| |
|
|
| Fact
Sheets |
| Case
Management |
|
| Work
Incentives |
|
| Youth |
|
These
factsheets are for BPAO/PABSS personnel to download or print and
use for their own purposes. Can't open a PDF file? Download
the free Adobe Acrobat Reader.
Case
Management
- Acronyms
and Definitions
This factsheet is for Benefits Specialists to use when helping
recipients understand Social Security acronyms and definitions.
Acronyms-HTML
| Acronyms-Word
| Acronyms-Text
Return to Top
Return to Top
Return to Top
-
Managing
a BPAO Case Load
This factsheet identifies questions to ask to assess your efficiency
with handling the volume of calls you are getting for benefits
planning services, and/or the amount of time active cases demand
from you.
CaseLoad-PDF |
CaseLoad-HTML
| CaseLoad-Word
| Caseload-Txt
Return to Top
- The
Role of Benefits Planning Assistance & Outreach Benefits Specialist
in Self-Employment Cases
This fact sheet was designed to clarify the roles and responsibilities,
as well as the limitations within each of the two critical areas
specific to self-employment: the business domain and the benefits
domain.
Role-PDF | Role-Word
|Role-Txt
Return to Top
Return to Top
-
When
to Write a Benefits Analysis or Summary
A written benefits analysis or summary should be prepared whenever
individualized, case specific benefits information or advice is
given. This factsheet offers guidelines for when and how to write
a benefits analysis or summary.
Analysis-PDF | Analysis-HTML
| Analysis-Word
| Analysis-Text
Return to Top
Work Incentives
Return to Top
Return to Top
- Unsuccessful
Work Attempt (UWA)
This factsheet is for Benefits Specialists to use when helping
recipients understand the effect of an unsuccessful work attempt.
UWA-PDF
| UWA-Word
|
Return to Top
- Spouse
to Spouse Deeming Policies and Procedures
This factsheet is for Benefits Specialists to use when helping
recipients understand the effect of spouse to spouse deeming.
Spouse to Spouse-PDF
| Spouse to Spouse
-Word |
Return to Top
-
Trial
Work Period (Updated
2006)
This factsheet is for Benefits Specialists to use when helping
recipients understand the Trial Work Period.
TWP-PDF
Return to Top
- List
of POM References About Unearned Income Exclusions
This factsheet is for Benefits Specialists to use when helping
recipients understand the effect of unearned income on cash and
medical benefits.
Unearned
Income-Word | Unearned
Income-ASC (text)
Return to Top
Return to Top
- PASS
Monthly Expenses Sheet
Here is an EXCEL spreadsheet which can be used when developing
a PASS. It is good to leave with the person and ask them to complete
it in private. Ask them to contact you when they have it completed.
It is a little less intrusive when discussing money (although
necessary we get the full picture).
Monthly
Household Expenses - xls | Monthly
Household Expenses - Text
Return to Top
- Past
Trial Work Period (TWP)/Substantial Gainful Activity (SGA) Amounts
This factsheet is for Benefits Specialists to use when helping
recipients understand TWP/SGAamounts.
TWP/SGA-Word | TWP/SGA-Text
Return to Top
Return to Top
-
1619(b): What Will Happen To My Medicaid When I Go To Work?
This factsheet is for Benefits Specialists to use when helping
recipients understand 1619[b].
1619b-Word |
1619b-TXT
Return to Top
- Summary
of How SSA Treats Common Forms of Remuneration
This
factsheet is for Benefits Specialists to use when helping recipients
understand how SSA treats varies forms of renumeration.
Renumeration-Word
| Renumeration
-ASC (Text)
Return to Top
Youth
-
Advocacy
Skills and The Social Security Administration - Vol. 1, Vol
1, No. 1, February 2003
The goal of this fact sheet is to share information about
techniques to prevent overpayments or underpayments and to present
advocacy strategies for a successful relationship with the Social
Security Administration.
Advocacy-PDF | Advocacy-Word
| Advocacy-Text
Return to Top
-
Supplemental
Security Income and Age 18 Redetermination - Vol 1, No. 2, February
2003
This fact sheet provides information on the potential impact
of the redetermination process, how the Social Security Administration
(SSA) determines eligibility for this age group, and how best
to prepare students and families to successfully navigate this
process.
Age18-PDF | Age18-Word
| Age18-Text
Return to Top
-
2006
Student Earned Income Exclusion - Vol 1, No. 3, February 2003
(Updated -
March, 2006)
The student earned income exclusion (SEIE) is a work incentive
that allows certain SSI recipients who are under age 22 and regularly
attending school to exclude a specified amount of gross earned
income per month up to a maximum annual exclusion.
SEIE-PDF | SEIE-Word
|
Return to Top
|
|
|
