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

We do not develop for HEA/SMA unless:

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

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

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

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  amount of HEA/SMA funds received;

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  when received and from what source; and

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  amount of remaining funds.

Regarding the exclusion of HEA/SMA from income, see SI 00830.605.