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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE TRANSFERS 11/18 CHAPTER G PAGE 30 Example: Ms. Smith transfers a non-excluded automobile for less than fair market value on 8/3/18. On 8/6/18 she files for AG and learns that the transferred resource will make her ineligible. On 8/10/18 she returns to the LDSS and provides evidence that the transferred automobile was returned to her on 8/9/18. Since the entire resource was transferred and returned in the same month, Ms. Smith is not subject to a period of ineligibility due to a resource transfer. However, Ms. Smith's eligibility for AG is based on the value of her resources as of 8/1/18, including the value of the non-excluded automobile. 18.2. Entire Resource Returned In A Subsequent Month If the individual transfers a resource and the entire resource is returned in a subsequent month, the period of ineligibility continues through the month the resource is returned (even if the resource is returned on the first day of the month). The period of ineligibility due to the transfer ends as of the month following the month the resource is returned. In that month, the returned resource is counted towards the individual's AG resource limit. Example 1: Mr. Johnson transferred a sailboat for less than fair market value on 8/5/16. The uncompensated value is determined to be $3,000. On 8/10/18 he files for AG benefits and learns that transferring a resource for less than fair market value makes him subject to a period of ineligibility. On 9/20/18 he reports to the LDSS that the transferred resource was returned to him on 9/15/18. For 8/16, Mr. Johnson's eligibility would be based on his resources as of 8/1/18 including the sailboat. For 9/18 he would be subject to a period of ineligibility due to the uncompensated value of the resource transfer. As of 10/16 the period of ineligibility due to the transfer ends. For 10/18 his eligibility would be based on all of his countable resources as of 10/1/18, including the sailboat. If Mr. Johnson is ineligible due to excess resources but otherwise eligible, the worker would advise him that he could be eligible for AG based on conditional benefits. See Chapter F. Example 2: Mr. Jones files for AG on 10/3/18. He informs the worker that he transferred a boat worth $5,000 to his nephew in 4/18. He further states that the nephew returned the boat to him in 6/18. Since the boat was returned to Mr. Jones before he filed for AG, the transfer has no effect on AG eligibility. However, if Mr. Jones still owned the boat in the month he filed for AG, it would be counted as a resource.