Form Il-1363 - Instructions For Schedule P, Projected Income Schedule For Drug Coverage

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Instructions for Schedule P,
Projected Income Schedule for Drug Coverage
Who should file Schedule P?
Step 3: Tell us about your spouse.
You should file Schedule P if you have had an event occur
If you want SeniorCare drug
10 through 13
that decreases your income to a qualifying level for the next
coverage for your spouse,
Complete with your
twelve months, and you wish to apply for one of the following
complete Line 13b using the
spouse’s current
reasons:
instructions for 2004 Form IL-1363,
information.
Line 12b.
1 Your income exceeded the income limits for Circuit Breaker
benefits on 2004 Form IL-1363 and you want to apply for
Step 4: Tell us about your qualified
drug coverage or the SeniorCare rebate for you, your
additional residents.
spouse, or qualified additional resident.
14 Write the number of persons you reported
To qualify: Your projected income must be less than
on Schedule B
$21,218 for a one-person household, or
Complete a new Schedule B with your qualified addi-
$28,480 for a two-person household, or
tional resident’s information if you did not report this
$35,740 for a three-person or more household.
information on your 2004 Form IL-1363, or if any re-
2 You, your spouse, or qualified additional resident currently
ported qualified additional resident does not currently
has Circuit Breaker Pharmaceutical Assistance drug
have Circuit Breaker Pharmaceutical Assistance drug
coverage and you want to decrease the co-payment.
coverage and is now applying for coverage.
To qualify: Your projected income must be less than
Step 5: Tell us your total income for
$9,309 if your marital status is single (Line 8, Box 1) or
2004 and your projected income.
married and living separately (Line 8, Box 3), or
$12,489 if your marital status is married and living
Complete Column A using the income amounts you reported
together (Line 8, Box 2).
on your 2004 Form IL-1363. (If you leave Column A blank or
3 You or your spouse currently has Circuit Breaker Pharma-
incomplete, we will use the amounts you reported on your
ceutical Assistance drug coverage and you want to change
Form IL-1363 or Form IL-1363-X for the year 2004.)
it to SeniorCare.
Complete Column B using the projected income amounts
To qualify: You must meet SeniorCare qualifications and
based on the 12-month period of time, starting with the month
your projected income must be less than
following the date on Step 1, Line B (include income for both
$18,620* if your marital status is single (Line 8, Box 1)
persons listed in Steps 2 and 3 on this schedule).
or married and living separately (Line 8, Box 3), or
You must include your income and your spouse’s
$24,980* if married and living together (Line 8, Box 2).
income (if living together).
* These amounts are set by the federal government and
You must attach proof of your loss of income. For
may change in February 2005.
example, a copy of your most recent benefits
statement or a detailed explanation of your loss and
What if I need additional information?
how you figured the amount of your loss.
If you need additional information, visit our Web site at
15 Social Security, SSI benefits
, or call us at 1 800 624-2459 or our
Column A — Write the amount from Line 13 of your
TTY at 1 800 544-5304. To find a local agency serving
2004 Form IL-1363.
seniors, call the Senior HelpLine at 1 800 252-8966 (voice
Column B — Write the total amount of any retirement,
and TTY).
disability, or survivor’s benefits (including Medicare
Step-by-Step Instructions
deductions) you and your spouse expect to receive from
the Social Security Administration.
Step 1: Tell us why you are filing this
You also must include any Supplemental Security
schedule.
Income (SSI) you and your spouse expect to receive. Do
not include benefits to dependent children or reimburse-
Tell us the reason there has been a decrease in your income
ments under Medicare/Medicaid for medical expenses.
since 2004 and write the date on which the event occurred.
Also, check the box on Line C to tell us whether or not you
If your Social Security and Railroad Retirement benefits
already filed a 2004 Form IL-1363 with us.
are paid to you on the same check, write this amount on
Line 15. Remember to include your Medicare deductions.
You must attach proof of this event; for example, a
death certificate, a divorce decree, a completed
16 Railroad Retirement benefits
Schedule A, a document showing retirement benefits,
Column A — Write the amount from Line 14 of your
or a certification of occupancy in a nursing home.
2004 Form IL-1363.
Step 2: Tell us about yourself.
Column B — Write the total amount of any retirement,
disability, or survivor’s benefits (including Medicare
1 through 9
If you want SeniorCare drug
deductions) you and your spouse expect to receive
coverage, complete Line 6b using
Complete with your
under the Railroad Retirement Act.
the instructions for 2004
current information.
If you included your Railroad Retirement benefits on
Form IL-1363, Line 5b.
Line 15, do not write on Line 16.
Schedule P instructions front (IL-1363) (R-12/04)

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