TITLE 89: SOCIAL SERVICES
CHAPTER II: DEPARTMENT ON AGING
PART 240 COMMUNITY CARE PROGRAM
SECTION 240.830 UNEARNED INCOME EXEMPTIONS
Section 240.830 Unearned Income Exemptions
Unearned income is all income other than that received in the form of salary or wages for services performed as an employee or profits from self-employment.
a) The following unearned income shall be exempt from consideration in determining eligibility:
1) The value of coupon allotment under the Food Stamp Act of 1977 in excess of the amount paid for the coupons (7 U.S.C. 2017(b));
2) The value of the U.S. Department of Agriculture donated foods (surplus commodities);
3) Any payment received under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C. 4636);
4) Any per capita judgment funds paid under Public Law 92-254 to members of the Blackfeet Tribe of the Blackfeet Indian Reservation, Montana and Gros Ventre Tribe of the Fort Belknap Reservation, Montana (25 U.S.C. 1264);
5) Any benefits received under Title III, Nutrition Program for the elderly, of the Older Americans Act of 1965, as amended (42 U.S.C. 3030(e));
6) Any compensation provided to individual volunteers under the Retired Senior Volunteer Program (42 U.S.C. 5001) and the Foster Grandparent Program (42 U.S.C. 5011) and Older Americans Community Service Programs (42 U.S.C. 3056) established under Title II of the Domestic Volunteer Service Act, as amended (42 U.S.C. 5001 through 5023);
7) Income in an amount not greater than $650 received by a beneficiary of life insurance which is expended on the funeral and burial of the insured;
8) Income received under the provisions of Section 4(c) of the Senior Citizens and Disabled Persons Property Tax Relief and Pharmaceutical Assistance Act (Ill. Rev. Stat. 1987, ch. 67½, par. 404(c)). This includes both the benefits commonly known as the "circuit breaker" and "additional grants";
9) Payments to volunteers under the 1973 Domestic Volunteer Service Act (48 U.S.C. 5044(q)). These include:
A) Vista Volunteers;
B) volunteers serving as senior health aides, senior companions, or foster grandparents;
C) persons serving in the Service Corps of Retired Executives (SCORE) or the Active Corps of Executives (ACE);
10) Social Security death benefits expended on a funeral/ burial;
11) The value of home produce which is used for personal consumption;
12) The value of supplemental food assistance received under the Child Nutrition Act of 1966, as amended, (42 U.S.C. 1780(b)) and the special food service program for children under the National School Lunch Act, as amended (42 U.S.C. 1760);
13) Any payments distributed per capita or held in trust for members of any Indian tribe under Public Laws 92-254, 93-134 or 94-450 (25 U.S.C. 1407);
14) Tax exempt portions of payments made pursuant to the Alaska Native Claims Settlement Act (43 U.S.C. 1626);
15) Experimental Housing Allowance Program payments made under Annual Contributions Contracts entered into prior to January 1, 1975 under Section 23 of the U.S. Housing Act of 1937, as amended (42 U.S.C. 1437(f));
16) That portion of an educational benefit which is actually used for items such as tuition, books, fees, equipment or transportation, necessary for school attendance:
A) Veterans Educational Assistance –
Income from educational benefits paid to a veteran or to a dependent of a veteran shall be exempt only to the extent that it is applied toward educational expenses;
B) Social Security Administration (SSA) Benefits –
Income received as a SSA benefit paid to or for an individual and conditioned upon the individual's regular attendance in a school, college or university, or a course of vocational or technical learning, shall be exempt to the extent that it is applied toward educational expenses;
C) Loan and Grants –
Income from educational loans and grants obtained and used under conditions that preclude their use for current living costs shall be exempt;
17) Income from educational loans and grants made or insured under any program administered by the Secretary of Education is totally exempt whether the grant is paid directly to the schools or to the student. These loans and grants include the National Direct Student Loans, Basic Educational Opportunity Grants, Supplementary Educational Opportunity Grant, Work Study Grant, and the Guaranteed Loan Program;
18) The following incentive allowances:
A) National Training Services Grant –
Incentive payments which the Department of Rehabilitation Services authorizes to be paid for a maximum of two (2) years to disabled persons receiving categorical public assistance and enrolled in the National Training Service Project;
B) Jobs Training Partnership Act (JTPA) –
Needs based payments (e.g., transportation); case assistance (e.g., uniforms and lunches): compensations in lieu of wages; and allowances received under JTPA are exempt.
b) Unearned Income In-Kind
1) Unearned income in-kind is payment made by a non-member of an applicant's/client's family in behalf of or in the name of a member of the applicant's/client's family (e.g., payment of Community Care Program (CCP) incurred expense for care, medical bills, etc.).
2) Unearned income in-kind shall be exempt.
3) When the applicant's/client's family shares a dwelling unit with another family or individual(s), the exchange of cash for purposes of satisfying payment of shelter related obligations shall not constitute an income in-kind payment and shall not be considered available to the person who receives and disburses the shelter-related payment.
c) Earmarked Income
1) Earmarked income is income restricted for the use of a specified individual by court order or by legal stipulation of a contributor.
2) Earmarked income shall be considered as income of the specified individual only.
d) Lump Sum Payments
1) Lump sum payments shall be considered available for the eligibility period in which it is received and are not exempt.
2) Supplemental Security Income (SSI) lump sum payments are exempt income. SSI lump sum payments that are kept separately and are not combined with other monies remain exempt.
e) Protected Income
SSI is protected income and not considered available to be applied toward the incurred expense for Community Care Program (CCP) services of anyone other than the SSI recipient.
(Source: Amended at 13 Ill. Reg. 11193, effective July 1, 1989)