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Revised July 16, 2012



How do resources affect eligibility?

 Where do I enter resource information?  

 How do I enter irrevocable educational trust information for a child on TANF or family medical?

 What do I do when a client has transferred a resource?

 How does ACES use the information I enter on the TRAN screen?

 Where do penalty periods display for a Long Term Care (LTC) client?

 When does ACES apply the savings exemption of $3000?

 What vehicle information should be entered on the RES2 screen?

 How are vehicle codes used in the Basic Food resource calculation? 

How are vehicle codes used in the SSI-Related and LTC Medical calculations?

 How is Real Property counted towards the resource limits for cash, medical and Basic Food programs?


How do resources affect eligibility?

 

·    The department uses non-excluded resources to determine if you are eligible for cash, 

     medical and food assistance benefits.  For more information, see EAZ Manual       

     Resources, EAZ Manual Available Resources,and SSI-Related Medical Resources.

 

Where do I enter resource information?

 

·         For detailed information on completing each resource screen, see Interview Chapter.

 

·         Enter liquid resource and insurance policy information on the RES1 screen.

 

·         Enter vehicle/vessels and real property information on the RES2 screen.

 

·         Enter other personal property on the RES3 screen.

 

·         Record information about resource transfers on the TRAN screen.

 

How do I enter irrevocable educational trust information for a child on TANF or family medical?

 

·         For information about a child’s irrevocable education trust fund, see EAZ Manual – WAC 388-470-0045 How do my resources count toward the resource limits for cash assistance and family medical programs?

 

1.    On the RES3 screen for the child who has the trust fund:

 

o    Enter [ET] - Irrevocable Educ Child Trust in the Type field.

 

o    Enter the [amount of the irrevocable resource / and or income contribution] in the FMV Amt field. This should be the total principle contribution (deposit with accrued interest).

 

o    Enter the [appropriate verification code] in the VV field.  See <F1> Help.

 

o    Enter the [total interest accumulated on this amount] in the Encumb Amt field.

 

o    Enter the [appropriate verification code] in the VV field.  See <F1> Help.

 

2.    Call DONE and review the data.


NOTE:

ACES performs the following computation and displays the result on the  CAFI screen:

 

Total Principal Contributions

Minus: the amount entered in encumbrance amount field

Minus: $4000 (irrevocable educational trust limit)

Equals: Countable Resource


3.    Commit the data. 

 

What do I do when a client has transferred a resource?

 

·         When a client has transferred a resource, take the following steps:

 

1.    Review the reason for the transfer to determine if the resource was transferred in order to qualify for assistance.  For more information, see EAZ Manual – Transfer of Property for Cash and Basic Food.  For Long Term Care cases, see EAZ Manual Long Term Care – Transfer of an Asset. 

 

2.    Enter the information regarding the transfer on the TRAN screen.  For more information, see Interview Chapter.

 

How does ACES use the information entered on the TRAN screen?

 

·         Information entered on the TRAN screen indicates whether or not the resource transferred by a client was done in order to qualify for assistance.  When an [E] – Transfer to Qualify is entered in the Reason for Transfer field, ACES uses the transfer data to calculate a period of ineligibility, when applicable, and sets the Penalty Type and End Date fields on the STAT screen.

 

Where do penalty periods display for a Long Term Care (LTC) client?

 

·         When a client has a transfer penalty for LTC services, the penalty period start and end dates display on the SANC screen. The SANC screen displays a maximum of four entries per page with a maximum of 20 transfer penalties for any benefit month. 

 

When does ACES apply the savings exemption of $3000?

 

·         For more information, see EAZ Manual – WAC 388-470-0005 How do resources affect my eligibility for cash assistance, medical assistance and basic food?  

 

·         For active recipients, ACES exempts resource type [SA] – Savings up to a total of $3000 per assistance unit when it entered in the Liquid Resources field on the RES1 screen.

 

·         The amount of resource type [SA] – Savings that exceeds the $3000 exemption is counted towards the AUs resource limit.

 

·         For new applications, ACES applies this policy in any month(s) following a month in which the AU status is active. 


EXAMPLE

It is September and you are processing an application dated August 15. Months in ACES are August, September and October.

 

For August, the household has $500 total resources, none of which is in savings. In September, the household has $1300 total resources and $800 of that amount is in savings. When finalizing the application, because the client is eligible and active for August, ACES exempts the $800 savings account and computes the household's total resources for September as $500.   


 

What vehicle information should be entered on the RES2 screen?

 

·         For information on what vehicles to include, see  EAZ Manual – WAC 388-470-0070 How vehicles are counted toward the resource limit for cash assistance and family medical programs  and EAZ Manual – WAC 388-470-0075 How is my vehicle counted for food assistance?

 

·         List household vehicles on the RES2 screen for the household member who owns the resource. 

 

·         List and code each vehicle according to its use.  See <F1> Help for type and use codes.

 

o    The equity value of the vehicle is determined by subtracting the encumbrance amount from the vehicle’s Fair Market Value (FMV). 

 

How are vehicle codes used in the Basic Food resource calculation? 

 

·         For information on how vehicles affect Basic Food, see EAZ Manual – WAC 388-470-0075 How is my vehicle counted for food assistance?

 

·         Vehicles entered with one of the following codes on the RES2 screen are exempt from the Fair Market (FMV) and equity values tests in the resource calculation: 

 

o    ES – Essential for Self Support

 

o    HF – Subsistence Hunting/Fishing/Fuel/Water

 

o    IF – Ann Prod Consistent w/FMV Lic/Unlic

 

o    IP – Inc Prod >50% Lic/Unlic

 

o    LD – Long Distance Travel

 

o    PR – Primary Residence

 

o    TD – Transportation for Disabled Person

 

o    UW – Unlic Work Related

 

·         Vehicles entered with the following codes use the equity value in the resource calculation (FMV minus encumbrance):

 

o    HA – Equipped Handicapped

 

o    MA – Medical Transportation

 

o    OT – Other SE - Cash Self-Employment Plan

 

o    SV – Vehicle of Great Sentimental Value

 

o    UV – Unlicensed Vehicle/Not Used/Not Useful

 

·         Vehicles entered with the following codes use the FMV minus $4650 in the resource calculation:

 

o    ET – Employment/Education/Training Related

 

o    FV – Family  Primary

 

How are vehicle codes used in the SSI-Related and LTC Medical calculations?

·         For information on how vehicles affect resources for SSI-Related and Long Term Care (LTC) Medical programs, see, EAZ Manual Available Resources,and SSI-Related Medical Resources.           

 

·         For SSI-related Medical and LTC without a Community Spouse, ACES allows an exemption for one [PR] – Primary Residence and one [TD] – Transportation for Disabled Person. 

 

o    If more than one vehicle is coded either [PR] or [TD], ACES exempts the vehicle with the highest equity value for each category.

 

o    The entire value of all other vehicles, regardless of use, counts toward the household’s resource limit.

 

o    This applies to the following medical programs:

L-Track, S02, S07, S95, S99 and the Medicare Savings Programs (S03, S04, S05, and S06).

·         For SSI related Long Term Care with a Community Spouse, ACES exempts:

 

o    The entire value of one vehicle coded [PR] – Primary Residence.  If more than one vehicle is coded either [PR] – Primary Residence, ACES exempts the one with the highest equity value.   

 

o    One vehicle coded on the RES2 screen entirely, regardless of its value or use.  This does not apply to vehicles coded [UV] – Unlicensed Vehicle/Not Used/Not Useful or to vehicles used solely for recreational purposes.

 

o    The equity value of all other vehicles counts toward the client’s resource limit.

 

o    This applies to the following medical programs:

L99, L02, L04, L24, L95 and L99, where the LTCD screen shows

Deemor type [CS] – Community Spouse or [SL] – Spouse with Legal

Dependents.

 

How is Real Property counted towards the resource limits for cash, medical and Basic Food programs?

 

·         For information on how Real Property affects resources, see EAZ Manual WAC 388-470-0045 How do my resources count toward the resource limits for cash assistance and family medical programs  and WAC 388-470-0055 How do my resources count toward the resource limit for basic food?

 

·         ACES uses the following Real Property codes toward the resource limit (except for resource exempt programs) for the type of program indicated:

Code

Cash

Basic Food

Medical

DE–Spouse or Dependent Home

 

X

 

IB–Property with Intent to Build  (SEE NOTE BELOW)

 

X

 

 

X

IP–Income Prod W/ Plan/ FMV

X

 

X

LE–Life Estate

 

 

X 

ON–Other Property Non exempt

X

X

X

PU–Primary Residence unoccupied

X

X

X-except for ADATSA 

SP–Second Burial Plot

X

X

X

 


NOTE:

Per EAZ Manual WAC 388-470-0045 How do my resources count toward the resource limits for cash assistance and family medical programs, property code IB should be excluded for cash and medical.  Until ACES can be changed to support this, workers may need to use personal property code [IN] – Inaccessible instead of [IB] – Property with intent to build.

Modification Date: July 16, 2012