Page 35

Official source

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME SOURCES 07/19 CHAPTER I, PAGE 26

o Life insurance proceeds received as a result of the death are not a converted resource

• Lump sum death benefits from SSA; • RR burial benefits; • VA burial benefits; • Inheritances in cash or in kind; • Cash or gifts of real or personal property given by relatives, friends, or a community group to “help out” with expenses related to the death. Note: Recurring survivor benefits such as those received under Title II, private pension programs, etc., are not death benefits.

21.1. Income Treatment Death benefits provided to an individual are unearned income to such individual to the extent that the total amount exceeds the expenses of the deceased person's last illness and burial paid by the individual. They are subject to the unearned and general income exclusions. To determine the income derived from death benefits, subtract the total expenses from the total death benefits. 21.1.1. Value Determine the value of the benefit based on the section that is specific to the type of item that was received. 21.1.2. When To Count Count the income in the month the death benefit(s) is received. If death benefits are received in more than one month, assume that the funds first received are the first spent. For example, if the death benefits are $1,000 received in January and $1,000 in February and the allowable expenses are $1,500, charge the remaining $500 as income in February. See Inheritances Chapter I - 36 to determine when inheritances are considered available.

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Page 35

Official source

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME SOURCES 07/19 CHAPTER I, PAGE 26

o Life insurance proceeds received as a result of the death are not a converted resource

• Lump sum death benefits from SSA; • RR burial benefits; • VA burial benefits; • Inheritances in cash or in kind; • Cash or gifts of real or personal property given by relatives, friends, or a community group to “help out” with expenses related to the death. Note: Recurring survivor benefits such as those received under Title II, private pension programs, etc., are not death benefits.

21.1. Income Treatment Death benefits provided to an individual are unearned income to such individual to the extent that the total amount exceeds the expenses of the deceased person's last illness and burial paid by the individual. They are subject to the unearned and general income exclusions. To determine the income derived from death benefits, subtract the total expenses from the total death benefits. 21.1.1. Value Determine the value of the benefit based on the section that is specific to the type of item that was received. 21.1.2. When To Count Count the income in the month the death benefit(s) is received. If death benefits are received in more than one month, assume that the funds first received are the first spent. For example, if the death benefits are $1,000 received in January and $1,000 in February and the allowable expenses are $1,500, charge the remaining $500 as income in February. See Inheritances Chapter I - 36 to determine when inheritances are considered available.