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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 44 • A contract with a funeral service company for specified burial spaces for the individual's burial (i.e., an agreement which represents the individual's current right to the use of the items at the amount shown) A burial space that is being purchased on an installment plan is not held for an individual if the seller is not required to provide the items until the full purchase price has been paid. Until all payments are made, the amount paid will be considered burial funds. 20.4. Verification: If an individual alleges owning only one burial space, or an individual and spouse allege owning no more than two spaces, assume that the spaces are excluded. If an individual or individual and spouse allege owning more than one or two spaces, respectively, obtain a signed statement showing: • The name of the person for whose burial each space is intended; and • The relationship of each such person to the individual. Verify ownership through documents in the individual’s possession. Verify the value through a disinterested knowledgeable source such as funeral directors or cemetery operators.

21. Burial Trusts Burial trusts are trusts established to fund an individual’s burial. They may be revocable or irrevocable. 21.1. Revocable Burial Trusts Revocable burial trusts established prior to 1/1/00 with the individual’s (spouse’s) funds must be evaluated under Trust Policy A Chapter E - 65. If established on or after 1/1/00 Trust Policy B Chapter E - 66 must be used. The Burial Spaces and Burial Fund exclusions must be applied as appropriate. See Chapter E – 19 and Chapter E – 17. 21.2. Other Burial Trusts The following types of burial arrangements are not evaluated as trusts belonging to the individual. They constitute a purchase of goods and services by the individual and the establishment of a trust with the funeral provider's funds, not