SI 00870.008 Plan to Achieve Self-Support (PASS) Exclusions
1. Duration of PASS exclusion
In calculating Supplemental Security Income (SSI) payment amounts, we
exclude income and resources set aside under an approved Plan to Achieve
Self-Support (PASS) from countable income and resources as long as the
plan is active. In order to prevent overpayments, the exclusions should
not extend more than one month after the month of the next scheduled
progress review (see SI 00870.055). An amendment to a plan may affect the
excluded income and resources (see SI 00870.050B.3). See SI 00870.070 for
a discussion about counting excluded income and resources when a plan is
suspended or terminated.
2. When income and resources are considered set-aside
Income and resources are set aside when they are:
used to pay for current PASS expenses; or
used to pay for previously incurred expenses (see SI 00870.007B.2); or
saved for a future expense.
A PASS participant must keep set-aside PASS funds distinguishable from
other monies, particularly when the participant is saving for future
3. Set-aside income
A beneficiary cannot set aside income that exceeds the planned
expenditures in an approved PASS.
In calculating SSI payment amounts for PASS, we will exclude:
earned and unearned income, including
any income deemed to the beneficiary, or
any in-kind support and maintenance valued under the presumed maximum
value (PMV) rule.
(See SI 00835.300 for information about the PMV and SI 01320.140 when
deemed income is involved.)
EXCEPTION: The PASS income exclusion cannot reduce the value of the
one-third reduction (VTR).
4. Set-aside resources
In calculating SSI payment amounts for PASS, we will exclude resources
owned by or deemed to the beneficiary,
Additionally, we will exclude resources when the beneficiary plans to use
them directly in the work (e.g., business equipment) involved in the
B. Procedure – excluding PASS income and resources
1. Excluding PASS income
Apply the PASS income exclusion per the specified order of exclusions in
SI 00820.500 (earned income) and in SI 00830.050 (unearned income).
Apply the exclusion against unearned income first with any remaining PASS
exclusion applied to earned income.
2. Excluding PASS resources
C. POMS references
SI 00820.500 Earned Income Exclusions – General
SI 00830.001 General Information on Unearned Income for Unearned Income
SI 01130.510 Resources Set Aside as Part of a Plan for Achieving
SM 01005.170 Earned Income and Exclusions for initial claims, and
SM 01305.105 Type and ID, subsection C for post-eligibility situations