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MAABD MAABD MAABD MAABD MAABD MAABD MAABD MAABD E-410 Division of Welfare and Supportive Services RESOURCES Medical Assistance Manual TYPES OF RESOURCES (not all inclusive) 24 Sept MTL 04/24 BURIAL FUNDS (Cont’d) – CASH ON HAND

BURIAL FUNDS (Cont'd)

a) Subtract the $1,200 FACE value of the excluded life insurance policy from the $1500 leaving $300 left of the exclusion.

b) Subtract the remaining $300 exclusion from the $2,000 burial funds, leaving a balance of $1,700. The $1,700 is counted toward the resource limit.

Verification: (not all inclusive)

– Copy of policy, contract, trust, financial instrument, etc. – Form 2006 designating burial funds – Form 2605 Insurance Policy Information

BURIAL SPACES AND RELATED ITEMS

1. Personal Property

2. Excluded

A burial space or item held for the burial of the customer, customer’s spouse, or any other member of the customer’s immediate family is an excluded resource, regardless of value.

The burial space exclusion is in addition to and has no effect on the burial funds exclusion.

a. Burial spaces are defined as burial plots, gravesites, crypts, mausoleums, caskets, urns, niche or other repositories customarily used for the remains of deceased persons.

Burial items may include, but are not limited to vaults, headstones, markers, or plaques, burial containers (e.g., for caskets) and arrangements for the opening and closing of the gravesite and endowment care.

b. Immediate family includes a customer’s minor and adult children, stepchildren, and adopted children, brothers, sisters, parents, adoptive parents and spouses of those persons.

Verification: (not all inclusive)

– Copy of policy, contract or other document

itemizing items

CASH ON HAND

1. Personal Property

2. Counted

Currency held by customer at home, on their person, etc.

Verification: (not all inclusive)

– Customer’s statement