Page 16
DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME EXCLUSIONS 2/17 CHAPTER H, PAGE 14 STEPS Identifying Infrequent Or Irregular Income ACTIONS Step 2 Were the additional payments for the same purpose? Yes – The payments are not infrequent. Go to Step 3 No – Each payment is infrequent. The exclusion applies. Step 3 Could the individual have reasonably expected to receive it? Yes – The payments are not irregular. The exclusion does not apply. No – Each payment is irregular. The exclusion applies. Examples: Situation 1: In July, an individual's friend repays, with interest, money the individual had loaned him. In August, the same friend gives the individual a gift of some football tickets. The individual has received two different types of income — interest and a gift — from the same source. Evaluating each receipt separately, we see that each can qualify separately as infrequent. The first $60 of their combined value is excludable even if the total received exceeds $60. The remainder is countable unearned income. Situation 2: The recipient receives a birthday gift of $15 cash and wins $25 playing the State lottery, both of which were received in the last month of a calendar quarter. Analysis: Since the income received is no more than once a quarter, its receipt is infrequent. Since neither could be anticipated, both are also irregular. All the income may be excluded under the infrequent/irregular income provision.