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Benefits Training and Consulting |
The Guide - Table of Contents |
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The Guide: To Social Security Programs and Work Incentives Table of Contents Chapter 1 INTRODUCTION Introduction What Are Work Incentives? Which Benefit Does the Person Receive?
2 THE BASICS The Definition of Disability Substantial Gainful Activity (SGA) Initiating the Disability Claims Process (Applying for Benefits) Determining the Existence of a Disability Involves Answering Five Basic Questions
TITLE II (Social Security Disability Insurance, Childhood Disability Benefits, and Disabled Widow(er)s Benefits)
3 SOCIAL SECURITY DISABILITY INSURANCE Introduction Who May Qualify For A Title II Benefits? To Be Entitled For SSDI How SSDI Payment Amounts Are Determined Entitlement To Childhood Disability Benefits How CDB Payment Amounts Are Determined Conversion To CDB Benefits What Is Income? What Are Wages For SSDI Purposes? What Income Is Not Wage For SSDI Purposes? Resources
4 SSDI PROCESS Receiving A SSDI Benefit Five-Month Waiting Period Initiation Of Benefit Payment Continuing Disability Reviews The Process Of Continuing Disability Reviews (CDR) When Can A CDR Occur? Vocational Re-examination Diary Review If Medical Improvement Was Expected And The Individual Returns To Work SECTION 301: Continued Payment Under A Vocational Rehabilitation Program Other Factors In Determining The Continuance Of A Disability Four Conditions Must Be Met to Terminate From SSDI Because of Work The Impact Of Work On The "Routine" Of Receiving SSDI Benefits SSDI Process (diagram)
5 TRIAL WORK PERIOD The Time Frame Of A Trial Work Period Performance of Services Entitlement to a Trial Work Period The "Rolling 60-Month" Period Example 1 The "Rolling 60-Month" Period The Trial Work Period Amount Changes When The Trial Work Period Ends EXAMPLE 2 EXAMPLE 3 EXAMPLE 4 EXAMPLE 5 EXAMPLE 6 How To Monitor TWP Months
6 EXTENDED PERIOD OF ELIGIBILITY Introduction Beginning Of The Extended Period Of Eligibility (EPE) Example 7 Example 8 Re-entitlement Period Example 9 Example 10 Example 11 The Key Issue During the EPE
7 SGA CESSATION MONTH AND BENEFIT TERMINATION MONTH Introduction How the SGA Cessation Month is Determined Example 12 Example 13 Example 14 When An Unsuccessful Work Attempt Is Not A Measure Of SGA When Will The EPE End? When does the Benefit Termination Month (BTM) occur? Example 15 Example 16 Example 17 CAUTION ! Benefits can be linked together Expedited Reinstatement of Benefits Extended Medicare Summary of the SSDI Process
8 SUBSIDY and SPECIAL WORK CONDITIONS Introduction When Can A Subsidy Be Used? Types Of Subsidy Agency Services Provided To Supported Employees Use Of Subsidy By Self-Employed Individuals Responsibility Of The SSA Representative Responsibility Of The Agency Supporting A Person Special Points About The Use Of Subsidy How To Submit A Subsidy Claim And Monitor Benefits Example 18 Example 19 Example 20 Example 21 Employer-provided Job Subsidy Report (Form) Agency-provided Subsidy Report (Form)
9 IMPAIRMENT-RELATED WORK EXPENSE Introduction What Conditions Must be Met to Claim an IRWE? When Can an IRWE Be Used? What Expenses Can Be Claimed As An IRWE? The Advantage Of Using An IRWE Deductible Services Or Items Use Of Special Transportation Services As An IRWE Special Points About The Use of IRWE How To Submit An IRWE And Monitor Benefits Example 22 Example 23 Example 24 Example 25
Title XVI Supplemental Security Income (SSI)
10 SUPPLEMENTAL SECURITY INCOME Introduction To Be Eligible for SSI To Remain Eligible for SSI The SSI Payment Income Effect Of Income On SSI Payments Additional Points Regarding SSI What Constitutes Earned Income for the SSI Program? What Constitutes Unearned Income for the SSI Program? What Is Not Counted As Income in the SSI Program? Disability Programs Comparison Chart
11 SSI PROCESS The Process Of Receiving A SSI Payment Initiation Of The SSI Payment and Medicaid SSI Review (Redetermination) Process Continuing Disability Reviews Current Process of Continuing Disability Reviews When Else Can a CDR Occur? The Impact Of Work On The "Routine" Of Receiving SSI Payments
12 HOW SSI PAYMENT AMOUNTS ARE DETERMINED Introduction A Quick Review Income Exclusions Calculating Monthly Income And SSI Payment Due How Much Can a SSI Recipient Earn? Example 26 Example 27 Section 1619(a): Special SSI Payments For People Who Work Break Even Point Example 28 Section 1619(b): Continued Medicaid Coverage Medicaid Needs Test Example 29 How Section 1619(b) Status Is Processed How Does Wage Affect a Concurrent Beneficiary? Example 30 Example 31 Example 32 Example 33
13 STUDENT EARNED INCOME EXCLUSION Introduction Eligibility For The Student Earned Income Exclusion How The Exclusion Is Applied Example 34 Other Points About Using The SEIE Comparison Of Benefit Calculations Example 35 Example 36 Example 37 Example 38
14 IMPAIRMENT-RELATED WORK EXPENSES Introduction What Expenses Can Be Claimed As An IRWE? What Conditions Must Be Met To Claim An IRWE? The Advantage Of Using An IRWE Deductible Services Or Items Example 39 Example 40 Example 41 Example 42 Example 43
15 PLAN TO ACHIEVE SELF-SUPPORT Introduction What Income Can Be Used For A PASS? Basic Provisions Of A PASS Who Is Not A Candidate For A PASS? What A PASS Must Contain The Approval Process Revision Of A PASS Important Points When Using A PASS Potential Users Of A PASS The Advantage Of Using A PASS Examples Of Permissible PASS Expenditures (list) Example 44 Example 45 Example 46 Example 47 Example 48 Example 49 Example 50
16 COMPARISON OF PASS AND IRWE Introduction Example 51 Example 52 Example 53
17 USE OF THE PASS TO ESTABLISH ELIGIBILITY FOR SSI Introduction Example 54 Points To Consider When A SSDI Beneficiary Uses A PASS Example 55 Example 56 Example 57
18 BLIND WORK EXPENSES Introduction Deductible Services Or Items The Advantage Of Using A BWE What Conditions Must Be Met To Claim An BWE? Example 58 Comparison of Income Exclusions
OTHER INFORMATION
19 CONCLUDING RECOMMENDATIONS
20 THE TICKET TO WORK AND SELF SUFFICIENCY PROGRAM Introduction Ticket to Work Program Goals Beneficiaries Eligible to Receive a Ticket What Beneficiaries Must Know “Timely” Progress Reviews A Word of Caution APPENDIX
#1 GLOSSARY
#2 SSA MATERIALS List of Threshold Amounts for Calendar Year 2016 Listing of Impairments
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