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8. Grants, scholarships, and fellowships are amounts paid by private nonprofit agencies, the U.S. government, instrumentalities or agencies of the U.S., state and local governments, foreign governments, and private concerns to enable qualified individuals to further their education and training by scholastic or research work, etc.
9. Any portion of a grant, scholarship, fellowship, or gift used for paying tuition, fees, or other necessary educational expenses at any educational institution, including vocational or technical education, is excluded from income. Any portion of educational assistance that is not used to pay current tuition, fees or other necessary educational expenses, but will be used for paying this type of educational expense at a future date is excluded from income in the month of receipt and excluded from resources for 9 months beginning the month after the month it was received. Refer to MA-2230, Financial Resources. This applies to undergraduate and graduate students.
10. All financial assistance received by undergraduate/graduate students for educational purposes made under Title IV of the Social Security Act, such as the Higher Education Act of 1965 (HEA) or Bureau of Indian Affairs (BIA) student assistance programs are excluded from income and resources regardless of use.
EXAMPLES: Perkins Loans; Stafford Loans such as the National Direct (Defense) Loan; Federal Supplemental Educational Opportunity Grant (FSEOG); Pell Grants, College Work-Study Programs including PACE, NC Student Incentives Grants; Upward Bound, and Title VII of the Older Americans Act of 1965 benefits.
11. Bills paid by a third party for an item other than food or shelter.
12. Supportive services such as meals, medical care, stipends paid to defray expenses, child care costs paid or reimbursed, etc. made to individuals who are participating in a program authorized by Workforce Investment Act, such as the Job Training Partnership Act programs including Job Corps.
13. Housing improvement grants approved by the N.C. Commission of Indian Affairs or funds distributed per capita or held in trust for Indian tribe members under P.L. 92-254, P.L. 93-134, or P.L. 94-540.
14. Payments to Indian tribe members as permitted under P.L. 94-114.
15. Payments made by Medicare to a home renal dialysis patient as medical benefits.