Workspace / Gift & Transfer Records
PHASE 1 LIVE SYSTEM
JO
← Back to Gift & PA ABLE Transfers
Resource Limit Governance & Transfers

Gift & Transfer Records Directory

Complete historical directory of donor gifts, resource limit calculations, 3-calendar-day compliance deadlines, and verified PA ABLE transfers.

Client-Supplied Gift & Resource Limit Policy: If a gift causes countable resources to exceed the $2,000 threshold, the excess amount must be addressed within three (3) calendar days. Transferred to the individual's PA ABLE account, or temporarily to the Agency Representative Payee General Account. Only an Administrator can confirm the transfer.
Reset

Gift & PA ABLE Transfers Register

Showing 1–2 of 2 gift assessment records

Individual Date Received Gift Amount Excess Over $2k 3-Day Deadline Assessment Status Transfer Status Actions
MA
Maya Thompson H1-1048 · ABLE: Established
Oct 20, 2026 $250.00 $100.00 Oct 23, 2026 Overdue (11d) Needs Assessment Pending Transfer
TA
Taylor Brooks H1-1114 · ABLE: Established
Oct 16, 2026 $500.00 $200.00 Oct 19, 2026 Transfer Required Confirmed By Jordan Davis View Caseload →
Showing 1 to 2 of 2 entries (Page 1 of 1)