A Portion of Grants, Scholarships, Fellowships is Counted as Income and Resources
An SSI beneficiary who attends an educational institution receives a $1,000 scholarship
and a $1,000 grant in August 2003. The assistance is not under Title IV of HEA or
BIA. The student uses $1,500 to pay for tuition, fees, and other necessary educational
expenses. The student plans to use the remaining $500 to help pay tuition, fees, and
other educational expenses in January 2004.
The claims representative verifies the type and amount of assistance and expenses
and excludes $1,500 from income in August 2003. The unused $500 is a counted as income
in August 2003 and a resource beginning September 2003.