Oregon Secretary of State

Department of Human Services

Self-Sufficiency Programs - Chapter 461

Division 145
TREATMENTS OF SPECIFIC ASSETS

461-145-0220
Home

(1) Home defined: A home is the place where the filing group (see OAR 461-110-0310) lives. A home may be a house, boat, trailer, mobile home, or other habitation. A home also includes the following:

(a) Land on which the home is built and contiguous property.

(A) In all programs except the OSIP, OSIPM, QMB, and SNAP programs, property must meet all the following criteria to be considered contiguous property:

(i) It must not be separated from the land on which the home is built by land owned by people outside the financial group (see OAR 461-110-0530).

(ii) It must not be separated by a public right-of-way, such as a road.

(iii) It must be property that cannot be sold separately from the home.

(B) In the OSIP, OSIPM, QMB, and SNAP programs, contiguous property is property not separated from the land on which the home is built by land owned by people outside the financial group.

(b) Other dwellings on the land surrounding the home that cannot be sold separately from the home.

(2) Exclusion of home and other property:

(a) For an individual who has an initial month (see OAR 461-001-0000) of long-term care (see OAR 461-001-0000) or home and community-based care (see OAR 461-001-0030) on or after January 1, 2006:

(A) For purposes of this subsection, "child" means a biological or adoptive child who is:

(i) Under age 21; or

(ii) Any age and meets the Social Security Administration criteria for blindness or disability.

(B) The equity value (see OAR 461-001-0000) of a home is excluded if the requirements of at least one of the following subparagraphs are met:

(i) The child (see paragraph (A) of this subsection) of the individual or relative dependent on the individual for support occupies the home.

(ii) The spouse (see OAR 461-001-0000) of the individual occupies the home.

(iii) The equity in the home is $713,000 or less, and the requirements of at least one of the following sub-subparagraphs are met:

(I) The individual occupies the home.

(II) The home equity is excluded under OAR 461-145-0252.

(III) The home is listed for sale per OAR 461-145-0420.

(iv) Notwithstanding OAR 461-120-0330, the equity in the home is more than $713,000 and the individual is unable legally to convert the equity value in the home to cash.

(b) For all other filing groups, the value of a home is excluded when the home is occupied by any member of the filing group.

(c) In the SNAP program, the value of land is excluded while the group is building or planning to build their home on it, except that if the group owns (or is buying) the home they live in and has separate land they intend to build on, only the home in which they live is excluded, and the land they intend to build on is treated as real property in accordance with OAR 461-145-0420.

(3) Exclusion during temporary absence: The value of a home is excluded in each of the following situations:

(a) For the purposes of this section, “evidence” includes a written statement from a competent individual.

(b) In all programs except the OSIP, OSIPM, and QMB-DW programs, during the temporary absence of all members of the filing group from the property, if the absence is due to illness or uninhabitability (from casualty or natural disaster), and the filing group intends to return home.

(c) In the OSIP, OSIPM, and QMB-DW programs, when the individual is temporarily absent

(A) To receive assistance with activities of daily living (see OAR 411-015-0005) under one of the following conditions:

(i) The absent individual has provided evidence that the individual will return to the home. The evidence must reflect the subjective intent of the individual, regardless of the individual's medical condition.

(ii) The home remains occupied by the individual's spouse, child, or a relative dependent on the individual for support. The child must be less than 21 years of age or, if over the age of 21, blind or an individual with a disability as defined by SSA criteria.

(B) Due to illness, employment or training for future employment, seasonal employment, or uninhabitability; and both of the following conditions are met:

(i) The absent individual has provided evidence that the absent individual will return home, and

(ii) The evidence reflects the subjective intent of the individual, regardless of the individual’s medical condition.

(d) In the REF, REFM, and TANF programs, when all members of the filing group are absent because:

(A) The members are employed in seasonal employment and intend to return to the home when the employment ends; or

(B) The members are searching for employment, and the search requires the members to relocate away from their home. If all members of the filing group are absent for this reason, the home may be excluded for up to six months from the date the last member of the filing group leaves the home to search for employment. After the six months, if a member of the filing group does not return, the home is no longer excluded.

(e) In the SNAP program, when the financial group is absent because of employment or training for future employment.

Statutory/Other Authority: ORS 409.050, 410.070, 411.060, 411.070, 411.404, 411.816, 412.049, 413.085 & 414.685
Statutes/Other Implemented: ORS 409.010, 409.050, 410.010, 410.020, 410.070, 410.080, 411.060, 411.070, 411.404, 411.816, 412.049, 413.085, 414.685 & 414.839
History:
SSP 52-2023, amend filed 12/18/2023, effective 01/01/2024
SSP 58-2022, amend filed 12/22/2022, effective 01/01/2023
SSP 5-2022, amend filed 02/02/2022, effective 02/02/2022
SSP 77-2021, temporary amend filed 12/20/2021, effective 01/01/2022 through 06/29/2022
SSP 45-2020, amend filed 12/22/2020, effective 01/01/2021
SSP 21-2020, amend filed 07/08/2020, effective 07/08/2020
SSP 26-2019, amend filed 12/27/2019, effective 01/01/2020
SSP 34-2018, amend filed 12/04/2018, effective 01/01/2019
SSP 33-2017, amend filed 12/08/2017, effective 01/01/2018
SSP 44-2016, f. 12-7-16, cert. ef. 1-1-17
SSP 31-2016, f. & cert. ef. 9-1-16
SSP 25-2016(Temp), f. 6-30-16, cert. ef. 7-1-16 thru 12-27-16
SSP 35-2015, f. 12-23-15, cert. ef. 1-1-16
SSP 4-2015, f. & cert. ef. 1-1-15
SSP 37-2013, f. 12-31-13, cert. ef. 1-1-14
SSP 30-2013(Temp), f. & cert. ef. 10-1-13 thru 3-30-14
SSP 8-2013, f. & cert. ef. 4-1-13
SSP 39-2012(Temp), f. 12-28-12, cert. ef. 1-1-13 thru 6-30-13
SSP 35-2011, f. 12-27-11, cert. ef. 1-1-12
SSP 17-2011, f. & cert. ef. 7-1-11
SSP 42-2010(Temp), f. 12-30-10, cert. ef. 1-1-11 thru 6-30-11
SSP 38-2009, f. 12-31-09, cert. ef. 1-1-10
SSP 14-2007, f. 12-31-07, cert. ef. 1-1-08
SSP 15-2006, f. 12-29-06, cert. ef. 1-1-07
SSP 10-2006, f. 6-30-06, cert. ef. 7-1-06
AFS 5-2002, f. & cert. ef. 4-1-02
AFS 19-1993, f. & cert. ef. 10-1-93
AFS 2-1992, f. 1-30-92, cert. ef. 2-1-92
AFS 13-1991, f. & cert. ef. 7-1-91
AFS 30-1990, f. 12-31-90, cert. ef. 1-1-91
AFS 80-1989, f. 12-21-89, cert. ef. 2-1-90


Please use this link to bookmark or link to this rule.