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4-1 SUBMISSION ANNUAL ADMIN PLAN_EXHIBIT 3
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4-1 SUBMISSION ANNUAL ADMIN PLAN_EXHIBIT 3
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Last modified
3/17/2015 11:31:20 AM
Creation date
4/10/2014 3:50:49 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Community Development
Item #
4-1
Date
4/1/2015
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<br />handrails) of a health maintenance organization <br />(HMO) <br />Note: <br /> This chart provides a summary of eligible medical expenses only. Detailed <br />information is provided in IRS Publication 502. Medical expenses are considered only to <br />the extent they are not reimbursed by insurance or some other source. <br /> <br /> <br />Families That Qualify for Both Medical and Disability Assistance Expenses <br />SAHA Policy <br /> <br />This policy applies only to families in which the head, spouse, or co-head is 62 or older <br />or is a person with disabilities. <br />When expenses anticipated by a family could be defined as either medical or disability <br />assistance expenses, SAHA will consider them medical expenses unless it is clear that the <br />expenses are incurred exclusively to enable a person with disabilities to work. <br />6-II.E.DISABILITY ASSISTANCE EXPENSES DEDUCTION \[24 CFR 5.603(b) and <br /> <br />24 CFR 5.611(a)(3)(ii)\] <br />Reasonable expenses for attendant care and auxiliary apparatus for a disabled family member <br />may be deducted if they: (1) are necessary to enable a family member 18 years or older to work, <br />(2) are not paid to a family member or reimbursed by an outside source, (3) in combination with <br />any medical expenses, exceed three percent of annual income, and (4) do not exceed the earned <br />income received by the family member who is enabled to work. <br />Earned Income Limit on the Disability Assistance Expense Deduction <br />A family can qualify for the disability assistance expense deduction only if at least one family <br />member (who may be the person with disabilities) is enabled to work \[24 CFR 5.603(b)\]. <br />The disability expen <br />CFR 5.611(a)(3)(ii)\]. The earned income used for this purpose is the amount verified before any <br />earned income disallowances or income exclusions are applied. <br />SAHA Policy <br /> <br />The family must identify the family members enabled to work as a result of the disability <br /> such <br />as how the work schedule of the relevant family members relates to the hours of care <br />provided, the time required for transportation, the relationship of the family members to <br />the person with disabilities, and any special needs of the person with disabilities that <br />might determine which family members are enabled to work. <br />When SAHA determines that the disability assistance expenses enable more than one <br />incomes. <br />Eligible Disability Expenses <br />Page 6-27 <br />04/01/14 <br /> <br />
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