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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI CONDITIONAL BENEFITS 02/17 CHAPTER F, PAGE 8 Examples — Evidence to the Contrary 1. Non-Liquid Resource Becomes Liquid Situation - On October 10, 2005, Mr. Hosea Hooper, a widower, filed for AG. Mr. Hooper alleged owning countable liquid resources totaling $900 plus a second automobile, a non-liquid resource, worth $3,000. (His only other resource, another automobile, was excluded.) Mr. Hooper volunteered the information that he only expected to have the second car for about 2 more weeks since his neighbor had agreed to buy it and Mr. Hooper was confident that the transaction would be completed by November 1. Analysis - Based on Mr. Hooper's statements, the worker categorized the second vehicle as a “liquid” resource and documented the file accordingly. This established why Conditional Benefits could apply. 2. Recently Issued U.S. Savings Bond: Not A Resource Situation - On January 6, 2005 Ms. Minnie Marbel filed for AG. Among her alleged resources was a $500 series EE U.S. Savings Bond which she had won a month earlier. Since series EE bonds are never redeemable for 6 months following issue, the worker questioned whether the minimum retention period had expired. Analysis - The bond's issue date was December 1, 2004. Therefore, Ms. Marbel by law could not redeem it before June 1, 2005. Consequently, the bond not only was not a liquid resource, it was not a resource at all. Neither Ms. Marbel nor anyone acting on her behalf had the right, authority or power to redeem the bond for cash until 6 months from the date of issue. The value of the bond, including any interest accrued, does not become a liquid resource until July 1, 2005.

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Page 10

Official source

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI CONDITIONAL BENEFITS 02/17 CHAPTER F, PAGE 8 Examples — Evidence to the Contrary 1. Non-Liquid Resource Becomes Liquid Situation - On October 10, 2005, Mr. Hosea Hooper, a widower, filed for AG. Mr. Hooper alleged owning countable liquid resources totaling $900 plus a second automobile, a non-liquid resource, worth $3,000. (His only other resource, another automobile, was excluded.) Mr. Hooper volunteered the information that he only expected to have the second car for about 2 more weeks since his neighbor had agreed to buy it and Mr. Hooper was confident that the transaction would be completed by November 1. Analysis - Based on Mr. Hooper's statements, the worker categorized the second vehicle as a “liquid” resource and documented the file accordingly. This established why Conditional Benefits could apply. 2. Recently Issued U.S. Savings Bond: Not A Resource Situation - On January 6, 2005 Ms. Minnie Marbel filed for AG. Among her alleged resources was a $500 series EE U.S. Savings Bond which she had won a month earlier. Since series EE bonds are never redeemable for 6 months following issue, the worker questioned whether the minimum retention period had expired. Analysis - The bond's issue date was December 1, 2004. Therefore, Ms. Marbel by law could not redeem it before June 1, 2005. Consequently, the bond not only was not a liquid resource, it was not a resource at all. Neither Ms. Marbel nor anyone acting on her behalf had the right, authority or power to redeem the bond for cash until 6 months from the date of issue. The value of the bond, including any interest accrued, does not become a liquid resource until July 1, 2005.