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2/17 DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME EXCLUSIONS CHAPTER H, PAGE 9 7.3. Verification Use bills, receipts, contact with the provider, etc., to verify all essential expenses. If an expense has been incurred but not paid, assume that the individual will pay the expense unless you have reason to question the situation. 8. Guardianship Fee Exclusion When the individual has a guardian or conservator, the fee paid to the guardian or conservator to manage the individual’s income may be excluded from the individual’s net countable income if the court order stated a fee would be paid. The court order establishing the guardianship will specify what sources of income will be managed and the fee to be paid for managing those sources of income. 8.1. Exclusion Amount The amount of the exclusion will equal the amount designated by the court order. The court order may state an exact amount or state the fee will be a percentage of the managed funds. The exclusion amount cannot exceed the amount designated by the court nor include fees for managing income that is not included in the court order. 8.1.1. Fee Based On Percentage If the court order states the fee will be a percentage of the managed funds, the worker will be responsible for computing the exclusion amount. The exclusion computation method to be used is determined by whether or not the AG payments are included in the managed funds. 8.1.1.1. Managed Funds Do Not Include AG Payment If the guardian/conservator will not manage the individual’s AG, use the following procedure to determine the exclusion amount.