Update Medicaid aged, blind and disabled pathway disregards and asset limits (CA, CT, MN, MO, AR, OK, SC)

changelog.d/medicaid-abd-pathway-values.fixed.md

@@ -0,0 +1 @@
+Updated Medicaid's aged, blind and disabled pathway: California's $20 deduction followed by the $230/$310 disregard before December 2020, its health insurance premium deduction, and its full Medicare Part B premium disregard, income-related amount included, from December 2020; Connecticut's 2026 disregard; South Carolina's $50 disregard; no SSI $20 disregard in Minnesota (Minn. Stat. 256B.056, subd. 1b); Missouri's 2015-2026 asset limits with July 1 updates, with a couple's resources equal to the couple limit qualifying, and from fiscal year 2018 an individual's resources equal to the individual limit, under RSMo 208.010.2(7); California's resources equal to the limit qualifying, with the $130,000 / $195,000 limit from July 2022; and asset limits equal to the Medicare Savings Program resource limit in Arkansas, Oklahoma and South Carolina, where resources equal to the limit qualify.

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/assets/limit/couple.yaml

@@ -8,22 +8,50 @@ metadata:
   reference:
     - title: "Medicaid Eligibility and Enrollment Policies for Seniors and People with Disabilities (Non-MAGI) During the Unwinding | KFF (June 2024)"
       href: https://www.kff.org/report-section/medicaid-financial-eligibility-for-seniors-and-people-with-disabilities-findings-from-a-50-state-survey-appendix-tables/
+    - title: "California DHCS All County Welfare Directors Letter 21-31, Increases to the Asset Limits for Non-Modified Adjusted Gross Income Medi-Cal Programs #page 2-4"
+      href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/letters/Documents/21-31.pdf#page=2
     - title: "Asset Limit Changes for Non-MAGI Medi-Cal | California DHCS (asset limit reinstated at $130,000 plus $65,000 per additional household member effective January 1, 2026)"
       href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/Pages/Asset-Limit-Changes-for-Non-MAGI-Medi-Cal.aspx
     - title: "California DHCS All County Welfare Directors Letter 25-14 (reinstatement of the non-MAGI Medi-Cal asset limit)"
       href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/letters/Documents/25-14.pdf
+    - title: Missouri DSS MO HealthNet for the Aged, Blind and Disabled Appendix J - Eligibility Standards for Non-MAGI Programs (10/2026 edition; spend down resource maximum effective July 1, 2026)
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri Revised Statutes 208.010.2(7)
+      href: https://revisor.mo.gov/main/OneSection.aspx?section=208.010
+    - title: 13 Missouri Code of State Regulations 40-8.020(4)(A)-(C)
+      href: https://www.sos.mo.gov/CMSImages/AdRules/csr/current/13csr/13c40-8.pdf#page=2
+    - title: Missouri DSS Family Support Division, IM-70 Annual MO HealthNet for the Aged, Blind, and Disabled (MHABD) Asset Limit Increase (individual $5,035, couple $10,070 effective July 1, 2021)
+      href: https://web.archive.org/web/20210801111201/https://dssmanuals.mo.gov/2021/07/01/im-70-2/
+    - title: Missouri DSS Family Support Division, IM-77 Annual MHABD Asset Limit Increase (individual $5,301.85, couple $10,603.70 effective July 1, 2022)
+      href: https://web.archive.org/web/20220705011659/https://dssmanuals.mo.gov/2022/06/14/im-77-3/
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for MHABD (10/2022 edition; spend down resource maximum effective July 1, 2022)
+      href: https://web.archive.org/web/20220927091025/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DSS Family Support Division, IM-57 July 2023 Annual Non-MAGI Program Adjustments (individual $5,726, couple $11,452 effective July 1, 2023)
+      href: https://web.archive.org/web/20230925041524/https://dssmanuals.mo.gov/2023/06/08/im-57-4/
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for Non-MAGI Programs (07/2024 edition; spend down resource maximum effective July 1, 2024)
+      href: https://web.archive.org/web/20240612134513/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for Non-MAGI Programs (07-2025 edition; spend down resource maximum effective July 1, 2025)
+      href: https://web.archive.org/web/20250831223642/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DHSS, Medicaid Spend Down Limit Changes (effective July 1, 2023)
+      href: https://health.mo.gov/care-providing/long-term-care/medicaid-spend-down-limit-changes
+    - title: Missouri DHSS, Medicaid Resource Limit/Spenddown Amount (effective July 1, 2024)
+      href: https://health.mo.gov/care-providing/long-term-care/medicaid-resource-limitspenddown-amount
+    - title: Missouri DHSS, Resource Limit/Spenddown Amount (effective July 1, 2025)
+      href: https://health.mo.gov/care-providing/long-term-care/resource-limitspenddown-amount
 
+# AR, OK and SC are omitted: uses_msp_limit sets their limit at the
+# Medicare Savings Program resource limit, so the formula ignores this
+# parameter for them and their keys resolve to 0.
 AL:
   2015-01-01: 3_000
 AK:
   2015-01-01: 3_000
 AZ:
   2015-01-01: .inf
-AR:
-  2015-01-01: 11_340
-  2024-01-01: 14_130
 CA:
   2015-01-01: 3_000
+  # Annual calculations read January 1, so this first applies in 2023.
+  2022-07-01: 195_000
   2024-01-01: .inf
   2026-01-01: 195_000
 CO:
@@ -70,8 +98,21 @@ MN:
 MS:
   2015-01-01: 3_000
 MO:
-  2015-01-01: 6_000
-  2024-01-01: 11_452
+  # Annual calculations read parameters on January 1, so each July 1 value
+  # first applies in the next calendar year.
+  # Before July 1, 2017, the limit for blind applicants was 4,000; this
+  # parameter has no blind split.
+  2015-01-01: 2_000
+  2017-07-01: 4_000
+  2018-07-01: 6_000
+  2019-07-01: 8_000
+  2020-07-01: 10_000
+  2021-07-01: 10_070
+  2022-07-01: 10_603.7
+  2023-07-01: 11_452
+  2024-07-01: 11_818.45
+  2025-07-01: 12_137.55
+  2026-07-01: 12_441
 MT:
   2015-01-01: 3_000
 NE:
@@ -93,18 +134,12 @@ ND:
   2015-01-01: 6_000
 OH:
   2015-01-01: 3_000
-OK:
-  2015-01-01: 3_000
-  2024-01-01: 14_130
 OR:
   2015-01-01: 3_000
 PA:
   2015-01-01: 3_000
 RI:
   2015-01-01: 6_000
-SC:
-  2015-01-01: 11_340
-  2024-01-01: 14_130
 SD:
   2015-01-01: 3_000
 TN:

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/assets/limit/couple_limit_inclusive.yaml

@@ -0,0 +1,131 @@
+description: The state counts a couple's resources equal to the couple asset limit as within the limit under the Medicaid optional senior or disabled pathway, if this is true.
+metadata:
+  unit: bool
+  period: year
+  label: Medicaid senior or disabled couple asset limit includes the limit amount
+  breakdown:
+  - state_code
+  reference:
+    - title: Missouri Revised Statutes 208.010.2(7)
+      href: https://revisor.mo.gov/main/OneSection.aspx?section=208.010
+    - title: Missouri Revised Statutes 208.010.2(4) (version effective October 11, 2013 to August 28, 2016)
+      href: https://revisor.mo.gov/main/OneSection.aspx?section=208.010&bid=10947
+    - title: "Missouri H.B. 1565 (2016), truly agreed and finally passed, section 208.010.2(4) and (7) #page 3-4"
+      href: https://house.mo.gov/billtracking/bills161/billpdf/truly/HB1565T.PDF#page=3
+    - title: "13 Missouri Code of State Regulations 40-2.030(12) (11/30/15 edition) #page 9-10"
+      href: https://web.archive.org/web/20170107023023/http://s1.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-2.pdf#page=9
+    - title: California Welfare and Institutions Code 14005.40(c)(5) (version operative January 1, 2026; (c)(3) before July 9, 2019)
+      href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC&sectionNum=14005.40
+    - title: Cal. Code Regs. Tit. 22, § 50420(a) - Property Limit
+      href: https://www.law.cornell.edu/regulations/california/22-CCR-50420
+    - title: 42 U.S.C. 1396a(m)(1)(C)
+      href: https://www.law.cornell.edu/uscode/text/42/1396a#m_1_C
+
+AK:
+  2015-01-01: false
+AL:
+  2015-01-01: false
+AR:
+  2015-01-01: false
+AZ:
+  2015-01-01: false
+CA:
+  # Resources may not exceed the limit (22 CCR 50420(a); WIC 14005.40(c)(5)).
+  2015-01-01: true
+CO:
+  2015-01-01: false
+CT:
+  2015-01-01: false
+DC:
+  2015-01-01: false
+DE:
+  2015-01-01: false
+FL:
+  2015-01-01: false
+GA:
+  2015-01-01: false
+HI:
+  2015-01-01: false
+IA:
+  2015-01-01: false
+ID:
+  2015-01-01: false
+IL:
+  2015-01-01: false
+IN:
+  2015-01-01: false
+KS:
+  2015-01-01: false
+KY:
+  2015-01-01: false
+LA:
+  2015-01-01: false
+MA:
+  2015-01-01: false
+MD:
+  2015-01-01: false
+ME:
+  2015-01-01: false
+MI:
+  2015-01-01: false
+MN:
+  2015-01-01: false
+MO:
+  # A married claimant living with a spouse "may own resources not to exceed"
+  # the couple amount: RSMo 208.010.2(4) before August 28, 2016, and
+  # 208.010.2(7) from fiscal year 2018 (July 1, 2017). In between,
+  # 13 CSR 40-2.030(12) (11/30/15 edition) made a couple ineligible only when
+  # resources "exceed[] a value of two thousand dollars".
+  2015-01-01: true
+MS:
+  2015-01-01: false
+MT:
+  2015-01-01: false
+NC:
+  2015-01-01: false
+ND:
+  2015-01-01: false
+NE:
+  2015-01-01: false
+NH:
+  2015-01-01: false
+NJ:
+  2015-01-01: false
+NM:
+  2015-01-01: false
+NV:
+  2015-01-01: false
+NY:
+  2015-01-01: false
+OH:
+  2015-01-01: false
+OK:
+  2015-01-01: false
+OR:
+  2015-01-01: false
+PA:
+  2015-01-01: false
+RI:
+  2015-01-01: false
+SC:
+  2015-01-01: false
+SD:
+  2015-01-01: false
+TN:
+  2015-01-01: false
+TX:
+  2015-01-01: false
+UT:
+  2015-01-01: false
+VA:
+  2015-01-01: false
+VT:
+  2015-01-01: false
+WA:
+  2015-01-01: false
+WI:
+  2015-01-01: false
+WV:
+  2015-01-01: false
+WY:
+  2015-01-01: false

policyengine_us/parameters/gov/hhs/medicaid/eligibility/categories/senior_or_disabled/assets/limit/individual.yaml

@@ -8,22 +8,50 @@ metadata:
   reference:
     - title: "Medicaid Eligibility and Enrollment Policies for Seniors and People with Disabilities (Non-MAGI) During the Unwinding | KFF (June 2024)"
       href: https://www.kff.org/report-section/medicaid-eligibility-and-enrollment-policies-for-seniors-and-people-with-disabilities-non-magi-during-the-unwinding-appendix/
+    - title: "California DHCS All County Welfare Directors Letter 21-31, Increases to the Asset Limits for Non-Modified Adjusted Gross Income Medi-Cal Programs #page 2-4"
+      href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/letters/Documents/21-31.pdf#page=2
     - title: "Asset Limit Changes for Non-MAGI Medi-Cal | California DHCS (asset limit reinstated at $130,000 for an individual effective January 1, 2026)"
       href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/Pages/Asset-Limit-Changes-for-Non-MAGI-Medi-Cal.aspx
     - title: "California DHCS All County Welfare Directors Letter 25-14 (reinstatement of the non-MAGI Medi-Cal asset limit)"
       href: https://www.dhcs.ca.gov/services/medi-cal/eligibility/letters/Documents/25-14.pdf
+    - title: Missouri DSS MO HealthNet for the Aged, Blind and Disabled Appendix J - Eligibility Standards for Non-MAGI Programs (10/2026 edition; spend down resource maximum effective July 1, 2026)
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri Revised Statutes 208.010.2(7)
+      href: https://revisor.mo.gov/main/OneSection.aspx?section=208.010
+    - title: 13 Missouri Code of State Regulations 40-8.020(4)(A)-(C)
+      href: https://www.sos.mo.gov/CMSImages/AdRules/csr/current/13csr/13c40-8.pdf#page=2
+    - title: Missouri DSS Family Support Division, IM-70 Annual MO HealthNet for the Aged, Blind, and Disabled (MHABD) Asset Limit Increase (individual $5,035, couple $10,070 effective July 1, 2021)
+      href: https://web.archive.org/web/20210801111201/https://dssmanuals.mo.gov/2021/07/01/im-70-2/
+    - title: Missouri DSS Family Support Division, IM-77 Annual MHABD Asset Limit Increase (individual $5,301.85, couple $10,603.70 effective July 1, 2022)
+      href: https://web.archive.org/web/20220705011659/https://dssmanuals.mo.gov/2022/06/14/im-77-3/
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for MHABD (10/2022 edition; spend down resource maximum effective July 1, 2022)
+      href: https://web.archive.org/web/20220927091025/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DSS Family Support Division, IM-57 July 2023 Annual Non-MAGI Program Adjustments (individual $5,726, couple $11,452 effective July 1, 2023)
+      href: https://web.archive.org/web/20230925041524/https://dssmanuals.mo.gov/2023/06/08/im-57-4/
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for Non-MAGI Programs (07/2024 edition; spend down resource maximum effective July 1, 2024)
+      href: https://web.archive.org/web/20240612134513/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DSS MHABD Appendix J - Eligibility Standards for Non-MAGI Programs (07-2025 edition; spend down resource maximum effective July 1, 2025)
+      href: https://web.archive.org/web/20250831223642/https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=1
+    - title: Missouri DHSS, Medicaid Spend Down Limit Changes (effective July 1, 2023)
+      href: https://health.mo.gov/care-providing/long-term-care/medicaid-spend-down-limit-changes
+    - title: Missouri DHSS, Medicaid Resource Limit/Spenddown Amount (effective July 1, 2024)
+      href: https://health.mo.gov/care-providing/long-term-care/medicaid-resource-limitspenddown-amount
+    - title: Missouri DHSS, Resource Limit/Spenddown Amount (effective July 1, 2025)
+      href: https://health.mo.gov/care-providing/long-term-care/resource-limitspenddown-amount
 
+# AR, OK and SC are omitted: uses_msp_limit sets their limit at the
+# Medicare Savings Program resource limit, so the formula ignores this
+# parameter for them and their keys resolve to 0.
 AL:
   2015-01-01: 2_000
 AK:
   2015-01-01: 2_000
 AZ:
   2015-01-01: .inf
-AR:
-  2015-01-01: 7_560
-  2024-01-01: 9_430
 CA:
   2015-01-01: 2_000
+  # Annual calculations read January 1, so this first applies in 2023.
+  2022-07-01: 130_000
   2024-01-01: .inf
   2026-01-01: 130_000
 CO:
@@ -70,8 +98,21 @@ MN:
 MS:
   2015-01-01: 2_000
 MO:
-  2015-01-01: 3_000
-  2024-01-01: 5_726
+  # Annual calculations read parameters on January 1, so each July 1 value
+  # first applies in the next calendar year.
+  # Before July 1, 2017, the limit for blind applicants was 2,000; this
+  # parameter has no blind split.
+  2015-01-01: 1_000
+  2017-07-01: 2_000
+  2018-07-01: 3_000
+  2019-07-01: 4_000
+  2020-07-01: 5_000
+  2021-07-01: 5_035
+  2022-07-01: 5_301.85
+  2023-07-01: 5_726
+  2024-07-01: 5_909.25
+  2025-07-01: 6_068.8
+  2026-07-01: 6_220.5
 MT:
   2015-01-01: 2_000
 NE:
@@ -93,18 +134,12 @@ ND:
   2015-01-01: 3_000
 OH:
   2015-01-01: 2_000
-OK:
-  2015-01-01: 2_000
-  2024-01-01: 9_430
 OR:
   2015-01-01: 2_000
 PA:
   2015-01-01: 2_000
 RI:
   2015-01-01: 4_000
-SC:
-  2015-01-01: 7_560
-  2024-01-01: 9_430
 SD:
   2015-01-01: 2_000
 TN: