Lump Sum Exclusions

Do not count non-recurring lump sum payments. Count these payments as resources in the month received, unless specifically excluded as a resource by other federal laws.

  1. Insurance settlements for destroyed exempt property
  2. Lump Sum Payments from SSI
  3. Retroactive lump-sum Social Security and SSI payments.
  4. Retroactive lump-sum for Railroad retirement benefits.
  5. Income tax refunds.