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UPDATED: AUGUST 1999

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INCOME SSI-RELATED BUDGETING METHODOLOGY

PLAN TO ACHIEVE SELF-SUPPORT (PASS)

• saving money for a vehicle specially equipment for handicapped persons;

• accumulating money to start a small business in line with the person's training or background;

• accumulating funds for further education; or

• any other goal which would make the individual more self sufficient and lessen the person's need for assistance.

Disposition: When a PASS meets the above conditions, the stated amounts for meeting the goals are disregarded after all other applicable disregards have been exempted in determining eligibility for Medicaid. Eligibility is re-evaluated prior to the end of the time period of the plan.

An approved PASS has reports written periodically which indicate how the A/R is progressing and to verify that the A/R is acting in accordance with the provision(s) of his/her plan.

A complete description of how to initiate a PASS as well as other requirements is contained in the DISABILITY MANUAL.

(MRG)