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Benefits Training and Consulting P.O. Box 40, Oxford, PA 19363 Telephone: (610) 696-1551 Fax: (610) 932-0428 E-mail: wallinginc@aol.com
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The Guide: Social Security Benefits 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 Determining the Existence of a Disability Involves Answering Five Basic Questions
3 EARNED AND UNEARNED INCOME What Is Income? What Are Wages? (SSDI) What Income Is Not Wages (SSDI) What Constitutes Earned Income? (SSI) What Constitutes Unearned Income? (SSI) What Is Not Counted As Income? (SSI)
Social Security Disability Insurance
4 SOCIAL SECURITY DISABILITY INSURANCE Introduction Who May Qualify For Social Security Disability Insurance Benefits? To Be Entitled For SSDI How SSDI Payment Amounts Are Determined Entitlement To Benefits From a Parent’s Work Record How CDB Payment Amounts Are Determined Monitoring CDB Benefits
5 SSDI PROCESS The Process Of Receiving SSDI Benefits Five-Month Waiting Period Initiation Of Cash Benefits Continuing Disability Reviews The Process Of Continuing Disability Reviews When Else 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 Cessation Of Cash Benefits The Impact Of Work On The "Routine" Of Receiving SSDI Benefits
6 TRIAL WORK PERIOD The Time Frame Of A Trial Work Period Performance Of Services When The Trial Work Period Ends The "Rolling 60 Month" Period Example 1 Example 2 Example 3 Example 4 Example 5 Beneficiaries Not Entitled to A Trial Work Period How To Monitor Trial Work Period Months
7 EXTENDED PERIOD OF ELIGIBILITY Introduction Beginning Of The Extended Period Of Eligibility (EPE) Cessation of Cash Benefit and "Grace Period" When Will The EPE End? When An Unsuccessful Work Attempt Is Not A Measure Of SGA Example 6 Example 7 Benefit Termination Month Expedited Reinstatement of Benefits Example 8 How To Monitor Income During The EPE
8 MONITORING OF SSDI BENEFITS WHEN WORKING Why Monitor Benefits? What Information Does The SSA Require? Who Is Responsible For Reporting To The SSA? When And How Should Information Be Provided To The SSA? Where To Start How To Monitor Income And Benefits How To Use The SSDI Income And Benefit Record
9 SUBSIDY 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 9 Example 10 Example 11
10 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 12 Example 13 Example 14 Example 15
Supplemental Security Income
11 SUPPLEMENTAL SECURITY INCOME Introduction Resources Income The SSI Cash Payment Effect Of Income On Cash Benefits Additional Points Regarding SSI Benefits Disability Programs Comparison Chart
12 SSI PROCESS The Process Of Receiving SSI Benefits Initiation Of The Cash Benefit SSI Review (Redetermination) Process Current Process of Continuing Disability Reviews When Else Can a CDR Occur? The Impact Of Work On The "Routine" Of Receiving SSI Benefits Section 1619(a): Special SSI Payments For People Who Work Section 1619(b): Continued Medicaid Coverage Medicaid Needs Test How Section 1619(b) Status Is Processed Clarification Expedited Reinstatement of Benefits Other SSI Provisions For Certain Classes Of Beneficiaries
13 HOW SSI PAYMENT AMOUNTS ARE DETERMINED Introduction A Quick Review Income Exclusions Calculating Monthly Income And SSI Cash Payment Due Example 16 Example 17 Example 18 Example 19
14 MONITORING OF SSI BENEFITS WHEN WORKING Why Monitor Benefits? What Information Does The SSA Require? Who Is Responsible For Reporting To The SSA? When And How Should Information Be Provided To The SSA? Where To Start How To Monitor Monthly Income And Benefits How To Use The SSI Income And Benefit Record
15 STUDENT EARNED INCOME EXCLUSION Introduction Eligibility For The Student Earned Income Exclusion How The Exclusion Is Applied Other Points About Using The Student Earned Income Exclusion Comparison Of Benefit Calculations Example 20 How To Monitor And Report To The SSA Example 21 Example 22 Example 23
16 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 24 How To Submit An IRWE And Monitor Benefits Example 25 Example 26 Example 27 Example 28
17 PLAN FOR ACHIEVING 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 How To Submit A PASS And Monitor Benefits Examples Of Permissible PASS Expenditures (chart) Example 29 Example 30 Example 31 Example 32 Example 33 Example 34 Example 35
18 COMPARISON OF PASS AND IRWE Introduction Example 36 Example 37 Example 38
19 USE OF THE PASS TO ESTABLISH ELIGIBILITY FOR SSI Introduction Example 39 Points To Consider When A SSDI Beneficiary Uses A PASS Example 40 Example 41 Example 42
20 BLIND WORK EXPENSES Introduction Deductible Services Or Items The Advantage Of Using A BWE How To Use And Monitor BWE Example 43 Special Notes Comparison Of Work Incentives (chart)
OTHER INFORMATION
21 TICKET TO WORK PROGRAM The Purpose of the Ticket To Work Program What Beneficiaries Need To Know What Services Providers Need to Know
22 CONCLUDING RECOMMENDATIONS
APPENDIX
#1 GLOSSARY #2 SSA PUBLICATIONS List of Threshold Amounts for Calendar Year 2010 Listing of Impairments #3 SAMPLE FORMS AND LETTERS
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