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SSI Financial Eligibility

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  Title Date Sort By Date, Ascending
2007 SSI Payment Levels and SSI/SSDI Thresholds1/2/2007
Another Website PLAN of Massachusetts Pooled Special Needs Trusts

Planned Lifetime Assistance Network of Massachusetts, Inc. (PLAN of Massachusetts) • Provides education and assistance to people with disabilities and their families in planning for future needs of people with disabilities. • Administers two Special Needs Pooled Trusts that are designed to supplement the needs of people with disabilities while protecting present and future entitlement to public benefits such as Supplemental Security Income (SSI) and Medicaid.

9/22/2005
Another Website Combined Jewish Philanthropies Disabilities Trust

Available regardless of religion, the Combined Jewish Philanthropies (CJP) Disabilities Trust is a pooled trust for adults with disabilities.  Administered jointly with Jewish Family and Children's Services.

9/20/2005
Another Website Berkshire County ARC Pooled Trust

The Berkshire County Arc Master Special Needs Pool Trust has been serving individuals with disabilities since 2002. During that time twenty-four people have joined the pooled trust, and the trust has administered or is currently administering more than three hundred thousand dollars for its members. A pooled trust combines the funds of all its members to increase investment efficiency. Each individual, however, maintains his/her own account in the trust. A trust member may use his/her funds for any purpose other than for basic food, clothing and shelter. Any person disabled according to Social Security standards is eligible for membership.

9/19/2005
Another Website SSR 97-1p: POLICY INTERPRETATION RULING: SUPPLEMENTAL SECURITY INCOME -- INCOME -- WHEN INHERITANCES BECOME INCOME10/19/2003
Final Rule: Access to Information Held by Financial Institutions. 68 Fed. Reg. 53506 (9/11/03)10/15/2003
Another Website EM 04040 - SSI Income and Resource Changes under Public Law 108-203
Another Website POMS SI 01130.455 - Grants, Scholarships, Fellowships and Gifts
Another Website POMS SI 00830.099 - Guide to Unearned Income Exclusions


Another Website POMS SI 00830.450 - Educational Assistance
Another Website POMS SI 02230.050 - Guide to Resource Exclusions
Another Website SI 00810.000 General - Income Rules for the Supplemental Security Income Program
Another Website SI 01110.000 - Resources, General


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