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2/17 DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME EXCLUSIONS CHAPTER H, PAGE i TABLE OF CONTENTS NON-SSI INCOME EXCLUSIONS – INTRODUCTION.......................................................................................1 1. EXCLUSION FACTS........................................................................................................................................1 2. APPLICATION OF EXCLUSIONS ................................................................................................................1 2.1. EXCLUSIONS THAT APPLY TO UNEARNED INCOME.....................................................................................2 2.2. EXCLUSIONS THAT APPLY TO EARNED INCOME .........................................................................................2 2.3. EXCLUSIONS THAT APPLY TO COMBINED INCOME (GENERAL EXCLUSIONS) .............................................2 2.4. APPLICATION OF INCOME EXCLUSIONS ......................................................................................................2 3. $20 PER MONTH GENERAL INCOME EXCLUSION ...............................................................................5 3.1. INCOME BASED ON NEED ............................................................................................................................5 3.2. COUPLE’S EXCLUSION.................................................................................................................................6 4. $65 PLUS ONE-HALF OF REMAINDER EXCLUSION .............................................................................6 4.1. COUPLE’S EXCLUSION.................................................................................................................................6 5. CHILD AT HOME EXCLUSION....................................................................................................................6 5.1. EXCLUSION .................................................................................................................................................7 5.2. VERIFICATION .............................................................................................................................................7 6. COMMUNITY EXPENSES EXCLUSION .....................................................................................................7 6.1. VERIFICATION .............................................................................................................................................7 7. EXPENSES OF OBTAINING UNEARNED INCOME.................................................................................8 7.1. EXCLUSION .................................................................................................................................................8 7.2. DEDUCTING ALLOWABLE EXPENSES...........................................................................................................8 7.3. VERIFICATION .............................................................................................................................................9 8. GUARDIANSHIP FEE EXCLUSION .............................................................................................................9 8.1. EXCLUSION AMOUNT ..................................................................................................................................9 8.1.1. Fee Based On Percentage......................................................................................................................9 8.2. VERIFICATION ...........................................................................................................................................11 8.2.1. Verification Not Provided....................................................................................................................11 9. INFREQUENT OR IRREGULAR INCOME EXCLUSION (I&I) ............................................................12 9.1. EXCLUSIONS..............................................................................................................................................12 9.1.1. Earned Income Exclusion ....................................................................................................................12 9.1.2. Unearned Income Exclusion................................................................................................................12 9.1.3. Couple’s Exclusion ..............................................................................................................................12 9.2. SINGLE SOURCE OF INCOME ......................................................................................................................13 9.3. IDENTIFYING INFREQUENT OR IRREGULAR INCOME..................................................................................13 10. SPOUSE AT HOME EXCLUSION ...............................................................................................................15 10.1. EXCLUSION ...............................................................................................................................................15 10.2. VERIFICATION ...........................................................................................................................................15 11. BLIND WORK EXPENSES (BWE) EXCLUSION......................................................................................16 11.1. EXCLUSION ...............................................................................................................................................16 11.1.1. Deductible Items .............................................................................................................................16 11.1.2. Nondeductible Items........................................................................................................................17 11.2. VERIFICATION ...........................................................................................................................................17