Medical expenses will be verified through:
Third-party verification form signed by the provider, when possible
If third-party is not possible, copies of cancelled checks used to make medical expense payments and/or printouts or receipts from the source will be used. In this case the SFHA will make a best effort to determine what expenses from the past are likely to continue to occur in the future. The SFHA will also accept evidence of monthly payments or total payments that will be due for medical expenses during the upcoming 12 months.
If third-party or document review is not possible, written family certification as to costs anticipated to be incurred during the upcoming 12 months will be used.
In addition, the PHA must verify that:
The household is eligible for the deduction.
The costs to be deducted are qualified medical expenses.
The expenses are not paid for or reimbursed by any other source.
Costs incurred in past years are counted only once.
2) Eligible Household The medical expense deduction is permitted only for households in which the head, spouse, or cohead is at least 62 or a person with disabilities. The SFHA will verify that the family meets the definition of an elderly or disabled family provided in section(s) 8.2(C), 8.2(F), and 15. 3) Qualified Expenses To be eligible for the medical expenses deduction, the costs must qualify as medical expenses. See section 7.2(E) for the SFHA‘s policy on what counts as a medical expense. 4) Unreimbursed Expenses To be eligible for the medical expenses deduction, the costs must not be reimbursed by another source. The family will be required to certify that the medical expenses are not paid or reimbursed to the family from any source. 5) Expenses Incurred in Past Years When anticipated costs are related to on-going payment of medical bills incurred in past years, the SFHA will verify:
The anticipated repayment schedule
The amounts paid in the past, and
Whether the amounts to be repaid have been deducted from the family‘s annual income in past years 123