2) Income Only Trust – Customer Lives at Home

The customer receives $2,100.00 from Social Security and $1,000.00 from a pension. Both the Social Security and the pension are assigned to her Income-Only Trust. In 2026, her SOC is $118.00, and her PNA $2,982.00. There are no other payments made from the trust.

The SOC payment is not counted as income, but the $2,982.00 paid to the customer for her personal needs is counted. The customer’s total counted income is $2,982.00.