New Qualified Income Trust Update
August 1, 2016, Ohio is transitioning to a 1634 state.
The overall goal of this change is to simplify the
disability determination process for SSI and Medicaid.
This transition brings changes to the Medicaid
The new Medicaid regulations will limit an individual’s
income to $2,199 per month if the individual applies for
or receives Nursing Home, Assisted Living Waiver, or
Any individual who has gross income of $2,199 or less
per month will be eligible for Medicaid benefits.
Any individual who has gross income greater than $2,199
per month will be ineligible for Medicaid benefits,
unless the individual establishes a establish Qualified
Income Trust (QIT) to reduce his or her countable income
for Medicaid eligibility.
The Ohio Department of Medicaid has requested a waiver
from Centers for Medicare and Medicaid Services (CMS) so
that existing Medicaid recipients will have until their
2017 annual redetermination to establish a QIT.
The waiver has not been formally approved, but the Ohio
Department of Medicaid is advising the public as if the
waiver has been approved. So long as an individual
is eligible for Medicaid as of July 31, 2016, he or she
will continue to remain eligible until his or her 2017
redetermination. Eligibility will continue beyond
2017 if the individual creates a valid QIT and is
income-eligible for Medicaid benefits.
Beginning August 1, new Medicaid applicants must either
have gross monthly income below $2,199 or establish a
Qualified Income Trust to obtain Medicaid eligibility
for Nursing Home, Assisted Living Waiver, or PASSPORT
Ohio’s transition also brings an increase the resource
limit for an individual. Effective August 1, the
individual resource limit will increase from $1,500 to
For more information on the transition and Qualified
Income Trusts, including a QIT template, visit the
Ohio Department of Medicaid’s Disability Determination