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386 (07/2026) Chapter 2:Eligibility • Section 5: Financial eligibility Oregon Administrative Rule(s) 461-145-0120 — Earned Income; Defined 461-145-0130 — Earned Income; Treatment 461-145-0585 — Vocational Rehabilitation Payment 410-200-0015 (54) and (55) — General Definitions 414-175-0030 — General Financial Eligibility 414-175-0035 — Specific Financial Requirements Transfer on death deed Oregon allows real estate to be transferred to another person at the owner’s death through a transfer on death deed. The change of ownership in the deed takes effect only upon the original owner’s death and avoids probate. Transfer on death deeds are always revocable. The transfer will not supersede recovery by the Office of Payment Accuracy and Recovery (OPAR) Estates Administration Unit. Oregon Administrative Rule(s) 461-135-0845 — Transfer on Death Deed 410-200-0015 (54) and (55) — General Definitions Trusts Trust funds are money, securities or similar property held by a person or institution for the benefit of another person. In ONE, payments from a trust should be coded on the Unearned Income screen • Unearned Income Category – Inheritance & Trust • Unearned Income Type – there are a few different types to choose from, select the one which is applicable to the type being reported:

Š Payment from Irrevocable Trust

Š Trusts - earnings on irrevocable

Š Trusts - payments from revocable For MSP, trust funds are excluded as a resource and distributions from trusts that benefit an individual are counted as unearned income. For HSD medical programs, payments from a revocable trust are excluded for monthly and annual income. Payments and earnings from irrevocable trusts are counted for monthly and annual income. For ERDC, all trust funds are excluded.