When an individual requests an amendment to his or her plan, the PASS expert must consider the potential impact of approving it. When the PASS has sufficient time remaining to exclude funds for planned or amended expenditures, the PASS expert will adjust the amount of the set aside income and resources prospectively.
When the PASS has insufficient time to fund the planned or amended expenditures, adjustments may be retroactive to the initial month of the PASS, subject to administrative finality per SI
00870.007. Otherwise, an additional amendment to the proposed completion date may be needed.
The PASS participant may no longer set aside income under the plan if:
The participant has already set aside sufficient income for all of the expenses; or
Set-aside resources exceed the remaining planned expenditures and adding this excess to any other countable resources would exceed the applicable resource limit.