FACS: How to Code Resources (Liquid)

The following are instructions, examples, and screenshots regarding coding liquid resources. The Resource Tab is located in the Interview Notebook in FACS.

The PS-2 blocks for coding liquid resources are the Resource Type (F111, F115, F119, F123, and F127) and Countable Amount (Amt) (F110, F114, F118, F122, F126).

For NON-PS2 blocks for the Resource Tab, refer to article Systems Help: NON-PS2 Instructions (Resource).

Liquid Resource Type: The choices for liquid resource tab are as follows:

  • Cash / DHS issued debit card account balance
  • Certificate of Deposit
  • Checking
  • Land
  • Life Insurance
  • Livestock / Animals
  • Mineral Rights
  • Other
  • Prepaid burial policy
  • Property other than home
  • Retirement
  • Savings
  • Stocks / Bonds
  • Trust Funds

Resource information entered in the NON-PS2 blocks must also be entered into the PS-2 Blocks in FACS. The choices for Resource Type are as follows:

  • Automobile
  • Estate Recovery Inclusion only (Personal Property, Jewelry, Paintings
  • Exempt Burial Funds (Including those made Irrevocable)
  • Exempt Trust
  • Farm Equipment
  • Insurance (Include Burial Policies and Show “0” as Value)
  • Life Estate (Not Home Property)
  • Livestock
  • Mineral Rights
  • None
  • Other Countable Resources
  • Prepaid Burial Plans
  • Real Property
  • Restricted Indian Property
  • Savings which include Cash, Bank Accounts, Bonds, Stocks, Etc.)
  • Small Business Equipment

Checking / Savings Accounts

During his interview for medical benefits, Willie Jennings declares that he has resources (1 checking account and 1 savings account located at First Bank of Indio). The balances are as follows:

  • Checking Account ($770)
  • Savings Account 1 ($400)

On the Resource Tab in Interview Notebook:

  • Person Name – Select Person in household who has the resource.
  • Does anyone have any liquid resources or assets? – Click YES
  • Liquid Resource Type: Checking
  • Balance: $770
  • Where Located: First Bank of Indio
  • Account Number: Enter Account Number

Resource Tab

To add another account, click liquid resource type, hit insert for additional line.

  • Liquid Resource Type: Savings
  • Balance: $400
  • Where Located: First Bank of Indio
  • Account Number: Enter Account Number

Resource Tab
Enter information in the PS-2 Blocks in FACS.

  • Resource Types: Savings Which Include Cash, Bank Accounts, Bonds, Stocks, etc.)
  • Countable Amount: In this example, ($770 +$400) = $1,170.

Resource Tab

Life Insurance Policy

During his interview for medical benefits, Willie Jennings declares that he has an $8,000 irrevocable burial policy and a $500 face value / $850 cash value life insurance policy which is not part of the burial. $850 is a countable resource.

  • Person Name – Select Person in household who has the resource.
  • Does anyone have any liquid resources or assets? – Click YES
  • Liquid Resource Type: Life Insurance
  • Balance: $8000
  • Where Located: Life Insurance Company
  • Account Number: Enter Account Number

Resource Tab

  • Liquid Resource Type: Life Insurance
  • Balance: Cash Value, $850
  • Where Located: Life Insurance Company
  • Account Number: Enter Account Number

Enter information in the PS-2 Blocks in FACS.

  • Resource Type: Exempt Burial Funds (Including those made Irrevocable)
  • Countable Amount $8,000
  • Resource Type: Insurance (Include Burial Policies and show “0” as Value”
  • Countable Amount $850

Resource Tab

Vehicles

During his interview for medical benefits, Willie Jennings declares that he has 3 vehicles. A Corvette, worth $24,000, and a Ford Escape, worth $5,000, and a Chevrolet Truck that is not operable (Salvage Value of $200).

  • Person Name – Select Person in household who has the resource.
  • Does anyone own any vehicles or other non-liquid assets? – Click YES
  • Vehicle Type: Enter most appropriate type
  • Year/Make/Model: Enter Year of Vehicle, Make, and Model
  • Est Value: “Avg. Trade in Value” according to NADA
  • Amt Owed: Enter remainder of balance of loan, if applicable.
  • Mnthly Payment: Enter amount of monthly payment, if applicable.

Liquid Resources 6 REV.

Enter information in the PS-2 Blocks in FACS.

  • Resource Type: Automobile
  • Countable Amount: In this example 1 vehicle is considered exempt, if it is used for the transportation of the client or a member of the individual’s household, $24,000. The value of other vehicles is considered countable resources. $5000 + $200 = $5200.

Resource Tab

Mineral Rights

During his interview for medical benefits, Willie Jennings declares that he has mineral rights in the amount of $600. The property in which the mineral rights exist is located in Indio County.

  • Person Name – Select Person in household who has the resource.
  • Does anyone have any liquid resources or assets? – Click YES
  • Liquid Resource Type – Mineral Rights
  • Balance: Value of Mineral Rights
  • Where Located: County of Location
  • Resource Type: Use Other Countable Resources Not Described Above) For Mineral Rights use other as the resource type.
  • Countable Amount – Enter Value of Mineral Rights

Resource Tab

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