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• Insurance: o policy document o written statement from insurance company or agent • Money Held By Another Person: o written statement from the person holding the money • Other Property: o written statement from an individual or agency in a position to know the value of the type of property o the client's records verifying ownership and/or current value • Real Estate: o deed, mortgage, purchase agreement, or contract o property tax record o attorney or court records o city records o written statement from real estate agent or financial institution o telephone contact with real estate agent or financial institution to verify property as non-saleable • Retroactive SSDI or SSI Payments: o SSDI/SSI award letter • Savings (or Credit Union Share) Account: o passbook with entry posted within the last 30 days o current (30 days) quarterly credit union statement o Christmas Club coupon book o written statement from financial institution o if necessary, telephone contact with the institution to verify the current balance • Savings Certificate: o certificate itself o written statement from financial institution • Stocks or Saving Bonds: o certificate or bonds themselves o written statement from the broker or company o information from local brokerage firms, banks, or newspapers about the current value of stock/bonds • Temporary Illness and Ability to Return to Work: o written statement from a M.D. or D.O. indicating the nature of the illness or whether the person will likely be able to return to a type of work for which the excluded asset is essential • Trust Fund: o information from the administrator or trustee of the estate or LTC facility o court or attorney records • Vehicle: o DMV inquiry o vehicle title, registration, or proof of insurance o blue book or NADA book wholesale (trade-in) value o written statement from one auto dealer (or junk dealer if appropriate) o loan statement o payment book (only to verify ownership and not value) EXHIBIT VI-1 ASSET LIMITS Policy Category Eligibility Criteria Group Size Limit