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PARIS Federal Match
The Public Assistance Reporting Information System (PARIS) Federal Match is a quarterly report which identifies discrepancies in unreported income. Information from the report is to be treated as verified federal income as it is taken directly from the U.S. Department of Defense (DOD) and the U.S. Office of Personnel Management (OPM). DHCS will send a quarterly list sorted by income amount, eligibility status, and aid code. The EW will compare the federal income on the list to the income the client reported and record the findings on the spreadsheet provided with the listing. If the income information does not match then eligibility must be reevaluated and appropriate NOA(s) should be sent.
PG&E Settlements
Payments received from PG&E settlements are generally not considered taxable by IRS rules and therefore, are not counted as income in the MAGI eligibility determination. However, there are instances when this income may be taxable depending on the terms of the settlement. Therefore, the terms of the settlement must be discussed with the applicant/recipient to ascertain how the settlement funds will be allocated, i.e., to pay back property damage, lost wages or profits etc., and to determine the frequency of the payment (such as a one-time lump sum or recurring payment). The EW may advise the applicant/recipient to contact the attorney or organization handling the settlement to determine how the funds will be allocated and if it is tax exempt.
Important: EWs must not provide applicants/recipients with tax advice.
Once the necessary information has been acquired as of the purpose in which the settlement received, the Income Types Table can be utilized to assist in determining whether or not the settlement income is taxable and included in the financial determination for MAGI Medi-Cal.
Affidavit for Verification
When the applicant/recipient is unable to obtain detailed information on the purpose of the settlement payment, a sworn statement signed under penalty of perjury can be accepted as verification. The sworn statement must clearly indicate that the payment is for the purposes of replacement or repair of lost, damaged, or stolen exempt property in order to be considered exempt property. The EW’s may assist the applicant/recipient in indicating on the statement as specifically as possible how they intend to use the income.
Reminder: Electronically signed verifications must be accepted.
PG&E Settlement Chart
The chart below provides a list for quick reference to the various settlement types and whether or not it is taxable for MAGI Medi-Cal. This chart is not intended to be exhaustive; the terms of the settlement must be discussed with the applicant/recipient as previously mentioned.
| Settlement Type | Taxable Information |
| Qualified Disaster Relief Payments | Not Counted |
| Lost Wages | Count Taxable Portion |
| Personal Injury or Sickness | Not Counted |
| Lump Sum Payment For Pain and Suffering | Not Counted (if due to physical injury) |
| Property Damage | Not Counted |
| Replacement Of Lost, Stolen, Damaged Property As A Result Of A Qualified Disaster | Not Counted |
| Interest Earned On A Settlement | Count Taxable Portion |
Refer to IRS PUB 4345 for more information.
Related Topics
Unconditionally Available Income