SSI & SSDI Basics -- BBT Training

Materials from the December 2, 2020 SSI and SSDI basics training, presented as part of the MLRI/MCLE Basic Benefits Training series

MATERIALS

• Training Agenda
• Basic Benefits (slides)
• Evidence Evaluation (slides)
• Rules of Conduct and Standard of Responsibility for Appointed Rep. (slides)
• Work and SSI and SSDI (slides)
• Overpayments (slides)
• COLA Fact Sheet
• SSI and SSDI Payment Charts 2018 and 2019
• Trainer Bios

ADVOCACY GUIDES

• Basics Outline 2019 (link)

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)

SSA Policy Instructions

• How to Create Online Account - https://www.ssa.gov/pubs/EN-05-10540.pdf  (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

• Apply Online for Disability Benefits
• Checklist for Online Adult Disability Application
• SSA Vocational Expert Handbook - https://www.ssa.gov/appeals/public_experts/Vocational_Experts_(VE)_Handbook-508.pdf
• SSA Medical Expert Handbook
• Employment Networks in SSA’s Ticket to Work Program https://www.ssa.gov/pubs/EN-05-10065.pdf
• Ticket to Work: What You Need to Know to Keep it Working For You - https://www.ssa.gov/pubs/EN-05-10062.pdfv
• SSA Guide to Work Incentives Program (“Red Book”) 2019
• Disability Evaluation Under Social Security (Guide for Medical Professionals, “Blue Book”) - https://www.ssa.gov/disability/professionals/bluebook/
• What You Need To Know About Your Supplemental Security Income (SSI) When You Turn 18
• Supplemental Security Income (SSI) for Noncitizens

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