ODM04076 - Resource Assessment Worksheet 2026

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  1. Click ‘Get Form’ to open the ODM04076 - Resource Assessment Worksheet in the editor.
  2. Begin by entering the Assistance Group Number, Street Address, City, State, and Zip Code in the designated fields. This information is crucial for identifying your case.
  3. Next, fill in the names of both the Institutional Spouse and Community Spouse. Ensure accuracy as this will be used for resource assessment.
  4. In the resources section, list each type of resource owned by the couple. For each resource type (e.g., Cash on hand, Savings accounts), document how it is verified and its value as of the first period of institutionalization.
  5. After completing all fields, review your entries for accuracy. The total value of resources should be calculated automatically if using our platform's features.
  6. Finally, ensure that a Caseworker signature is included before saving or exporting your completed form.

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