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F. Protection of Resources 1. When a married applicant is “institutionalized” for long-term care or applies for CAP, the spouse who remains in the community may be able to keep a share of the couple’s assets. This amount is excluded from the countable resources of the institutionalized or CAP spouse. This amount is known as the Community Spouse Resource Allowance (CRSA). See MA-2231, Community Spouse Resource Protection, for instructions. 2. For individuals with a community spouse, apply the Long Term Care Partnership Program disregard after applying the CRSA, if the individual is still over reserve. See XII.D below for instructions on how to apply the resource disregard for individuals with a qualified Long Term Care Partnership Program policy. G. Transfer of Assets Transfer of assets may result in a period of ineligibility known as a sanction if the a/b or a/b’s spouse requests assistance with institutional services or receives in-home health services and supplies. See MA-2240, Transfer of Assets. 1. Always document in the case record any transfer of assets by the a/b or financially responsible spouse. 2. Include in the documentation the amount of the transfer, date of the transfer, and any other identifying information, etc. 3. Always complete the Assets Transfer Tracking Screen for any a/b to indicate that a transfer of assets evaluation has been completed. Refer to MA-2240, Transfer of Assets, for procedures. H. Plan to Achieve Self-Support (PASS) The Social Security Act authorizes the exclusion of resources of an individual who has a disability or is blind when the individual needs such income and resources to fulfill an approved Plan to Achieve Self-Support (PASS). Verify the exclusion amount by viewing the notice of approval from the SSA office. Since the PASS is issued for a specific period of time and can be amended by SSA due to changes, it should be verified at each redetermination. I. Dedicated Accounts for Individuals under Age 18 Section 213 of the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 requires that when an individual under age 18 becomes eligible for Supplemental Security Income (SSI), and is eligible for past due SSI monthly Benefit’s, the representative payee must establish a dedicated account in a financial institution into which the past due benefits will be paid. 4