Examples of income and assets used to determine financial eligibility for disability and age-related LTSS pathways

Type	Excluded	Counted
Income
First $65 of monthly earned income plus one-half of remaining amount, up to certain limits	✓
First $30 of infrequent or irregularly received income in a quarter	✓
First $20 of monthly unearned income	✓
Certain need-based assistance, such as rent subsidies and SNAP	✓
Earned income
Wages		✓
Net self-employment earnings		✓
Payments for services in a sheltered workshop or activities center		✓
Certain royalties and honoraria		✓
Unearned income
Social Security benefits		✓
Annuities		✓
Pensions		✓
Trusts		✓
Unemployment		✓
Workers compensation		✓
Assets
Primary residence	✓
Household goods and personal effects	✓
Value of a burial space	✓
One automobile, if used for transportation of applicant or member of applicant’s household	✓
Burial funds of $1,500 or less	✓
Life insurance policies with a face value of $1,500 or less	✓
Cash		✓
Liquid resources (e.g., stocks and bonds, mutual fund shares, etc.)		✓
Equity value of nonliquid resources unless otherwise excluded		✓
Life insurance policies with a face value exceeding $1,500		✓