EXAMPLE 1: Pro rata share exceeds the contribution by $20 or
Mr. Gascon, an eligible individual, lives in an apartment with Mr. Simon and Mr. Biffel.
The lease is in Mr. Simon's name.
Mr. Gascon alleges the household operating expenses are $450 per month and he contributes
$100 per month. He also alleges he does not earmark his contribution.
NOTE: Document the claimant’s allegation on the Household of Another page in the SSI Claims
The alleged pro rata share is $150. Because the alleged pro rata share exceeds his
alleged contribution by at least $20, the adjudicator determines Mr. Gascon 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 Mr. Gascon alleges contributing $175 per month. Because his alleged contribution
exceeds the pro rata share by at least $20, we determined Mr. Gascon 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 Mr. Gascon 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 Mr. Gascon's contribution.
Obtain a signed statement (SSA-8011-F3) or document the verification statement on
a Report of Contact (DROC) screen in the SSI Claims System from Mr. Biffel (householder
or a knowledgeable adult householder member other than the eligible individual’s spouse).
Mr. Biffel states Mr. Gascon 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
Mr. Gascon'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 her mother, younger sister, and grandmother
in a home owned by the grandmother. The CS determines Samantha's mother does not have
rental liability and public assistance household, separate purchase, separate consumption,
and earmarking do not apply.
Although Samantha lives with her mother and sister, the CS must develop sharing because
they live in the household of another (the grandmother's home).
Samantha's mother does not contribute any of her own money toward the household operating
expenses. Samantha's mother alleges $150 per month from Samantha’s SSI goes toward
total household operating expenses of $1200 per month. Samantha's contribution does
not meet her $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 her grandmother's home, we still consider her to be living
with her mother for deeming purposes.
EXAMPLE 5: Eligible child sharing determination
Same situation as in Example 4, except Samantha's mother now also contributes $600 of her own funds toward the household
expenses. Following the procedure in SI 00835.210, “The One-Third Reduction Provision and Deeming,” the CS allocates the mother's contribution
allocates $300 to cover the mother's own pro rata share;
divides the excess $300 equally between Samantha and her sister, and the resulting
$150 is considered a contribution by Samantha;
adds this amount to the $150 Samantha contributes from her SSI check, resulting in
a total contribution by Samantha of $300 per month; and
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 grandmother on a DROC screen; if the grandmother
is not available by phone or in person, the CS mails an SSA-8011-F3 to obtain verification
of sharing over the grandmother’s signature.