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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 37 18.1.6. Effective Date of Exclusion The first month for which the exclusion affects the first-of-the-month resources determination is the latest of: • The month following the month in which the funds were considered to have been set aside; or • The month of application, if the funds were considered set aside before that month Accept the individual's allegation as to the date he/she first considered the funds set aside for burial (even prior to application) unless there is evidence that the funds were used and replaced after that date. If the funds were used and replaced, the new set aside date is the date the funds were replaced. Accept the individual’s allegation as to the date he/she replaced the funds. Note: The separation requirement must be met before burial funds can be excluded. If the requirement is not met as of the first moment of the month of evaluation, the exclusion cannot apply until the following month even if the funds were considered as set aside for burial prior to filing. 18.2. Designation of Burial Funds To be excluded the funds must be clearly designated for the individual's or spouse's burial, cremation or other burial-related expenses. Burial funds may be designated as such by: • An indication on the burial fund document (e.g., the title on a bank account); or • A signed statement. The “Burial Resource Statement” form may be used. The signed statement must show: o The value and owner of the resources; o For whose burial the resources are set aside; o The form(s) in which the resources are held (burial contract, bank account, etc); o The date the individual first considered the funds set aside for the burial of the person specified;