depending on the amount of countable income.

#### c. Countable resources are greater than $11,090 but do not exceed $24,600

If countable resources are $11,090.01 or more but do not exceed $24,600, the couple can be eligible for a subsidy depending on countable income.

If their income is less than 135% FPL, the couple:

receives a 100% premium subsidy; and

is eligible for less help with co-pays and deductibles than the couple who has $11,090 or less in countable resources, as explained in HI 03001.005G.

#### d. Table: 2017 resource limits for married couples

Couple’s Countable Resources | Couple’s Countable Income | Amount of the Premium Subsidy |
---|---|---|

$11,090 or less | At or below 135% FPL | 100% |

$11,090.01 to $24,600 | At or below 135% FPL | 100% but less help with co-pays or deductibles |

$24,600 or less | More than 135% of FPL, but at or below 140% | 75% |

$24,600 or less | More than 140% of FPL, but at or below 145% | 50% |

$24,600 or less | More than 145% of FPL but less than 150% | 25% |

$24,600.01 or more | Any amount | Not eligible for subsidy |

## C. Policy for 2015 and 2016 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2015 and 2016 are $7,280 and $12,140.

### 2. Married couple

The resource limits for a married couple in 2015 and 2016 are $10,930 and $24,250.

## D. Policy for 2014 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2014 are $7,160 and $11,940.

### 2. Married couple

The resource limits for a married couple in 2014 are $10,750 and $23,860.

## E. Policy for 2013 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2013 are $7,080 and $11,800.

### 2. Married couple

The resource limits for a married couple in 2013 are $10,620 and $23,580.

## F. Policy for 2012 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2012 are $6,940 and $11,570.

### 2. Married couple

The resource limits for a married couple in 2012 are $10,410 and $23,120.

## G. Policy for 2011 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2011 are $6,680 and $11,140.

### 2. Married couple

The resource limits for a married couple in 2011 are $10,020 and $22,260.

## H. Policy for 2009 and 2010 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2009 and 2010 are $6,600 and $11,010.

### 2. Married couple

The resource limits for a married couple in 2009 and 2010 are $9,910 and $22,010.

## I. Policy for 2008 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2008 are $6,290 and $10,490.

### 2. Married couple

The resource limits for a married couple in 2008 are $9,440 and $20,970.

## J. Policy for 2007 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2007 are $6,120 and $10,210.

### 2. Married couple

The resource limits for a married couple in 2007 are $9,190 and $20,410.

## K. Policy for 2006 resource limits for subsidy eligibility

### 1. Individual

The resource limits for an individual in 2006 are $6,000 and $10,000.

### 2. Married couple

The resource limits for a married couple in 2006 are $9,000 and $20,000.

## L. References

HI 03001.005 Medicare Part D Extra Help (Low-Income Subsidy or LIS)

HI 03020.055 Income Limits for Subsidy Eligibility

To Link to this section - Use this URL: http://policy.ssa.gov/poms.nsf/lnx/0603030025 | HI 03030.025 - Resource Limits for Subsidy Eligibility - 05/18/2017Batch run: 05/18/2017Rev:05/18/2017 |

#### Important Information:

#### Other Government Websites:

This website is produced and published at U.S. taxpayer expense.