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PERSONAL EXPENDITURE PLAN - Welcome to OPWDD - opwdd ny 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your name and the date at the top of the form. This personalizes your document and ensures clarity.
- 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.
- 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.
- Proceed to Section II to list other assets such as burial accounts under Total Annual Assets.
- Complete Section III with your Money Management Assessment Date Completed and specify amounts/frequencies as needed.
- In Section IV, outline your Personal Spending Projections including categories like shopping, entertainment, and gifts. Sum these projections for a total.
- 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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| 2020 | 4.8 Satisfied (83 Votes) |
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