To amend title XIX of the Social Security Act to count portions of income from annuities of a community spouse as income available to institutionalized spouses for purposes of eligibility for medical assistance, and for other purposes.

Bill: 115-hr-181
Sponsor: full_name: Rep. Mullin, Markwayne [R-OK-2]
Introduced: 2017-01-03
Policy area: Health
Subjects: Long-term, rehabilitative, and terminal care

Medicaid
Latest action: action_date: 2017-02-07
text: Forwarded by Subcommittee to Full Committee by the Yeas and Nays: 19 - 13 .

Summaries:
action_date: 2017-01-03
action_desc: Introduced in House
text: <p>This bill amends title XIX (Medicaid) of the Social Security Act to count as available income, for purposes of determining the Medicaid eligibility of an institutionalized individual, portions of&nbsp;certain annuity income made in the name of the individual's spouse.</p> <p>The bill does not apply to annuity income from specified pensions and retirement accounts.</p>

tv_txt: I 115th CONGRESS 1st Session H. R. 181 IN THE HOUSE OF REPRESENTATIVES January 3, 2017 Mr. Mullin (for himself and Mr. Guthrie ) introduced the following bill; which was referred to the Committee on Energy and Commerce A BILL To amend title XIX of the Social Security Act to count portions of income from annuities of a community spouse as income available to institutionalized spouses for purposes of eligibility for medical assistance, and for other purposes.

1. Counting portions of income from annuities of a community spouse as income available to institutionalized spouses for Medicaid eligibility (a) In general Section 1924(b)(2) of the Social Security Act ( 42 U.S.C. 1396r–5(b)(2) ) is amended by adding at the end the following new subparagraph: (E) Annuity income (i) In general In the case of payment of income from a qualifying annuity— (I) if payment of income is made solely in the name of the community spouse, one-half of the income shall be considered available to the institutionalized spouse and one-half to the community spouse; (II) if payment of income is made in the names of the institutionalized spouse and the community spouse, one-half of the income shall be considered available to the institutionalized spouse and one-half to the community spouse; and (III) if payment of income is made in the names of the community spouse and another person or persons, one-half of the proportion of the community spouse’s interest in such income shall be considered available to the institutionalized spouse. (ii) Qualifying annuity In this subparagraph, the term qualifying annuity means an annuity that— (I) is purchased after the date that is 60 months before the date specified in subparagraph (B)(ii) of section 1917(c)(1) for an amount that is equal to or greater than fair market value ; and (II) is not described in clause (i) of subparagraph (G) of such section. (iii) Inapplicability of other rules The rules of subparagraphs (A) and (B) shall not apply with respect to income from a qualifying annuity. . (b) Effective date The amendment made by subsection (a) shall apply with respect to annuities purchased or established on or after the date of the enactment of this Act.