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Title 8: Medicaid Page 105 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Specific Non-MAGI-Related Resources September 13, 2024 Burial Funds Educational Assistance (Cont.)  Other grants, scholarships, fellowships, or gifts used or intended to be used to pay the cost of tuition, fees, or other necessary educational expenses at any educational institution, including vocational and technical education, are excluded from resources for nine months beginning the month after the month the assistance was received.

This exclusion does not apply to any portion set aside or actually used for food, clothing, or shelter.

“Necessary educational expenses” include the following:

 Laboratory fees  Student activity fees  Transportation  Stationery supplies  Books  Technology fees  Impairment-related expenses necessary to attend school or perform schoolwork (special transportation to and from classes, special prosthetic devices necessary to operate school machines or equipment, etc.)

Grants, scholarships, fellowships, and gifts that are retained after the nine-month exclusion are countable resources beginning the month after the exclusion period ends.

Excluded educational assistance becomes countable as income in the earliest of:

 The month any portion of the excluded assistance is used for something other than tuition, fees, or other necessary educational expenses, or

 The month the member no longer intends to use the funds to pay educational expenses. Emergency Energy Conservation Assistance 20 CFR 416.1124(b) Exclude any cash or in-kind assistance provided under the Emergency Energy Conservation Services Program or the Energy Crisis Assistance Program, including:  Winterization of old or substandard dwellings. (Neither the cost of the materials nor the cost of labor is counted.)