WHAT HAPPENS TO MY SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID BENEFITS IF I TRAVEL?

What Happens to my Supplemental Security Income (SSI) and Medicaid Benefits if I Travel? By Cameron Lindahl M.S. and Sara Toor M.A. Without providing proper notice, recipients of SSI may terminate eligibility if he/she decides to travel.  This includes taking trips within and outside of the United States.  POMS SI 00501.410 states “an individual is not eligible…

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STUDENT FINANCIAL AID AND ITS IMPACT ON SUPPLEMENTAL SECURITY INCOME (SSI)

Student Financial Aid and its Impact on Supplemental Security Income (SSI) By Sara Toor M.A. and Cameron Lindahl M.S.  ​Did you know that an individual who is at least 18 years old and receives Supplemental Security Income (SSI) due to a disability can attend school and continue to receive SSI benefits as a student? This…

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WHAT ARE CPT INSTITUTE’S RESPONSIBILITIES AS TRUSTEE?

What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to this sole topic, and those publications are still not entirely comprehensive.  The purpose of this blog is to simply provide a general overview of what…

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WHAT IS THE HARTMAN FORMULA?

What is the Hartman Formula? By Sara Toor M.A. & Cameron Lindahl M.S.  ​If you are an Applicant Attorney or an individual that works extensively with individuals who will be receiving a Workers’ Compensation claim, you are most likely aware of the Hartman Formula. For those who are not familiar with the Hartman Formula, this…

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WHAT IF A BENEFICIARY RECEIVES A FEDERAL TAX REFUND?

What if a Beneficiary Receives a Federal Tax Refund? Sara Toor, M.A. & Cameron Lindahl, M.S.  ​When beneficiaries file taxes they may receive a federal tax refund and even a state refund. According to the federal law, if a beneficiary receives Supplemental Security Income (SSI) and/or Medicaid and receives a federal tax refund, the refund is…

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SOCIAL SECURITY DISABILITY: CONTINUING DISABILITY REVIEWS

Social Security Disability: Continuing Disability Reviews Sara Toor, M.A. & Cameron Lindahl, M.S.  A Continuing Disability Review is referred to as a CDR. The Social Security Administration (SSA) periodically reviews cases of Social Security Disability beneficiaries to analyze a beneficiary’s disability or blindness to decide if a beneficiary is still determined disabled and unable to…

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SUPPLEMENTAL SECURITY INCOME & REDETERMINATIONS

Supplemental Security Income &Redeterminations Cameron Lindahl, M.S. & Sara Toor, M.A. What is a Redetermination? A redetermination is when the Social Security Administration (SSA) reviews an individual’s income, resources, living arrangements to determine continued eligibility for Supplemental Security Income (SSI) benefits with the correct benefit payment amount. If an individual is married or is a…

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ADDRESSING SSI OVERPAYMENTS IN DEPTH

Addressing SSI Overpayments in Depth  Sara Toor, M.A. & Cameron Lindahl, M.S.  What is an Overpayment?The Social Security Administration (SSA) describes an overpayment as an individual receiving more money for a month than the amount an individual should have received. Basically, the amount of the overpayment is the difference between the amount the individual received and the actual amount…

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RECEIVING CHILD SUPPORT PAYMENTS AND ITS IMPACT ON CHILD’S SSI BENEFITS

Receiving Child Support Payments and its Impact on Child’s SSI Benefits William Lindahl, MBA, CLPF & Sara Toor, M.A The Social Security Administration (SSA) defines child support payments as “a payment from a parent to meet the child’s needs for food and shelter. Child support can be in cash or in-kind; it can be voluntary…

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HOLDING ON TO UNCASHED CHECKS

Holding on to Uncashed Checks William Lindahl, MBA, CLPF & Sara Toor, M.A ​Individuals generally think that if that they receive a check in their name and do not cash it, it will not be counted as income if they are receiving Supplemental Security Income (SSI). According to the Code of Federal Regulations 20 CFR…

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