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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 35 18. Burial Funds Burial funds are funds designated to be used to pay for expenses that are related to preparing a body for burial and other related services provided prior to burial. These expenses usually include: transportation of the body, embalming, cremation, flowers, clothing, services of the funeral director and staff, etc. These funds are a resource. 18.1. Exclusion A maximum of 3,500 each may be excluded for: • The burial expenses of the individual; and • The burial expenses of the individual's spouse (whether in the AU or not). 18.1.1. Mandatory Reduction of Maximum Exclusion The individual (or spouse) may not be entitled to the maximum exclusion. If the individual’s assets include any of the following, the values of those assets must be subtracted from the $3,500 maximum. The remaining value of the exclusion, if any, may be used to exclude designated burial funds. • Life insurance policies that are excluded as resources because their total face values do not exceed $1500 – Subtract the total face values. • Any amount held in an irrevocable burial trust, irrevocable burial contract, or other irrevocable arrangement for the individual's (or spouse's) burial expenses – Determine the total value of the burial fund items that are included in the arrangement and subtract that amount. • Burial insurance – Subtract the total face values. This exclusion is separate from and in addition to the burial space exclusion. 18.1.2. Burial funds to which the burial fund exclusion may be applied are: • Revocable burial contracts; o Revocable burial trusts; o Other revocable burial arrangements;