SECTION 612:10-3-6. Income and Liabilities

  Determination of income and liabilities will be verified and documented by the counselor in the case recording when services in the IPE and amendments require client participation in cost. If the individual refuses to provide the requested information, DRS resources will not be used to purchase services which require client participation in cost of the services.

(1)   Income.

(A)   Income generated from salaried wages will be calculated by gross earnings minus federal taxes, state taxes and social security deductions.

(B)   Income generated from business or profession will be calculated by adjusted gross minus additional federal and state taxes divided by 12 to determine a monthly amount.

(C)   Income received from unearned sources, such as pensions, public assistance, interest, dividends, royalties, trust fund, or money payments of any kind will be counted. Educational grants, stipends, or loans will not be included in the calculation. If a yearly income is available, it will be divided by 12 to calculate a monthly amount.

(2)   Liabilities. When the client is making payments on any areas of liability listed below, payments will be itemized. If payments are not being made on a debt, an expense cannot be shown for this item.

(A)   Medical. Out-of-pocket medical payments not covered by insurance, including medication and supplies, can be used as a medical expense. Monthly premiums for health insurance can be included.

(B)   Disability related expenses. Disability related expenses beyond the basic living requirements may be considered, if not funded by DRS.

(C)   Other. Court order commitments, including child support, can be counted as a liability.

(D)   Education expenses. Costs for any family member incurred only for tuition, books, and fees, toward post-secondary educational expenses, not included in the IPE or paid by grants, scholarships, fee waivers, etc., can be counted as a liability. Only the amount of the payments can be counted as a liability.

[Source: Added at 10 Ok Reg 4633, eff 9-1-93 (emergency); Added at 11 Ok Reg 2449, eff 7-1-94; Amended at 13 Ok Reg 1817, eff 4-3-96 (emergency); Amended at 14 Ok Reg 1432, eff 7-1-97; Amended at 15 Ok Reg 2904, eff 7-1-98; Amended at 16 Ok Reg 1711, eff 4-13-99 (emergency); Amended at 16 Ok Reg 2590, eff 7-1-99; Amended at 19 Ok Reg 1819, eff 7-1-02; Amended at 28 Ok Reg 1832, eff 7-1-11; Amended at 32 Ok Reg 1278, eff 8-27-15]