SSA Benefits Planning and Work Incentives

IRWE Expense Form

This form is used to collect evidence of IRWE. 

SSI Calculation Sheet

SSI formula used to determine adjusted SSI benefit amount based on income and work incentives. 

Fraudulent Phone Calls Warning

As a recipient of Social Security disability benefits, you need to remain vigilant of fraidulent phone calls from people claiming to be from SSA. These calls are a scam, you should not engage with these calls or provide any personal information.  

Read more about this information so you are aware and can protect yourself.  

Advanced Training: Benefits & Work Incentives Advisement Tools & Resources

This advanced training is for Members who recently became certified as Work Incentive Practitioners, or those certified who want a refresher. 

ADEN Director will review the tools use for BWIA services, how to use these tools, where to find them, plus other resources.  

Click here to watch: https://youtu.be/9nhY-9Hlpvk

 

Benefits & Work Incentives Advisement Office Hours (for certified Members only)

Certified Work Incentive Practitioners who are ADEN Members are invited to join this optional peer support session to enhance their Benefits & Work Incentives advisement to ADEN Participants. 

SSA Forms

ADEN uses varoius forms from Social Security Administration (SSA) for Members and for Participants.  This resource contains all of the forms created by SSA and you can click on each form in the list below.

Benefits Analysis Report Concurrent

The Benefits Analysis Report (BAR) is used by ADEN Members to prepare as part of the BWIA services for a Participant who receives SSDI and SSI. 

Benefits Analysis Report SSDI

The Benefits Analysis Report (BAR) is used by ADEN Members to prepare as part of the BWIA services for Participants who receive SSDI.

Benefits Analysis Report SSI

The Benefits Analysis Report (BAR) is used by ADEN Members to prepare as part of the BWIA services for a Participant who receives SSI. 

Advanced Training: Social Security Case Study Using SSA Work Incentives

The quarterly advanced training features an in-depth training on using Social Security Work Incentives.  An examination of a SSDI Case Study will be reviewed to explain the application of available work incentives.

 

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