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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM SSI RECIPIENTS’ ELIGIBILITY 11/18 CHAPTER D, PAGE 9 6.4.1.2. Fee Based On Percentage If the court order states the fee will be a percentage of the managed funds, the worker will be responsible for computing the exclusion amount. 6.4.1.2.1. Managed Funds Do Not Include AG Payment If the guardian/conservator will not manage the individual’s AG, use the following procedure to determine the exclusion amount.
STEPS Determining Guardianship Fees 1 ACTIONS Step 1 Determine the gross amount of the individual’s income that is managed by the guardian/conservator. Note: Do not include any income that is not addressed in the court order. The result will be considered the amount of income the guardian/conservator is managing. Step 2 Multiply the total managed income by the percentage specified in the court order. The result will be the total guardianship fee. Step 3 Compute the individual’s AG payment allowing all appropriate exclusions including the Guardianship Fee Exclusion. 6.4.1.2.2. Managed Funds Include AG Payment