Plan for Achieving Self-Support (PASS) Exclusion

Plan for Achieving Self-Support (PASS) Exclusion. A. The Social Security Act permits the exclusion of income and resources of a person who is blind or disabled if the person needs such income to fulfill a Plan for Achieving Self-Support under an approved plan. 1. This exclusion applies to a blind or disabled individual under age 65, or age 65 or older if the individual was receiving SSI, disability or blind payments, for the month before he became age 65. B. The income of a blind or disabled recipient, whether earned or unearned, may be excluded under an approved PASS when the income is set aside for a planned expenditure determined necessary to achieve the individual’s occupational objective. 1. To be eligible for this income exclusion for Medicaid, the individual plan must be submitted to state office for approval. The plan submitted must: a) Include the objective and time period for achieving it; b) Include the amount of money involved; and c) Be currently in use by the individual. C. With the implementation of the Working Disabled Program with higher income and resource limits, PASS income and resource exclusions are rare.