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Department of Human Services
Michelle R.B. Saddler, Secretary
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Policy Manual Chapter Table of Contents
PM 07: Assets
WAG 07
PM 07-01-00: Temporary Assistance for Needy Families (TANF)
– 09/01/00
PM 07-01-01: Asset Limits
– 09/01/00
PM 07-01-01-a: Whose Assets to Use
– 09/01/00
PM 07-01-02: Jointly Held Assets
– 07/01/97
PM 07-01-03: Inaccessible Assets
– 05/14/13 MR 13.13
PM 07-01-04: Real Property
– 03/01/97
PM 07-01-04-a: Temporary Exemption of Nonexempt Real Property
– 09/01/00
PM 07-01-04-b: Property Sold During the 6-Month Exemption (Cash)
– 07/01/97
PM 07-01-04-c: Property Not Sold or Case Ineligible for Other Reason (Cash)
– 03/01/97
PM 07-01-05: Motor Vehicles
– 09/01/00
PM 07-01-06: Personal Property
– 03/01/97
PM 07-01-06-a: Income Mixed with an Asset
– 03/01/97
PM 07-01-07: Life Insurance
– 03/01/97
PM 07-01-08: Burial Needs
– 03/01/97
PM 07-01-09: Medical Fund Raisers
– 03/01/97
PM 07-01-10: Onetime SSI Payment
– 07/01/97
PM 07-01-11: Income Tax Refunds
– 03/01/11 MR 11.05
PM 07-01-12: Miscellaneous Assets
– 03/01/97
PM 07-01-13: Federal Nutrition Programs
– 12/01/00
PM 07-01-14: Trust Funds
– 09/01/00
PM 07-01-15: Annuities
– 09/01/00
PM 07-01-16: Exempt Assets - Separate Funds
– 09/01/00
PM 07-01-16-a: Stepparent's Assets
– 09/01/00
PM 07-01-16-b: VISTA Payments
– 03/01/97
PM 07-01-16-c: Student Grants and Loans
– 03/01/97
PM 07-01-16-d: Earmarked Child Support
– 03/01/97
PM 07-01-16-e: DHS Payments
– 07/01/97
PM 07-01-16-f: Disaster Relief Payments
– 03/01/97
PM 07-01-16-g: Federal Housing Payments
– 03/01/97
PM 07-01-16-h: Special Federal Payment Programs
– 03/01/97
PM 07-01-16-i: Children's Savings Accounts
– 07/01/97
PM 07-01-16-j: Self-Employment Assets
– 07/01/97
PM 07-01-16-k: Individual Development Account (IDA)
– 06/01/01
PM 07-01-17: Uniform Transfers to Minors Act
– 03/09/99
PM 07-01-17-a: Client is the Minor Child in Receipt of UTMA Gift
– 03/09/99
PM 07-01-17-b: Client is Custodian of UTMA Account
– 03/09/99
PM 07-01-18: Pension Plans
– 12/01/04
PM 07-02-00: Aid to the Aged, Blind, and Disabled (AABD)
– 03/01/97
PM 07-02-01: Asset Limits
– 09/01/00
PM 07-02-01-a: Whose Assets to Use
– 09/01/00
PM 07-02-01-b: Asset Limit for Multiple Cases
– 09/01/00
PM 07-02-02: Jointly Held Assets
– 08/13/99
PM 07-02-03: Temporary Exemption of Nonliquid Resources (Cash)
– 03/01/13 MR 13.05
PM 07-02-03-a: Property Sold During the Exemption Period (Cash)
– 03/01/97
PM 07-02-04: Real Property
– 03/01/97
PM 07-02-04-a: Homestead Property
– 07/01/12 MR 12.18
PM 07-02-04-b: Non-homestead Property
– 03/01/97
PM 07-02-05: Motor Vehicles
– 04/17/98
PM 07-02-06: Personal Property
– 07/01/12 MR 12.18
PM 07-02-06-a: Income Mixed with an Asset
– 03/01/97
PM 07-02-06-b: Personal Effects and Household Goods
– 04/17/98
PM 07-02-07: Life Insurance
– 04/05/04
PM 07-02-08: Burial Funds
– 09/01/98
PM 07-02-08-a: Money Set Aside in a Bank Account
– 09/01/98
PM 07-02-08-b: Revocable Prepaid Burial Contract Funded by Trust
– 07/01/12 MR 12.18
PM 07-02-08-c: Irrevocable Prepaid Burial Contract Funded by Trust
– 09/01/12 MR 12.22
PM 07-02-08-d: Prepaid Burial Contract Funded by Life Insurance
– 07/01/12 MR 12.18
PM 07-02-08-e: Funeral Home Administrative Expenses
– 09/01/98
PM 07-02-09: Burial Spaces
– 07/01/12 MR 12.18
PM 07-02-10: Interest on Burial Funds and Burial Spaces
– 03/01/97
PM 07-02-11: Resources Needed for Self-Support
– 07/01/12 MR 12.18
PM 07-02-12: Medical Fund Raisers
– 03/01/97
PM 07-02-13: Income Tax Refunds
– 03/01/11 MR 11.05
PM 07-02-14: Life Estates
– 04/17/98
PM 07-02-15: Trust Funds
– 03/01/97
PM 07-02-15-a: Trusts Created on or After 08/11/93 (Community Medical, NH, SLF and DoA HCBS Waiver)
– 07/01/12 MR 12.18
PM 07-02-15-b: Exempt Trusts
– 07/01/12 MR 12.18
PM 07-02-16: Medicaid Qualifying Trusts Created Prior to 08/11/93 (Medical)
– 07/01/12 MR 12.18
PM 07-02-16-a: Treating as Income and Resource
– 07/01/12 MR 12.18
PM 07-02-17: Annuities and Pensions
– 07/01/12 MR 12.18
PM 07-02-18: Exempt Assets - Separate Funds
– 03/01/97
PM 07-02-18-a: Federal Nutrition Programs
– 12/01/00
PM 07-02-18-b: VISTA Payments
– 03/01/97
PM 07-02-18-c: Student Grants and Loans
– 03/01/97
PM 07-02-18-d: DHS Payments
– 04/17/98
PM 07-02-18-e: Disaster Relief Payments
– 03/01/97
PM 07-02-18-f: Federal Housing Payments
– 03/01/97
PM 07-02-18-g: SSI Lump Sum Payments on Medical Cases
– 04/17/98
PM 07-02-18-h: PASS Payments
– 03/01/97
PM 07-02-18-i: Earned Income Tax Credit
– 03/01/97
PM 07-02-18-j: Special State Payment Programs
– 03/01/97
PM 07-02-18-k: Special Federal Payment Programs
– 03/01/97
PM 07-02-19: Uniform Transfers to Minors Act
– 03/09/99
PM 07-02-19-a: Client is the Minor Child in Receipt of UTMA Gift
– 03/09/99
PM 07-02-19-b: Client is Custodian of UTMA Account
– 03/09/99
PM 07-02-20: Transfers of Resources and Income (NH, SLF, and DoA HCBS Waiver)
– 07/01/12 MR 12.18
PM 07-02-20-a: Verifying a Transfer of Resources or Income
– 07/01/12 MR 12.18
PM 07-02-20-b: Allowable Transfers
– 07/01/12 MR 12.18
PM 07-02-20-c: Asset Transfers That May Affect Eligibility
– 03/01/97
PM 07-02-20-d: Penalty Period Due to Non-allowable Transfers
– 07/01/12 MR 12.18
PM 07-02-21: Resource Survey
– 07/01/12 MR 12.18
PM 07-02-22: Community Spouse Resource Allowance
– 07/01/12 MR 12.18
PM 07-02-22-a: Delay in Transfer to Community Spouse
– 04/17/98
PM 07-02-23: Asset Protection - Partnership Insurance (Medical)
– 11/03/97
PM 07-02-23-a: Identifying Partnership Policies
– 11/03/97
PM 07-02-23-b: Asset Protection
– 11/03/97
PM 07-03-00: General Assistance
– 03/01/97
PM 07-03-01: Asset Limits
– 07/01/97
PM 07-03-01-a: Whose Assets to Use
– 03/01/97
PM 07-03-02: Jointly Held Assets
– 04/23/97
PM 07-03-03: Real Property
– 03/01/97
PM 07-03-04: Motor Vehicle
– 07/01/97
PM 07-03-05: Personal Property
– 03/01/97
PM 07-03-05-a: Income Mixed with an Asset
– 03/01/97
PM 07-03-06: Life Insurance
– 03/01/97
PM 07-03-07: Income Tax Refunds
– 03/10/11 MR 11.05
PM 07-03-08: Miscellaneous Assets
– 03/01/97
PM 07-03-09: Medical Fund Raisers
– 03/01/97
PM 07-03-10: Trust Funds Available Through a Court Order
– 03/01/97
PM 07-03-11: DMHDD Payments
– 03/01/97
PM 07-03-12: Disaster Relief Payments
– 03/01/97
PM 07-03-13: Special Federal Payment Programs
– 03/01/97
PM 07-03-14: Uniform Transfers to Minors Act
– 03/09/99
PM 07-03-14-a: Client is the Minor Child in Receipt of UTMA Gift
– 03/09/99
PM 07-03-14-b: Client is Custodian of UTMA Account
– 03/09/99
PM 07-03-15: Pension Plans
– 12/01/04
PM 07-04-00: SNAP
– 10/01/10 MR 10.27
PM 07-04-01: Asset Limits
– 10/01/11 MR 11.20
PM 07-04-01-a: Whose Assets to Use
– 10/01/10 MR 10.27
PM 07-04-01-b: Assets of Sponsors of Noncitizens
– 03/01/97
PM 07-04-01-c: Assets of Unit Members Who Receive TANF or SSI
– 05/01/01
PM 07-04-02: Jointly Held Assets
– 10/01/10 MR 10.27
PM 07-04-03: Inaccessible Assets
– 10/01/10 MR 10.27
PM 07-04-04: Homestead Property
– 03/01/97
PM 07-04-05: Income Producing Property
– 10/01/10 MR 10.27
PM 07-04-06: Nonliquid Assets
– 10/01/10 MR 10.27
PM 07-04-07: Assets with Low Equity Value
– 10/01/10 MR 10.27
PM 07-04-08: Personal Items
– 03/01/97
PM 07-04-09: Liquid Assets
– 03/01/11 MR 11.05
PM 07-04-09-a: Income Mixed with an Asset
– 10/01/10 MR 10.27
PM 07-04-09-b: Handling of Exempt Funds
– 10/01/10 MR 10.27
PM 07-04-10: Pension Plans, Retirement and Educational Accounts
– MR 08.25 10/01/08
PM 07-04-11: Prorated Income
– 03/01/97
PM 07-04-12: Life Insurance
– 03/01/97
PM 07-04-13: Burial Needs
– 10/01/10 MR 10.27
PM 07-04-14: Disaster Relief Payments
– 03/01/97
PM 07-04-15: Indian Lands
– 03/01/97
PM 07-04-16: Special Federal Payment Programs
– 01/01/11 MR 11.03
PM 07-04-17: Licensed Vehicles
– 10/01/10 MR 10.27
PM 07-04-17-a: Exempt Vehicles
– 10/01/10 MR 10.27
PM 07-04-17-b: Equity Value
– 10/01/10 MR 10.27
PM 07-04-18: Uniform Transfers to Minors Act
– 10/01/10 MR 10.27
PM 07-04-18-a: Client is the Minor Child in Receipt of UTMA Gift
– 10/01/10 MR 10.27
PM 07-04-18-b: Client is Custodian of UTMA Account
– 10/01/10 MR 10.27
PM 07-04-19: Transfer of Assets
– 10/01/10 MR 10.27
PM 07-04-19-a: Exempt Transfers
– 03/01/97
PM 07-04-19-b: Disqualification Period
– 03/01/97
PM 07-04-20: Individual Development Account (IDA)
– 07/01/01
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