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Official source

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM SSI RECIPIENTS’ ELIGIBILITY 11/18 CHAPTER D, PAGE 8 Note: If there is a spouse and children at home, the Child At Home Exclusion must be used instead of this one. 6.3.1.1. Verification Verify the spouse’s income and SSI ineligibility by documents in his/her possession. 6.4. Guardianship Fee Exclusion When the individual has a guardian or conservator, the fee paid to the guardian or conservator to manage the individual’s income may be excluded from the individual’s net countable income if the court order stated a fee would be paid. The court order establishing the guardianship will specify what sources of income will be managed and the fee to be paid for managing those sources of income. 6.4.1. Exclusion Amount The amount of the exclusion will equal the amount designated by the court order. The court order may state an exact amount or state the fee will be a percentage of the managed funds. The exclusion amount cannot exceed the amount designated by the court nor include fees for managing income that is not included in the court order. 6.4.1.1. Flat Fee If the court order states the fee will be a flat fee, that amount will be the Guardianship Fee Exclusion amount. Deduct the amount from the countable income that remains after applying all other exclusions. Example: Ms. Ash receives $623 a month SSI. The court order specified Mr. Birch would receive $10 a month for handling Ms. Ash's SSI. To obtain the net countable income: $623 Non-exempted Income -$10 Fee

$613 Net Countable Income Note: When a flat fee has been set, this procedure is applicable whether the guardian/conservator does/does not handle the AG payment.

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Page 9

Official source

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM SSI RECIPIENTS’ ELIGIBILITY 11/18 CHAPTER D, PAGE 8 Note: If there is a spouse and children at home, the Child At Home Exclusion must be used instead of this one. 6.3.1.1. Verification Verify the spouse’s income and SSI ineligibility by documents in his/her possession. 6.4. Guardianship Fee Exclusion When the individual has a guardian or conservator, the fee paid to the guardian or conservator to manage the individual’s income may be excluded from the individual’s net countable income if the court order stated a fee would be paid. The court order establishing the guardianship will specify what sources of income will be managed and the fee to be paid for managing those sources of income. 6.4.1. Exclusion Amount The amount of the exclusion will equal the amount designated by the court order. The court order may state an exact amount or state the fee will be a percentage of the managed funds. The exclusion amount cannot exceed the amount designated by the court nor include fees for managing income that is not included in the court order. 6.4.1.1. Flat Fee If the court order states the fee will be a flat fee, that amount will be the Guardianship Fee Exclusion amount. Deduct the amount from the countable income that remains after applying all other exclusions. Example: Ms. Ash receives $623 a month SSI. The court order specified Mr. Birch would receive $10 a month for handling Ms. Ash's SSI. To obtain the net countable income: $623 Non-exempted Income -$10 Fee

$613 Net Countable Income Note: When a flat fee has been set, this procedure is applicable whether the guardian/conservator does/does not handle the AG payment.