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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HOW DOES THE SOCIAL SECURITY ADMINISTRATION DEFINE DISABILITY?

How Does the Social Security Administration Define Disability? William Lindahl, MBA, CLPF & Sara Toor, M.A For AdultsFor an individual to meet the Social Security Administration’s (SSA) definition of disability, an individual must not be able to engage in substantial gainful activity (SGA) due to a medically-determined physical or mental impairment that would result in…

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WHAT IS THE BENEFIT ASSIST APP/TOOL?

What is the Benefit Assist App/Tool? William Lindahl, MBA, CLPF & Sara Toor, M.A ​Benefit Assist is an open source program software that was created by Intuit in 2015 originally for TurboTax users. With this software, it analyzes the tax information to help determine if an individual is eligible for public benefit programs such as…

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FLORIDA’S HOME AND COMMUNITY CARE FOR DISABLED ADULTS

Florida’s Home and Community Care for Disabled Adults William Lindahl, MBA, CLPF & Sara Toor, M.A ​The program that supports case management and in-home services through community based services is the Adult Protective Services Program. Specific guidelines are set to follow federal regulations for in-home care for adults with disabilities in family type living situations…

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