SSI & SSDI Basics -- BBT Training
Date:
Materials from the November 2, 2022 SSI and SSDI basics training, presented as part of the MLRI/MCLE Basic Benefits Training series
MATERIALS
- Training Agenda
- Evidence Evaluation (slides)
- Work and SSI and SSDI (slides)
- Overpayments (slides)
- SSI and SSDI Payment Charts 2022
- Trainer Bios
ADVOCACY GUIDES
SSA Regulations
- Final Rule: Rules of Conduct and Standards of Responsibility for Appointed Representatives (83 FR 30849)
- Final Rule: Revisions to Rules Regarding the Evaluation of Medical Evidence (82 FR 5844)
- Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period
SSA Policy Instructions
- How to Create Online Account (SSA video link - https://www.youtube.com/watch?
v=xxLG6l4tvlA ) - SSR 18-3p, Titles II and XVI: Failure to Follow Prescribed Treatment
- SSA Policy Guide on Evaluating Medical Evidence - https://www.ssa.gov/disabilit
y/professionals/bluebook/revis )ions-rules.html
SSA PUBLICATIONS
- What You Need to Know About Earning Money and Supplemental Security Income (SSI) -
- How Can Work Incentives Help You Receive Supplemental Security Income (SSI) and Medicaid While Working? -
- Disability Benefits - -
- Fact Sheet: Social Security Disability Insurance (SSDI)
- Fact Sheet: Supplemental Security Income (SSI)
- How Work Affects Your Benefits
- A Guide To SSI For Groups And Organizations
- A Guide For Representative Payees
- Overpayments
SSA Forms
- SSA 634 - Request for Change in Overpayment Recovery Rate
- SSA 561 - Request for Reconsideration
- SSA 632 - Request for Waiver of Overpayment Recovery
- SSA HA-501- Request for Hearing by Administrative Law Judge
- SSA – 3288 – Consent for Release of Information (in Spanish)