The types of changes that require plan amendment include:

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  A change in the amounts of income and resources to be set aside, i.e., the amount excluded;

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  A change in planned expenditures;

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  A change in the scheduled attainment date of the work goal or milestones leading to that work goal;

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  A modification of the originally anticipated work goal regarding the level of independent performance (e.g., in a supported employment situation, see SI 00870.006A.7.);

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  A modification of the goal from "VR Evaluation" to a specific work goal; or

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  A modification of the work goal when no significant increase in expenses or time will be required as a result of the new goal.

NOTE: Any other substantive change in the work goal (e.g., a different job than stated in the original plan) requires a new plan.

A SSA PASS expert must approve any amendments to an existing plan.

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:

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  The participant has already set aside sufficient income for all of the expenses; or

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  Set-aside resources exceed the remaining planned expenditures and adding this excess to any other countable resources would exceed the applicable resource limit.

The PASS expert sends a notice to the individual advising whether the amendment is approved, disapproved or modified.

The Pass expert sends a copy of the notice to any assisting agency, provided the individual has consented to the release of his or her PASS information.