PERSONAL EXPENDITURE PLAN - Welcome to OPWDD - opwdd ny 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name and the date at the top of the form. This personalizes your document and ensures clarity.
3. In Section I, Annual Assets Projection, fill in your free balance in your personal account, cash in the house, and any person-owned accounts in the community. Calculate the subtotal for your current available personal allowance balance.
4. Next, input your annual 'unearned' personal allowance by multiplying your monthly amount by 12. Repeat this for annual 'earned' income and calculate the subtotal for both categories.
5. Proceed to Section II to list other assets such as burial accounts under Total Annual Assets.
6. Complete Section III with your Money Management Assessment Date Completed and specify amounts/frequencies as needed.
7. In Section IV, outline your Personal Spending Projections including categories like shopping, entertainment, and gifts. Sum these projections for a total.
8. Finally, indicate the Upper Limit Cash Cap in the Residence and provide comments if necessary. Ensure all signatures are completed at the bottom of the form.

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