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5.403. z. Amounts paid by a State agency to a family with a member who has a development disability and is living at home to offset the cost of services and equipment needed to keep the developmentally disabled family member at home; or aa. Amounts specifically excluded by any other Federal statue from consideration as income for purposes of determining eligibility or benefits under a category of assistance programs that includes assistance under any program to which the exclusion set forth in 25 CFR 5.609(c) apply. 5. Assets Include: a. Amounts including, without limitation, in checking accounts, savings accounts, safety deposit boxes, at home, etc.The PHA will submit a third party request to the financial institution. The PHA will use the information provided by the financial institution to calculate the value and income from assets. If the financial institution does not provide information, the PHA will request for information from the family (at least three (3) months of information for checking accounts) and the current balance of the savings account.) b. Principal value of any trust available to the Family. In cases where a trust fund has been established and the trust is not revocable by, or under the control of, any member of the family or household, the value of the trust will not be considered an asset so long as the fund continues to be held in trust. Any income distributed from the trust fund shall be counted when determining Annual Income. c. Equity in rental property or other capital investments. Equity is the market value less any unpaid loans secured by the property and any reasonable costs that would be incurred in selling the asset. d. Equity in contract for deed and mortgages. The equity is the market value less any loans or outstanding balances, expenses in selling the property and settlement costs. Rules and Regulations -28- 0010ARslh-TBRA 11/01/2007