ABD and FS

A Comparison Chart

Current as of 11/08

Requirement / ABD / FS
SOP / 10 days Q track
45 days other aged
60 days other disabled
SOP “count” begins day of application / 30 days regular 28 days to approve
7 days expedited 5 days to approve
SOP “count” begins day after application
Must hold full 30 days for no show for interview.
Mandatory forms at application / Application
297A & 297M if application is on 297
Declaration of Citizenship
5460, Notice of Privacy Practices
TPL must be assigned on application or DMA 285
Others based on COA / 297
297A
DS 96 Voter Declaration
354, Expense Statement
846, Change Report Form
339, Simplified Reporting Form
TCOS Brochure
5460, Notice of Privacy Practices
Interview / No face-to-face interview required
Telephone interview required for LA-D COA. AR may assign and authorized representative. / Requires either a face to face or telephone interview. AR may assign an authorized representative.
Head of AU / N/A / FS must have a designated Head of AU, usually the adult who makes application
Age / Must be verified if qualified based on age, usually by BENDEX or SDX / Verification not needed, age does not establish eligibility but may affect deductions and AU composition
Requirement / ABD / FS
Disability / Prima facie evidence of disability includes
RSDI Disability
Railroad Disability
Receipt of Medicare (except numbers ending in “T”)
SDX for SSI Approval
Disability may also be established by SMEU / Prima facie evidence of disability includes
ABD
RSDI Disability
Railroad Disability
SSI
100% VA
Citizenship / Verification required, but receipt of RSDI (on the AR’s account) or SSI is prima facie evidence
Declaration of Citizenship must be signed for all COA / Verification required, but receipt of RSDI (on the AR’s account) or SSI is prima facie evidence
Identity / N/A / Verification required
Enumeration / AR statement accepted / AR statement accepted
Residency / AR statement accepted / Verification required
Application for Other benefits / Verification required in some COA / N/A
Lawbreakers / N/A / Individuals who are convicted of certain crimes, who are probation or parole violators, or who are fleeing to avoid prosecution, custody or confinement for a felony are not eligible to be included in the FS AU.
Requirement / ABD / FS
Resources / Verification required in all COA except Q track / Most ABD/FS cases are TCOS eligible because their gross income is less that the 200% Gross Income ceiling; verification of resources not required and resources not counted if AR is TCOS eligible.
Income / Verification required except Q track / Verification required
RSDI / Gross RSDI counted (if there is an overpayment in an ABD/FS case, the OP amount must be entered on UINC as “OM”. / Net amount of RSDI counted (prior to Medicare deduction but after RSDI overpayments deducted) (Must be same program overpayment not other deductions) Enter net in SUCCESS
SSI / Gross SSI budgeted the month of admission to LA-D / Net amount of SSI counted. Enter gross in SUCCESS with the deduction entered in SUCCESS also.
Reporting requirements / All changes must be reported / Most ABD/FS cases contain only elderly/disabled and no earned income; they must report all changes
If AU has earned income, subject to Simplified Reporting Requirements
POE / N/A / Most ABD/FS cases contain only elderly/disabled individuals and no earned income; the POE is 12 months
If there is earned income, POE is 6 months