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us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 — 803 Handling of Excluded Funds · Axiom

803 Handling of Excluded Funds

5 rules

Excluded funds that are kept in a separate account, and that are not commingled in an account with non-excluded funds, shall retain their resource exclusion for an unlimited period of time. Resources which are excluded because they were counted as income prorated over a specific period of time retain their exclusion for the period of time over which they have been prorated as income, even if commingled with other non-excluded funds. (This generally applies to students and self-employed members). All other excluded moneys which are commingled in an account with no excluded funds shall retain their exemption for six months from the date they are commingled. After six months from the date of commingling, all funds in the commingled account shall be counted as a resource. Interest on accounts with commingled funds would be counted as unearned income in the month received and after that month, the interest would become a resource.

in view

Whole section

Encodings · 5

Encoded from this provision

us-al/policy/dhr/poe/chapter-08-resource-eligibility-standards/803

commingled_account_funds_counted_as_resourceus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled account shall be counted as a resource."

name: commingled_account_funds_counted_as_resource
kind: derived
entity: Household
dtype: Judgment
period: Month
source: >-
  AL DHR POE 803 - "After six months from the date of commingling, all funds in
  the commingled account shall be counted as a resource."
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            After six months from the date of commingling, all funds in the
            commingled account shall be counted as a resource.
      - path: versions[0].formula
        kind: parameter
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: six months from the date of commingling
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and months_since_commingling >= commingled_exclusion_period_months

commingled_account_interest_is_resourceus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "after that month, the interest would become a resource"

name: commingled_account_interest_is_resource
kind: derived
entity: Household
dtype: Judgment
period: Month
source: AL DHR POE 803 - "after that month, the interest would become a resource"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: after that month, the interest would become a resource
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and not interest_received_in_current_month
      and interest_received_in_prior_month

commingled_account_interest_is_unearned_incomeus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income in the month received"

name: commingled_account_interest_is_unearned_income
kind: derived
entity: Household
dtype: Judgment
period: Month
source: >-
  AL DHR POE 803 - "Interest on accounts with commingled funds would be counted
  as unearned income in the month received"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Interest on accounts with commingled funds would be counted as
            unearned income in the month received
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and interest_received_in_current_month

commingled_exclusion_period_monthsus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · parameter

AL DHR POE 803 - "six months from the date they are commingled"

name: commingled_exclusion_period_months
kind: parameter
dtype: Integer
source: AL DHR POE 803 - "six months from the date they are commingled"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: amount
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            shall retain their exemption for six months from the date they are
            commingled
versions:
  - effective_from: '0001-01-01'
    formula: '6'

excluded_funds_retain_resource_exclusionus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - retention of resource exclusion for excluded funds

name: excluded_funds_retain_resource_exclusion
kind: derived
entity: Household
dtype: Judgment
period: Month
source: AL DHR POE 803 - retention of resource exclusion for excluded funds
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Excluded funds that are kept in a separate account, and that are not
            commingled in an account with non-excluded funds, shall retain their
            resource exclusion for an unlimited period of time.
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Resources which are excluded because they were counted as income
            prorated over a specific period of time retain their exclusion for
            the period of time over which they have been prorated as income,
            even if commingled with other non-excluded funds.
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            All other excluded moneys which are commingled in an account with no
            excluded funds shall retain their exemption for six months from the
            date they are commingled.
      - path: versions[0].formula
        kind: parameter
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: six months from the date they are commingled
versions:
  - effective_from: '0001-01-01'
    formula: >-
      (funds_kept_in_separate_account and not
      funds_commingled_with_non_excluded_funds)

      or (funds_excluded_as_prorated_income and
      current_month_within_proration_period)

      or (funds_commingled_with_non_excluded_funds and months_since_commingling
      < commingled_exclusion_period_months)

▸rulespec code

Shown source

policies/dhr/poe/chapter-08-resource-eligibility-standards

Displaying the canonical repository encoding.

View on GitHub

Rules

commingled_account_funds_counted_as_resource

Derived

source: AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled account shall be counted as a resource."

- name: commingled_account_funds_counted_as_resource
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: >-
    AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled
    account shall be counted as a resource."
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              After six months from the date of commingling, all funds in the commingled account
              shall be counted as a resource.
        - path: versions[0].formula
          kind: parameter
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: six months from the date of commingling
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and months_since_commingling >= commingled_exclusion_period_months

commingled_account_interest_is_resource

Derived

source: AL DHR POE 803 - "after that month, the interest would become a resource"

- name: commingled_account_interest_is_resource
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: AL DHR POE 803 - "after that month, the interest would become a resource"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: after that month, the interest would become a resource
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and not interest_received_in_current_month
        and interest_received_in_prior_month

commingled_account_interest_is_unearned_income

Derived

source: AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income in the month received"

- name: commingled_account_interest_is_unearned_income
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: >-
    AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income
    in the month received"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Interest on accounts with commingled funds would be counted as unearned income in the
              month received
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and interest_received_in_current_month

commingled_exclusion_period_months

Parameter

source: AL DHR POE 803 - "six months from the date they are commingled"

- name: commingled_exclusion_period_months
  kind: parameter
  dtype: Integer
  source: AL DHR POE 803 - "six months from the date they are commingled"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: shall retain their exemption for six months from the date they are commingled
  versions:
    - effective_from: '0001-01-01'
      formula: '6'

excluded_funds_retain_resource_exclusion

Derived

source: AL DHR POE 803 - retention of resource exclusion for excluded funds

- name: excluded_funds_retain_resource_exclusion
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: AL DHR POE 803 - retention of resource exclusion for excluded funds
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Excluded funds that are kept in a separate account, and that are not commingled in an
              account with non-excluded funds, shall retain their resource exclusion for an
              unlimited period of time.
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Resources which are excluded because they were counted as income prorated over a
              specific period of time retain their exclusion for the period of time over which they
              have been prorated as income, even if commingled with other non-excluded funds.
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              All other excluded moneys which are commingled in an account with no excluded funds
              shall retain their exemption for six months from the date they are commingled.
        - path: versions[0].formula
          kind: parameter
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: six months from the date they are commingled
  versions:
    - effective_from: '0001-01-01'
      formula: >-
        (funds_kept_in_separate_account and not funds_commingled_with_non_excluded_funds)

        or (funds_excluded_as_prorated_income and current_month_within_proration_period)

        or (funds_commingled_with_non_excluded_funds and months_since_commingling <
        commingled_exclusion_period_months)

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803 Handling of Excluded Funds

5 rules

Official source

graph ↗build calculator ↗

in view

Whole section

Encodings · 5

Encoded from this provision

us-al/policy/dhr/poe/chapter-08-resource-eligibility-standards/803

commingled_account_funds_counted_as_resourceus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled account shall be counted as a resource."

name: commingled_account_funds_counted_as_resource
kind: derived
entity: Household
dtype: Judgment
period: Month
source: >-
  AL DHR POE 803 - "After six months from the date of commingling, all funds in
  the commingled account shall be counted as a resource."
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            After six months from the date of commingling, all funds in the
            commingled account shall be counted as a resource.
      - path: versions[0].formula
        kind: parameter
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: six months from the date of commingling
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and months_since_commingling >= commingled_exclusion_period_months

commingled_account_interest_is_resourceus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "after that month, the interest would become a resource"

name: commingled_account_interest_is_resource
kind: derived
entity: Household
dtype: Judgment
period: Month
source: AL DHR POE 803 - "after that month, the interest would become a resource"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: after that month, the interest would become a resource
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and not interest_received_in_current_month
      and interest_received_in_prior_month

commingled_account_interest_is_unearned_incomeus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income in the month received"

name: commingled_account_interest_is_unearned_income
kind: derived
entity: Household
dtype: Judgment
period: Month
source: >-
  AL DHR POE 803 - "Interest on accounts with commingled funds would be counted
  as unearned income in the month received"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Interest on accounts with commingled funds would be counted as
            unearned income in the month received
versions:
  - effective_from: '0001-01-01'
    formula: |-
      funds_commingled_with_non_excluded_funds
      and interest_received_in_current_month

commingled_exclusion_period_monthsus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · parameter

AL DHR POE 803 - "six months from the date they are commingled"

name: commingled_exclusion_period_months
kind: parameter
dtype: Integer
source: AL DHR POE 803 - "six months from the date they are commingled"
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: amount
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            shall retain their exemption for six months from the date they are
            commingled
versions:
  - effective_from: '0001-01-01'
    formula: '6'

excluded_funds_retain_resource_exclusionus-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803 · derived

AL DHR POE 803 - retention of resource exclusion for excluded funds

name: excluded_funds_retain_resource_exclusion
kind: derived
entity: Household
dtype: Judgment
period: Month
source: AL DHR POE 803 - retention of resource exclusion for excluded funds
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Excluded funds that are kept in a separate account, and that are not
            commingled in an account with non-excluded funds, shall retain their
            resource exclusion for an unlimited period of time.
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            Resources which are excluded because they were counted as income
            prorated over a specific period of time retain their exclusion for
            the period of time over which they have been prorated as income,
            even if commingled with other non-excluded funds.
      - path: versions[0].formula
        kind: condition
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: >-
            All other excluded moneys which are commingled in an account with no
            excluded funds shall retain their exemption for six months from the
            date they are commingled.
      - path: versions[0].formula
        kind: parameter
        source:
          corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
          excerpt: six months from the date they are commingled
versions:
  - effective_from: '0001-01-01'
    formula: >-
      (funds_kept_in_separate_account and not
      funds_commingled_with_non_excluded_funds)

      or (funds_excluded_as_prorated_income and
      current_month_within_proration_period)

      or (funds_commingled_with_non_excluded_funds and months_since_commingling
      < commingled_exclusion_period_months)

▸rulespec code

Shown source

policies/dhr/poe/chapter-08-resource-eligibility-standards

Displaying the canonical repository encoding.

View on GitHub

Rules

commingled_account_funds_counted_as_resource

Derived

source: AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled account shall be counted as a resource."

- name: commingled_account_funds_counted_as_resource
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: >-
    AL DHR POE 803 - "After six months from the date of commingling, all funds in the commingled
    account shall be counted as a resource."
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              After six months from the date of commingling, all funds in the commingled account
              shall be counted as a resource.
        - path: versions[0].formula
          kind: parameter
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: six months from the date of commingling
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and months_since_commingling >= commingled_exclusion_period_months

commingled_account_interest_is_resource

Derived

source: AL DHR POE 803 - "after that month, the interest would become a resource"

- name: commingled_account_interest_is_resource
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: AL DHR POE 803 - "after that month, the interest would become a resource"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: after that month, the interest would become a resource
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and not interest_received_in_current_month
        and interest_received_in_prior_month

commingled_account_interest_is_unearned_income

Derived

source: AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income in the month received"

- name: commingled_account_interest_is_unearned_income
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: >-
    AL DHR POE 803 - "Interest on accounts with commingled funds would be counted as unearned income
    in the month received"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Interest on accounts with commingled funds would be counted as unearned income in the
              month received
  versions:
    - effective_from: '0001-01-01'
      formula: |-
        funds_commingled_with_non_excluded_funds
        and interest_received_in_current_month

commingled_exclusion_period_months

Parameter

source: AL DHR POE 803 - "six months from the date they are commingled"

- name: commingled_exclusion_period_months
  kind: parameter
  dtype: Integer
  source: AL DHR POE 803 - "six months from the date they are commingled"
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: shall retain their exemption for six months from the date they are commingled
  versions:
    - effective_from: '0001-01-01'
      formula: '6'

excluded_funds_retain_resource_exclusion

Derived

source: AL DHR POE 803 - retention of resource exclusion for excluded funds

- name: excluded_funds_retain_resource_exclusion
  kind: derived
  entity: Household
  dtype: Judgment
  period: Month
  source: AL DHR POE 803 - retention of resource exclusion for excluded funds
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Excluded funds that are kept in a separate account, and that are not commingled in an
              account with non-excluded funds, shall retain their resource exclusion for an
              unlimited period of time.
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              Resources which are excluded because they were counted as income prorated over a
              specific period of time retain their exclusion for the period of time over which they
              have been prorated as income, even if commingled with other non-excluded funds.
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: >-
              All other excluded moneys which are commingled in an account with no excluded funds
              shall retain their exemption for six months from the date they are commingled.
        - path: versions[0].formula
          kind: parameter
          source:
            corpus_citation_path: us-al/manual/dhr/poe/chapter-08-resource-eligibility-standards/803
            excerpt: six months from the date they are commingled
  versions:
    - effective_from: '0001-01-01'
      formula: >-
        (funds_kept_in_separate_account and not funds_commingled_with_non_excluded_funds)

        or (funds_excluded_as_prorated_income and current_month_within_proration_period)

        or (funds_commingled_with_non_excluded_funds and months_since_commingling <
        commingled_exclusion_period_months)