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MS 5060

[3]

its entire resources statement. If the household declines to do so, take action to terminate the household's certification. If the household responds to the request and resources still exceed the limits, discontinue the case.

G. Excluded monies kept in a separate account and not co-mingled in an account with other non-excluded funds retain their exclusion for an unlimited period of time. When interest is credited to and retained in this type of account, co- mingling does not occur, and the principal of the account retains its exclusion.

Excluded monies co-mingled in an account with non-excluded funds only retain their exemption for six months from the date they are co-mingled. After six months from the date of co-mingling, count all funds in the co-mingled account as a resource.

If income of students and self-employed persons which is excluded has been co-mingled in an account with non-excluded funds, this money continues to be exempt during the period of time over which it has been prorated.

H. Military Personnel deployed overseas may provide a representative access to their bank account, or a portion thereof, solely for the purpose of paying the individual’s bills, etc., and otherwise handle the deployed individual’s affairs. If the applicant household can access the account for its own purpose, then the funds must be counted.

Generally, spouses have jointly owned bills/expenses, and therefore this provision would not apply.

In a situation where the couple was separated and maintained separate households/bills before deployment, this would apply to spouses too, as long as the funds are not used for the applicant household. If the household cannot use the funds for itself, the funds are excluded as an inaccessible resource.

It is the responsibility of the applicant household to provide documentation concerning such an arrangement. This could be in the statement from the involved financial institution, or other means attesting to the fact.