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

basic input variable

‘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