Suzie Paulson, MS,CRC

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Creates an expectation of working Encourages independence Establishes Network for future jobs Qualifies them for an SSDI benefit

which could make them eligible for PASS

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Student’s development Household income or resources Redetermination will occur automatically at age

18 Student’s expectation of continued benefits Parental fear of loss of benefit due to work

activity Student’s expectation of post high school

training Student’s lack of understanding related to

necessary accommodations post high school3

☞ Must be under 22 ☞ regularly attending school College - 8 hrs a week

Grades 7-12 12 hrs a weekTraining Course 12 hrs a week

Home study due to disability can also be considered

☞ Allows student to exclude $1,640 per month/maximum of $6,600 per year and their SSI is not reduced in 2011

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Automatically occurs at some point before their 19th birthday

Parents expectations of continued benefits

In Iowa about 600 students go through the redetermination process each year and over 67% do not meet the adult criteria for disability.

WHAT DOES THAT MEAN??????

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Allows for the continuation of benefits while the beneficiary completes an appropriate Vocational Rehab program or similar services.

Been determined by SSA to be medically recovered or to no longer meet the medical qualification through a medical CDR or age 18 re-determination

Only offers extended benefits to those that would have terminated due to medical recovery

Allows continued payment to any auxiliaries drawing off the insured worker

Medicare and/or Medicaid continues Applies to both SSI and SSDI SSI must continue to meet all SSI

eligibility criteria

Participation in an approved program (work plan, IPE, IEP, provider agency, employment plan with government agency, ILC)

Participation began before the disability ceased

Continuation in the program will increase the likelihood that the individual will not return to the disability rolls

☞ Same for SSDI & SSI☞ The inability to engage in any substantial

gainful activity (SGA) because of a medically determinable physical or mental impairment that can be expected to last for at least 12 months or that ends in death.

So over age 18, the question is “Can you Work?”

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In the month that you turn 18 years old

Remember that they are looking at how your disability creates barriers to full employment.

Can be working but earning less than SGA ($1,000 in 2011)

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SSI Is needs based. That is why all your resources and

income are monitored. You receive Medicaid (Title 19)

SSDI Is insurance paid through taxes. Must have work

credits. Resources are not an issue, but income is. Receive Medicare after a 24 month waiting period.

CDB Disabled before the age of 22 and the child of an

insured worker who is either disabled, retired or deceased.

Same as SSDI If SSDAC marries, benefits end unless to another

SSDI/SSCDB beneficiary.11

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Basic Earned Income Calculation Impairment-Related Work Expenses

(IRWE) Plan for Achieving Self-Support (PASS) Student-Earned Income Exclusion (SEIE) 1619 (a) & (b) Blind Work Expense (BWE) Property Essential to Self Support (PESS) Expedited Reinstatement

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400 Gross earnings400 Gross earnings -20-20 General Exc. General Exc.380380 -65-65 Earned Income Exc. Earned Income Exc.315315315315 /2/2 remainder divide by 2 remainder divide by 2157.50 Countable 157.50 Countable EarningsEarnings

674674 2011 Federal Benefit Rate 2011 Federal Benefit Rate

157.50157.50 Countable Earnings Countable Earnings

516.50 Reduced SSI payment 516.50 Reduced SSI payment

+ 400+ 400 Gross Income Gross Income

$916.50 Total monthly gross income$916.50 Total monthly gross income

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Meet all the other requirements for SSI

Need Medicaid in order to work Questions????? State Threshold (2011 – $30,811)

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Cost of impairment related items and services that a person with a disability needs to work can be deducted from gross

earning.

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related to disability and is needed in order to work

cost is paid by the individual expense is reasonable Approved by SSA

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Supported employment services

Attendant care services Special transportation Medical support devices Counseling and medication Work equipment Medication/Co-pays Etc.

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Allows an individual to set aside income and/or resources for a

specified period of time to achieve their work goal.

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Already receiving SSI or must meet eligibility requirements

Must have income/resources to set aside To increase or maintain income producing

capability A chance to achieve a vocational goal To make it financially feasible to set aside or

save income/resources PASS can start as early as 14 years old.

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Supported Employment services Items & Capital for a Business Educational & Training expenses Attendant Care Child Care Equipment or tools Uniforms or special clothing Etc

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Have worked and paid Social Security taxes (FICA), be a

qualified worker, or an adult disabled child of a qualified

worker.

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Must be disabled Must have earned income from

employment Must be under age 65 Must meet income and resource

requirements (higher than SSI requirements)

Same as Title 19 - administered by DHS

Some individuals may pay a premium24

Funded under a cooperative agreement with the Social Security Administration known as Work Incentive Planning and Assistance

Overseen by the Governance Group of Iowa, which includes: Iowa Vocational Rehabilitation Services Iowa Workforce Development Iowa Dept for the Blind Iowa Governor’s Developmental Disabilities Council Iowa Dept of Education Iowa Dept of Human Rights Iowa Dept of Human Services

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Suzanne R Paulson, MS, CRC Iowa Work Incentive Planning and

Assistance430 E Grand AvenueDes Moines, IA 50309

(515) 281-9009866-528-4019

suzanne.paulson@iwd.iowa.gov