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Spousal Impoverishment

***This date is currently closed for enrollment***

This full-day program reviews the budgeting methodology for Spousal Impoverishment cases. The program includes completion of the Spousal Budgeting forms including the calculation of the Community Spouse Resource Allowance (CSRA), countable resources, Monthly Maintenance Needs Allowance (MMNA), Family Member Needs allowance, and Net Available Monthly Income (NAMI) for the Institutionalized Spouse. Increasing the CSRA to meet a shortfall in MMNA is also discussed.

As a result of the training, participants will be able to:

  1. Explain the spousal impoverishment budgeting process

  2. Complete processes related to institutionalized and community spousal budgeting

  3. Explain the budget options for individuals participating in a HCBS Waiver Program

Earlier Event: May 17
Retirement Income & Annuities
Later Event: May 22
Trusts