EVALUATION OF LUMP SUMS
ISSUE DATE: 03/2026
MFIP, GA:
No provisions. See 0017.01 (Non-Recurring Income).
SNAP:
Only non-categorically eligible SNAP units ARE subject to an asset test. Categorically eligible SNAP units are NOT subject to an asset test. See 0013.06 (SNAP Categorical Eligibility/Ineligibility) to determine categorical eligibility or ineligibility.
For non-categorically eligible SNAP units, non-recurring lump sum payments are considered liquid assets. See “liquid assets” in 0015.81 (Assets – SNAP) for more information.
MSA:
For SSI recipients, no action is required. SSA makes all asset determinations.
Treat the remaining amount of a lump sum as an asset in the 3rd month after the month of receipt.
Exclude retroactive lump sum payments of RSDI or SSI as assets for 6 months after the client receives them.
HSP:
Follow MSA for aged, blind, or disabled clients. Follow general provisions for all other adults.
PREVIOUS REVISIONS
| Date | Notes |
|---|---|
| 05/2025 | in SNAP, adds that non-categorically eligible SNAP cases are subject to an asset test. |
| 07/2024 | Effective July 1, 2024, nonrecurring unearned income is not counted when determining or redetermining eligibility or benefits unless the income meets the definition of earned income or is identified as an unearned income source. This change applies to MFIP, DWP, RCA, GA, MSA, Housing Support, and CCAP. |
| 05/2016 | updates section due to Legislative changes for Program Uniformity/Assets. |
| 04/2015 | Removed WB. This program was suspended 12/1/14. |
| 06/2013 | update Food Support and FS to Supplemental Nutrition Assistance Program (SNAP) and FSET to SNAP E&T throughout. No policy was changed. |
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