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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME SOURCES 07/19 CHAPTER I, PAGE 38

STEPS ACTIONS • A signed allegation is acceptable evidence of expenses when it is unreasonable to obtain other evidence (e.g., daily bus- fare, small expendable items, etc.). Do not apply this tolerance to major expenses such as tuition, fees, and books. Step 4 Deduct the amount of tuition, fees, and other necessary educational expenses from the gross amount of the assistance. • Exclude the remainder from income if the individual alleges that it will be used for tuition, fees, or other necessary educational expenses. • Count the remainder as unearned income. • Count any portion of previously excluded grants, scholarships, fellowships, or gifts as income the earliest of the either the month that it is spent for something other than tuition, fees, or other necessary educational expenses, or the month the individual no longer intends to use the funds to pay tuition, fees, or other necessary educational expenses.

Example 1 An AG beneficiary who attends an educational institution receives a $1,000 scholarship and a $1,000 grant in September 2015. The educational assistance is not under Title IV of HEA or BIA. The student uses $1,500 to pay for tuition, fees, and other necessary educational expenses in September 2015. The student plans to use the remaining $500 to help pay tuition, fees, and other educational expenses in February 2016. The worker verifies the type and amount of assistance and expenses and excludes $2,000 from income in September 2015 because this assistance is or will be used to pay tuition, fees or other necessary educational expenses. The unused $500 is an excluded resource for October 2015 through June 2016, 9 months after the month of receipt. Any interest or dividends earned on the excluded resource are counted as income during the 9-month exclusion period.