1) Burial Fund exclusion effective before the written designation

The customer opened a bank account in 1968 to set aside $400 for her future burial expenses. She has no irrevocable burial arrangement or other burial fund. She applied for AHCCCS benefits in late January. In February, she completes the DE-157 and lists the date she opened the account in 1968 as the date she considered these funds set aside for burial expenses.

The effective date of the exclusion is January. Her account balance in the month of application is $1,000. She receives a burial fund exclusion of $1,000 for the month of January.