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/disabilit
y/professionals/bluebook/revis ions-rules.html)
SSA PUBLICATIONS
- Apply Online for Disability Benefits
- Checklist for Online Adult Disability Application
- SSA Vocational Expert Handbook - https://www.ssa.gov/appeals/pu
blic_experts/Vocational_Expert s_(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
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