What is it?
Work Incentives Planning is designed to provide individualized benefits counseling services to individuals seeking to work, while educating them on their healthcare and any other benefits they currently have or may be eligible for. We provide confidential services to Individuals with Disabilities who receive Supplemental Security Income (SSI) and/or Social Security Disability Insurance (SSDI).
![](https://www.trustedpathway.org/wp-content/uploads/2023/05/work-incentives-planning-img-01-1024x846.webp)
![](https://www.trustedpathway.org/wp-content/uploads/2023/05/work-incentives-planning-img-02-1024x846.webp)
Who does it?
Highly skilled and rigorously trained Community Work Incentives Coordinators (CWICs) who provide individual counseling to beneficiaries seeking employment and intensive follow-up services to ensure that they are using the work incentives appropriately. CWICs provide confidential services to Individuals with Disabilities who receive Supplemental Security Income (SSI) and/or Social Security Disability Insurance (SSDI). CWICs educate beneficiaries on how employment will affect their Social Security and State programs such as SSI, SSDI, Medicare, Medicaid, Subsidized Housing, and SNAP, just to name a few!
What exactly can we
do for you?
Our main goal throughout this overall process is to enhance self-sufficiency and self-confidence, eliminate fears in pursuing employment, and show you that we will always have your best interest at heart!
Initial review of all current benefits
- Analysis and verification of your benefits
- SSI/SSDI
- Medicare/Medicaid
- Waiver Services
- SNAP
- TANF
- Utility Savings Programs
- Housing
- Retirement Benefits
- VA Benefits plus others that you may be utilizing
- Benefits for dependents
The effect of working while receiving benefits
- Description of the impact of earnings from employment activities on your benefits.
- Assistance in anticipating changes in your benefits once you begin your employment activity.
- Providing several work scenarios to show exact examples of what your benefits will look like with different employment goals.
Ticket to Work Program
- Explanation of Social Security’s Ticket to Work program.
Health Benefits
- Advisement on how your medical insurance coverage may be affected by paid employment.
Work Incentives Exploration
- Explanation of Work Incentives available to you during your return to work.
- Assistance understanding the rules of specific Work Incentives and their impact on achieving your employment goals.
Wage Reporting
- A description on how to report earnings from employment to Social Security and other agencies.
I & R services
- Information and Referral to support services as needed.
Further benefits education
- Provide information on available education, training, and employment services.
Work Incentives Planning
Step
01
Introduction call to address any general questions and schedule an intake.
Step
02
Intake calls allow us to get a complete understanding of your current benefits as well as work objectives. Complete intake.
Step
03
The authorization forms allow us to request your Benefits Planning Query (BPQY) from SSA and verify any State benefits.
Step
04
Once the BPQY is received, begin working on your Benefits Analysis/ Work Incentives Plan (WIP).
Step
05
Complete the Benefits Analysis, which will then explain specifically which work incentives you are using and advise on what may still be available to you, given your situation. This WIP will also include charts and calculation sheets to illustrate how benefits may change.
Step
06
Review the report together via telephone or video call where we can answer any questions you may have.
Step
07
Create a game plan if there are additional tasks that need to be completed by you or collectively.
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Work Incentives Coordination
Using the results of the comprehensive benefits analysis, we provide education, guidance and advocacy for Individuals with Disabilities who are seeking to work and have complex benefits issues and concerns.