When an SSI applicant/recipient who resides in the State of Maine alleges owning property
essential to self-support (PESS) and development reveals you can exclude the PESS
from resources based on SI 01130.500, no special processing is required.
If you determine the PESS cannot be excluded in accordance with SI 01130.500, document and develop all factors of eligibility as if the applicant/recipient would
be allowed. Fax all documentation relative to all factors of entitlement into the
Non-Disability Repository for Evidentiary Documents (NDRED). Include a Report of Contact
on the Report of Contact page for MSSICS cases or a paper SSA-5002 for non-MSSICS
cases and fax into NDRED. The Report of Contact should provide the following information
for each property:
The property/properties which are included in the PESS and the documented equity value;
The computation of the six-percent rate of return and all supporting documentation;
A resource summary detailing all countable resources; and
A determination of income derived from the PESS; and
An income summary detailing all countable income other than the PESS.
A member of management or designated staff person should review the file to ensure
it is complete and then refer it to the Boston Region’s Center for Program Support
(CPS) via vHelp. Boston CPS must review the electronic file and will notify the field
office whether the PESS should be excluded in accordance with the court order.