TN 8 (03-05)

HI 00815.023 Medicare Savings Programs Income Limits

A. Background

The monthly income limits for the Medicare Savings Programs (MSPs) are based on a percentage of the Federal Poverty Level (FPL) rates that are published each year in the Federal Register. All of the 2017 rates listed below include the $20 general income exclusion. This allows interviewers to compare gross income to the monthly income limits to make a quick assessment of potential eligibility.

The monthly income limits shown are effective from January 1, 2017 through December 31, 2017.

B. Policy

The Qualified Disabled Working Individual (QDWI) rate is based on the maximum countable earned income an individual or couple may have and qualify for. We have factored in both the Supplemental Security Income (SSI) $20 general income exclusion and the SSI earned income exclusion ($65 plus ½ the remainder); these SSI exclusions are used in the MSPs. The QDWI limits assume that people who ask about this program are likely to be working.

If someone asks about the other MSPs (QMB, SLMB, QI) and has earned income, apply the SSI earned income exclusions.

Please remember that only the State can determine if an individual qualifies for coverage under one of the MSPs. Even if individuals or couples are slightly over the income or resource limit, refer them to the State. States have some flexibility in excluding some income and resources. You should be aware that several States may even disregard all resources for individuals or couples in certain categories. The new 2017 — 2018 asset resource limits are also reflected below.

NOTE: CMS rounds up to the nearest dollar when computing the monthly income limits.

C. Procedure

1. QMB Monthly Income Limits for 2017 (up to 100% FPL+ $20)*

 

Individual

Couple

All States except Alaska and Hawaii.

$1,025

$1,374

Alaska

$1,275

$1,711

Hawaii

$1,175

$1,576

Asset Limits

$7,390

$11,090

See HI 00801.139 and TC 23001.050.

2. SLMB Monthly Income Limits for 2017 (less than 120% FPL+ $20)*

 

Individual

Couple

All States except Alaska and Hawaii:

$1,226

$1,644

Alaska

$1,526

$2,049

Hawaii

$1,406

$1,887

Asset Limits

$7,390

$11,090

See TC 23001.060.

3. QI Monthly Income Limits for 2017 (less than 135% FPL+ $20)*

 

Individual

Couple

All States except Alaska and Hawaii:

$1,377

$1,847

Alaska

$1,715

$2,303

Hawaii

$1,580

$2,121

Asset Limits

$7,390

$11,090

See TC 23001.070.

4. QDWI Monthly Income Limits for 2017 (up to 200% FPL+ $20)*

(This includes additional earned income exclusions.)

 

Individual

Couple

All States except Alaska and Hawaii:

$4,105

$5,499

Alaska

$5,105

$6,849

Hawaii

$4,705

$6,309

Asset Limits

$4,000

$6,000

* $20 = amount of the monthly SSI general income exclusion.

See HI 00801.170 and TC 23001.080.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0600815023
HI 00815.023 - Medicare Savings Programs Income Limits - 06/07/2017
Batch run: 06/07/2017
Rev:06/07/2017