Page 7

FUND RAISING ACCOUNT: Account or fund-raising site established to provide financial and/or medical support for an individual (such as GoFundMe). Countable or excluded based on who established and who can access the account: · Excluded if someone other than the beneficiary set up the account, and the beneficiary does not have access to make withdrawals. Income provided to the beneficiary directly from the account is treated as unearned lump sum payment if it can be anticipated. Payments made directly to creditors are considered vendor payments and are excluded. · Countable if someone other than the beneficiary set up the account and the beneficiary has access to make withdrawals. · Countable if the beneficiary set up the account. HOME and SURROUNDING PROPERTY/LOT: Exclude the home and surrounding property. Property separated from the home property by a road or other right-of-way is not considered part of the property surrounding the home and is not excluded. Count a home located outside of Montana even if intent to return exists as maintaining a residence in another state indicates residency in that state. One vehicle used as a home may be excluded. If a vehicle is being excluded as a home, no other property may also be excluded as a home. Only one home that is the filing/assistance unit’s principal place of residence is excluded. See CMA 0-4 Acronyms and Glossary "Glossary" for the definition of principal place of residence. A home may continue to be the individual’s principal place of residence, even though the individual is temporarily absent from it. See CMA 302-2 Temporary Absence from the Home for temporary absence information. ABD: The exclusion is provided as long as the client, their spouse, Power of Attorney, legal guardian, or Medicaid authorized representative expresses the client’s intent to return to the client’s principal place of residence. ABD: Do not consider the home exclusion when determining the Home Maintenance Allowance (ABD 805-2 Post Eligibility Treatment of Income (PETI)) or applying Lien and Estate Recovery provisions (CMA 304-4 Lien and Estate Recovery). A home will also be excluded as the principal place of residence if it is newly purchased and the applicant/recipient has not yet moved in, but will move in within 30 days (i.e., newly purchased mobile home that must be set up prior to owner moving in). Count land on which the client is building on or intends to build. Nursing home and waiver benefits cannot be covered/paid for an applicant who has home equity greater than $752,000(effective 01/01/2026), regardless of whether or not they intend to return home or are still living in the home (waiver). This limit does not apply if a community spouse or a minor or disabled child lawfully resides in the home.