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1. Applications The month to verify resources is: a. Ongoing Certification Period - The month of application, or, if there are excess resources, the month resources are reduced. b. Retroactive Certification Period - Each month of any 1, 2, or 3 month period. 2. Redeterminations For eligibility reviews, there is some flexibility as long as the “verification month” is: a. No earlier than the month in which the review process (verifications, appointment letter, etc.) is started, and b. No later than the first month of the new certification period 3. Change In Situation Verify resources for the month of change. If countable resources exceed the allowable limit: a. Notify the beneficiary via the DHB-5097 or DHB-5097S of excess resources and the opportunity to rebut or reduce the value of resources. Allow 12 calendar days to provide proof of rebuttal or reduction of resources. b. If, at the end of 12 calendar days, proof of rebuttal or reduction of resources is not received, send a timely notice of termination. c. The beneficiary must provide proof that resources have been reduced no later than the effective date of termination. d. If proof is submitted by the termination effective date, continue eligibility. 4. Appeal Reversals Verify resources as of the first month of each certification period (c.p.). Begin with the retroactive 1-3 months and go forward by c.p.’s of 6 months. Verify any reported increases in resources during a c.p. E. Calculate Countable Resources 1. Add the value of all countable real property assets. Include equity value based on tax value at this point. Rebuttal of current market value is only necessary 6