Farm Bill Income & Resource Conformance Options

Arizona:

Effective January 1, 2003, all educational income, excluding funding for basic needs; Hemophilia Relief Fund Settlement payments; Phen-Fen payments; and energy assistance payments.

Arkansas:

Effective January 1, 2003, all educational income, including VA educational benefits, will be excluded entirely as income in the Food Stamp Program. This also includes work-study, income from assistantships, and income received from the Montgomery GI Bill. 

Georgia:

All educational income. (Also, currently considering other sources.)

Indiana:

Effective November 1, 2002, educational income under Carl D. Perkins and life insurance dividends.

Iowa:

Effective October 1, 2002, excluded educational income.

Maryland:

Educational income.

Michigan:

October 1, 2002, formerly excluded under its welfare reform waiver, Michigan now excludes under this provision: child support refunds and reimbursements, educational income and loans, cash received from private home heating supplier, certain VISTA payments (if member got FS prior to joining VISTA), and energy assistance payments. (Child support participation pass-through payments, adoption subsidies, and certain VISTA payments are not allowed to be excluded under this provision, but are excluded under Michigan’s welfare reform waiver.) 

Nebraska: 

Effective July 1, 2003, excludes educational income.

New Hampshire:

Implemented October 1, 2002. Educational income and payments made to third party for educational expense. Payments made to VISTA and AmeriCorps.

New York:

Implemented October 1, 2002. Educational grants, loans or scholarships for educational purposes other than general living. Individual Development Account (IDA) contributions made by a social service district or a not-for-profit organization to an IDA. Adoption subsidy payments. Foster care payments. Dividends from insurance policies and interest from bona fide funeral agreements or funds. HUD community development block grant funds. VISTA payments to applicants/recipients of FS benefits. German reparation payments from the Fed. Rep. of Germany. Austrian Gen. Social Insurance payments. Infrequent or irregular unearned income of up to $20/month. Aid and attendance benefits and homebound benefits received from VA.

North Carolina:

Effective July 1, 2003, all countable educational assistance except scholarships offered by civic groups, educational institutions, or athletic scholarships.

North Dakota:

Effective October 1, 2002, excluded educational income. Effective January 1, 2003, excluded interest and dividend income that accrues on accounts. If it is paid directly to the household, it is counted.

Ohio:

June 1, 2003 implementation to exclude all educational assistance; income from blood and plasma sales; income from garage sales; interest income from savings or other financial accounts; and income from bingo winnings.

Pennsylvania:

Educational assistance.

South Carolina: 

Charitable income; educational loans, grants and benefits; SC Life Scholarship; interest, dividends, royalties (up to $400 annually).

South Dakota:

Effective December 1, 2002, excluded: charitable cash donations or assistance from a business organization, agency, or community endeavor that is used for or intended for purposes other than basic month-to-month needs; all educational income; gift income up to $100 for recurring occasions; and interest income from a source other than a trust. Effective January 1, 2003, excluded complementary assistance unless it is intended for basic day-to-day needs.

Virginia:

Educational benefits; interest payments (as long as average monthly payment is less than $10); government subsidies for housing and energy/utility payments; and VISTA payments (if less than federal minimum wage).

West Virginia:

Educational Income.

Wisconsin:

Effective January 1, 2003, excluded educational income. Also, plans to exclude other income if no impact on Medicaid cost. 

Wyoming:

Effective October 1, 2002, excluded less than or equal to $50 in contributions/gifts per quarter per individual. Also, excluded educational income, including work-study income.

20 exclude 
educational income:

Arizona, Arkansas, Georgia, Indiana, Iowa, Maryland, Michigan, Nebraska, New Hampshire, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, West Virginia, Wisconsin, and Wyoming. Illinois, Minnesota, Missouri, Tennessee, and Texas plan to do so when they implement. 

7 exclude certain dividends and interest:

Indiana, New York, North Dakota, Ohio, South Carolina, South Dakota, and Virginia. Missouri plans to do so when it implements

4 exclude certain VISTA payments:

Michigan, New Hampshire, New York, and Virginia.

2 exclude energy assistance payments:

Arizona and Michigan.

2 exclude charitable income: 

South Carolina, South Dakota.

2 exclude income or contributions received in the form of gifts:

South Dakota and Wyoming.

33 have not implemented:

Alabama, Alaska, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Guam, Hawaii, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, Oklahoma, Oregon, Rhode Island, Tennessee, Texas, Utah, Vermont, Virgin Islands, and Washington. 

Arizona:

Effective January1, 2003: non-recreational vehicles; recreational vehicle when it is the sole mode of transportation and no other vehicle is owned; funds remaining from all educational income (excluding funding for basic needs), Hemophilia Relief Fund Settlement payments, Phen-Fen payments, and Energy Assistance Payments, all in the month following the month of receipt.

Arkansas:

Educational income.

Georgia:

Revocable burial contracts.

Indiana: 

November 1, 2002, implementation for non-homestead property used to produce food.

Iowa:

Effective October 1, 2002, excluded educational income. 

Maryland: 

Individual Development Accounts, and Earned Income Tax Credit.

Nebraska: 

Effective July 1, 2003, excluded educational income.

New Hampshire:

Implemented October 1, 2002. Provides transitional benefits during the time it takes an applicant to dispose of real property when the value exceeds the resource limit.

New York: 

Individual Development Accounts. Burial agreement (max. $1500 per household). HUD community development block grant. Earned Income Tax Credit refunds. Children’s (below the age of 21) savings accounts. Less than $500 from gifts. German reparation payments from the Federal Republic of Germany. Austrian Social Insurance payments.

North Carolina:

Effective July 1, 2003; heir property, lifetime interest, remainder interest, burial plots not already excluded, and land or buildings not excluded as a home site.

North Dakota:

Effective October 1, 2002, will exclude educational income, and, effective January 1, 2003, interest and dividend income that accrues on accounts. If the latter is paid directly to the household it is counted.

Ohio:

Effective June 1, 2003, excludes Individual Development Accounts, Keogh plans that involve no contractual obligation with anyone who is not a household member, IRAs, and Simplified Employer Pension Plans often referred to as SEP-IRAs, which are operated like IRAs and in which employers make direct deposits in IRA-like retirement accounts for workers.

South Carolina: 

Settlements to black farmers, and IDA's of TANF recipients. (South Carolina was previously advised that settlements to black farmers could not be excluded under 4107 as the settlements are the same as cash/readily available, and the IDA's of TANF recipients are already excluded per 273.8(e)(17)[resources of household members who receive public assistance benefits]). The State plans to remove these exclusions in their next policy revision).

Virginia:

Individual Development Accounts, and money in escrow accounts.

Wisconsin: 

Effective April 17, 2003, excludes non-homestead property. 

5 exclude Individual Development Accounts: 

Maryland, New York, Ohio, South Carolina, and Virginia.

5 exclude educational income: 

Arizona, Arkansas, Iowa, Nebraska, and North Dakota. Missouri and South Dakota plan to do so when they implement.

3 exclude certain burial agreements, plots, or contracts:

Georgia, New York, and North Carolina.

3 exclude certain property: 

Indiana, North Carolina, and Wisconsin.

2 exclude Earned Income Tax Credits: 

Maryland, and New York. Illinois plans to do so when it implements.

2 exclude certain interest or dividends: 

North Carolina and North Dakota. Missouri plans to do so when it implements.

38 have not implemented: 

Alabama, Alaska, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Guam, Hawaii, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Washington, West Virginia, and Wyoming.