Instructions: Describe the account or other resource that the parent’s name is on.

Instructions: Ask this question with the intent of making the client eligible for medical benefits.
See Medical Assistance for Adults and Children: Changes in capital resources 317:35-5-41.10.
If the resource was transferred to an NEW irrevocable trust it remains a resource for 30 days after purchase.

Instructions:Enter a description of any resources that was sold, traded, or given away.

Instructions: Enter the date the resource was transferred.

Instructions: Enter the fair market value of the resource that was transferred

Instructions: Mark this box to show that a client has property. This field just shows ownership. It does not indicate if the property is a countable resource or not.

Instructions: Enter a short description of any real estate, land, or buildings being bought or already owned.
To add additional property descriptions, press the INSERT key while your cursor is in the Property Description field.

Instructions: Mark this box if the client resides in the property they own.

Instructions: Enter the declared dollar value of the property.

Instructions: Check this box to indicate that the client receives income from this property (e.g., as a result of leasing out a building). Any profit is considered income.

Instructions: Mark this box to indicate that the client has some liquid resources. Liquid resources include checking and savings accounts, CD’s, livestock, and trust funds, among other things.

Instructions: Select the type of liquid resource the client owns.
See TANF: General provisions regarding resources 340:10-3-2.
See Medical Assistance for Adults and Children: Determination of capital resources for ABD 317:35-5-41.
See Child Care: Resources, residence, and citizenship 340:40-7-5(a).
To add additional liquid resource descriptions, press the INSERT key while your cursor is in the Liquid Resources Type field. This field is for the liquid resources DECLARED by the client. The worker must determine which liquid resources are actually COUNTABLE resources in the Resource Type fields.

Instructions: Enter the balance of the liquid resource.

Instructions: Enter the location of the liquid resource (e.g., bank name)

Instructions: Enter the liquid resource’s account number.

Instructions: Mark this box to show that the household has some non-liquid assets, such as cars, boats, motorcycles, equipment, tools, trailers, etc.

Instructions: Select the type of vehicle the client owns. To add additional vehicle descriptions, press the INSERT key while your cursor is in the Vehicle Type field. This field is for the vehicles DECLARED by the client. The worker must determine which resources are actually countable and enter the COUNTABLE resources in the Resource Type fields.

Instructions: Enter the year, make and model of the vehicle described.

Instructions: Enter the declared estimated current value of the vehicle described.

Instructions: If the vehicle purchase was financed, enter the amount still owned on the loan.

Instructions: Enter the amount of the monthly payment the client makes for the vehicle. Remember to consider this when looking at the household expenses.