Previous Rules

461-110-0530    Effective 07/01/23
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either Supplemental Security Income (SSI) or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4), or after being evaluated under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in their own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual is being evaluated under OAR 461-135-0745 or OAR 461-135-0750, the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility as follows:
      1. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply.
      2. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

   4. When an individual is in a nonstandard living arrangement (see OAR 461-001-0000), the individual is not evaluated under either OAR 461-135-0745 or OAR 461-135-0750, and the community spouse is not in the household group; the community spouse is included in the “financial group” to determine initial eligibility as follows:
   1. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply.
   2. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative.

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section.

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section.

   4. An individual who is eligible for and receives an SSI cash payment.

Statutory/Other Authority: ORS 409.050, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 413.085, 414.619, 414.712
Statutes/Other Implemented: ORS 409.010, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.117

461-110-0530    Effective 07/01/21
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4), or after being evaluated under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual is being evaluated under OAR 461-135-0745 or OAR 461-135-0750, the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility as follows:
      1. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply.
      2. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

   4. When an individual is in a nonstandard living arrangement (see OAR 461-001-0000), the individual is not evaluated under either OAR 461-135-0745 or OAR 461-135-0750, and the community spouse is not in the household group; the community spouse is included in the “financial group” to determine initial eligibility as follows:
   1. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply.
   2. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative.

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section.

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section.

   4. An individual who is eligible for and receives an SSI cash payment.

Statutory/Other Authority: ORS 409.050, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 413.085, 414.685, 414.712
Statutes/Other Implemented: ORS 409.010, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.839

461-110-0530    Effective 10/01/17
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual, whose eligibility is not determined under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual or is being evaluated under OAR 461-135-0745 or OAR 461-135-0750, the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility as follows:
      1. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply.
      2. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative.

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section.

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section.

   4. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 409.050, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 413.085, 414.685, 414.712
Stats. Implemented: ORS 409.010, 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.839

461-110-0530    Effective 11/01/16
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual, whose eligibility is not determined under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.839

461-110-0530    Temporary Effective 09/01/16 through 10/31/16
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual, whose eligibility is not determined under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.839

461-110-0530    Effective 10/01/15
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group (see OAR 461-110-0310) members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except an individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual, whose eligibility is not determined under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered "ineligible" (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable (see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.712, 414.826, 414.839

461-110-0530    Effective 07/01/14
Financial Group

1. Except as provided in section (4) of this rule, the "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the "financial group" consists of each individual in the filing group.

3. In the REF and REFM programs, the "financial group" consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the "financial group".

      2. When an individual, whose eligibility is not determined under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is married, not assumed eligible (see OAR 461-135-0010) for OSIPM, and the individual's spouse (see OAR 461-001-0000) is considered ineligible (see subsection (a) of this section):
         1. If the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in his or her own “financial group” and not eligible for OSIPM.

         2. When there are children in the home, if the ineligible spouse's remaining countable income (see OAR 461-001-0000) after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the "financial group" when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

         3. When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the “financial group” when determining income eligibility; however, the spouse is included in the "financial group" when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the "financial group" consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the "financial group" to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the "financial group" consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Effective 01/01/14
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the financial group consists of each individual in the filing group.

3. In the REF and REFM programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Temporary Effective 10/01/13 through 12/31/13
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the financial group consists of each individual in the filing group.

3. In the REF and REFM programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Effective 10/01/12
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the ERDC, GA, OSIPM-EPD, QMB, and SNAP programs, the financial group consists of each individual in the filing group.

3. In the EXT, MAA, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

4. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

5. In the MAF program, the financial group consists of each individual in the filing group (see OAR 461-110-0340), except for an individual who is eligible for and receives an SSI payment.

6. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

7. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Temporary Effective 05/01/12 through 09/30/12
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

3. In the MAF program, the financial group consists of each individual in the filing group (see OAR 461-110-0340), except for an individual who is eligible for and receives an SSI payment.

4. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

5. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

7. In the ERDC, GA, OSIPM-EPD, QMB, and SAC programs, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Effective 10/03/11 - Technical Amendment
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

3. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(2)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

6. In the ERDC, GA, OSIPM-EPD, QMB, and SAC programs, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Effective 04/01/11
Financial Group

1. Except as provided in section (5) of this rule, a "financial group" consists of the filing group members whose income and resources the Department considers in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

3. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIPM (except OSIPM-EPD) program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement (see OAR 461-001-0000):
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

6. In the ERDC, GA, OSIPM-EPD, QMB, and SAC programs, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.231, 414.712
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Effective 07/01/10
Financial Group

1. Except as provided in section (5) of this rule, "financial group" means the filing group members whose income and resources count in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who is eligible for and receives an SSI cash payment.

3. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP program:
   1. When an individual lives in a standard living arrangement (see OAR 461-001-0000), each member of the filing group (see OAR 461-110-0410) is in the financial group.

   2. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group is determined under subsection (5)(c) of this rule.

5. In the OSIPM program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement:
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement, the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse (see OAR 461-001-0000) of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who is eligible for and receives an SSI cash payment.

7. For all programs other than EXT, HKC, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.404, 411.704, 411.706, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839
Stats. Implemented: ORS 411.060, 411.070, 411.404, 411.816, 412.006, 412.049, 412.064, 412.124, 414.025, 414.231, 414.712, 414.826, 414.831, 414.839

461-110-0530    Temporary Effective 01/01/10 through 06/30/10
Financial Group

1. Except as provided in section (5) of this rule, "financial group" means the filing group members whose income and resources count in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who receives SSI benefits.

3. In the HKC and OHP programs, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP program:
   1. When an individual lives in a standard living arrangement (see OAR 461-001-0000), each member of the filing group (see OAR 461-110-0410) is in the financial group.

   2. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group is determined under subsection (5)(c) of this rule.

5. In the OSIPM program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement:
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement, the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse (see OAR 461-001-0000) of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who receives SSI benefits.

7. For all programs other than EXT, HKC, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.816, 412.006, 412.049, 412.064, 412.124, 414.042, 2009 Or. Laws ch. 867
Stats. Implemented: ORS 411.060, 411.070, 411.816, 412.006, 412.049, 412.064, 412.124, 414.042, 2009 Or. Laws ch. 867

461-110-0530    Effective 10/01/09
Financial Group

1. Except as provided in section (5) of this rule, "financial group" means the filing group members whose income and resources count in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who receives SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP program:
   1. When an individual lives in a standard living arrangement (see OAR 461-001-0000), each member of the filing group (see OAR 461-110-0410) is in the financial group.

   2. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group is determined under subsection (5)(c) of this rule.

5. In the OSIPM program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement:
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement, the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse (see OAR 461-001-0000) of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who receives SSI benefits.

7. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.070, 411.816, 412.006, 412.049, 412.064, 412.124, 414.042
Stats. Implemented: ORS 411.060, 411.070, 411.816, 412.049, 414.042

461-110-0530    Temporary Effective 07/01/09 through 09/30/09
Financial Group

1. Except as provided in this rule, "financial group" means the filing group members whose income and resources count in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who receives SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP program:
   1. When an individual lives in a standard living arrangement (see OAR 461-001-0000), each member of the filing group (see OAR 461-110-0410) is in the financial group.

   2. When an individual lives in a nonstandard living arrangement (see OAR 461-001-0000), the financial group is determined under subsection (5)(c) of this rule.

5. In the OSIPM program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When an individual lives in a standard living arrangement:
      1. Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's spouse (see OAR 461-001-0000) who is ineligible and in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the remaining income of the spouse who is ineligible after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse who is ineligible is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When an individual lives in a nonstandard living arrangement, the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse (see OAR 461-001-0000) of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who receives SSI benefits.

7. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of each individual in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 412.049
Stats. Implemented: ORS 411.060, 411.070, 411.816, 412.049, 414.042

461-110-0530    Effective 07/01/09
Financial Group

1. Except as provided in section (5) of this rule, "financial group" means the filing group members whose income and resources count in determining eligibility and benefits.

2. In the EXT, MAA, MAF, REF, REFM, SAC, and TANF programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. Individuals who receive SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP program:
   1. When individuals live in a standard living arrangement (see OAR 461-001-0000), all members of the filing group (see OAR 461-110-0410) are in the financial group.

   2. When individuals live in a nonstandard living arrangement (see OAR 461-001-0000), the financial group is determined under subsection (5)(c) of this rule.

5. In the OSIPM program:
   1. For the purposes of this section of this rule, "ineligible" means an individual not eligible to receive either SSI or TANF program benefits.

   2. When individuals live in a standard living arrangement:
      1. Except as provided in paragraph (B) of this subsection, all members of the filing group are in the financial group.

      2. When an individual is not assumed eligible (see OAR 461-135-0010) for OSIPM:
         1. The individual's ineligible spouse in the filing group is not in the financial group if the individual's adjusted income (see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(3) is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250. The financial group consists only of the individual.

         2. If the ineligible spouse's remaining income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standard: the ineligible spouse is not considered to be in the financial group when determining income eligibility; however, the spouse is considered to be in the financial group when determining resource eligibility.

   3. When individuals live in a nonstandard living arrangement, the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

6. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of all the individuals in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 412.049
Stats. Implemented: ORS 411.060, 411.816, 412.049, 414.042

461-110-0530    Temporary Effective 05/01/09 through 06/30/09
Financial Group

1. Except as provided in section (4) of this rule, a financial group refers to the filing group members whose income and resources count in determining eligibility (see OAR 461-001-0000) and benefits.

2. In the EXT, MAA, MAF, REF, REFM, and SAC programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent (see OAR 461-001-0000) who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. An individual who receives SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP and OSIPM programs:
   1. When individuals live in a standard living arrangement (see OAR 461-001-0000), all members of the filing group are in the financial group.

   2. When individuals live in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. In the TANF program, the financial group consists of each individual in the filing group except the following:
   1. A caretaker relative, other than a parent, who chooses not to be included in the need group and has income less than the non-needy countable income limit standard (see OAR 461-155-0030) for the filing group of the caretaker relative;

   2. The spouse of a caretaker relative, when the caretaker relative meets the requirements under subsection (a) of this section;

   3. A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section;

   4. An individual in the filing group solely due to the requirements of OAR 461-110-0310(1)(b); and

   5. An individual who receives SSI benefits.

6. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of all the individuals in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 412.049
Stats. Implemented: ORS 411.060, 411.816, 412.049,414.042

461-110-0530    Effective 07/01/08
Financial Group

1. Except as provided in section (4) of this rule, a financial group refers to the filing group members whose income and resources count in determining eligibility and benefits.

2. In the EXT, MAA, MAF, REF, REFM, SAC, and TANF programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. Individuals who receive SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP and OSIPM programs:
   1. When individuals live in a standard living arrangement (see OAR 461-001-0000), all members of the filing group are in the financial group.

   2. When individuals live in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility, and the community spouse is not included in any other eligibility group.

5. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of all the individuals in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 412.049
Stats. Implemented: ORS 411.060, 411.816, 412.049, 414.042

461-110-0530   Effective 07/01/07
Financial Group

1. Except as provided in section (4) of this rule, a financial group refers to the filing group members whose income and resources count in determining eligibility and benefits.

2. In the EXT, MAA, MAF, REF, REFM, SAC, and TANF programs, the financial group consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. Individuals who receive SSI benefits.

3. In the OHP program, the financial group consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. In the OSIP and OSIPM programs:
   1. When individuals live in a standard living arrangement (see OAR 461-001-0000), all members of the filing group are in the financial group.

   2. When individuals live in a nonstandard living arrangement (see OAR 461-001-0000), the financial group consists only of the individual applying for benefits, except that the community spouse (see OAR 461-001-0030) is included in the financial group to determine initial eligibility. At initial eligibility, the resources of the community spouse are considered and the provisions of OAR 461-160-0580 apply. The income of the community spouse is not considered in determining initial eligibility.

5. For all programs other than EXT, MAA, MAF, OHP, OSIP, OSIPM, REF, REFM, SAC, and TANF, the financial group consists of all the individuals in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 418.100
Stats. Implemented: ORS 411.060, 411.816, 414.042, 418.100

461-110-0530 Effective 01/01/07
Financial Group

1. A financial group refers to the filing group members whose income and resources count in determining eligibility and benefits.

2. The financial group in the EXT, MAA, MAF, REF, REFM, SAC, and TANF programs consists of each individual in the filing group, except the following:
   1. A caretaker relative (see OAR 461-001-0000) other than a parent who chooses not to be included in the need group (see OAR 461-110-0630); and

   2. Individuals who receive SSI benefits.

3. The financial group for OHP consists of each individual in the filing group (including those receiving SSI benefits), except a caretaker relative (other than a parent) who chooses not to be included in the need group.

4. For all programs other than EXT, MAA, MAF, OHP, REF, REFM, SAC, and TANF, the financial group consists of all the individuals in the filing group.

Stat. Auth.: ORS 411.060, 411.816, 418.100
Stats. Implemented: ORS 411.060, 411.816, 418.100

461-110-0530
Financial Group

1. The financial group for ADC, ADCM, REF and REFM consists of all the people in the filing group, except the following:
   1. Caretaker relatives (other than parents) who choose not to be included in the need group; AND

   2. People who receive SSI benefits.

2. The financial group for OHP consists of all the people in the filing group (including those receiving SSI benefits), except caretaker relatives (other than parents) who choose not to be included in the need group.

For all other programs, the financial group consists of all the people in the filing group.