A lump sum is cash received on a non-recurring or irregular basis that cannot be reasonably anticipated. Programs differ in considering lump sums as assets and/or as income. See 0017.15.30 (Lump Sum Income), 0015.27 (Excluded Assets - Income), 0022.15 (Counting Lump Sums as Income).

See other sections in Chapter 15 to determine if a lump sum can be excluded as an asset under other provisions. If not, you may be able to exclude a lump sum as noted in the program provisions below.


MFIP, WB, DWP, GA:
A lump sum is income in the month of receipt. See 0017.15.30 (Lump Sum Income).

Treat the remaining amount of a lump sum as an asset in the 3rd month after the month of receipt.


SNAP:
A lump sum is NOT counted as earned/unearned income or as an asset.


MSA:
If an Interim Assistance Agreement, SSI Interim Assistance Authorization (DHS-1795) and/or non-SSI Interim Assistance Agreement (DHS-1795A), is on file, or if the client voluntarily repays the interim assistance, follow Interim Assistance Agreement procedures. See 0012.12.03 (Interim Assistance Agreements).

Consider any other lump sum as income in the month of receipt and an asset in the month after the month of receipt. See 0022.15 (Counting Lump Sums as Income).

Exclude retroactive lump sum payments of RSDI or SSI as assets for 6 months after the client receives them.


GRH:
Follow MSA for aged, blind, or disabled clients. Follow MFIP for all other adults.