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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME SOURCES 07/19 CHAPTER I, PAGE 37

to use the funds to pay tuition, fees, or other necessary educational expenses.

30.4. Interest And Dividends Earned On Educational Assistance Interest and dividends earned on excluded grants, scholarships, fellowships, or gifts are counted as income. Interest and dividends earned on countable educational assistance are excluded from income. 30.5. Determine Countable And Excludable Amounts Of Educational Assistance STEPS ACTIONS Step 1 Verify that the assistance is a grant, scholarship, fellowship, or gift using documents in the individual's possession or contact with the institution or provider to verify the nature of the assistance (e.g., scholarship, grant, etc.). If not totally excluded under another provision, verify the amount, date(s) of payment, payee, source of payment/payer, etc. Step 2 • If Title IV of HEA or BIA is involved, exclude the assistance. STOP. • If Title IV of HEA or BIA is not involved, go to Step 3. Step 3 Determine the amount of tuition, fees, and other necessary educational expenses. • Use receipts, bills with cancelled checks, contact with the provider, etc., to verify expenses paid. If an expense is verified as incurred but not paid, assume the individual will pay the expense unless you have reason to question the situation. No follow-up is required if the assumption is applied. • Use your judgment to determine whether payment of an expense was a necessary part of obtaining an education.