Reliant Trust Services--Medical/SSI Requirements

An individual on MediCal only (not SSI) may have the following:

• $1500, designated and revocable
• Unlimited amount of funds, undesignated and irrevocable
• Unlimited amount of funds for burial space items

Exempt Burial Space: (*Listed below)

Supplemental Security Income (SSI) Requirements

According to Federal laws, an individual on SSI or SSI/Medical may have the following:

• Up to $1500 in burial funds, and
• Unlimited burial space items

Irrevocable trusts

State law permits SSI recipients, residing in California, to have up to $1800 placed in an irrevocable trust for funeral, cremation or interment expenses.  Burial space items must be ‘held’ for an individual.  This means that the person has title to and/or possesses a burial space intended for his use, or has a contract with a funeral home for specified burial space items.  All items, meeting these criteria and regardless of value are exempt. 

*Exempt Burial Space

• Plot                                                                                               
• Gravesite                                                                       
• Crypt                                                                                   
• Mausoleum                                                                                   
• Casket                                                                                               
• Urn                                                                                   
• Niche                                                                                   
• Vault           
• Headstone
• Marker
• Plaque
• Burial Container
• Opening and Closing
• Perpetual Care