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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI CONDITIONAL BENEFITS 02/17 CHAPTER F, PAGE i TABLE OF CONTENTS CONDITIONAL BENEFITS - INTRODUCTION ..................................................................................................1 1. WHO MUST BE EVALUATED.......................................................................................................................1 2. WHO QUALIFIES FOR CONDITIONAL BENEFITS.................................................................................1 2.1. INITIALLY....................................................................................................................................................1 2.2. CONTINUING ...............................................................................................................................................2 2.3. TERMINATION AND REAPPLICATION............................................................................................................2 3. SUMMARY OF CONDITIONAL BENEFITS PROCEDURES ...................................................................3 4. CONDITIONAL BENEFITS RESOURCE ELIGIBILITY...........................................................................6 4.1. PROCEDURE.................................................................................................................................................6 4.2. LIQUID & NON-LIQUID RESOURCES ............................................................................................................6 4.2.1. Resources Assumed to be Liquid............................................................................................................7 4.2.2. Resources Assumed to be Non-liquid.....................................................................................................7 5. THE INDIVIDUAL’S CHOICE.......................................................................................................................9 5.1. EXPLANATION TO THE INDIVIDUAL: ............................................................................................................9 5.2. INDIVIDUAL’S WRITTEN STATEMENT........................................................................................................11 5.3. CONDITIONAL BENEFITS ACCEPTED..........................................................................................................11 6. DISPOSAL/EXCLUSION PERIOD ..............................................................................................................11 6.1. BEGINNING DATE ......................................................................................................................................12 6.2. ENDING DATE ...........................................................................................................................................12 7. PAYMENT PERIOD.......................................................................................................................................13 8. REASONABLE EFFORTS TO SELL...........................................................................................................13 8.1. EFFORTS TO SELL REQUIREMENTS ............................................................................................................13 8.1.1. Initial Efforts to Sell.............................................................................................................................13 8.1.2. Continuing Efforts to Sell ....................................................................................................................14 8.1.3. Individual Must Accept Any Reasonable Offer ....................................................................................14 8.2. VERIFICATION OF EFFORTS TO SELL..........................................................................................................14 8.2.1. Supporting Evidence............................................................................................................................14 8.3. EXAMPLES - EFFORTS TO SELL REAL PROPERTY.......................................................................................15 8.3.1. First Contact— Reasonable Efforts Exist ............................................................................................15 8.3.2. Second Contact— Reasonable Efforts Have Stopped ..........................................................................16 8.4. FAILURE TO ESTABLISH OR CONTINUE REASONABLE EFFORTS TO SELL ...................................................16 8.5. GOOD CAUSE ............................................................................................................................................16 8.5.1. Examples of Good Cause.....................................................................................................................16 8.5.2. Verification ..........................................................................................................................................17 9. FOLLOW-UP CONTACTS............................................................................................................................17 9.1. FREQUENCY OF CONTACTS .......................................................................................................................18 9.2. INDIVIDUAL MAKING REASONABLE EFFORTS ...........................................................................................18 9.3. INDIVIDUAL NOT MAKING REASONABLE EFFORTS ...................................................................................18 10. CLIENT WISHES TO WITHDRAW AGREEMENT TO SELL NON-LIQUID RESOURCES ............19 10.1. VERIFICATION ...........................................................................................................................................19 11. EXCESS RESOURCES REDUCED ..............................................................................................................19 11.1. VERIFICATION OF SALE .............................................................................................................................20