Basics of Non-MAGI
Countable vs. Non-Countable Income
Assets & Resources
Special Programs & Dual Eligibility
Fun With Terms
100

This is what Non-MAGI stands for.

Non-Modified Adjusted Gross Income

100

Social Security benefits and wages fall into this income category.

Countable Income

100

The resource limit for an individual in Non-MAGI Medicaid.

$2,000

100

This program helps pay Medicare Part A and B premiums, deductibles, and coinsurance.

QMB

100

What is the timeframe for a decision to be made for someone with a disability?

90 days

200

These 3 eligibility groups make up the majority of Non-MAGI recipients.

Aged, Blind, Disabled

200

This kind of assistance, such as SNAP (food stamps), is not counted as income.

In-kind or case assistance

200

This type of bank account must be counted as a resource unless proven inaccessible.

Checking or savings account

200

This Medicare Savings Program pays only the Part B premium.

SLMB (Specified Low-Income Medicare Beneficiary)

200

How is term 'Aged' defined?

Individual is 65 years of age or older

300

This type of income rule is used for Non-MAGI Medicaid instead of tax-based calculations.

SSI-based income rules

300

Payments from this federal program for children or spouses of deceased workers do count toward income.

Social Security survivor benefits

300

Vehicles are treated this way in the Non-MAGI asset test--only one is usually handled like this.

Excluded

300

Someone with Medicare and Medicaid is known as this type of beneficiary.

Dually Eligible

300

Define disability:

the inability to do any substantial gainful activity by reason of any medically determinable physical or mental impairment which lasts for a continuous period of not less than 12 months.

400

The monthly income limit for an SSI-related Non-MAGI applicant in 2025

$967

400

This type of unearned income must be counted, even if it's the only income someone receives.

Social Security Disability or Retirement

400

Tomas owns an 80-foot yacht. This is his primary home. He also owns 3 savings bonds, $400,000 lump sum of lottery winnings received this month. He drives a 2018 Toyota Tacoma. He has a safety deposit box at the bank along with a checking and savings account. What items of Tomas’ are considered a resource?

3 Savings Bonds, checking and savings account, safety deposit box

400

Medicaid coverage may begin earlier than the application date if this condition is met.

Retroactive Eligibility

400

What does MEDT stand for and what do they do?

Medical Eligibility Determination Team; make disability determinations

500

You must be evaluated under this type of program first if you are aged, blind,  or disabled.

Non-MAGI Medicaid

500

Lamar is receiving $200/m from the train derailment disaster of 2015. He works part time for the Census Bureau earning $75/week. He lives on his educational loans of $13,000/semester (twice a year). What is his countable monthly income? Why?

None; Temporary Census Bureau earnings are NEVER COUNTED and Educational loans are NEVER COUNTED

500

Marie received a disaster payment this month for damages from Hurricane Ida. She also owns her own home in Bourg, Louisiana. She also received a lump sum from the military for Agent Orange exposure, which collects no interest. She owns a 2023 Cadillac. She owns machinery for her business that she uses to grow pecans. What items of Marie are considered resources?

None

500

This option helps applicants who are over-income by deducting medical expenses.

Medically Needy Spend Down 

500

What does EPSDT and VLP stand for?

Early and Periodic Screening, Diagnosis, and Treatment; Verify Lawful Presence