Effective Dates: 05/18/2020 - Present Previous | Next

TN 34 (05-20)

SI 00604.077 Changes in Resources Since the Filing Date: Question 45

A. Introduction

Question 45 identifies situations where resources may have changed between the first moment of the filing date month and the time the claimant signs the application. This often occurs in claims with protective filing dates or while a Disability Determination Services (DDS) decision is pending on a deferred development case.

B. When to complete question 45

Complete 45(a) and (c) for all claimants. Complete items (b) and (d) as appropriate.

1. How to complete 45(c)

  1. a. 

    Do not record an answer until you determine, based on the claimant's response, whether the item represents income or a change in value or countability of a resource and its effect on eligibility.

  2. b. 

    If there was no change or if the increase/decrease does not affect eligibility, answer "NO."

NOTE: If a new "resource" is really "income" not previously reported, make the appropriate entry in Part IV.

2. Converted resources

Consider the term "acquired" to include "converted" in this instance.

C. References

  • •

    SI 00815.550 Receipt of Certain Noncash Items

  • •

    SI 01120.005 Distinguishing Resources From Income

  • •

    SI 01110.600 First-of-the-month (FOM) Rule for Making Resource Determinations

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0500604077
SI 00604.077 - Changes in Resources Since the Filing Date: Question 45 - 05/18/2020
Batch run: 05/18/2020
Rev:05/18/2020