Chapter 2:  Whose Assets Are Counted 
   

Introduction  2.1
   
Countable assets of all group members must be considered except when determining countable assets in FS.  In the FS program, assets of individuals receiving SSI or TANF are not considered.  In addition, in MA, TANF, GC, and FS, assets of certain people who are outside of the group, such as some relatives and/or disqualified group members, must be considered.

 

As noted in Chapter 1:  Determining Countable Assets in this Part, some eligibility categories within MA do not impose an asset test.  Specifically, children and pregnant women who meet the non-financial and income-eligibility criteria under 'Poverty Level Families and Children' within the AR program type and children, parents, and caretaker relatives eligible under the categories within the AX program type do not have to meet an asset test (see Section 2.2.2:  ACEDS MA Program Types in Part I).  In addition, groups categorically eligible for MA or FS do not have to meet the asset tests in those programs (see Chapter 12:  Categorical Eligibility in Part IV).

 

This chapter relates only to the treatment of assets for programs or eligibility groups within programs that impose an asset test on applicants and recipients.  Thus, in this chapter when the term 'ALL' is used to indicate the programs to which a particular policy apply, the term only includes those programs and eligibility categories within programs that apply an asset test.  Similarly, in this chapter, the term 'MA' only includes those eligibility categories within Medicaid and D.C. Medical Charities that impose an asset test.  For clarity, when MA is broken into subgroups in this chapter, a notation is made to indicate that the asset-related discussion does not apply to certain Medicaid categories.

 

Legal Authority  2.2

 

AREA/TOPIC	DISTRICT	FEDERAL
Asset Groups	TANF:  D.C. Code 3-205.10-11; 3-205.15; 3-205.19-19a;   GC:  See TANF and D.C. Code 3-205.5a	MA:  42 USC 1396a(a)(17), 1396 a(r)(2), 1396a(l); 42 CFR 435.601, 435.602, 435.840-.845   FS:  7 USC 2014(g), (j); 7 CFR 273.8; 273.11(c)
Deeming Assets	TANF:  D.C. Code 3-205.22   GC:  See TANF and D.C. Code 3-205-5a	FS:  7 CFR 273.11(c)

 

Asset Groups 2.3

 

MA	Combine the assets of all group members.  In addition, see Section 2.4:  Deeming Assets in this Chapter.
TANF	Combine the assets of the following people to determine the group's countable assets:     All members of the group, and    Mandatory group members who are disqualified for:     Alien status   Alien sponsorship status   Failure to comply with SSN requirements   IPV   Failure to comply with third party liability requirements.     o a parent excluded from the group because s/he is married to an individual who is not related to the children in the group (see Section 5.7:  Step-Parents in Part IV).   Do not consider the assets for any other person, including a step-parent.
GC	GC Consider the assets of the group members only.
FS	The asset group includes the following:   FS group members, and  Persons disqualified due to:     . IPV   . refusal to provide a SSN   . alien status   . TANF work program noncompliance.