More Info
After reading a tool on this site, if you want to know even more about Supplemental Security Income (SSI), you can check out this list of recommended resources. The list is organized by tool:
Tool 1: SSI Eligibility & Appeals
- Supplemental Security Income (SSI) (PDF): SSI basics, how to apply, and how to appeal. SSA Publication No. 5-11000
- Your Right to Question a Decision Made on Your Claim (PDF): Discusses all SSI appeal levels. SSA Publication No. 05-11008
- Listings of Impairments from the Social Security Administration: Adult Listings, Part A and Childhood Listings, Part B
Tool 2: Medical CDRs & Age-18 Redeterminations
- What You Need to Know About Your Supplemental Security Income (SSI) When You Turn 18 (PDF): Covers the Age-18 Redetermination, appeals, Section 301, and other issues facing 18-year-olds. Social Security Administration
- A Guide to Continuing Disability Reviews for SSD/SSI Claims: This guide is for use in New Jersey, but should be helpful in all states. Legal Services of New Jersey
- Form SSA-5665 Teacher Questionnaire (PDF)
- Understanding Section 301 (PDF): Virginia Commonwealth University, National Training Center
- Form SSA-4290-F4: SSA gathers information about program participation by having the beneficiary complete this form.
- Ticket to Work Find Help page: Use this page to find contact information for resources in your state or region. These may include:
- Work Incentives Planning and Assistance (WIPA) Projects that offer free benefits counseling to Social Security and SSI beneficiaries pursuing work
- State Vocational Rehabilitation (VR) agencies
- Employment Networks (ENs) that provide services through Ticket to Work
- Protection and Advocacy for Beneficiaries of Social Security (PABSS) programs
Tool 3: Income & Resources
- Spotlight on Resources: A simple overview of the SSI resource limit. Social Security Administration
- SSI Exclusions: Our listings of common income and resource exclusions. SSI at Work Toolkit
- Understanding Supplemental Security Income: SSI Resources: Includes a summary of the most common SSI resource exclusions. Social Security Administration
- Resource Exclusions: A table-of-contents in the SSI Program Operations Manual System. POMS SI 01130.000
- Grants, Scholarships, Fellowships, and Gifts: SSI’s explanation of if these receipts should be included or excluded from Countable Income and Resources. This includes a complete list of exclusions for programs funded through Title IV of the Higher Education Act or the Bureau of Indian Affairs Student Assistance Program. POMS SI 00830.455
Tool 4: Using SSI Work Incentives
- The Red Book - A Guide to Work Incentives: This site summarizes all 301 work incentives.
- SSI Spotlights: A series of informative articles about SSI. Social Security Administration
- Spotlight on Special SSI Rule for Blind People Who Work: A short overview of the Blind Work Expense work incentive. Social Security Administration
Tool 5: Considerations for Youth
- Spotlight on Student Earned Income Exclusion: A short overview of how this work incentive can be used. Social Security Administration
- Student Earned Income Exclusion: General policies on this exclusion from the SSI Program Operations Manual System. POMS SI 00820.510
- Student - SSI: The definition of a student, including criteria for regularly attending school and types of programs that qualify, from the SSI Program Operations Manual System. POMS SI 00501.020
Tool 6: Medicaid & Work
- Continuing Benefits and Recipient Status Under Sections 1619(A) and 1619(B) for Individuals Who Work: A table-of-contents for 1619(b) policy information from the SSI Program Operations Manual System. POMS SI 02302.000
- Charted Threshold Amounts: State-by state eligibility thresholds from the SSI Program Operations Manual System. POMS SI 02302.200
- Spotlight on Continued Medicaid Eligibility for People Who Work: Section 1619(B): Short overview. Social Security Administration
- Medicaid Information: A discussion of Medicaid eligibility. Social Security Administration
- Continued Medicaid Eligibility with Section 1619(b): This discussion includes up-to-date state eligibility thresholds. Social Security Administration
- Medicaid Financial Eligibility for Seniors and People with Disabilities: Findings from a 50-State Survey: A summary of pathways to Medicaid eligibility in the states and a look the optional Medicaid Buy-In for working people. A table provides state-by-state monthly income limits, resource limits, and monthly income at which premiums begin. A VR counselor can check with their State Medicaid Agency for any updated information. Kaiser Family Foundation
Tool 7: SSI Exclusions for Building Assets
PASS Accounts
- PASS Online: This friendly website has information about the Plan to Achieve Self-Support work incentive, and it helps you fill out a PASS application. Cornell University, Yang-Tan Institute
- Spotlight on Plan to Achieve Self Support: An overview of the PASS work incentive. Social Security Administration
- Plan to Achieve Self Support (PASS): General information. Social Security Administration
- Plans to Achieve Self-Support for Blind or Disabled People: A table-of-contents in the SSI Program Operations Manual System. POMS SI 00870.000
ABLE Accounts
- Spotlight on Achieving a Better Life Experience (ABLE) Accounts: An overview, an FAQ section, and more. Social Security Administration
- ABLE National Resource Center: This website can help you to locate available ABLE programs. It also offers archived webinars and other resources.
- Achieving a Better Life Experience (ABLE) Accounts: Information from the SSI Program Operations Manual System. POMS SI 01130.740
Section 529 College Savings Plans and Trusts
- Qualified Tuition Programs (QTPs): Information about Section 529 plans, including how they relate to SSI, from the SSI Program Operations Manual System. POMS SI 01140.150
- Spotlight on Trusts: An overview of how trusts can work for an SSI recipient. Social Security Administration