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Current Month’s Asset Total
Sinclair’s asset total for the current month is $500.00 using the values from the verifications for the first day of last month.
Only Sinclair’s savings account balance is counted. His house remains excluded because he resides in it.
Mary’s assets, including the checking account that is no longer in Sinclair’s name as of LM/19/YY and the CSV of the annuity, do not count toward Sinclair’s asset total.
Asset |
Counted |
Excluded |
Savings Account |
$ 500.00 |
|
House |
|
$189,900 |
Total |
$ 500.00 |
$189,000 |