Assets considered for means testing#
The table below gives an overview of all tangible and intangible assets which are considered when performing means for several transfers. A cross indicates that the asset class is not considered and, hence, deducted from the overall assets of a household.
This documentation shall help to understand the composition of the
‘vermögen_bedürft_hh’. Despite small differences over the transfers, we decided, for now, to require only one wealth variable as input and use it for all transfers.
Note
ALGII = Grundsicherung für Arbeitslose
GSA/E = Grundsicherung im Alter/ bei Erwerbsminderung
WoGe = Wohngeld
KiZu = Kinderzuschlag
HC = hardship case (Asset class is not considered if it would constitute a particular hardship for that person, see § 90 Abs.3 SGBXII https://www.gesetze-im-internet.de/sgb_12/__90.html)
Not counted as assets |
ALGII |
GSA/E |
WoGe |
KiZu |
---|---|---|---|---|
Appropriate household goods |
x |
x |
x |
x |
Adequate motor vehicle for eachperson capable of working |
x |
x (HC) |
x |
x |
Assets for retirement provision andretirement assets |
x |
x |
x |
x |
Owner-occupied house/apartment ofappropriate size |
x |
x |
x |
x |
Assets for obtaining/maintaining a houseproperty for people in need of care |
x |
x |
x |
x |
Assets to build up/secure a livelihoodor establishment of a household |
x |
x |
x |
x |
Family and heirloom pieces |
x (HC) |
x |
x (HC) |
|
Property and rights, if realization wouldbe uneconomical or a particular hardship |
x |
x |
x |
|
Items to start/continue vocationaltraining/employment |
x |
x |
x |
x |
Items for the satisfaction of spiritual needs |
x |
x |
See also
See the following links for legal bases for the definition of assets for each transfer. : - ALGII: §12 SGBII https://www.gesetze-im-internet.de/sgb_2/__12.html
GSA/E: §90 SGBXII https://www.gesetze-im-internet.de/sgb_12/__90.html
WoGe: §21 WoGG https://www.gesetze-im-internet.de/bkgg_1996/__6a.html
KiZu: §6a BKGG, Abs.3 https://www.gesetze-im-internet.de/bkgg_1996/__6a.html