SSI/SSP or CAPI Income

[EAS 44-133.2]

Income and Resources

The income, resources and grant of an SSI/SSP or CAPI person are disregarded in the determination of eligibility and grant for the CalWORKs AU. An SSI/SSP or CAPI recipient is not included in the “family” as either an AU or Non-AU member.

Lump Sum retroactive SSI/SSP or CAPI payments are not considered income to the CalWORKs AU.

Payments made by the SSI/SSP or CAPI person to a CalWORKs recipient for goods or services (e.g., payments for personal services such as dressing, bathing, cleaning) are considered income to the CalWORKs-AU.

Voluntary contributions to a CalWORKs recipient are considered income to the CalWORKs-AU. (This does not include income pooled to meet shared living expenses.)
Interests generated from the community or joint property of an SSI/SSP or CAPI recipient and a CalWORKs recipient is prorated and the CalWORKs recipient’s share is countable income to the AU.

When the income of a person whose income must be counted in the CalWORKs grant (i.e., Non-AU members) is also being counted in an SSI/SSP or CAPI grant computation, the EW must use the income in the CalWORKs grant computation and notify Social Security of the date the income is first counted in the CalWORKs grant. (Social Security or the CAPI Worker in our Agency) will then recompute the SSI/SSP or CAPI benefits deleting the income being used in the CalWORKs computation.)

Note: SSI/SSP considers the income of the spouse or the parent of the SSI/SSP person when computing benefits for SSI/SSP. When an SSI/SSP person resides in the home, and the family applies for aid, the EW must notify Social Security.

Approval of SSI/SSP or CAPI

When a customer receiving CalWORKs is approved for SSI/SSP or CAPI benefits, no retroactive adjustment of CalWORKs is made.

Social Security or the CAPI Worker considers the past CalWORKs payment for the person in computing retroactive SSI/SSP or CAPI benefits for the period that the SSI/SSP or CAPI application was pending. It does not consider the CalWORKs grant in computing future SSI/SSP or CAPI payments.

When requested by Social Security or the CAPI Worker, the EW must compute the SSI/SSP or CAPI persons share of past CalWORKs payments for the retroactive period.

Allocation of CalWORKs

When the SSI/SSP or CAPI person has no income during the retroactive period, the SSI/SSP or CAPI person's share of the CalWORKs is the difference in MAP's for the AU with and without the person for each month of the retroactive period.

Example 1Example 1 

When the SSI/SSP or CAPI person has income which is less than the MAP differential, the person's share of the CalWORKs grant is the MAP differential minus the person's net non exempt income for each month of the retroactive period.

Example 2Example 2 

(11/06): The SSI/SSP or CAPI person in the example above has a small pension of $60 per month.


When the net nonexempt income of the SSI/SSP or CAPI person equals or is more than the MAP differential, then none of CalWORKs is attributable to the SSI/SSP or CAPI person.


Example 3Example 3 

(11/06): The SSI/SSP or CAPI person in a household with a MAP differential of $94 receives a pension of $300.


When removal of the SSI/SSP or CAPI person from the CalWORKs AU results in ineligibility of the AU, then ALL of CalWORKs grant is attributable to the SSI/SSP or CAPI person.

Example 4Example 4

(11/06): A family of four receives a CalWORKs grant of $47. The mother works and has net nonexempt income of $815 per month. The father applies and is approved for SSI/SSP or CAPI. When the father is removed from the AU, the net nonexempt income for the AU of $815 exceeds MAP of $723 for the remaining AU, which would make the entire AU ineligible; therefore, the SSI/SSP or CAPI father's share of the CalWORKs payments will be the full amount of the grant received by the AU for each month ($47) for the retroactive period.

Related Topics

Income

Family Income

Potentially Available Income

Availability of Income

Treatment of Income

Transfer of Income