03.03.03 – Liquid assets – Basic exclusions

This section applies to the management of active files.

 

The basic exclusions for liquid assets are:

 

 

No adult with SLCE

 

At least one adult with SLCE

 

   Adult with SLC - 66/72

 

  • $1,500 in the case of an independent adult, a minor sheltered with her child or the spouse of a student

 

  • $2,500 in the case of a family

 

  • $2,500 in the case of an independent adult, a minor sheltered with her child or the spouse of a student

 

  • $5,000 in the case of a family

 

  • $20,000 for a single adult

 

  • $50,000 for a spouse not receiving income assistance

 

These basic exclusions are increased of the following amounts for each minor dependent child (except in the case of a minor sheltered with her child) by:

 

 

Number of children

 

Single-parent family

 

Two-parent family 

Student spouse family

1

2

Each subsequent

$ 517

$ 830

$ 322

$ 343

$ 656

$ 322 

$353

$675

$322

 

These basic exclusions are increased :

  • by $236 for each dependent child who receives the supplement for handicapped children paid by the the Taxation Act. 
  • by $179 for any dependent child over the age of majority attending a general secondary school.

These exclusions are separate from the exclusions allowed for property, and the calculation for each of these categories is done completely independently.

 

In certain circumstances monies will INCREASE the EXCLUSIONS from liquid assets if they are used within the TIME allowed.  These increases to the exclusions may be for a limited (see 3.3.4) or unlimited time (see 3.3.5).

 

 

EXAMPLE

Liquid assets on the last day of the month

3 200 $

Basic exclusion:

  • Family (no adult with SLCE):

 

+2 adults, 2 minor children 

 

$ 2 500

 

$ 656

 

 

 

- $ 3156

Surplus liquid assets= 44 $