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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 45 the funds of the individual. These arrangements must be evaluated as third party trusts under Trust Policy A Chapter E – 65. 21.2.1. Funeral Provider Establishes A Trust • An individual contracts with a provider of funeral goods and services for a funeral; and • The individual funds the contract by prepaying for the goods and services; and • The funeral provider subsequently places the funds in a trust. 21.2.2. Individual Establishes An Irrevocable Trust • An individual contracts with a provider of funeral goods and services for a funeral; and • The individual funds the contract by establishing an irrevocable trust, naming the funeral provider as the beneficiary. Note: SSI has ruled that the funds become the funeral provider’s funds at the point the trust is established making the trust one that was created with the funeral provider's funds, not the funds of the individual. 21.3. Assistant Attorney General Review The AAG has reviewed many common burial trust documents and has issued guidelines for their evaluation. Burial trusts established on the previously reviewed and approved documents do not have to be submitted for the AAG’s review. If there is a question regarding the trust, submit the documents to the AG consultant who will determine the need to forward it to the AAG. 21.4. Verification Obtain a copy of the trust documents.

22. Cash Cash on hand is a resource. 22.1. Verification Accept the individual’s statement regarding the amount owned.