---
kind: "section"
citation: "42 C.F.R. § 435.631"
title: "42"
number: "435.631"
heading: "General requirements for determining income eligibility in States using more restrictive requirements for Medicaid than SSI."
url: "https://uscodex.org/cfr/42/435.631"
---

# §435.631. General requirements for determining income eligibility in States using more restrictive requirements for Medicaid than SSI.

- (a) **Income eligibility methods.** In determining income eligibility of aged, blind, and disabled individuals in a State using more restrictive eligibility requirements than SSI, the agency must use the methods for treating income elected under §§ [435.121](/cfr/42/435.121.md) and [435.230](/cfr/42/435.230.md), under [§ 435.601](/cfr/42/435.601.md). The methods used must be comparable for all individuals within each category of individuals under [§ 435.121](/cfr/42/435.121.md) and each category of individuals within each optional categorically needy group included under [§ 435.230](/cfr/42/435.230.md) and for each category of individuals under the medically needy option described under [§ 435.800](/cfr/42/435.800.md).
- (b) **Categorically needy versus medically needy eligibility.**
  - (1) Individuals who have income equal to, or below, the categorically needy income standards described in §§ [435.121](/cfr/42/435.121.md) and [435.230](/cfr/42/435.230.md) are categorically needy in States that include the medically needy under their plans.
  - (2) Categorically needy eligibility in States that do not include the medically needy is determined in accordance with the provisions of § [435.121 (e)(4)](/cfr/42/435.121.md?p=e-4) and [(e)(5)](/cfr/42/435.121.md?p=e-5).

## Notes

### Amendments

[58 FR 4932, Jan. 19, 1993]

### Authority

Authority: 42 U.S.C. 1302.

### Source

Source: 43 FR 45204, Sept. 29, 1978, unless otherwise noted.

### Amendments

[58 FR 4932, Jan. 19, 1993]