2.3.4 Student Earned Income Exclusion

Louisiana Statewide Transition Project and Louisiana: Healthy and Ready to Work Fact Sheet Series

 

5/31/99

I. WHY IS THIS IMPORTANT?

Young adults who receive cash benefits through the Social Security Administration's Supplemental Security Income (SSI) program may have fears and questions about what could happen to those benefits while working and receiving wages (earned income). The Social Security Administration (SSA) offers a special Work Incentive to young adults who receive SSI called the Student Earned Income Exclusion. This Work Incentive allows young adults still attending school to earn up to a certain amount and not lose benefits. This Work Incentive, like others, has been developed by the SSA to help young adults with disabilities overcome fears and issues related to employment.

II. KEY POINTS

Many high schools now offer work training programs and paid job placements for young adults while still in school. These programs can help young adults discover what type of work they like and are able to do. Young adults participating in these programs can gain a better understanding of the world of work, which is different from school. Working during school and earning money provides young adults with opportunities to have an income and learn how to manage that income. Sometimes these jobs become opportunities for employment after young adults exit school. By taking advantage of the Student Earned Income Exclusion, young adults can reap the benefits of working while in high school without risking loss of needed benefits.

Some young adults may be hesitant to seek employment due to a fear of losing benefits if they get a job. However, the Student Earned Income Exclusion Work Incentive allows a young adult under the age of 22 who receives SSI and regularly attends school to exclude up to $400 of earned income per month. The maximum annual exclusion is $1620.

The SSA defines "regularly attending schools" in the following way:

·        taking one or more courses of study, and

·        attending classes at least 8 hours a week at a college or university; at least 12 hours a week in grades 7-12; or at least 12 hours a week in a training course for employment (15 hours if the course involves shop practice).

Attendance that is less than the amounts indicated may be approved for reasons beyond the young adult's control, such as illness. A young adult may be taught at home because of a disability and still be considered "regularly attending school" if studying a course or courses offered by a school (grades 7-12), college, university, or government agency and has a home visitor or tutor who directs the study.

              

III. ROLES/NEXT STEPS

Students/Young Adults:

Young adults who would like to work before exiting school should talk with family and school personnel and ask for assistance in achieving this goal. When discussing employment with those supporting them in their transition, young adults should ask if they qualify for any of the Work Incentive programs. Young adults can ask for help in accessing programs.

Young adults who receive SSI payments and go to work while still regularly attending school should contact the nearest Social Security office and speak with a Work Incentive Liaison. They should find out more about the Student Earned Income Exclusion and, if eligible, apply for it. A family member or friend can help if support or assistance is needed. When speaking with the Work Incentive Liaison in the Social Security office, young adults can ask about other Social Security Work Incentive programs.

Families:

Families can encourage and support young people to learn about different types of work. Learning about and accessing school programs can help prepare young adults for employment both during and after school. When discussing the transition to employment with agency personnel, families should request information about Work Incentives.

By learning about the Student Earned Income Exclusion and other Social Security Work Incentives, families can help their son/daughter work while keeping needed Social Security benefits.

If their son/daughter receives SSI payments and goes to work while still attending school regularly, families should assist them in contacting the nearest Social Security office to find out about the Student Earned Income Exclusion and other SSI Work Incentives. If eligible, they should assist young adults when applying for them.

Agencies:

Agency representatives supporting young adults in the transition to employment should contact the nearest Social Security office to find out more about the Student Earned Income Exclusion and other Social Security Work Incentives. Social Security offices have brochures and other printed material about programs that can be shared with young adults and their families.

Agency representatives should offer informational workshops on this and other Social Security topics for young adults and families. Personnel in local or district Social Security offices can be contacted to provide information about programs.

 

As requested, personnel from the SSA should attend meetings at which transition to employment is discussed. They can also serve on a local interagency transition team. By providing information to Local Education Agencies, families, and young adults, SSA personnel can help young adults plan for employment without the fear of losing needed benefits prematurely.

IV. RESOURCES/CONTACTS

Social Security Administration

Phone: 1-800-772-1213 (voice) or 1-800-325-0778 (TTY)

Internet: www.ssa.gov

The Employment Network of Louisiana

1100 Florida Avenue, Bld. 119

New Orleans, LA 70119

1-800-597-0441

Families Helping Families

Acadiana: 1-800-378-9854

Bayouland: 1-800-331-5571

At the Crossroads: 1-800-259-7200

Greater Baton Rouge: 1-888-511-5299

Greater New Orleans: 1-800-766-7736

Northeast LA: 1-888-300-1320

Northshore: 1-800-383-8700

Northwest LA: 1-888-735-3722

Southwest LA: 1-800-894-6558

V. REFEERENCES

National Transition Project Network. (January, 1998). Parent Brief - Supplemental Security Income (SSI) Program.