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Subject: Families First Resource Eligibility

Policy 23.04 Date of Last Review: 01/10/2024 Effective Date: 01/15/2024 Date of Next Review: 01/10/2027 RDA: SW22 Page 2 of 4 Resources of Individuals Who Are Not AU Members The resources of individuals who are not AU members are not countable unless: 1. The resource belongs to an ineligible non-citizen who is in the home AND is the parent of a child in the AU. 2. The resource belongs to an individual who is excluded from the AU but would be a mandatory AU member if not for the disqualification. See policy 23.01 Families First Assistance Units. Treatment of Commingled Liquid Resources 1. Any liquid resource that is not countable (excluded resource) will retain this status as long as the resource is kept in a separate account and not commingled in an account with countable liquid resources. a. All excluded liquid resources that are commingled with countable resources will retain their exemption for six (6) months from the date that the resources are commingled. b. After six (6) months, the total amount of the commingled account will be a countable resource. 2. A resource that has been excluded because it is prorated income and has been commingled in an account with countable resources will not be counted as a resource for the period of time over which it has been prorated. • The resource cannot be counted as income and a resource during the same period of time. Jointly Owned Resources 1. If the Families First AU reports a jointly owned resource, the AU member's share of any countable resource is applied to the AU’s resource limit. a. If the individual can demonstrate that they have access to less than a pro rata share, only the portion to which the individual has access will be counted towards the AU’s resource limit. b. A jointly owned resource is considered inaccessible to the AU if: i. The jointly owned resource cannot be practically sub-divided, AND ii. Access to the AU’s share of the resource is dependent on the agreement of the joint owner, AND iii. The joint owner, who is not an AU member, refuses to comply so that the AU member can obtain their share of the resource. 2. The fact that an AU member’s name appears on a jointly-named asset with that of a non-AU member does not conclusively mean that the resource is jointly owned. a. The AU member must be given the opportunity to prove that they do not have any ownership rights to the resource. b. The key to determining ownership is in the written language or oral understanding surrounding the creation of the jointly owned asset. c. Consider the source of the funds or asset and for whom the use and benefit of the funds/asset are intended and used.