F-5000, Potential Resource Exclusions
F-5100, Reminders
See Section F-1000, General Principles of Resources, for consideration of ownership, accessibility and other treatment aspects of resources.
See Section F-1410, Deeming for Spouses, and Section F-1420, Deeming for Children, for exclusion of pensions when deeming resources from a spouse or parent.
See Section F-2000, Resource Exclusions – Limited and Related to Exempt Income.
See Section F-2100, Resources Exclusions – Limited, for treatment of certain resources that have a time limit on the exclusion or a dollar limit to the exclusion.
See Section F-2200, Resources Exclusions Related to Exempt Income, for treatment of certain resources that are associated with exempt income in Section Section E-2000, Exempt Income.
In Section F-4000, Liquid and Nonliquid Resources, the significance of distinction between liquid and nonliquid is necessary for the use of the exclusion for property essential to self-support. Liquid resources do not qualify for exclusion as property essential to self-support unless they represent necessary assets of a trade or business.
F-5200, Chart
Revision 09-4; Effective December 1, 2009
A list of common resource exclusions follows. However, other exclusions, depending on the situation or on new federal regulations, could exist:
| Exclusion | Section No. | No Limit on Value and /or Length of Time | Limit on Value and /or Length of Time |
|---|---|---|---|
| Home Serving as the principal place of residence, including the land on which the home stands and other buildings on that land |
F-3000 F-3600 |
X | |
| Funds from the sale of a home if reinvested timely in a replacement home | F-3400 | X | |
| Jointly-owned real property which cannot be sold without undue hardship (due to loss of housing) to the other owner(s) | F-1221 | X | |
| Real property that was previously the home for so long as the owner's reasonable efforts to sell it are unsuccessful | F-4211 F-3130 F-3500 |
X | |
| Restricted, allotted Indian land if the Indian/owner cannot dispose of the land without permission of other individuals, his/her tribe or an agency of the federal government | F-2240 F-1220 |
X | |
| Automobile serving for transportation for medical | F-4221 | ||
| Life insurance, depending on its face value | F-4223 | X | |
| Burial space or plot | F-4214 | X | |
| Burial funds for an applicant/recipient and/or his/her spouse | F-4227 | X | |
| Certain prepaid burial contracts | F-4160 | X | |
| Household goods and personal effects | F-4222 | X | |
| Property essential to self-support | F-4300 | X | |
| Resources of a blind or disabled person which are necessary to fulfill an approved plan for achieving self-support | F-4400 | X | |
| Retained retroactive SSI or RSDI benefits | F-2150 | X | |
| Radiation Exposure Compensation Trust Fund payments | F-2200 | X | |
| German reparation payments made to World War II Holocaust survivors | F-2200 | X | |
| Austrian social insurance payments | F-2200 | X | |
| Japanese-American and Aleutian restitution payments | F-2200 | X | |
| Federal disaster assistance received on account of a presidentially declared major disaster, including interest accumulated thereon | F-2200 | X | |
| Cash (including accrued interest) and in-kind replacement received from any source at any time to replace or repair lost, damaged or stolen excluded resources | F-1270 | X | |
| Certain items excluded from both income and resources by other federal statutes | F-2260 | Varies | |
| Agent Orange settlement payments to qualifying veterans and survivors | F-2260 | X | |
| Victims' compensation payments | F-2210 | X | |
| State or local relocation assistance payments | F-2170 | X | |
| Tax refunds related to Earned Income Tax Credits | F-2130 | X |