SSI
$2,000 for an individual and $3,000 for a couple.
What are the allowable resource limits for SSI purposes?
TC 33001.020 - SSI Resources Overview
This allows individuals to test their ability to work for nine months (not necessarily consecutive) within a rolling sixty-month period.
What is The Trial Work Period (TWP)?
TC 17001.080 - Trial Work Period (TWP)
Title II disability beneficiaries are entitled to a TWP only once during a period of disability.
True
DI 13010.035 - The Trial Work Period (TWP)
SSA-1099
What is the Social Security Benefit Statement which is sent on or before January 31st each year?
TC 37001.010 The Social Security Benefit Statement
2.8%
How much was the COLA this year?
TC 00115.010 - SSA Facts and Figures Maintained on the Internet
Income considered available from: a spouse or parent living with the claimant, a sponsor (of an alien), sponsor's spouse, or an essential person.
What is Deemed Income?
TC 33001.010 - SSI Income Overview
The earnings limit for workers reaching their full retirement age in 2026 is $24,480/yr.
False. Their limit is $65,160/yr.
TC 00115.010 - SSA Facts and Figures Maintained on the Internet
SSA-1372
What form is used for a child to continue receiving benefits after age 18 if they are still a full-time student at an elementary or secondary school?
"Student's Statement Regarding School Attendance"
TC 35001.020 - Conversions to Student or Childhood Disability Benefits
0%, 7%, 10%, 12%, and 22%
What are the current percentages allowed for federal tax withholding?
TC 37005.020 - Responding to Voluntary Tax Withholding Inquiries
The current year and the preceding year for which earnings may not be shown on the earnings record because wage or self-employment reports are not yet due or have not been completely processed.
What is the "lag period"?
TC 18005.030 - Procedure 1: Handle Lag Earnings Inquiry
An uninsured individual age 65 or over may be eligible for Medicare on the account of a spouse who meets all requirements for eligibility and is age 62 or over even if the spouse hasn't filed.
True.
TC 24001.010 - HI Eligibility
SSA-1696
What form is used for a Claimants Appointment of a Representative?
TC 05001.030 - Request for Form SSA-1696, Claimant's Appointment of a Representative
66 years and 8 months.
What is FRA for people born in 1958?
TC 11001.060 - Full Retirement Age Rules
Which states pay federally-administered optional supplements to qualifying residents? Individuals and couples who live in these states may be eligible for SSI even though they have countable income that exceeds the Federal Benefit Rate (FBR).
TC 10005.020 - Optional State Supplements
The procedure used to process earnings corrections on the earnings modernization, item correction system.
What is a 2.8?
TC 18005.050 - Procedure 3: Process Earnings Correction on the Earnings Modernization, Item Correction System
The limit of replacement SSN cards an individual may receive is 3 cards per year and 10 cards in a lifetime.
True.
SSN cards that need correction due to unreadable data or keying errors will not count against the yearly and lifetime limits.
NOTE: The law does provide for certain exceptions which will allow additional cards in excess of the limits be issued. See RM 10205.400.
TC 31001.040 - Requests for Form SS 5 - Caller Needs Assistance, Section M
SSA-2458
What form is used if a BEVE or 1099 cannot be used to provide the information needed (i.e. a Medicare only beneficiary)?
"Report of Confidential Social Security Benefit Information"
TC 07001.020 - Handling a Benefit Verification (BEVE) Request from an Individual, Section C
and TC 37001.010 - The Social Security Benefit Statement
$1,890
What is the amount of earnings needed to be earned for one quarter of coverage?
TC 00115.010 - SSA Facts and Figures Maintained on the Internet
The form needed to be submitted by a claimant when they request withholding (for an overpayment) higher than the maximum requirement of 10%.
What is the SSA-795, Statement of Claimant or Other Person?
TC 26010.080 - Changing the Rate of Withholding (Current Pay Cases), Section E
A beneficiary who is BIC:B, LAF:AD at the time of their spouse's passing will not be automatically converted to survivor benefits.
False. They will auto convert + be paid out the LSDP.
TC 14001.020 - Processing Death Reports
SSA-6234
What form is used for organizational payees and includes a "fee for service" question?
"Representative Payee Report"
TC 30001.020 - Annual Accounting C #3
$4,152 per month
What is the maximum Social Security benefit for a worker retiring at FRA?
TC 00115.010 - SSA Facts and Figures Maintained on the Internet