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Self-Employment & Social Security

Define Your Role with Self-Employment Cases

Developed By Dan Wittwer, Life Plan Trust, North Carolina

The role of the Benefits Specialist is challenging and demanding in many different areas and directions. It is important that, as a benefits specialist, you have an idea of what your role will be in assisting a consumer with their self-employment goal. The list below is not anywhere near an exhaustive list of possible questions and issues a benefits specialist may face, but these may help with defining your role. BPAO projects should not claim business expertise or provide technical business, accounting, tax or legal advice.

BPAO Role

Refer to Other Experts

Can you help me to project when I might go off of SSDI based on earnings from my business?

What type of business should I start?
How do self-employment earnings affect SSDI and how do they affect SSI?
Will you write the business plan?
Will a PASS Plan likely be approved for self-employment if I do not project earnings that will cause loss of my SSI check?
Will you set up my business record-keeping system for me?
Do I have to plan to go off of SSDI to get a self-employment PASS Plan approved?
Will the IRS approve this item as a business expense?
How does Social Security look at earnings from self-employment?
Will you review my tax form before I send it to the IRS?
Will my business equipment and property cause me to lose SSI?
I need your assistance in developing a marketing plan for the business plan?
Will Vocational Rehabilitation (VR) involvement in my business start up affect the PASS Plan?
My business is not doing well. Can you help me look at ways to make it better?
Will you help me write the PASS Plan?
Can you tell me the odds of my business being successful in this area?
The PASS Cadre has asked some questions about my PASS Plan for business start up. Can you assist me in answering those questions?
Is this business procedure legal?
Can you help the small business center understand how the PASS Plan and business plan are linked together?

 
My accountant does not see why I should have one record book for the IRS and one for Social Security for my SSDI?

 
What documents will I need to have for a Social Security review of my business earnings?
 
* - The VCU-BARC Self-Employment & Social Security Pages have been developed in conjunction with Griffin-Hammis Associates, LLC. The contents do not necessarily represent the policy, interpretations or opinion of the Social Security Administration (SSA). The information contained here is intended to inform readers of issues that may affect Social Security and/or other public assistance benefits. Because individual circumstances differ, the reader should not rely on any information here as being specifically applicable to an individual's situation. Readers are encouraged to contact a BPAO benefits specialist to discuss her or his specific situation.