Disabled Widow(er)s Benefits.
Effective
January 1, 1991, section 1634(d) of the Social Security Act was
amended so that any former SSI eligible widow(er) who:
will
be considered by the State to be an SSI/SSP recipient for Medicaid
purposes until they become entitled to Medicare Part A.
This
provision does not “sunset”; it is permanent. SSA
notifies members of this group as they become ineligible for federally
administered payments due to excess income and notifies the 1634
States as these cases occur through the State Date Exchange (SDX).
NOTE:
When a former SSI recipient is found entitled to DWB benefits,
all months on the SSI rolls at any time are credited concurrently
against the 5-month disability waiting period and 24-month Medicare
Qualifying Period. The months counted go from the first month
of any (including prorated) payment to the month of DWB entitlement.
All months are counted, including months of nonpayment, suspension
and termination for any reason. Since the Disability Determination
Services adopt the SSI medical decision for these cases, a DWB
who received as little as one payment from SSI more than two years
ago and meets the non-disability entitlement factors can become
entitled to Title II and Medicare Part A with no waiting period.
Example
of How Disabled Widow’s Benefit Applies:
Katherine
has never worked. She applied for SSI six months ago when she
became disabled. She was receiving an SSI payment in the amount
of $579 when her ex-husband, Hal, died. Katherine applied for
benefits on Hal’s record as a Disabled Widow, and was awarded.
Katherine’s benefit was $759 per month, and she was no longer
eligible for SSI because of her unearned income. The state Medicaid
agency must exclude all of Katherine’s Disabled Widow’s
benefit when making a determination about Katherine’s eligibility
for benefits. Note that Disabled Widow’s Benefits differ
from SSDI and Childhood Disability Benefits because the ability
to exclude the income ends as soon as a disabled widow or widower
becomes entitled to Medicare.