TN 29 (07-90)

A. Policy principle

The term “resources” does not include home energy assistance/support and maintenance assistance (HEA/SMA) which qualifies for exclusion from income.

B. Operating policy

We do not develop for HEA/SMA unless:

• retained funds, plus other alleged countable resources, exceed the applicable statutory limit; and

• resources exclusive of the alleged HEA/SMA funds would be within the limit.

C. Development and documentation

When it is necessary to develop resources which allegedly include HEA/SMA, obtain the individual's statement either signed or recorded on a DROC identifying (if not already documented in file):

• amount of HEA/SMA funds received;

• when received and from what source; and

• amount of remaining funds.

D. Related policy

See SI 00830.605 regarding the exclusion of HEA/SMA from income.