Table of Contents

Acronyms and Definitions

Substantial Gainful Activity (SGA) 

SSDI

Social Security Disability Insurance (SSDI)

Trial Work Period (TWP)

Extended Period of Eligibility (EPE)

Continuing Disability Reviews (CDR)

SSI

Supplemental Security Income (SSI)

Adult Public Assistance (APA)

Moving through SSI programs

Impairment Related Work Expense (IRWE)

Blind Work Expenses (BWE)

Subsidies and Special Conditions

Student Earned Income Exclusion (SEIE)

Plan for Acheiving Self Support (PASS)

Order of Subtractions for calculating payment 

Working Disabled Medicaid Buy In

Reporting and monitoring 

Worksheets for estimating impact of employment and work incentives on benefits

#1 Calculating the APA Payment for SSI Recipient

#2 Calculating the APA Payment for SSDI Recipient

#3 Calculating the APA Payment for SSI & SSDI Recipient

#4 Earned Income Calculation for SSI and APA

#5 Earned Income Calculation for SSI, SSDI (unearned) & APA

#6 IRWE Calculation for SSDI (unearned) & APA Recipient

#7 IRWE Calculation for SSI & APA Recipient

#8 BWE Calculation

#9 Employer Wage Subsidy Calculation

#10 Calculation for Special Condition – Substitution

#11 Student Earned Income Exclusion Calculation

#12 PASS Calculations for SSDI Contribution

#13 PASS Calculations for SSDI &/or Wage Contribution

#14 PASS Calculations for Wage Contribution

General Benefits Information, Examples and Forms

2004 Charted Threshold Amounts

Benefits Counselor or Planner Handout

Case for Benefits Analysis and Planning

Alaska Works Initiative Staff Contacts

Example Benefits Analysis #1

Example Benefits Analysis #2

Benefit Planning Services

Benefits Analysis Checklist

Order to Subtract Income Exclusions in Calculating SSI &APA Payments

Monitoring and Reporing to APA and SSA

BPAO Process

Memorandum of Agreement

SSA Continuing Disability Reviews and Maximus Progress Reviews

Disclosure Form

Application for Donated Dental Services Program

Extended Medicare Worksheet

CHD Planning Services Personal Information Release Form

Monthly Expenses Worksheet

Multi-Purpose Calculation Sheet

PASS Form

PASS Amendment Form

Pay Recording for SSA

Benefit Planning Services Personal Information Release Form

Social Security Administration Statement of Claimant or Other Person

Subsidy Letter

Wage Recording Grid

Request for Waiver of Overpayment Recovery or Change in Repayment Rate

Employee Work Activity Report

Self-Employed Work Activity Report

SSI and Return to Work Scenarios

Information on Deeming

Deeming Break-Even Points for 2004

Deeming Chart for 2004

Monthly Deeming Worksheet

Tax Forms

Department of Treasury Internal Revenue Service 2003 Instructions for Schedule R (Form 1040): Credit for the Elderly or the Disabled

Tax Tips

8850 Tax Form

2004 W-5 Tax Form

Medicaid

Home and Community Based Waivers and Employment

Home and Community Based Waivers

Long Term Care Medicaid Contacts

Medical Assistance Standards

Working Disabled Medicaid Worksheet

Ticket to Work

Ticket Checklist

Ticket to Work & Work Incentives Improvement Act of 1999