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application or discontinuance of benefits for failure to turn in the ISSA form i.e., “failure to cooperate” is not appropriate. If the form is not submitted by the individual within 30 days, the response to the question must be changed from “Yes” to “No”. The applicant can submit the form at any time while the application remains pending. Workers should provide the State Form 50929 to any applicant/recipient who asks for it or who indicates the possibility of saving for an ISSA. However, a “yes “response should be entered on the Disabled Worker Information screen only when the applicant/recipient answers the question definitively, or at some time after the interview submits a completed form. Example 1: Applicant #1 states in their application interview that they are saving money on a down payment for a car and they do want consideration for this as an ISSA. The worker completes the top portion of the form, enters the 30-day due date, signs and dates it, and gives it to the client. A determination of excess resources cannot be made on #1’s application during the 30-day time frame or while the Central Office is reviewing the ISSA request.

Example 2: During Recipient #2’s redetermination interview, the applicant/recipient says they are thinking about how they might use an ISSA to help themselves get a better job. They don’t have definitive plans and do not have excess resources at the time. The worker completes the top portion of the form but does not give a due date and enters “No” on AEDWI. Recipient #2 is determined to remain eligible and MADW is authorized. Several weeks later, the worker receives the completed Form 50929. The worker signs it, enters “yes” on the Disabled Worker Information screen, and forwards the form to Central Office. The Central Office will review the request in accordance with state law and regulations, make a decision, and enter it on the Disabled Worker Information screen. The decision will be sent to the applicant/recipient and a copy to the worker. The eligibility system will send an alert. An ISSA does not have to be a separate account in order to be disregarded. The disregard will be applied to the person’s total liquid assets. It is applied only to resources owned by the applicant/recipient or owned jointly with the applicant’s/recipient’s spouse. The disregard cannot be applied to resources owned solely by the spouse. An approved ISSA must be reviewed by the worker at each redetermination. If the estimated date that the items/services were to be purchased has passed and the item/service has not been purchased, the recipient must submit an updated request Form 50929. If the recipient does not do so within 30 days, the worker is to send an e-mail to the PAL Mailbox on Outlook. It is not necessary for these e-mails to PAL to go through the Policy Contact Person at the local DFR office. The worker can send them directly by entering in the subject field “ISSA UPDATE”. Do not include the recipient’s name or case number in the subject field. The Central Office will then end date the ISSA, and it will no longer be an allowable resource disregard. MEDWorks members have an obligation to report any changes in their ISSA. If their plans or goals change, they must report this to the DFR. If a request for an ISSA is disapproved or the amount is