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PDFWAC 388-106-1455

What happens to individual budget funds when I don't use them?

(1) The balance of individual budget funds that were not allocated for purchase of personal care may be used to purchase other goods and services in accordance with the approved New Freedom spending plan or saved for future purchase as described in (2) below.
(2) Up to $3,500 may be held in savings for future purchases documented in the New Freedom spending plan.
(3) Reserves in excess of $3,500 may only be maintained for exceptional, planned purchases with preapproval from the department.
(4) Unused funds will revert back to the department under the following circumstances:
(a) You have savings funds in excess of $3,500 that are not identified for exceptional, pre-approved purchases in your spending plan;
(b) You disenroll from New Freedom;
(c) You lose eligibility for New Freedom;
(d) You are hospitalized, in a nursing home, or ICF/ID for over 30 days; or
(e) You have personal care funds not used in the month for which you allocated them.
[Statutory Authority: RCW 74.08.090 and 74.09.520. WSR 22-18-047, § 388-106-1455, filed 8/30/22, effective 9/30/22; WSR 13-18-039 and 13-17-125, § 388-106-1455, filed 8/29/13 and 8/21/13, effective 10/1/13; WSR 10-08-074, § 388-106-1455, filed 4/6/10, effective 5/7/10. Statutory Authority: RCW 74.08.090, 74.09.520, 74.39A.030. WSR 06-16-035, § 388-106-1455, filed 7/25/06, effective 8/25/06.]
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