F-5000, Potential Resource Exclusions
See Section F-1000, General Principles of Resources, for consideration of ownership, accessibility and other treatment aspects of resources.
See Section F-1410, Deeming for Spouses, and Section F-1420, Deeming for Children, for exclusion of pensions when deeming resources from a spouse or parent.
See Section F-2000, Resource Exclusions – Limited and Related to Exempt Income.
See Section F-2100, Resources Exclusions – Limited, for treatment of certain resources that have a time limit on the exclusion or a dollar limit to the exclusion.
See Section F-2200, Resources Exclusions Related to Exempt Income, for treatment of certain resources that are associated with exempt income in Section Section E-2000, Exempt Income.
In Section F-4000, Liquid and Nonliquid Resources, the significance of distinction between liquid and nonliquid is necessary for the use of the exclusion for property essential to self-support. Liquid resources do not qualify for exclusion as property essential to self-support unless they represent necessary assets of a trade or business.
Revision 09-4; Effective December 1, 2009
A list of common resource exclusions follows. However, other exclusions, depending on the situation or on new federal regulations, could exist:
|Exclusion||Section No.||No Limit on Value and /or Length of Time||Limit on Value and /or Length of Time|
Serving as the principal place of residence, including the land on which the home stands and other buildings on that land
|Funds from the sale of a home if reinvested timely in a replacement home||F-3400||X|
|Jointly-owned real property which cannot be sold without undue hardship (due to loss of housing) to the other owner(s)||F-1221||X|
|Real property that was previously the home for so long as the owner's reasonable efforts to sell it are unsuccessful||F-4211
|Restricted, allotted Indian land if the Indian/owner cannot dispose of the land without permission of other individuals, his/her tribe or an agency of the federal government||F-2240
|Automobile serving for transportation for medical||F-4221|
|Life insurance, depending on its face value||F-4223||X|
|Burial space or plot||F-4214||X|
|Burial funds for an applicant/recipient and/or his/her spouse||F-4227||X|
|Certain prepaid burial contracts||F-4160||X|
|Household goods and personal effects||F-4222||X|
|Property essential to self-support||F-4300||X|
|Resources of a blind or disabled person which are necessary to fulfill an approved plan for achieving self-support||F-4400||X|
|Retained retroactive SSI or RSDI benefits||F-2150||X|
|Radiation Exposure Compensation Trust Fund payments||F-2200||X|
|German reparation payments made to World War II Holocaust survivors||F-2200||X|
|Austrian social insurance payments||F-2200||X|
|Japanese-American and Aleutian restitution payments||F-2200||X|
|Federal disaster assistance received on account of a presidentially declared major disaster, including interest accumulated thereon||F-2200||X|
|Cash (including accrued interest) and in-kind replacement received from any source at any time to replace or repair lost, damaged or stolen excluded resources||F-1270||X|
|Certain items excluded from both income and resources by other federal statutes||F-2260||Varies|
|Agent Orange settlement payments to qualifying veterans and survivors||F-2260||X|
|Victims' compensation payments||F-2210||X|
|State or local relocation assistance payments||F-2170||X|
|Tax refunds related to Earned Income Tax Credits||F-2130||X|