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SSA Benefits Planning Ensuring accurate and timely benefits counseling, debunking myths SSA Benefits Planning Ensuring accurate and timely benefits counseling, debunking myths

SSA Benefits Planning Ensuring accurate and timely benefits counseling, debunking myths - PowerPoint Presentation

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SSA Benefits Planning Ensuring accurate and timely benefits counseling, debunking myths - PPT Presentation

Benefits Planning Services Goal is to help individuals understand how employment may affect their Disability benefits S ervices are funded by SSA and authorized by the Ticket to Work TTW legislation ID: 647607

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Slide1

SSA Benefits Planning

Ensuring accurate and timely benefits counseling, debunking myths and “success stories”.Slide2

Benefits Planning Services

Goal is to help individuals understand how employment may affect their Disability benefits

S

ervices are funded by SSA and authorized by the Ticket to Work (TTW) legislationCreated in an effort to encourage employment and to prevent employment-related benefits issuesSlide3

Who We Are

Known as Community Work Incentives Coordinators (CWICs)

T

rained to counsel beneficiaries on the affect of employment on: Social Security Disability benefits, Medicaid, Medicare, and other benefitsHave required supplemental trainings and are able to assist beneficiaries in various areasSlide4

Our Goals

Explain which

Work Incentives

SSA will apply when a beneficiary goes to workShow how specific amounts of earned income may affect

all

benefits

3. Act as

referral source to help beneficiary reach

employment goalsSlide5

How We Help

S

creen for usage of specific work incentives

Show clients how to use applicable work incentivesHelp beneficiaries develop and report past wagesExplain why and how to report income to SSA on an ongoing basis

A

ssist with Social Security Work Continuing Disability ReviewsSlide6

How We Help (cont.)

Explain letters beneficiaries

receive from

SSAPrepare transition age students and their families for the A

ge

18

Redetermination

Provide case-specific information in writingProvide ongoing supportSlide7

Confidentiality

Information discussed

cannot

be reported to SSA without their consentThis firewall allows beneficiary to speak openly about past employment activity and future employment goals without fearForm 3288 neededSlide8

Debunking Myths: Myth #1

Myth

:

If I work at all, my entire Social Security Disability Check and Medicaid or Medicare will stop immediately.

Truth

: Various Work Incentives may help an employed person maintain their healthcare and some or all of their Social Security Disability payments while they work. Slide9

Debunking Myths: Myth #2

Myth

:

If I work part time, my benefits won’t be affected at all for at least 9 months.

Truth

:

Not everybody has a 9 Month Trial Work Period. Even part time employment can cause an SSI check to be reduced once employment begins. Slide10

Debunking Myths: Myth #3

Myth

: If my earnings cause my Social Security Disability check to stop, that means I’m terminated and can’t get it back.

Truth

:

Even if your check has stopped, you may not be terminated from your Social Security Disability program. If you have to stop working or cut your hours back, you may be able to get your Social Security Disability payments sent to you again without reapplying. Slide11

Debunking Myths: Myth #4

Myth

:

Once my benefits are stopped, I have to go through the entire application process I went through the first time in order to have them reinstated.

Truth

: It can take a long time for someone to have their benefits terminated due to earned income. Once someone is terminated, she may be eligible for an Expedited Reinstatement Process. Slide12

Debunking Myths: Myth #5

Myth

:

Social Security and Medicaid will know if I’m working.

Truth

:

If you do not report your earnings monthly, it may take Social Security and Medicaid years to realize that you have begun employment. Slide13

Debunking Myths: Myth #6

Myth

:

Ticket to Work can protect my benefits from being affected by work.

Truth

:

Even if you are working with Ticket partners like Louisiana Rehab Services, Employment Networks, LSUHSC HDC Benefits Planning Program or the South Louisiana Benefits Planning Program, your benefits can still be affected by employment. Slide14

Debunking Myths: Myth #7

Myth

: My Louisiana Rehab Services

Counselor, employer or other agency is reporting my earned income to Social Security, so I do not need to.

Truth

:

You or your Representative Payee are the only ones responsible for reporting your earnings to Social Security so that they can apply the appropriate rules to your case. Slide15

Debunking Myths: Myth #8

Myth

:

If I earn above a certain amount, I will lose my Medicaid Waiver Services

Truth

:

If you receive services from the New Opportunities Waiver, Community Choices Waiver, the Adult Day Health Care Waiver, or Residential Options Waiver

you may

have a “spend-down” option. Slide16

Examples and Success Stories

Slide17

Who

D

o

We Serve?Individuals who are currently receiving a Social Security Disability benefitBeneficiaries between the age of 14 and their full retirement ageBeneficiaries who are interested in employment Slide18

Our Process

Intake

Conversations with beneficiary

Benefits verificationBenefits Summary & Analyses (BS&As) and Work Incentives Plans (WIPs)Ongoing follow-upSlide19

DISCLAIMER/Warning

Under NO circumstance

should anyone other than a CERTIFIED benefits planner, attempt to provide individualized SSA benefits planning and/or advisement. This is a FREE service funded by SSA and provided by local CERTIFIED benefits planners.”NOTE: To ensure accurate, individualized planning REFER your client for benefits planning services.Slide20

Louisiana’s Benefits Planning Agencies

Advocacy Center

South Louisiana Benefits Planning Program(855) 877-8599

LSU-Human Development Center

- Louisiana Benefits Planning Services

(855) 886-5123Slide21

Benefits Planning Service Areas

Green = Advocacy Center

Grey = LSUSlide22

Questions?