Disability basics
LA
Resources
Institutions
Income/SGA
100

True or false: An adult claimant does not need to sign the application if they are physically unable to sign and would result in a loss of benefits.

True. GN 00204.003

100

Tom Hanks comes into an SSA field office on 1/15/04 for a redetermination. Tom reports that he started living in their automobile on 9/15/03 because he could not afford a permanent place to live. While living in the automobile, he received some food from a food bank and bought the rest.. From 11/16/03 through 11/27/03 he stayed with a sibling who did not charge for food and shelter. Tom left the sibling's home on 11/28/03 and resumed living in the automobile. With the onset of winter weather, a local church opened up a temporary shelter. He began staying at the church’s shelter on 12/29/03. The church shelter provides meals and sleeping quarters at no cost to those who stay. What is his LA?

Transient. SI 00835.060

100

What is the resource limit for an individual and a couple?

2000/3000. SI 0110.003

100
When is a claimant ineligible for benefits when in an institution? 

FOM rule. SI 00520.001

100

What are primary evidence of wages?

Consider the following items as primary evidence of wages. See SI 00820.130C for the order of priority for developing wage evidence.

  1. a. 

    pay stubs. At a minimum, pay stubs must show:

    1. 1. 

      the individual's name or full Social Security number (SSN),

    2. 2. 

      gross wages, and

    3. 3. 

      the period covered by the earnings

200

It is or is not appropriate to complete an ABAP when an individual is residing in an T16 institution with countable income of $200 per month, but no payment is due.

Is not. SI 00602.001

200

What is PMV?

The PMV is a regulatory cap on the amount of ISM that you can charge. You may presume any food, or shelter received worth a maximum value. SI 00835.300

200

Retroactive SSI or RSDI benefits, countable or excludable?

Excludable but has time limit. SI 01130.600

200

A private group home under contract with the State to house and manage juvenile offenders can act as an agent of State correctional authorities. Public or private?

Public. SI 00520.001

200

Claimant reports an income tax refund of $300. How much will be posted as income?

Zero. Tax refunds are not considered income for SSI. We count the gross income for this reasoning.

300

Ethan Hunt had a heart attack on 04/26/2010. From 04/27/2010 through 06/26/2010, claimant did not work but received sick pay. On the application, alleged disability because of the heart attack and stated disability began on 06/27/2010, when sick pay ended. What is the POD?

The POD would be 04/26/2010, the date of heart attack, even though AOD is 06/27/2010. DI 25501.220

300

True or false: You can accept allegation of room rental?

False. Never accept allegation. Must have contact with landlord verifying separate HH AND rental liability (se LA evidentiary chart)

300

An account titled “In trust for John Doe and Jane Doe, subject to sole order of John Doe, balance at death of either to belong to survivor”. Resource or not a resource?

Not. This is a restricted account. The title indicates that John alone has unrestricted access. Assuming that no other separate agreement establishes John as Jane's fiduciary and that John is not a deemor, none of the funds in this account are Jane's resources. SI 01140.200

300

What is ALF?

Assisted Living Facilities. SI 00520.510

300
A child receives $90 a month of child support from absent parent. How much will be counted as unearned income?

$60. only 2/3 of child support is counted.

400

Optimus Prime is age 62 and retired. He writes a letter to their local Social Security office to inquire about the requirements for filing for benefits. His letter is received by SSA on 04/02. The postmark date on the envelope is 03/31. What is his protective filing?

03/31-most advantageous date. GN 00204.010

400

Tony Montana, an eligible individual and his friend live in a house the friend owns. The friend buys all of the food for the household and pays all the shelter expenses except for electricity. The friend's mother pays the electric bill each month. Which rule applies?

VTR: Based on the eligible individual receiving both food and shelter from the household and not paying his pro rata share, he is subject to the VTR. Because the VTR applies, no additional ISM will count. Therefore, the electric bill paid by someone outside the household will not count as ISM. SI 00835.200

400

Due to domestic abuse, on January 24 Neo leaves the home in which he lived and has shared ownership. He does not intend to return to the home. Neo submits evidence of domestic abuse to the FO. On February 5, his spouse also vacates the home because they are not financially able to maintain the household expenses. Instead of returning to the home, Neo develops a rental agreement and rents out the home to a couple effective February 15. Resource or not a resource? 

Despite their absence and continued ownership interest in the home, the home is an excluded resource through February. 

The FO must determine whether the home is a resource effective March 1. SI 01130.100

400

A public institution or that part of a public institution used as an emergency shelter by the Federal Government, a State or a political subdivision of a State, primarily for making available on a temporary basis, a place to sleep, food, and some services or treatment to homeless individuals. What is this called?

PESH. SI 00520.600

400

What are the 3 tests of self employment?

Test One: Significant Services and Substantial Income

Test Two: Comparability of Work Activity

Test Three: Worth of Work Activity

DI 10510.010

500

If a claimant established his or her DOB in connection with an SSN application, what are the IDN codes used?

Code of P or B. GN 00302.290

500

What is the tolerance for an eligible individuals contribution?

Effective October 1, 2021, if the eligible individual's contribution is within $20 of the pro rata share, consider the contribution and the pro rata share equal. Determine sharing exists and the individual is in FLA/A (e.g. sharing exists if the pro rata share is $165. and the contribution is $145 or more). To determine sharing for a couple, their contribution must be within $20 of their combined pro rata share in order for sharing to apply. SI 00835.160

500

E.T currently works 3 days a week for a company where he has been employed full-time for 20 years. Under his employer's pension plan, E.T has a $4,000 retirement fund. You confirm that E.T could withdraw the funds now, but there would be a penalty for early withdrawal and he would forfeit eligibility for an annuity when he stopped working. Resource or not a resource?

Resource: 

Since E.T can withdraw the retirement funds without terminating employment, they are a resource in the amount available after penalty deduction. This is true despite the fact E.T forfeits eligibility for periodic annuity payments in the future. Since SSI is a current needs program, all sources of available support (unless otherwise excluded) are considered in determining eligibility. SI 01120.210

500

The State Mental Hospital converted two small buildings on its grounds to residential facilities for patients who now need less care and supervision. Each facility serves no more than seven residents. What is this called AND facility or not?

POCR. 

Neither facility is a POCR because each is on the grounds of a large institution.

SI 00520.500

500

Ace Ventura works 40 hours/week at $12 an hour making $2,078.40 per month. His work ends due to disability on 03/15/16, after he worked 80 hours, he will have earned $960 in March. What is his POD?

POD is 03/15/16 when the continuous period of SGA level work ended. The POD is NOT 02/29/16, the last month which his earnings were over SGA. DI 25501.390a4