Effective Dates: 04/22/1997 - Present Previous | Next

TN 5 (04-97)

SI 01310.675 SSA-8010-BK - Burial Funds - Question 11

Procedure

1. When/How to Complete Question 11

  1. a. 

    Complete 11(a) for all deemors (and their spouses, if applicable) whether or not alleged countable resources exceed the statutory resource limit.

  2. b. 

    If the person alleges having burial funds, complete 11(b).

  3. c. 

    Complete 11(c) only when interest earned or appreciation in value will not remain in the burial fund.

NOTE: Do not confuse the burial fund exclusion with the burial space exclusion, covered in question 12.

2. Funds Used for Nonburial Purposes

Explain the effects on SSI benefits if a deemor uses burial funds for some other purpose.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0501310675
SI 01310.675 - SSA-8010-BK - Burial Funds - Question 11 - 04/22/1997
Batch run: 07/31/2012
Rev:04/22/1997