SSI & SSDI Basics -- BBT Training

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

• Basics Packet 

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/disability/professionals/bluebook/revisions-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)