IM-45 May 3, 2023; IM-162 October 10, 2019; IM-96 October 26, 2015; IM-30 April 9, 2010; IM-15 March 9, 2010; IM-55 July 21, 2009; IM-30 April 4, 2008; IM-137 October 24, 2003; IM-122 December 31, 1992; IM-54 March 15, 2001
Exclude, as income, any of the following:
- Income from employment in a sheltered workshop
- Income received from employment as a patient worker at sub-minimum wages in an institution, pursuant to the Fair Labor Standards Act, Section 14, Regulation 29CFR, Part 529
- Department of Mental Health funds
- Contributions for charges not covered in the basic rate
- Compensation received under the Federal Older Americans Volunteer Program. Section 611 of Title VI of Public Law 93-29 dated May 3, 1973, (also called the “Foster Grandparent” and Older Americans Community Service Program) excludes income received under this program by individual volunteers, age 60 or over.
- Out-of-pocket expenses made to individual volunteers, grandparents, senior health aides, or senior companions, and to persons serving in the Service Corps of Retired Executives (SCORE) and Active Corps of Executives (ACE) and any other programs under Titles II and III of the Domestic Volunteer Services Act of 1973 (Public Law 93-113)
- Vocational Rehabilitation Payments made for maintenance, transportation, tuition, fees, etc., in connection with an individual participating in training or school attendance subsidized by the Division of Vocational Rehabilitation (DVR)
- Loans or grants to an undergraduate student for educational purposes made or insured under any program administered by the Commissioner of Education. This includes the Basic Educational Opportunity Grants Program (BEOG), Supplemental Educational Opportunity Grants (SEOG), National Direct Student Loans (NDSL), Guaranteed Student Loans and PELL grants.
- The portion of a Veterans Education Assistance payment that is for the student and is actually used for items such as tuition, books, fees, equipment, transportation for school purposes, child care services necessary for school attendance, etc.
- Agent Orange Settlement Payments – payments made as a result of the class action lawsuit In Re: Agent Orange product liability litigation, M.D.L. No. 381 (E.D.N.Y). This settlement fund was closed in 1997.
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- Disability payments received from the Veterans Administration (VA) due to service-related disabilities resulting from exposure to Agent Orange should be treated in the same manner as other VA payments.
- Missouri Family Trust Fund payments made on behalf of a beneficiary who is an applicant or recipient of SNC
- Bona Fide Loans
- Ricky Ray Hemophilia Fund – refer to Section 1025.015.08 Ricky Ray Hemophilia Fund and Susan Walker v. Bayer Corporation Class Action Settlement Payments of the December 1973 Eligibility Requirements manual.
- PASS Account: Money SSI recipients set aside under an approved plan for achieving self-support (PASS). SSA must approve the written plan.
- The allowance provided to children of Vietnam veterans (including adult children) who were born with the congenital defect, spina bifida
- Supportive service payments, stipends (a payment received while participating in a training program), and needs related payments from Workforce Investment Act (WIA) program(s)
- WIA work experience payments
- Any portion of a veteran’s pension designated for Aid and Attendance
- Any benefits designated for a veteran’s dependent
- Any portion of a veteran’s pension paid for unusual medical expenses
- VA homebound allowances
- Achieving a Better Life Experience (ABLE) account – Third-party contributions to and interest, dividends, or other distributed earnings in an ABLE account. Also exclude from income payments made from an ABLE account for qualified disability expenses. Refer to manual section 1025.015.17 Achieving a Better Life Experience Account for more information regarding ABLE accounts.