SI 01415: Elements of State Supplementary Payments
TN 36 (02-17)
CITATIONS: Social Security Act as amended in 1973, Section 1616 ; Social Security Amendments of 1972, Section 301; Public Law 93-66, Section 212
A. List of States participating in the federally administered optional supplementary payment program
The following states participate in federally administered optional supplementary payment programs:
State |
Reference |
---|---|
California |
|
Delaware |
|
District of Columbia |
|
Hawaii |
|
Iowa |
|
Michigan |
|
Montana |
|
Nevada |
|
New Jersey |
|
Pennsylvania |
|
Rhode Island |
|
Vermont |
B. Description of supplements for California
1. Definitions of State living arrangement variations for California
Code |
Definition |
---|---|
A |
Use optional supplement (OS) code “A” for independent living with cooking facilities for an eligible recipient or couple who meet one of the following situations:
|
B |
Apply OS code “B” for non-medical out-of-home care (NMOHC) when a recipient or couple needs non-medical care or supervision in the following living arrangement situations: Children (under age 18)
Adults (age 18 and over) An aged, blind, or disabled recipient:
For California optional supplement (OS) purposes, a relative is defined as a:
|
C |
Independent living without cooking facilities Apply OS code “C” to aged or disabled recipient or couples who are:
Transients, as defined in SI 00835.060, are also eligible for OS “C.” A recipient or couple qualifies for OS “C” if any of the following situations exists:
“Adequate” cooking and food storage facilities exist when a recipient or couple has access to the following:
Eligibility for OS “C” begins in the month the recipient applies for this supplement rate, provided they have been without cooking and food storage facilities throughout the month. NOTE: For purposes of OS “C,” “throughout a month” does not mean the recipient must lack adequate cooking or food storage facilities from the very first moment of the month. The recipient need only lack them from some time on the first day of the month. If you based eligibility on temporary loss or nonfunctioning of an appliance, advise the recipient of their responsibility to report immediately when the temporary condition ceases. If the recipient provides an expected date when someone will replace or repair the appliance, diary the case for re-contact. Eligibility for this supplementary payment ceases the month following the month in which the individual or couple receives meals or adequate cooking and food storage facilities are available. For a couple, comprised of an aged or disabled recipient and a blind recipient, whose living arrangement lacks adequate cooking and storage facilities, the couple must receive the Supplemental Security Income and State Supplement Payment level for a blind, aged, or disabled couple plus the restaurant meals allowance for the disabled member of the couple. This living arrangement requires force due payment. |
D |
Living in the household of another Apply OS code “D” when an eligible individual or couple is living in the household of another and receives food and shelter from that person. Most recipient or couples who are subject to a one-third reduction of his or her Federal SSI payments are eligible for OS “D” because the criteria for this supplement level are the same as for charging the one-third reduction. However, when the eligible recipient or couple lives in the home of a relative (other than a spouse) and needs care and supervision, you must obtain certification for non-medical out-of-home care (OS “F”) from the county welfare office since this is the highest categorical supplement that a recipient or couple can qualify. |
E |
Disabled child under age 18 Apply OS code “E” to a disabled (not blind) child under age 18 who resides with a parent or relative by blood or marriage. NOTE: Only FLA “A” and “C” are compatible with OS “E.” If the value of the one-third reduction (VTR) applies, see code “G.” |
F |
Non-medical out-of-home care living in the household of another OS code “F” applies whenever an eligible recipient or couple meets the criteria for the non-medical out-of-home care payment rate, and is determined to receive the Federal code “B” payment for living in the household of another. For the one-third reduction provision, see SI 00835.200. |
G |
Disabled child under 18 living in the of another OS code “G” applies to a disabled (not blind) child under age 18, who resides with a parent or relative by blood or marriage, and is determined to receive the Federal code “B” payment for living in the household of another person. For the one-third reduction provision, see SI 00835.200. |
J |
Residents of Title XIX facilities Effective July 1, 1987, apply OS State code “J” to an eligible recipient who is a patient in a medical facility where Title XIX pays more than 50 percent of the costs. Apply OS State code “J” to supplement Section 1619 cases. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement but waived his or her right to receive the supplement. |
Z |
No supplement cases Apply OS code “Z” to an eligible recipient who is a patient in a private medical facility not certified under Title XIX and not licensed by the State. Include in this category those recipients who are residing throughout a month in a publicly operated emergency shelter. For periods prior to July 1, 1987, apply OS code “Z” to an eligible recipient who is a patient in a medical facility where Title XIX pays more than 50 percent of the costs. |
2. Coding and monthly payment levels for California
The following charts display the coding and monthly payment levels for California effective January 1, 2017:
a. Recipient payment levels for California
Federal Code |
State OS Code |
Category |
Federal Benefit Rate (FBR) |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Aged |
735.00 |
160.72 |
895.72 |
Blind |
735.00 |
217.23 |
952.23 |
||
Disabled |
735.00 |
160.72 |
895.72 |
||
B |
All |
735.00 |
423.37 |
1158.37 |
|
C |
Aged |
735.00 |
247.04 |
982.04 |
|
|
Disabled |
735.00 |
247.04 |
982.04 |
|
E |
Disabled |
735.00 |
65.15 |
800.15 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
D |
Aged |
490.001 |
164.24 |
654.24 |
Blind |
490.001 |
220.76 |
710.76 |
||
Disabled |
490.001 |
164.24 |
654.24 |
||
F |
All |
490.001 |
418.23 |
908.23 |
|
G |
Disabled |
490.001 |
68.67 |
558.67 |
|
C |
A |
Blind |
735.00 |
217.23 |
952.23 |
E |
Disabled |
735.00 |
65.15 |
800.15 |
|
|
Z |
All |
735.00 |
0.00 |
735.00 |
D |
J |
All |
30.002 |
21.00 |
51.00 |
1Not a Federal benefit rate (FBR); the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
NOTE: California is a concurrent category State and permits SSI recipients to receive the highest categorical supplement for which they can qualify. For more information on multi-category eligibility, see SI 00501.300B.3.
b. Couple payment levels for California
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Aged/Aged |
1103.00 |
407.14 |
1510.14 |
Blind/Blind |
1103.00 |
558.19 |
1661.19 |
||
Disabled/Disabled |
1103.00 |
407.14 |
1510.14 |
||
Aged/Blind |
1103.00 |
500.65 |
1603.65 |
||
Aged/Disabled |
1103.00 |
407.14 |
1510.14 |
||
Blind/Disabled |
1103.00 |
500.65 |
1603.65 |
||
B |
All |
1103.00 |
1213.74 |
2316.74 |
|
C |
Aged/Aged |
1103.00 |
579.77 |
1682.77 |
|
Disabled/Disabled |
1103.00 |
579.77 |
1682.77 |
||
Aged/Disabled |
1103.00 |
579.77 |
1682.77 |
||
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
D |
Aged/Aged |
735.341 |
412.41 |
1147.75 |
Blind/Blind |
735.341 |
563.46 |
1298.80 |
||
Disabled/Disabled |
735.341 |
412.41 |
1147.75 |
||
Aged/Blind |
735.341 |
505.92 |
1241.26 |
||
Aged/Disabled |
735.341 |
412.41 |
1147.75 |
||
|
Blind/Disabled |
735.341 |
505.92 |
1241.26 |
|
F |
All |
735.341 |
1074.52 |
1809.86 |
|
D |
J |
All |
60.002 |
42.00 |
102.00 |
1Not the federal benefit rate (FBR); the amount represents the FBR less the one-third reduction (VTR).
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
C. Description of supplements for Delaware
1. Definitions of State living arrangement variations for Delaware
Code |
Definition |
---|---|
A |
Adult residential care facility, assisted living facility, or adult foster care home To be eligible for OS code “A,” the State must provide documentation that a recipient is a resident of a certified adult residential care facility, assisted living facility, or adult foster care home. |
Y |
Optional supplementation waived Use code “Y” to indicate that a recipient is eligible for an optional supplement, but has waived his or her right to receive supplementation. |
Z |
No supplement cases Use OS code “Z” for any recipient who is not included in OS categories “A” or “Y.” Alternately, use OS code “Z” when the recipient is an “intervening” Federal code “A.” For more information on optional State supplement codes see SM 01301.535. |
2. Coding and monthly payment levels for Delaware
The following charts display the coding and monthly payments levels for Delaware effective January 1, 2017:
a. Recipient payment levels for Delaware
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
735.00 |
140.00 |
875.00 |
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
Z |
All |
490.00 |
0.00 |
490.00 |
C |
Z |
All |
735.00 |
0.00 |
735.00 |
D |
Z |
All |
30.001 |
0.00 |
30.00 |
1Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Delaware
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
1103.00 |
448.00 |
1551.00 |
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
Z |
All |
735.34 |
0.00 |
735.34 |
D |
Z |
All |
60.001 |
0.00 |
60.00 |
1Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
D. Description of supplements for District of Columbia
1. Definitions of State living arrangement variations for the District of Columbia
Code |
Definition |
---|---|
A |
Adult foster care home with 50 or fewer residents Use OS code “A” to indicate that you received certification from the District of Columbia, Department of Health that the recipient is a resident of an adult foster care home with 50 or fewer residents. |
B |
Adult foster care home with more than 50 residents Use OS code “B” to indicate that you received certification from the District of Columbia, Department of Health that the recipient is a resident of an adult foster care home with more than 50 residents. |
G |
Apply OS code “G” to residents of Title XIX facilities. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement, but has waived their right to receive such. |
Z |
No supplement cases Use OS code “Z” for all recipients not included in OS codes A, B, G, or Y. |
2. Coding and monthly payment levels for the District of Columbia
The following charts display the coding and monthly payment levels for the District of Columbia effective January 1, 2017:
a. Individual payment levels for the District of Columbia
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
735.00 |
640.00 |
1375.00 |
B |
All |
735.00 |
750.00 |
1485.00 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
Z |
All |
490.001 |
0.00 |
490.00 |
C |
Z |
All |
735.00 |
0.00 |
735.00 |
D |
G |
All |
30.002 |
40.00 |
70.00 |
1Not the FBR; the amount represents the FBR less the VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for the District of Columbia
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
1103.00 |
1636.00 |
2739.00 |
B |
All |
1103.00 |
1856.00 |
2959.00 |
|
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
Z |
All |
735.341 |
0.00 |
735.34 |
D |
G |
All |
60.002 |
80.00 |
140.00 |
1Not the FBR; the amount represents the FBR less the VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
E. Description of supplements for Hawaii
1. Definitions of State living arrangement variations for Hawaii
Code |
Definition |
---|---|
B |
Living in a community care or foster care home Apply OS code “B” to recipients who are both over age 18 and live in a state approved care or foster care home. |
D |
Living in a certified medical facility Use OS code “D” for an eligible recipient living in a medical treatment facility where Title XIX pays a substantial part (more than 50 percent) of the cost of care. |
H |
Domiciliary care I (maximum of five residents) Use OS code “H” for an eligible recipient (including a child) or couple living in a domiciliary care facility that provides varying levels of care and services. A domiciliary care facility is a private, non-medical facility established and maintained to provide personal care and services to aged, infirm, or handicapped persons. The State provides SSA with listings of these facilities. |
I |
Domiciliary care II OS code “I” is the same as code “H” except the facility provides care for six or more residents. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement, but has waived his or her right to receive supplementation. |
Z |
Use OS code “Z” when the recipient is not eligible to receive Hawaii state supplement because of the following situations:
|
2. Coding and monthly payment levels for Hawaii
The following charts display the coding and monthly payment levels for Hawaii effective January 1, 2017:
a. Recipient payments levels for Hawaii
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
B |
All |
735.00 |
651.90 |
1386.90 |
H |
All |
735.00 |
651.90 |
1386.90 |
|
I |
All |
735.00 |
759.90 |
1494.90 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
Z |
All |
490.00 |
0.00 |
490.00 |
D |
D |
All |
30.001 |
20.00 |
50.00 |
1Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Hawaii
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
B |
All |
1103.00 |
1640.80 |
2743.80 |
H |
All |
1103.00 |
1640.80 |
2743.80 |
|
I |
All |
1103.00 |
1856.80 |
2959.80 |
|
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
Z |
All |
735.34 |
0.00 |
735.34 |
D |
D |
All |
60.001 |
40.00 |
100.00 |
1Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
F. Description of supplements for Iowa
1. Definitions of State living arrangement variations for Iowa
Code |
Definition |
---|---|
A |
Living in own household (blind only) Only apply OS code “A” to an eligible blind recipient and the blind member of a couple who:
OS code “A” is the proper code to use with an “intervening” Federal code “A.” For optional State supplement codes, see SM 01301.535. |
B |
Living in the household of another (blind only) OS code “B” is only for an eligible blind recipient and the blind member of a couple who does not live in any other State living arrangement variation, lives in the household of another for Federal purposes, does not have an EP, and is not otherwise excepted from supplementation. |
C |
Living with a dependent Use OS code “C” for an eligible recipient or each member of an eligible couple in Federal living arrangement “A” or “C”:
The payment level for this variation increases by $22 for each blind recipient or blind member of a couple to reflect the categorical blind supplement. |
D |
Living in a family life or boarding home Use OS code “D” for an eligible recipient or each member of an eligible couple in Federal living arrangement “A” who resides in a family life home or boarding home licensed by the State Department of Health or certified by the State Department of Human Services. |
H |
Living with a dependent person Use OS code “H” for an eligible recipient or each member of an eligible couple in Federal living arrangement “B”:
Increase the payment level for this variation by $22 for each blind recipient or blind member of a couple to reflect the categorical blind supplement. |
G |
Use OS code “G” to indicate that no supplement is payable to a recipient living in a Title XIX facility and Title XIX pays more than 50 percent of the cost of care. However, a Federal “D” living arrangement is not appropriate because the recipient did not meet the “throughout a month” requirement at the initial claims input. |
I |
Living in a family life or boarding home - eligible recipient or each member of an eligible couple in FLA “B,” who resides in a family life home or boarding home licensed by the State Department of Health, or certified by the State Department of Human Services. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement, but waived his or her right to receive supplementation. |
Z |
No supplement cases Use OS code “Z” to address:
NOTE: The State Department of Human Services administers three optional supplementation programs:
|
NOTE: Iowa is a concurrent category State and permits SSI recipients to receive the highest categorical supplement for which they can qualify. For more information on multi-category eligibility, see SI 00501.300B.3.
Blind recipients (either individuals or member of a couple) whose records include an EP have a supplementary payment level that includes $22 for each recipient in addition to the FBR and EP increment and must be force paid.
2. Coding and monthly payment levels for Iowa
The following charts display the coding and monthly payment levels for Iowa effective January 1, 2017:
a. Recipient payment levels for Iowa
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Blind |
735.00 |
22.00 |
757.00 |
C |
Aged |
735.00 |
379.00 |
1114.00 |
|
Blind |
735.00 |
401.00 |
1136.00 |
||
Disabled |
735.00 |
379.00 |
1114.00 |
||
D |
Aged |
735.00 |
142.00 |
877.00 |
|
Blind |
735.00 |
164.00 |
899.00 |
||
Disabled |
735.00 |
142.00 |
877.00 |
||
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
B |
Blind |
490.001 |
22.00 |
512.00 |
H |
Aged |
490.001 |
379.00 |
869.00 |
|
|
Blind |
490.001 |
401.00 |
891.00 |
|
Disabled |
490.001 |
379.00 |
869.00 |
||
I |
Aged |
490.001 |
142.00 |
632.00 |
|
I |
Disabled |
490.001 |
142.00 |
632.00 |
|
I |
Blind |
490.001 |
164.00 |
654.00 |
|
Z |
All |
490.001 |
0.00 |
490.00 |
|
C |
A |
Blind |
735.00 |
22.00 |
757.00 |
C |
Blind |
735.00 |
401.00 |
1136.00 |
|
Disabled |
735.00 |
379.00 |
1114.00 |
||
Z |
Disabled |
735.00 |
0.00 |
735.00 |
|
D |
Z |
All |
30.002 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
NOTE: State-administered programs for calendar year 2015 include recipients receiving:
“Residential Care” and a payment based on a per diem rate plus a monthly personal allowance;
“In-Home Health Care” and a payment based on actual cost of in-home health care plus basic Federal benefits; or
a supplement for Medicare and Medicaid and a $1 monthly payment.
b. Couple payment levels for Iowa
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Blind/Blind |
1103.00 |
44.00 |
1147.00 |
Blind/Aged |
1103.00 |
44.00 |
1147.00 |
||
|
Blind/Disabled |
1103.00 |
44.00 |
1147.00 |
|
C |
Aged/Aged |
1103.00 |
379.00 |
1482.00 |
|
Blind/Blind |
1103.00 |
423.00 |
1526.00 |
||
Disabled/Disabled |
1103.00 |
379.00 |
1482.00 |
||
Aged/Blind |
1103.00 |
423.00 |
1526.00 |
||
Aged/Disabled |
1103.00 |
379.00 |
1482.00 |
||
|
Blind/Disabled |
1103.00 |
423.00 |
1526.00 |
|
D |
Aged/Aged |
1103.00 |
671.00 |
1774.00 |
|
Blind/Blind |
1103.00 |
715.00 |
1818.00 |
||
Disabled/Disabled |
1103.00 |
671.00 |
1774.00 |
||
Aged/Blind |
1103.00 |
715.00 |
1818.00 |
||
Aged/Disabled |
1103.00 |
671.00 |
1774.00 |
||
Blind/Disabled |
1103.00 |
715.00 |
1818.00 |
||
Z |
Aged/Aged |
1103.00 |
0.00 |
1103.00 |
|
Disabled/Disabled |
1103.00 |
0.00 |
1103.00 |
||
Aged/Disabled |
1103.00 |
0.00 |
1103.00 |
||
B |
B |
Blind/Blind |
735.341 |
44.00 |
779.34 |
Blind/Aged |
735.341 |
44.00 |
779.34 |
||
Blind/Disabled |
735.341 |
44.00 |
779.34 |
||
H |
Aged/Aged |
735.341 |
379.00 |
1114.34 |
|
Blind/Blind |
735.341 |
423.00 |
1158.34 |
||
Disabled/Disabled |
735.341 |
379.00 |
1114.34 |
||
Aged/Blind |
735.341 |
423.00 |
1158.34 |
||
Aged/Disabled |
735.341 |
379.00 |
1114.34 |
||
Blind/Disabled |
735.341 |
423.00 |
1158.34 |
||
I |
Aged/Aged |
735.341 |
671.00 |
1406.34 |
|
Blind/Blind |
735.341 |
715.00 |
1450.34 |
||
|
Disabled/Disabled |
735.341 |
671.00 |
1406.34 |
|
Aged/Blind |
735.341 |
715.00 |
1450.34 |
||
Aged/Disabled |
735.341 |
671.00 |
1406.34 |
||
Blind/Disabled |
735.341 |
715.00 |
1450.34 |
||
Z |
Aged/Aged |
735.341 |
0.00 |
735.34 |
|
Disabled/Disabled |
735.341 |
0.00 |
735.34 |
||
Aged/Disabled |
735.341 |
0.00 |
735.34 |
||
D |
Z |
All |
60.002 |
0.00 |
60.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
NOTE: State-administered programs for calendar year 2015 include recipients receiving:
“Residential Care” and a payment based on a per diem rate plus a monthly personal allowance;
“In-Home Health Care” and a payment based on actual cost of in-home health care plus basic Federal benefits. Treat members of a couple as individuals; or
a supplement for Medicare and Medicaid and a $1 monthly payment.
G. Description of supplements for Michigan
1. Definitions of State living arrangement variations for Michigan
Code |
Definition |
---|---|
D |
Domiciliary care Use OS code “D” for recipients residing in licensed non-medical facilities that provide room, board, and supervision. The State provides a list of these facilities and certifies recipients who are residents requiring this level of care. |
E |
Personal care Apply OS code “E” to recipients residing in licensed non-medical facilities that provide general supervision, physical care, and assistance to residents as they carry out the basic activities of daily living. The State provides a list of these facilities and certifies the recipients who are residents requiring this level of care. Such care situations include, but are not limited to, licensed homes for the aged. |
F |
Home for the aged Apply OS code “F” for residents in homes for the aged. The State provides SSA with a list of these non-medical facilities for the aged and certifies the recipients who are residents that require this level of care. |
G |
Independent living with an EP OS code “G” applies to recipients with an essential person who are not living in the household of another. Exclude from this category children under age 18. |
H |
Living in the household of another with an EP OS code “H” applies to recipients with an EP who are living in the household of another for Federal purposes. Exclude from this category children under age 18. |
I |
Effective January 1, 1988, OS code “I” applies to the State elected Federal administration of an optional State supplementary payment to residents of Title XIX facilities. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement, but has waived his or her right to receive supplementation. |
Z |
No supplement cases Recipients in Title XIX facilities where Medicaid pays more than 50 percent of the cost of care and recipients in medical facilities not certified under Title XIX. |
2. Coding and monthly payment levels for Michigan
The following charts display the coding and monthly payment levels for Michigan effective January 1, 2017:
a. Recipient payment levels for Michigan
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
D |
All |
735.00 |
87.00 |
822.00 |
E |
All |
735.00 |
157.50 |
892.50 |
|
F |
All |
735.00 |
179.30 |
914.30 |
|
G |
All |
1103.001 |
14.00 |
1117.00 |
|
B |
H |
All |
7 735.342 |
9.33 |
744.67 |
D |
I |
All |
30.003 |
7.00 |
37.00 |
Z |
All |
30.00 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR plus EP increment.
2Not the FBR; the amount represents the FBR plus EP increment less VTR.
3Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Michigan
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
D |
All |
1103.00 |
541.00 |
1644.00 |
E |
All |
1103.00 |
682.00 |
1785.00 |
|
F |
All |
1103.00 |
725.60 |
1828.60 |
|
G |
All |
1471.001 |
21.00 |
1492.00 |
|
B |
H |
All |
980.66 |
14.00 |
994.66 |
D |
I |
All |
60.002 |
14.00 |
74.00 |
1Not the FBR; the amount represents the FBR plus EP increment.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
H. Description of supplements for Montana
1. Definitions of State living arrangement variations for Montana
Code |
Definition |
---|---|
G |
State-certified personal care. |
H |
State-certified residence in-group home for mentally disabled. |
I |
State-certified residence in-group home for physically or developmentally disabled. |
J |
State-certified residence for child and adult foster care. |
K |
State-certified transitional living for developmentally disabled. |
Y |
Optional supplementation waived – Use this code to indicate that a recipient is eligible for an optional supplement but waived his or her right to receive supplementation. |
Z |
No supplement cases – Includes all recipients and couples not certified in State codes G, H, I, J, or K. |
2. Coding and monthly payment levels for Montana
The following charts display the coding and monthly payment levels for Montana effective January 1, 2017:
a. Recipient payment levels for Montana
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
G |
All |
735.00 |
94.00 |
829.00 |
H |
All |
735.00 |
94.00 |
829.00 |
|
I |
All |
735.00 |
94.00 |
829.00 |
|
J |
All |
735.00 |
52.75 |
787.75 |
|
K |
All |
735.00 |
26.00 |
761.00 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
Z |
All |
490.001 |
0.00 |
490.00 |
C |
Z |
All |
735.00 |
0.00 |
735.00 |
D |
Z |
All |
30.002 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Montana
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
G |
All |
1103.00 |
193.00 |
1296.00 |
H |
All |
1103.00 |
193.00 |
1296.00 |
|
I |
All |
1103.00 |
193.00 |
1296.00 |
|
J |
All |
1103.00 |
110.50 |
1213.50 |
|
K |
All |
1103.00 |
57.00 |
1160.00 |
|
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
Z |
All |
735.341 |
0.00 |
735.34 |
D |
Z |
All |
60.002 |
0.00 |
60.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
I. Description of supplements for Nevada
1. Definitions of State living arrangement variations for Nevada
Code |
Definition |
---|---|
A |
Independent living or living in parental household Use OS code “A” for an aged or blind eligible recipient who meets one of the following situations:
Use with an “intervening” Federal code “A.” For optional State supplement codes, see SM 01301.535. |
B |
Living in the household of another Use OS code “B” for aged or blind recipient who is living in the household of another and receiving food and shelter from that person. Aged or blind recipients who are subject to a one-third reduction (VTR) of his or her Federal SSI payment are eligible for optional supplement “B” because the criteria for this supplement level are the same as for Federal code “B.” |
C |
Domiciliary care Apply OS code “C” to aged or blind recipients who the State has certified to live in a private non-medical facility or, a residential facility serving 16 or fewer persons that provides personal care and services to aged, infirm, or handicapped adult persons who are unrelated to the proprietor. The State licenses these facilities for direct payment. The State provides SSA with listings of these facilities. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement but has waived his or her right to receive supplementation. |
Z |
Apply “No Supplement” code “Y” to the following recipients:
|
NOTE: Nevada is a concurrent category State and permits SSI recipients to receive the highest categorical supplement for which they can qualify. For more information on multi-category eligibility, see SI 00501.300B.3.
2. Coding and monthly payment levels for Nevada
The following charts display the coding and monthly payment levels for Nevada effective January 1, 2017:
a. Recipient payment levels for Nevada
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Aged |
735.00 |
36.40 |
771.40 |
Blind |
735.00 |
109.30 |
844.30 |
||
C |
Aged |
735.00 |
391.00 |
1126.00 |
|
Blind |
735.00 |
391.00 |
1126.00 |
||
Z |
Disabled |
735.00 |
0.00 |
735.00 |
|
B |
B |
Aged |
490.001 |
24.27 |
514.27 |
Blind |
490.00 |
213.96 |
703.96 |
||
Z |
Disabled |
490.00 |
0.00 |
490.00 |
|
C |
A |
Blind |
735.00 |
109.30 |
844.30 |
Z |
Disabled |
735.00 |
0.00 |
735.00 |
|
D |
Z |
All |
30.002 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Nevada
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
Aged/Aged |
1103.00 |
74.46 |
1177.46 |
Blind/Blind |
1103.00 |
374.60 |
1477.60 |
||
Aged/Blind |
1103.00 |
374.60 |
1477.60 |
||
Aged/ Disabled |
1103.00 |
74.46 |
1177.46 |
||
Blind/ Disabled |
1103.00 |
374.60 |
1477.60 |
||
C |
Aged/Aged |
1103.00 |
881.00 |
1984.00 |
|
Blind/Blind |
1103.00 |
881.00 |
1984.00 |
||
Aged/Blind |
1103.00 |
881.00 |
1984.00 |
||
Aged/ Disabled |
1103.00 |
881.00 |
1984.00 |
||
Blind/ Disabled |
1103.00 |
881.00 |
1984.00 |
||
Z |
Disabled |
1103.00 |
0.00 |
1103.00 |
|
B |
B |
Aged/Aged |
735.34 |
49.64 |
784.98 |
Blind/Blind |
735.34 |
531.94 |
1267.28 |
||
Aged/Blind |
735.34 |
531.94 |
1267.28 |
||
Aged/ Disabled |
735.34 |
49.64 |
784.98 |
||
Blind/ Disabled |
735.34 |
531.94 |
1267.28 |
||
Z |
Disabled |
735.34 |
0.00 |
735.34 |
|
D |
Z |
All |
60.002 |
0.00 |
60.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
J. Description of supplements for New Jersey
1. Definitions of State living arrangement variations for New Jersey
Code |
Definition |
---|---|
A |
Congregate care Apply OS code “A” to recipients in Federal living arrangement “A.” The living arrangement includes:
|
B |
Living alone or with others Use OS code “B” for recipients whose Federal living arrangements are “A” or “C” and who do not meet the requirements defined in other supplementation categories. You must consider any eligible recipient who meets the requirement for a Federal code “A” to be in optional supplement “B” unless they are residing in a residential health care facility or living alone with an ineligible spouse. Likewise, any child meeting the criteria for a Federal code “C” is automatically entitled to optional supplement “B.” This category includes, but is not limited to, recipients who are in one of the following situations:
Optional supplement code “B” is the proper code to use with an “intervening” Federal code “A.” For State supplement codes, see SM 01301.535. Use OS code “B” to address Section 1619 cases. |
C |
Living alone with an ineligible spouse Use OS code “C” when a recipient lives with ONLY his or her ineligible spouse and NO other persons are part of the household. Use Federal criteria to determine an ineligible spouse for State supplementation purposes (i.e., a spouse, either by marriage or holding out as spouses) who is either not eligible for SSI or who chooses not to apply. If other persons, even minor children, are present in the household, you cannot apply this OS code. It is possible that a claimant and the ineligible spouse live with others and allege that they are a separate “household” by virtue of the fact that they eat their meals out or have separate purchase and preparation of food. In this instance, you may consider an optional supplement “C” as long as no other person is considered part of the “household.” There is no couple counterpart in this category. A transient recipient who co-exists only with an ineligible spouse also qualifies as OS code “C.” Always consider parent(s) with minor children to be in the same household and code the case OS code “B.” |
D |
Living in the of another Apply OS code D to recipients who are “living in the household of another” for Federal purposes. |
I |
Licensed residential health care facilities (RHCF) Apply OS code “I” to recipients living in:
We must base our authorization for this payment on the recipient's verified residence at a facility listed in the New Jersey Congregate Care Directory. Only the RHCF section of a multipurpose facility is eligible for the OS code “I” rate. Pay residents of the assisted living resident (ALR or CPCH section of a multipurpose facility) at the OS code “A” rate. Nursing home residents are in living arrangement (“D” or “G”) if Medicaid pays more than 50 percent of the cost of care. |
G |
Apply OS code “G” effective September 1, 1988, when the State elected Federal administration of an optional State supplementary payment to residents of Title XIX facilities. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement but waived his or her right to receive supplementation. |
Z |
No supplement cases Apply OS code “Z” to recipients:
You can also apply OS code “Z” to cases that were FLA “D” prior to January 1988, or effective December 1, 1996, to children residing in public or private facilities where private health insurance paid for their care. For determination of applicability of $30 payment limit, see SI 00520.011. |
2. Coding and monthly payment levels for New Jersey
The following charts display the coding and monthly payments levels for New Jersey effective January 1, 2017:
a. Recipient payment levels for New Jersey
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
735.00 |
150.05 |
885.05 |
B |
All |
735.00 |
31.25 |
766.25 |
|
C |
Individual |
735.00 |
153.00 |
888.00 |
|
w/EP |
1103.001 |
25.36 |
1128.36 |
||
I |
All |
735.00 |
210.05 |
945.05 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
D |
All |
490.002 |
44.31 |
534.31 |
C |
B |
All |
735.00 |
31.25 |
766.25 |
D |
G |
All |
30.003 |
10.00 |
40.00 |
Z |
All |
30.00 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR plus EP increment.
2Not the FBR; the amount represents the FBR less VTR.
3Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for New Jersey
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All |
1103.00 |
618.36 |
1721.36 |
B |
All |
1103.00 |
25.36 |
1128.36 |
|
I |
All |
1103.00 |
738.36 |
1841.36 |
|
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
D |
All |
735.341 |
93.09 |
828.43 |
D |
G |
All |
60.002 |
20.00 |
80.00 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
K. Description of supplements for Pennsylvania
1. Definitions of State living arrangement variations for Pennsylvania
Code |
Definition |
---|---|
C |
Living with an essential person (EP) Apply OS code “C” to recipients who are not living in the household of another or in a foster care home for adults and who have one or more EP’s as defined under the Federal rules. |
D |
Living in the household of another with an EP Apply OS code “D” to recipients who live in the household of another and have one or more EP’s as defined under the Federal rules. |
G |
Living in a domiciliary care facility Apply OS code “G” to adult persons (age 18 and over) certified by the State to reside in non-medical residential care facilities. |
H |
Living in a personal care boarding home (PCBH) Apply OS code “H” to adult persons (age 18 and over) certified by the State to reside in non-medical residential care facilities. |
Y |
Optional supplementation waived Use code “Y” to indicate that a recipient is eligible for an optional supplement, but waived his or her right to receive supplementation. |
Z |
No supplement cases OS code “Z” includes all recipients who are residing in a medical facility that Title XIX pays more than 50 percent of the cost of care and recipients in FLA “A” or FLA “B” who receive a State-administered supplement. |
2. Coding and monthly payment levels for Pennsylvania
The following charts display the coding and monthly payment levels for Pennsylvania effective January 1, 2017:
a. Recipient payment levels for Pennsylvania
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
C |
All |
1103.001 |
43.70 |
1146.70 |
G |
All |
735.00 |
434.30 |
1169.30 |
|
H |
All |
735.00 |
439.30 |
1174.30 |
|
Z |
All |
735.00 |
0.00 |
735.00 |
|
B |
Z |
All |
490.002 |
0.00 |
490.00 |
D |
All |
735.343 |
43.70 |
779.04 |
|
C |
Z |
All |
735.00 |
0.00 |
735.00 |
D |
Z |
All |
30.004 |
0.00 |
30.00 |
1Not the FBR; the amount represents the FBR plus EP increment.
2Not the FBR; the amount represents the FBR less VTR.
3Not the FBR; the amount represents the FBR plus EP increment less VTR.
4Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Pennsylvania
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
C |
All |
1471.001 |
68.05 |
1539.05 |
G |
All |
1103.00 |
947.40 |
2050.40 |
|
H |
All |
1103.00 |
957.40 |
2060.40 |
|
Z |
All |
1103.00 |
0.00 |
1103.00 |
|
B |
D |
All |
980.662 |
68.05 |
1048.71 |
B |
Z |
All |
735.343 |
0.00 |
735.34 |
D |
Z |
All |
60.004 |
0.00 |
60.00 |
1Not the FBR; the amount represents the FBR plus EP increment.
2Not the FBR; the amount represents the FBR plus EP increment less VTR.
3Not the FBR; the amount represents the FBR less VTR.
4Not the FBR; the amount represents a payment cap to recipients
NOTE: Apply the payment level for couples in Pennsylvania’s PCBHs only in the month they move into the PCBH. You must regard them as individual recipients in the month following the month of move. For more information on the payment levels for couples in Pennsylvania’s PCBHs, see SI PHI01415.010.
L. Description of supplements for Rhode Island
1. Definitions of State living arrangement variations for Rhode Island
Definitions of State Living Arrangement Variations are as follows:
Code |
Definition |
---|---|
D |
Residential care or assisted living Apply OS code “D” only to recipients living in residential care or assisted living facilities as certified by the Rhode Island Department of Human Services. |
F |
Advanced Care Apply OS code “F” only to recipients living in a licensed adult community supportive living residence and receiving advanced care as certified by the Rhode Island Executive Office of Health and Human Services. |
Y |
Optional supplementation waived Use OS code “Y” to indicate that a recipient is eligible for an optional supplement, but waived his or her right to receive supplementation. |
Z |
No state supplement payable Use OS code “Z” when the State of Rhode Island does not pay a supplement unless the recipient resides in a licensed adult care facility described in category “D” or “F”. |
2. Coding and monthly payment levels for Rhode Island
The following charts display the coding and monthly payment levels for Rhode Island effective January 1, 2017:
Recipient payment levels for Rhode Island
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
D F |
All All |
735.00 735.00 |
332.00 797.00 |
1067.00 1532.00 |
Z |
All |
735.00 |
0.00 |
735.00 |
M. Description of supplements for Vermont
1. Definitions of State living arrangement variations for Vermont
Use this table to view the code and definitions of State living arrangement variations:
Code |
Definition |
---|---|
A |
Independent living (except Chittenden County) Apply OS code “A” to several situations including recipients who:
|
B |
Independent living in Chittenden County Apply OS code “B” to all recipients living in situations described in “A” above except restricted to residents of Chittenden County. |
C |
Licensed residential care home or assisted living residence with assistive community care services (Level III) Apply OS code “C” to recipients residing in Level III facilities identified by the State. To determine if the facility meets the requirements for OS code “C,” refer to the Division of Licensing and Protection for Vermont State. Use this website link: http://www.dlp.vermont.gov/resident-list. |
E |
Living in the household of another Apply OS code “E” to recipients who live in the household of another and receive support and maintenance from them (subject to the Federal one-third reduction provisions). |
G |
Licensed residential care home or therapeutic community residence (Level IV) Apply OS code “G” to recipients residing in Level IV facilities identified by the State. Apply OS code “G” to recipients residing in Level IV facilities identified by the State. To determine if a facility meets the requirements for OS code “G,” refer to the Division of Licensing and Protection for Vermont State. Use this website link: http://www.dlp.vermont.gov/resident-list |
H |
Custodial care: family home Apply OS code “H” to recipients who:
To qualify as a home under this arrangement, a resident of the home must provide the services to two persons or less. In some cases, the Vermont Department of Disabilities, Aging, and Independent Living (DAIL) has established outplacement programs meeting the definition of living arrangement (L/A) “H.” To qualify these programs must meet the above requirements. Custodial care means providing basic room and board, plus personal services such as:
A person who receives one or more of these personal services is receiving custodial care. |
I |
Apply OS code “I” effective July 1, 1987, when the State elected Federal administration of an optional State supplementary payment to residents in Title XIX facilities. This includes children under the age of 18 for whom Medicaid alone pays, or is expected to pay, over 50 percent of the cost of care for that month. |
Y |
Optional supplementation waived Use this OS code “Y” to indicate that a recipient is eligible for an optional supplement, but waived his or her right to receive supplementation. |
2. Coding and monthly payment levels for Vermont
The following charts display the coding and monthly payment levels for Vermont effective January 1, 2017:
a. Recipient payment levels for Vermont
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All (Except Chittenden County) |
735.00 |
52.04 |
787.04 |
B |
All (Restricted to Chittenden County) |
735.00 |
52.04 |
787.04 |
|
C |
All |
735.00 |
48.38 |
783.38 |
|
G |
All |
735.00 |
223.94 |
958.94 |
|
H |
All |
735.00 |
98.69 |
833.69 |
|
B |
E |
All |
490.00 |
39.30 |
529.30 |
C |
A |
All (Except Chittenden County) |
735.00 |
52.04 |
787.04 |
B |
All (Restricted to Chittenden County) |
735.00 |
52.04 |
787.04 |
|
D |
A or B2 |
Children Private Insurance |
30.001 |
52.04 |
82.04 |
I |
All |
30.002 |
17.66 |
47.66 |
1State OS code A or B applies to children under the age of 18 who are in Federal living arrangement D because of private health insurance payments.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
b. Couple payment levels for Vermont
Federal Code |
State OS Code |
Category |
FBR |
State Supplement Level |
Total Payment Levels |
---|---|---|---|---|---|
A |
A |
All(Except Chittenden County) |
1103.00 |
98.88 |
1201.88 |
B |
All (Restricted to Chittenden County) |
1103.00 |
98.88 |
1201.88 |
|
C |
All |
1103.00 |
96.77 |
1199.77 |
|
G |
All |
1103.00 |
562.06 |
1665.06 |
|
H |
All |
1103.00 |
332.82 |
1435.82 |
|
B |
E |
All |
735.341 |
48.31 |
783.65 |
D |
I |
All |
60.002 |
35.33 |
95.33 |
1Not the FBR; the amount represents the FBR less VTR.
2Not the FBR; the amount represents a payment cap to recipients in a Title XIX institution.
N. Procedure for documenting optional state category determination
1. Documentation requirements for initial claims, pre-effectuation reviews, and redeterminations
You do not need additional documentation unless you have reason to question the situation.
2. Documentation requirements for all other claims events
Unless you have reason to question the situation, document the recipient’s statement that supports the optional state category determination on an SSA-795 (Statement of Claimant or Other Person), or on an SSA-5002 (Report of Contact).
3. Questionable situations regarding optional State supplements
In questionable situations, review any available evidence that supports the recipient’s allegation of his or her optional State supplement category. Contact other persons with knowledge of the recipient’s living situation, if necessary (land lord, homeowner, facility manager). Document the file per the instructions on recording evidence in GN 00301.285 through GN 00301.289.