1025.000.00 Cash and Securities (OAA and PTD)

1025.015.11 Plan for Achieving Self-Support (PASS) Account

IM-32 March 12, 2013

Exclude income and resources from an SSI Plan for Achieving Self-Support (PASS) for MHABD, SNC, and SAB. Blind or disabled SSI recipients may have a plan in writing and approved by the Social Security Administration to set aside money for a certain amount of time for a work goal to help them achieve self-support. Income and resources that are set aside under an approved PASS are excluded from countable income and resources for as long as the plan is in effect for blind or disabled SSI recipients. The claimant receives an approval letter from SSA when a plan is approved. A copy of this letter or other documentation from the Social Security Administration must be obtained to verify the resource has been designated as an approved PASS account, and the length of time the account is excluded.

A plan can be approved initially for up to 18 months, may be extended, but can never exceed 48 months. The plan can be amended with approval from SSA. SSA must periodically review plans to assure compliance.

PASS accounts are entered in FAMIS on the Liquid Resource (FMW0) screen as Type PA PLAN FOR ACHIEVING SELF-SUPPORT (PASS) MONIES and MHABD Excl Rsn IL INDEPENDENT LIVING ACCOUNT

The last effective month for a PASS is the earliest month in which one of the following events occurs:

  • The individual is no longer in substantial compliance with his/her plan
  • The individual voluntarily abandons his/her plan
  • The specified time limit expires and no extension is reached
  • The occupational objective outlined in the plan is reached

The PASS account is no longer excluded the month after the last effective month for a PASS.