55 Pa. Code § 6500.24 - Individual funds and property

(a) There shall be a written policy that establishes procedures for the protection and adequate accounting of individual funds and property and for advising the individual concerning the use of funds and property.

(b) The policy may not prohibit or interfere with the individual's right to manage the individual's own finances.

(c) An individual's funds and property shall be used for the individual's benefit.

(d) An up-to-date financial and property record shall be kept for each individual that includes the following:

(1) Personal possessions and funds received by or deposited with the family or agency.

(2) Disbursements made to or for the individual.

(e) If the agency or family assumes the responsibility for an individual's financial resources, the following shall be maintained for each individual:

(1) A separate record of financial resources including the dates and amounts of deposits and withdrawals.

(2) For a withdrawal when the individual is given the money directly, the record shall indicate that funds were given directly to the individual.

(3) Documentation, by actual receipt or expense record, of each single purchase exceeding $15 made on behalf of the individual carried out by family members or agency staff.

(f) There may not be commingling of the individual's personal funds with agency or household funds.

(g) There may not be borrowing of the individual's personal funds by family members or agency staff.

Notes

55 Pa. Code § 6500.24