Key Takeaways

  • It can be confusing to know what counts as income/resources when determining eligibility for Part D Extra Help.

  • Our "cheat sheet" outlines when and how to count different forms of income and assets.

This Part D Extra Help cheat sheet is designed to help benefits counselors understand which income and resources always, never, or sometimes count when helping low-income Medicare beneficiaries apply for the Part D Low Income Subsidy (LIS/Extra Help).

The cheat sheet includes links to additional information in the Social Security Program Operations Manual.