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Work Incentives Planning

We offer benefits counseling to Individuals with Disabilities who currently have or need to apply for SSI or SSDI benefits. This includes exploration of pertinent Work Incentives where applicable. Additionally, we offer analysis and guidance on all other Federal and/or State benefits.

team members meeting in-person

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).

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.

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