Or. Admin. R. 461-135-0780 - Pickle Amendment Clients; OSIPM

(1) The countable (see OAR 461-001-0000) Social Security Benefits (SSB) income of an individual is determined according to sections (2) to (4) of this rule if the individual meets all of the following requirements:

(a) Is receiving SSB;

(b) Was eligible for and receiving Supplemental Security Income (SSI) or state supplements but became ineligible for those payments after April 1977; and

(c) Would be eligible for SSI or state supplement if the SSB Cost-of-Living Adjustments (COLA) increases paid under section 215(i) of the Social Security Act, after the last month the individual was both eligible for and received SSI or a supplement and was entitled to SSB, were deducted from current SSB.

(2) The SSB amount received by the individual when the individual became ineligible for SSI or OSIP is used as the individual's countable SSB income, for the purposes of the Pickle Amendment. If the spouse (see OAR 461-001-0000) of the individual also had Social Security benefits at the time the individual lost SSI benefits, SSB amount at that time of the spouse is considered the countable income of the spouse. If the amount cannot be determined using the information provided by the Social Security Administration (SSA), it is calculated in accordance with section (3) of this rule.

(3) The Department determines the month in which the individual was entitled to SSB and received SSI in the same month. The Department uses the table in section (4) of this rule to find the percentage that applies to that month. The Department multiplies the present amount of the SSB of the individual by the applicable percentage. If the spouse of the individual also had SSB at the time the individual lost SSI benefits, the Department adjusts the SSB of the spouse using the same multiplier that was used for the individual's calculation under this section. This amount, rounded down to the next lower whole dollar, is the individual's countable SSB income.

(4) The following guide contains the calculations used to determine the SSB for prior years (the Department uses this table only if the prior year's amount using information provided by SSA):

If SSI was Last Received During ........................................ Multiply Current SSB by

January 2022 - December 2022................ .920

January 2021 - December 2021........................................................ .869

January 2020 - December 2020...................................................... .858

January 2019 - December 2019....................................................... .844

January 2018 - December 2018....................................................... .821

January 2017 - December 2017....................................................... .805

January 2015 - December 2016........................................................ .803

January 2014 - December 2014........................................................ .789

January 2013 - December 2013........................................................ .777

January 2012 - December 2012........................................................ .765

January 2009 - December 2011........................................................ .738

January 2008 - December 2008........................................................ .697

January 2007 - December 2007........................................................ .682

January 2006 - December 2006........................................................ .660

January 2005 - December 2005........................................................ .634

January 2004 - December 2004........................................................ .617

January 2003 - December 2003........................................................ .605

January 2002 - December 2002........................................................ .596

January 2001 - December 2001......................................................... .581

January 2000 - December 2000....................................................... .562

January 1999 - December 1999........................................................ .548

January 1998 - December 1998........................................................ .541

January 1997 - December 1997........................................................ .530

January 1996 - December 1996........................................................ .515

January 1995 - December 1995........................................................ .502

January 1994 - December 1994........................................................ .488

January 1993 - December 1993........................................................ .476

January 1992 - December 1992........................................................ .462

January 1991 - December 1991........................................................ .446

January 1990 - December 1990........................................................ 423

January 1989 - December 1989........................................................ .404

January 1988 - December 1988........................................................ .388

January 1987 - December 1987........................................................ .373

January 1986 - December 1986........................................................ .368

January 1985 - December 1985........................................................ .357

January 1984 - December 1984........................................................ .345

July 1982 - December 1983............................................................. .333

July 1981 - June 1982...................................................................... .310

July 1980 - June 1981...................................................................... .279

July 1979 - June 1980...................................................................... .244

July 1978 - June 1979...................................................................... .222

July 1977 - June 1978...................................................................... .209

May or June 1977............................................................................. .197

Notes

Or. Admin. R. 461-135-0780

AFS 80-1989, f. 12-21-89, cert. ef. 2-1-90; AFS 30, f. 12-31-90, cert. ef. 1-1-91; AFS 25-1991, f. 12-30-91, cert. ef. 1-1-92; AFS 35-1992, f. 12-31-92, cert. ef. 1-1-93; AFS 29-1993, f. 12-30-93, cert. ef. 1-1-94; AFS 29-1994, f. 12-29-94, cert. ef. 1-1-95; AFS 41-1995, f. 12-26-95, cert. ef. 1-1-96; AFS 42-1996, f. 12-31-96, cert. ef. 1-1-97; AFS 24-1997, f. 12-31-97, cert. ef. 1-1-98; AFS 3-2000, f. 1-31-00, cert. ef. 2-1-00; AFS 6-2001, f. 3-30-01, cert. ef. 4-1-01; SSP 14-2003(Temp), f. & cert. ef. 6-18-03 thru 9-30-03; SSP 23-2003, f. & cert. ef. 10-1-03; SSP 33-2003, f. 12-31-03, cert. ef. 1-4-04; SSP 17-2004, f. & cert. ef. 7-1-04; SSP 24-2004, f. 12-30-04, cert. ef. 1-1-05; SSP 4-2005, f. & cert. ef. 4-1-05; SSP 19-2005, f. 12-30-05, cert. ef. 1-1-06; SSP 15-2006, f. 12-29-06, cert. ef. 1-1-07; SSP 14-2007, f. 12-31-07, cert. ef. 1-1-08; SSP 17-2008, f. & cert. ef. 7-1-08; SSP 26-2008, f. 12-31-08, cert. ef. 1-1-09; SSP 41-2010, f. 12-30-10, cert. ef. 1-1-11; SSP 35-2011, f. 12-27-11, cert. ef. 1-1-12; SSP 39-2012(Temp), f. 12-28-12, cert. ef. 1-1-13 thru 6-30-13; SSP 8-2013, f. & cert. ef. 4-1-13; SSP 37-2013, f. 12-31-13, cert. ef. 1-1-14; SSP 4-2015, f. & cert. ef. 1/1/2015; SSP 5-2016, f. & cert. ef. 2/3/2016; SSP 44-2016, f. 12-7-16, cert. ef. 1/1/2017; SSP 23-2017, f. 9-11-17, cert. ef. 10/1/2017; SSP 33-2017, amend filed 12/08/2017, effective 1/1/2018; SSP 4-2018, temporary amend filed 01/04/2018, effective 01/04/2018 through 03/31/2018; SSP 11-2018, amend filed 03/09/2018, effective 4/1/2018; SSP 34-2018, amend filed 12/04/2018, effective 1/1/2019; SSP 18-2019, temporary amend filed 07/23/2019, effective 7/23/2019through 12/31/2019; SSP 26-2019, amend filed 12/27/2019, effective 1/1/2020; SSP 45-2020, amend filed 12/22/2020, effective 1/1/2021; SSP 77-2021, temporary amend filed 12/20/2021, effective 1/1/2022 through 6/29/2022; SSP 5-2022, amend filed 02/02/2022, effective 2/2/2022; SSP 58-2022, amend filed 12/22/2022, effective 1/1/2023

To view attachments referenced in rule text, click here to view rule.

Statutory/Other Authority: 411.060, 411.070, 411.083, 411.404, ORS 409.050, 413.085 & 414.685

Statutes/Other Implemented: ORS 409.010, 411.060, 411.070, 411.083, 411.404, 411.704, 413.085, 414.685, 42 CFR 435.135 & P.L. 92-336