PM 07: Assets

PM 07-01-00: Temporary Assistance for Needy Families (TANF) – 11/22/13 MR 13.25
PM 07-02-00: Aid to the Aged, Blind, and Disabled (AABD) – 02/06/14 MR 14.05
- PM 07-02-01: Asset Limits – 12/22/2023 MR #23.38
  - PM 07-02-01-a: Whose Assets to Use – 09/01/00
- PM 07-02-02: Jointly Held Assets – 08/13/99
- PM 07-02-03: Temporary Exemption of Nonliquid Resources (Cash) – 12/19/2023 MR #23.37
  - 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 – 03/29/19 MR 19.04
  - PM 07-02-04-b: Non-homestead Property – 02/06/14 MR 14.05
- PM 07-02-05: Motor Vehicles – 04/17/98
- PM 07-02-06: Personal Property – 05/04/2023 MR #23.17
  - 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 – 10/18/2023 MR #23.29
  - PM 07-02-07-a Irrevocable Assignment of a Life Insurance Policy to a Funeral Home to Fund an Irrevocable Prepaid Burial Contract – 10/18/2023 MR #23.29
- PM 07-02-08: Burial Funds – 10/18/2023 MR #23.29
  - 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 – 02/21/2024 MR #24.08
  - PM 07-02-08-d: Prepaid Burial Contract Funded by Life Insurance – 02/06/14 MR 14.05
  - PM 07-02-08-e: Funeral Home Administrative Expenses – 09/01/98
  - PM 07-02-08-f Existing Life Insurance Irrevocably Assigned to a Funeral Home to Fund an Irrevocable Prepaid Burial Contract – 02/21/2024 MR #24.08
- 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 – 02/06/14 MR 14.05
- 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 – 12/20/19 MR 19.17
  - PM 07-02-15-a: Trusts Established on or After 08/11/93 – 12/20/19 MR 19.17
  - PM 07-02-15-b: Trusts Established Prior to 08/11/93 – 12/20/19 MR 19.17
- PM 07-02-16: Exempt Trusts – 12/20/19 MR 19.17
  - PM 07-02-16-a: Treating as Income and Resource – 07/01/12 MR 12.18
- PM 07-02-17: Annuities and Pensions – 02/06/14 MR 14.05
- 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 07-02-18-l ABLE Accounts – 05/16/18 MR 18.10
- 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 Services) – 12/20/19 MR 19.17
  - PM 07-02-20-a: Verifying a Transfer of Resources or Income – 12/20/19 MR 19.17
  - PM 07-02-20-b: Allowable Transfers – 12/20/19 MR 19.17
  - 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 – 12/22/2023 MR #23.38
- PM 07-02-21: LTC Resource Review – 02/06/14 MR 14.05
- PM 07-02-22: Community Spouse Resource Allowance – 02/13/2024 MR #24.06
  - PM 07-02-22-a: Delay in Transfer to Community Spouse – 02/06/14 MR 14.05
- 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: Reserved – 07/01/13 MR 13.16
PM 07-04-00: SNAP – 04/29/2021 MR #21.12
- PM 07-04-01: Asset Limits – 09/23/2024 MR# 24.19
  - PM 07-04-01-a: Whose Assets to Use – 04/29/2021 MR #21.12
  - 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 – 09/23/2024 MR# 24.19
  - PM 07-04-01-d: Asset Verification System and AABD Community Medical Clients with SNAP – 05/04/2023 MR #23.17
- PM 07-04-02: Jointly Held Assets – 09/23/2024 MR# 24.19
- PM 07-04-03: Inaccessible Assets – 09/23/2024 MR# 24.19
- PM 07-04-04: Homestead Property – 03/01/97
- PM 07-04-05: Income Producing Property – 09/23/2024 MR# 24.19
- PM 07-04-06: Nonliquid Assets – 11/22/13 MR 13.25
- PM 07-04-07: Assets with Low Equity Value – 09/23/2024 MR# 24.19
- PM 07-04-08: Personal Items – 03/01/97
- PM 07-04-09: Liquid Assets – 09/23/2024 MR# 24.19
  - PM 07-04-09-a: Income Mixed with an Asset – 09/23/2024 MR# 24.19
  - PM 07-04-09-b: Handling of Exempt Funds – 09/23/2024 MR# 24.19
- PM 07-04-10: Pension Plans, Retirement and Educational Accounts, ABLE Accounts – 05/16/18 MR 18.10
- PM 07-04-11: Prorated Income – 03/01/97
- PM 07-04-12: Life Insurance – 03/01/97
- PM 07-04-13: Burial Needs – 05/09/19 MR 19.08
- 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 – 06/27/19 MR #19.10
- PM 07-04-17: Licensed Vehicles – 06/30/2023 MR #23.22
- 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
- PM 07-04-21: Substantial Lottery or Gambling Winnings – 09/23/2024 MR# 24.19