1025.000.00 Cash and Securities (OAA and PTD)

1025.015.18 Restricted Accounts Established by the Courts

IM-56 June 8, 2021

An account established for a disabled individual (by petition to a court) must place restrictions on use of the funds to establish circumstances or conditions under which funds may be expended.

If either the petition to the court or the court order does not list restrictions on spending for items that may otherwise be provided by government programs such as for food, shelter, or medical expenses, assets held in the account must be attributed to the beneficiary and considered as a countable resource.