PM 07-02-21

  1. Use Instructions to Client (form IL 444-0267) as needed for surveys completed on applications.

    Allow up to 14 calendar days from the date of request to get the information needed for the survey. If additional information is needed, or the couple requests additional time, allow them as much time as needed to get the information. When necessary, assist the couple in obtaining the information. 

  2. Complete the Revised textresource survey using Determination of Resource Allowance (HFS 3190). The amount determined does not include personal effects, household goods, or one vehicle for each spouse.
  3. Send a copy of the completed HFS 3190 to each spouse to notify them of their total combined nonexempt Revised textresources.

    For customers applying for or receiving DoA HCBS waiver services, send a copy of the completed HFS 3190 to the case coordination/case management unit (CCU/CMU) under contract with DoA.

    If the needed information is not provided, notify each spouse that the assessment cannot be completed. Notify them using HFS 3190.