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Social Security Administration Work Incentives. TA Center Webinar September 9, 2014. Asking Questions During the Training. Submit questions in the chat box on the webinar E-mail questions to [email protected] Submit questions through the post-training survey. Logistics.

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Social security administration work incentives

Social Security AdministrationWork Incentives

TA Center Webinar

September 9, 2014

Asking questions during the training
Asking Questions During the Training

Submit questions in the chat box on the webinar

E-mail questions to [email protected]

Submit questions through the post-training survey


  • Asking questions during the webinar

    • All participant phone lines are muted

    • You’ll be unable to ask questions by phone

    • Please type your question in the on screen chat box

    • There will be two opportunities during the webinar to ask questions

  • Can’t hear anything? Be sure to click “start audio” at the top right hand side of the webinar screen. Or you can call in through your phone:

    • 1-877-366-0711 and provide the following Participant Code: 26432122

Soar ssi ssdi outreach access and recovery technical assistance initiative

SOARSSI/SSDI Outreach, Access and RecoveryTechnical Assistance Initiative

Sponsored By:Substance Abuse And Mental Health Services AdministrationU.S. Department Of Health And Human Services

September 2014

Soar technical assistance initiative
SOAR Technical Assistance Initiative

  • SOAR – SSI/SSDI Outreach, Access & Recovery

  • Focuses on people who are experiencing or at risk of homelessness

  • Sponsored by the Substance Abuse & Mental Health Services Administration (SAMHSA) in collaboration with SSA since 2005

  • SOAR is active in all 50 states; no direct funding is provided to states

  • SOAR TA Center helps states and communities by providing technical assistance and training

Overview of agenda
Overview of Agenda

  • SSI/SSDI Basics

  • Why Employment?

  • Myth Busting

  • SSA Work Incentives

  • Discussion

Importance of ssi ssdi for individuals
Importance of SSI/SSDI for Individuals

  • SSA disability benefits can provide access to:

    • Income

    • Housing

    • Health insurance

    • Treatment

    • Employment supports

    • Other supportive services

  • For people with disabilities, SSI/SSDI can be a critical step towards ending homelessness and promoting recovery

Working for more than income
Working for More than Income

  • Self-worth and self-confidence

  • Define a role for the person in the community

  • Foster a connection to others

  • Add structure to daily life

  • Critical step in recovery

Common myths
Common Myths

  • If you work, your SSI/SSDI application will be automatically denied

  • Benefits and health insurance end immediately when start working

  • You can only work part-time while receiving disability

  • If Social Security knows you are working, they will say you aren’t disabled anymore

Soar as an agent of hope
SOAR as an Agent of Hope

  • Employment is possible during and after an application for SSI/SSDI

  • Develop expertise in work incentives offered by SSA and give examples of how work will affect benefits

  • Identify and collaborate with employment support services

While applying for ssi ssdi
While applying for SSI/SSDI

  • You can work during the application process

  • SSA looks at the type and amount of work

    • Earn up to $1,070/month

  • Strategy: Encourage work from the start

    • Can help to strengthen the application

    • Might find that supported employment works better for individual

After approval for ssi ssdi
After approval for SSI/SSDI

  • You can work while receiving SSI/SSDI

  • Strategy: Connect with work support programs

    • SSA’s Ticket to Work


    • Supported Employment Programs

After approval for ssi ssdi1
After approval for SSI/SSDI

  • Strategy: Utilize Social Security Work Incentives

    • Income Exclusion for SSI

    • Plan to Achieve Self-Support (PASS)

    • Trial Work Period (TWP)

    • Extended Period of Eligibility (EPE)

    • Subsidy

    • Impairment-Related Work Expense (IRWE)

    • Expedited Reinstatement of Benefits (EXR)

What happens to cash benefits
What happens to cash benefits?

  • “Work pays”

  • SSI

    • Income Exclusion

    • Plan to Achieve Self-Support (PASS)

  • SSDI

    • Trial Work Period

    • Extended Period of Eligibility

Income exclusion ssi only
Income Exclusion: SSI Only

Certain amounts of earnings are excluded when calculating countable income

General exclusion: $20

Earned income exclusion: $65

If SSI is sole income, get both

Calculating countable income ssi
Calculating Countable Income: SSI

  • After Exclusions, SSA Counts $1.00 for every $2.00 earned

Trial work period twp ssdi only
Trial Work Period (TWP): SSDI Only

9 months of gross earnings (per current SSA rate)

Need not be consecutive

Are counted within a 5-year period

Trigger a review of one’s continued eligibility for SSDI

Continue to receive full benefit check during this time

Trial work period example ssdi
Trial Work Period Example: SSDI

It only counts as a TWP month when earnings are $770 or more

When the trial work period ends
When the Trial Work Period Ends

SSA will look at earnings during the Trial Work Period and calculate whether the person was earning SGA

Countable earnings can be reduced with a Subsidy and/or IRWES

If earning SGA: Benefits cease after a 3 month grace period

If not earning SGA: Benefits continue

Extended period of eligibility epe ssdi only
Extended Period of Eligibility (EPE): SSDI Only

Applies only to SSDI

Lasts 36 months from the end of the TWP (if applicable)

Applies to any month in which earnings fall below SGA

Allows beneficiaries to receive SSDI in the months of non-SGA earnings during the EPE

Subsidy ssdi only
Subsidy: SSDI Only

Implied Value of extra support received on the job

Examples of supports:

Extra hours of supervision

Job coach or mentor

Reduced workload

“Provided” by employer

Subsidized worker earns the same pay as other workers doing the same job

Subsidy example ssdi
Subsidy Example: SSDI

The subsidy is subtracted from earnings when determining SGA at the end of the TWP

Impairment related work expenses irwes ssi and ssdi
Impairment-Related Work Expenses (IRWEs): SSI and SSDI

Apply both to SSI and SSDI at different times

Are out-of-pocket costs that a person must pay that are (1) related to one’s disability and (2) needed to be able to work


Medication co-pays

Special equipment


Irwe example ssi
IRWE Example: SSI

  • 5 prescriptions, $10 co-pay for each

  • The IRWE is subtracted from countable income

Irwe example ssdi
IRWE Example: SSDI

  • 5 prescriptions, $10 co-pay for each

  • The IRWE is subtracted from earnings when determining SGA at the end of the TWP

Expedited reinstatement of benefits exr
Expedited Reinstatement of Benefits (EXR)

  • For both SSI and SSDI

  • Five years after benefits cease due to earnings

  • Expedited return to payments and medical benefits

  • A medical review is done

  • Applicants should request EXR from the local SSA office

Health insurance
Health Insurance

SSI: Medicaid

May continue under Federal Rule 1619B even if SSI cash payments stop

Earnings must remain below state threshold

SSDI: Medicare

Continues for 93 months (7.75 years) after the last month of the Trial Work Period

May be purchased after 93 months under certain conditions; premium costs for Part A then apply

Overpayments and return to work
Overpayments and Return to Work

How are people overpaid?

SSI: Excess income, excess resources, change in living arrangement

SSDI: Earning SGA after TWP

Collecting overpayments

SSI: 10% from future checks until paid off

SSDI: Entire check can be withheld, reductions to $10/month if needed for living expenses

Option: Request waiver of overpayment


SSA Web site (

Ticket to Work: Employment and VR Services

Work Incentives Planning and Assistance (WIPA) Program

Protection and Advocacy for Beneficiaries of Social Security (PABSS or P&A)

Service Provider Directory for WIPA and P&A:

Disability Program Navigators (DPNs)

Department of Labor, One-Stop Career Centers

Things to remember
Things to Remember

Track and report all earnings to SSA

Don’t risk overpayment

When in doubt, talk to your local SSA field office.

Use your resources!

Let s talk about it

Let’s Talk About It!

Questions and Answers

Connect with us
Connect with Us

Visit our website:

SAMHSA SOAR TA Center345 Delaware AvenueDelmar, New York 12054(518) 439 – 7415

[email protected]/soarworks


National Coalition for Homeless VeteransTicket to Work ProgramPathways to SuccessPresented by Donna De Julius and James Wackerbarth


  • Describe Who’s Who in the Ticket to Work Program

  • Identify the role of an Employment Network (EN)

  • Review the Ticket to Work program

  • Describe why Ticket to Work is a good fit for Veteran Employment Service agencies

  • Clarify the outcome-based payment system and braided funding

  • Review the basic qualifications to become an EN

  • Provide resources for further information


Who s who
Who’s Who


Service provider roles
Service Provider Roles

Employment Networks (EN) in the Ticket to Work program:

Increase the number of beneficiaries entering workforce

Assist the beneficiary in becoming self-sufficient

Provide the community with access to newly identified and dedicated workforce


Ticket to work
Ticket to Work


  • Age 18 through 64

  • Currently receiving Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI) or both


  • Voluntary

  • Beneficiary advantages

    • Protection from Continuing Disability Reviews (CDRs)

    • Opportunity to earn more than disability payments alone

  • 40

    Why is the ticket program a good fit for service providers that work with veterans
    Why is the Ticket Program a Good Fit for Service Providers that Work with Veterans?

    Your Organization

    To provide services to assist in reintegrating Veterans into meaningful employment within the labor force

    As of 2010- Veterans and their families consist of 35% of the beneficiary population

    Ticket Program

    To provide services to assist individuals on disability benefits to enter into meaningful employment in order for them to become more self-sufficient


    Why is the ticket program a good fit for homeless veterans
    Why is the Ticket Program a Good that Work with Veterans?Fit for Homeless Veterans?

    Veterans ineligible for VA benefits often seek Social Security benefits

    Protection under the Ticket program

    Continuing Disability Review protection

    Benefits protection

    Potential for more income

    Ticket program goal is for beneficiaries to become financially independent


    Outcome based payment system and braided funding
    Outcome-based Payment System that Work with Veterans?and Braided Funding

    • The Ticket program is an outcome based program (Not reimbursed for services)

    • Payments to service providers are non-discretionary funds and can be used as the organization decides

    • Braided Funding

      • Supplement Ticket funding to support other programs

      • ENs incorporate Ticket into existing programs


    How to become an en
    How to Become an EN that Work with Veterans?

    Social security request for quotation rfq requirements for ens
    Social Security Request for Quotation (RFQ) Requirements for ENs

    • Offeror must have 2 years of experience providing employment services for people with disabilities immediately preceding the date of proposal (or 3 years in a 5 year period)

    • Offeror must submit with their proposal at least one of the following:

      • Proof of grant funding (HVRP grant) to provide employment related services

      • Evidence of contract or vendor agreement with state VR contract or federal agency

      • Evidence of certification or accreditation from national rehabilitation and employment services accrediting bodies (example: CARF)

      • A copy of the license or certification as required by State law to provide employment services

        All qualifications must be current


    Request for quotation cont
    Request for Quotation (cont.) ENs

    • Offeror must provide at a minimum these three core services:

      • Career counseling

      • Job placement

      • Ongoing employment supports

    • Offeror must provide a business plan that describes the services leading to employment

    • The full application is available at:

    • Submit the RFQ by mailing a hard copy to:

      Social Security Administration

      Employment Network Proposals

      Attn: Employment Network Services Branch

      P.O. Box 17778

      Baltimore, MD 21235-17778


    • Email to: [email protected]


    Contact information
    Contact Information ENs


    Choose Work for Service Providers


    Social Security-ORDES

    Work Site


    Choose Work



    Contact information cont
    Contact Information (cont.) ENs

    Donna De Julius

    Initiative Lead


    [email protected]

    James Wackerbarth

    Account Specialist


    [email protected]


    Additional resources
    Additional Resources ENs

    • To learn more about effective EN practices, visit

      • Training materials and archived presentations conducted by ENs and state VR Agencies

    • Archives:


    Asking questions during the training1
    Asking Questions During the Training ENs

    Submit questions in the chat box on the webinar

    E-mail questions to [email protected]

    Submit questions through the post-training survey