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Resources

Revised April 21, 2008

Purpose:

Key Points of Resources Educational Trust Resource Transfer Savings Exemption of $3000 Vehicles

Key Points of Resources Using the correct valid value when entering a resource into ACES is essential for a correct eligibility determination. Resources are entered into ACES on the following screens: (RES1) screen = Resources 1 (Liquid Resources and Insurance Policies) (RES2) screen = Resources 2 (Vehicles/ Vessels and Real Property) (RES3) screen = Resources 3 (Other Resources) (TRAN) screen = Transfer of Resources

Educational Trust See EAZ Manual - Resources - B. - How Resources Count (WAC 388-470-0045). Policy states that a set amount of each child's income or resources may be transferred or accumulated into one irrevocable educational trust fund per child, when the educational trust is earmarked for that child's future educational use. ACES supports this policy. When entering educational trust fund information: On the (RES3) for the child that has the trust fund, enter [ET] in the Type field. 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). Enter the [appropriate verification code] in the VV field. Enter the [total interest accumulated on this amount] in the Encumb Amt field. Enter the [appropriate verification code] in the VV field. When all information has been entered the (CAFI) will display the result of the following computation: Total Principal Contributions -- Interest (amt entered in encumbrance amt field) -- Irrevocable educational trust limit (currently $4000) = Countable Resource

Resource Transfer What do I do when I learn a client has transferred a resource?   How does ACES use the information I enter on the TRAN screen?   Where do the penalty periods display for a client?   What do I do when I learn 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 Group 7 How are the fields on TRAN completed?    How does ACES use the information I enter on the TRAN screen?   ·         When the information entered on TRAN indicates the client transferred a resource to qualify for assistance, ACES calculates a period of ineligibility and sets the PENALTY TYPE and END DATE on the STAT.   Where do the penalty periods display for a client?   When a client has a transfer penalty for long-term care services, the penalty period start and end dates can be viewed 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.  User may scroll between pages when more than four penalties exist.

Savings Exemption of $3000 See EAZ Manual - Resources - A. How Resources Affect Eligibility (WAC 388-470-0005 ). ACES will exempt up to a total of $3000 per assistance unit when valid value SA is entered in the Liquid Resources field on the (RES1). On a new application 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 resource, none of which is in savings. In September resources total $1300 because of $800 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 so the household is eligible.

Vehicles See EAZ Manual  - Resources - D. - How Vehicles Count Toward the Resource Limit (WAC 388-470-0070)  and (WAC 388-470-0075 ). Based on program and policy the following valid values totally exempt both the fair market and equity value of a vehicle in the resource calculation based on program and policy. ES - Essential for Self Support ET - Employment/Education/Training Related HA - Equipped Handicapped LD - Long Distance Travel MA - Medical Transportation TD - Transportation for Disabled Person SV - Vehicle of great sentimental value (8/1/97) Policy allows only one vehicle to be exempted as FV – family primary vehicle - on the (RES2). A hard edit prevents the valid value of FV for more than one vehicle in a Basic Food AU. If FV is coded for more than one vehicle on (RES2) – Edit Message 2002 – No More Than One Family Primary Vehicle Allowed Per AU - displays. If FV is used on different (RES2) in the same AU – Edit Message 2001 – Only One Family Vehicle (FV Valid Value) Allowed Per AU - displays on (ERRO) when calling the (DONE). Vehicles With $1500 or Less Equity Value Policy Change - May 1, 2002 The value of vehicles with an equity value of $1500 or less is not counted toward a Basic Food household's total resource limit. Enter [all necessary information about the household's vehicles] on the (RES2) in the appropriate fields. In the Type / Use MA / CA field enter [the appropriate valid value based on the type of vehicle and how it is used]. Determine the client's equity in the vehicle. Subtract the amount the client owes on the vehicle from the vehicle's fair market value. In the Type / Use FS field: If the client has equity of $1500 or less in the vehicle, enter [valid value LD - Used for Long Distance Travel]. If the client has equity of over $1500 in the vehicle, enter the [appropriate valid value based on the client's use of the vehicle and the AU's circumstances]. This will result in the correct value being counted for a cash / medical AU and will exclude vehicles with equity of $1500 or less from the Basic Food resource computation. Licensed Vehicles That are not Excluded for Basic Food Policy Change - May 1, 2002 For licensed vehicles that are not excluded for Basic Food Program - $4650 is subtracted from the FMV of one vehicle for each adult AU member regardless how the vehicle is used. Enter [all necessary information about the household's vehicles] on the (RES2) in the appropriate fields. In the Type / Use MA / CA field enter the [appropriate valid value based on the type of vehicle and how it is used]. Determine the client's equity in the vehicle.  Subtract the amount the client owes on the vehicle from the vehicle's fair market value. In the Type / Use FS field: For one vehicle per adult AU member (regardless of how the vehicle is used) enter the [valid value ET - Employment/Education/Training Related]. If the client has more than one vehicle that isn't excluded based on the client's use, enter the [appropriate valid value based on the client's use of the vehicle and the AU's circumstances]. This will subtract $4650 from the vehicle's FMV and count the remainder as a resource to the AU for Basic Food.

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Modification Date: April 21, 2008

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