Exclude the ERP from countable resources for 9 months following the month of receipt
without regard to whether the individual or couple is over the resource limit. For
purposes of these instructions, develop the exclusion only if the individual or couple
is over the applicable resource limit.
If the SSI individual or couple is over the SSI resource limit:
review the Economic Recovery List Query (ERLQ) to determine if the individual received an ERP. Not all individuals have access
to this query. For more information regarding this Query see GN 002820.010E; and
exclude the ERP from countable resources for 9 months following the month of receipt
if the ERLQ confirms the issuance of the ERP.
For purposes of applying this exclusion when determining countable resources, assume
that the individual retained the full $250.
For example, if the individual receives the one-time $250 payment in May 2009, we
do not consider the ERP a resource from June 2009 through February 2010. If the individual
retains any of the funds, consider the funds as a countable resource beginning in
NOTE: If the SSI individual or couple is still over the SSI resource limit after applying
the ERP exclusion, determine if the MWP tax credit exclusion also applies. For more
information regarding the effect of the MWP tax credit on resources, see SI 01130.676, Federal Tax Refunds and Advanced Tax Credits for SSI Resources.