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Below are written materials developed by BPAO, PABSS, and/or Technical Assistance Staff. These materials have been reviewed by SSA.

Eligible Couple Calculation Sheet

Customer Names___________________________________ Date ___________
BPAO Staff Person _________________________________________________
Scenario Description:

Eligible Couple Calculation Sheet
Step
Calculations
Unearned Income (combine BOTH members)  
General Income Exclusion (GIE $20) -
Countable Unearned Income for Couple =
   
Gross Earned Income (combine BOTH members)  
Student Earned Income Exclusion -
Remainder  
GIE (if not already applied to unearned income) -
Remainder  
Earned Income Exclusion (EIE $65) -
Remainder  
Impairment Related Work Expense (IRWE) -
Remainder  
Divide by 2  
Blind Work Expenses (BWE) -
Total Countable Earned Income for Couple =
   
Total Countable Unearned Income for Couple
  
Total Countable Earned Income for Couple +
PASS Deduction -
Total Countable Income for Couple =
   
Couple FBR of $846 or $564 for VTR in 2004
 
Total Countable Income for Couple -
Adjusted SSI Benefit Due to Couple =
Divide in Half for Amount Due Each Member  
   
Adjusted SSI Benefit Due to Couple  
Gross Earned Income Received by Couple +
Gross Unearned Income Received by Couple +
PASS, BWE or IRWE Expenses for Couple -
Total Financial Outcome for Couple =

COMMENT: We think a similar calculation sheet would be helpful for an eligible individual with an ineligible spouse.

Also, we note that this reference material will be used for BPAO and PABSS training programs in Regions III, IV, VI and IX. State supplementation is an issue for eligible couples in some of these regions and should be addressed in this chart.