5.1.0 Supplemental Security Income (SSI)

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

 

7/9/99

I. WHY IS THIS IMPORTANT?

Supplemental Security Income (SSI) is a federal program administered by the Social Security Administration (SSA) which provides financial support for individuals who are aged, blind, or disabled and have limited income and resources. The maximum monthly benefit amount an individual can receive is $500. This is known as the Federal Benefit Rate (FBR). The amount of the monthly cash payment will vary from person to person, and is affected by many other factors including year, state, living arrangements, amount earned, and work incentives. Therefore, some individuals will receive the maximum amount, while others may receive less. The amount of the monthly payment for an individual is determined by other income received.

Financial support provided by SSI can help pay basic living expenses. This can be especially helpful while young adults are making the transition from school to work, during periods of training or attending post-secondary education, or while working at low-paying or part-time employment. Individuals who receive SSI are eligible for Medicaid benefits that can pay health care expenses, such as doctor appointments, therapy, and prescription drugs.

 

II. KEY POINTS

Eligibility:

The SSA uses the following factors to determine eligibility for SSI:

The presence of a physical or mental disability which is expected to last for at least 12 months and prevents the individual from doing any Substantial Gainful Activity (SGA). SGA is usually defined as earning more than $700 a month; however, guidelines are different for individuals who are blind and individuals who are self-employed. Information provided by the individual applying and medical personnel is used to determine the presence of a disability.

Lack of or limited income. Income includes earned income from work and unearned income from sources such as Social Security Disability Insurance (SSDI); pensions; interest on savings; veteran's benefits; alimony; child support; friends or relatives; and free food, clothing, or shelter. Rules regarding earned and unearned income are:

·        Earned income must be less than $1,085 a month.

(If blind, less than $1,110 a month.)

·        Unearned income must be less than $520 a month.

Lack of or limited resources. Resources cannot exceed $2000 if single, $3000 if married. Resources are items owned, such as: cash in checking and savings accounts; land; and life insurance (above a certain amount). An individual's home is excluded, as is his/her car if it is used to get to and from work or for medical transportation.

Prior to age 18, some of the income and resources of the parents may be considered as belonging to a child and will be taken into account when the SSA is determining eligibility for benefits. Young adults who were ineligible for SSI before age 18 due to parents' income and resources can reapply at age 18, as the parents' income and resources are no longer factored into the eligibility determination. If individuals disagree with an eligibility determination made by the SSA, the decision may be appealed. All decisions made by the SSA are rendered in writing and include information on the appeals process.

If, after careful investigation, the SSA determines an individual is unable to manage or direct the management of benefits, SSI payments will be made to a "representative payee". A relative, friend, or another interested party may serve as the "representative payee" and must use the money for the needs of the SSI recipient.

Work Incentives:

Changes have been made in the Social Security laws that make it possible for recipients of SSI to work without losing needed benefits. These changes, called Work Incentives, help individuals maintain SSI eligibility and Medicaid benefits while working. For more information on Work Incentives, contact a local or district Social Security office and ask to speak to a Work Incentives Liaison. The SSI Work Incentives are:

·        Impairment-Related Work Expenses (IRWE);

·        Earned Income Exclusion;

·        Student Earned Income Exclusion;

·        Blind Work Expenses;

·        Plan for Achieving Self-Support (PASS);

·        Property Essential to Self-Support;

·        Section 1619 Work Incentives; and

 

III. ROLES/NEXT STEPS

Students/Young Adults:

Young adults who think they may be eligible for SSI payments should contact the SSA. Personnel in local or district offices can provide information on eligibility and the application process. If support or assistance is wanted or needed, young adults should contact the nearest Social Security office or ask a family member or friend for help.

Young adults who are working or would like to work should talk with family members and agency personnel and ask for information about how working will affect SSI benefits. They should learn about Work Incentives and ask adults supporting them in their transition to help them access programs.

When applying for SSI, having the information listed below readily available will help make the eligibility determination process move faster. However, young adults should not wait to apply for SSI, even if they don't have all this information. This information includes:

·        Social Security number;

·        medical records from doctors, therapists, hospitals, clinics and caseworkers;

·        laboratory and test results;

·        names, addresses, and phone and fax numbers of doctors, clinics, and hospitals;

·        names of all medications being taken; and

·        names of employers and job duties for the last 15 years.

If assistance is needed to understand the SSI program or the application process, personnel in Families Helping Families Regional Offices can provide information and assistance.

Families:

Families who think their son or daughter may be eligible for SSI payments should provide needed assistance when applying for benefits at the nearest Social Security office. Personnel in these offices can provide information on eligibility and the application process. (Note the items listed above that should be available to make the eligibility determination process move faster.)

When discussing the transition to employment with agency personnel, families should ask about various Work Incentives for which their son/daughter may be eligible. If incentives are identified, they should help their son/daughter apply.

Agencies:

Transition personnel at Local Education Agencies (LEAs) and adult service agencies should learn about the SSI program so that information and assistance can be provided to young adults and families. They should attend workshops and/or conferences that provide information on this and other social security topics. Social Security offices have brochures and other printed materials about programs that can be shared with young adults and their families. This information is also available at the SSA website (see the Resources/Contact section of this fact sheet).

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 LEAs, families, and young adults, SSA personnel can help young adults plan for employment without the fear of losing needed benefits prematurely.

 

IV. RESOURCES/CONTACTS

Families Helping Families Regional Offices

Acadiana: 800-378-9854

Bayouland: 800-331-5571

At the Crossroads: 800-259-7200

Greater Baton Rouge: 888-511-5299

Greater New Orleans: 800-766-7736

Northeast LA: 888-300-1320

Northshore: 800-383-8700

Northwest LA: 888-989-0315

Southwest LA: 800-894-6558

Social Security Administration

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

Website: http://www.ssa.gov

Social Security and You Teacher's Kit

This is a set of materials designed for high school students that explains the Social Security system. It includes five lessons, fact sheets, student handouts, and quizzes. The handouts are in large print suitable for use as blackline masters for transparencies or overhead projectors. It can be obtained by mail, or downloaded from the SSA's website (see above). A 25-minute videotape is also available. If you would like a copy, send a blank 60-minute VHS videotape with your mailing information to: Social Security, 4-J-8 WHR, Baltimore, MD 21235. Be sure to tell them you want the Teachers Kit tape duplicated. This service is free.

V. REFERENCES

Social Security Administration Office of Disability. (January, 1996). Graduating to Independence. [Available via Internet: http://www.ssa.gov]

Social Security Administration. (January, 1999). Social Security Update 1999. [available via internet: http://www.ssa.gov]

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