Effective Date: November 1, 2021

No Previous Policy

A. Payments from Trust Funds that are not Available

1. If an individual is a beneficiary to a trust, but does not have direct access to the funds, only count the payment amounts the trust actually pays to the individual.

· Do not count payments made to third parties for the benefit of the individual.

2. If the individual owns a revocable trust which produces income, the income earned by the trust assets is countable income even if it is not paid to the individual as long as the person must claim the income on his tax returns.