Is the person interested Yes Person Get from WBP to think Yes in creating a PASS? No WBP through before referring to SSA No PASS cadre (Joani Werner). Does the person have Yes BPQY Get input from WBP about Yes possible SGA level work No Wage Data potential solutions. Note: No within 12 months of DHS BLU Estimator would not be disability onset? WBP appropriate until after it’s been Other: determined SSA’s original __________________ decision stands. Does person want to Yes Person TA Needed: Get input from Yes proactively use work No WBP WBP on requesting and getting No incentives work incentive(s) implemented. (IRWE/Subsidy for Title II disability or SEIE/BWE/IRWE for SSI)? Does person have Yes BPQY Get input from WBP as to Yes II disability or SSI No DHS BLU whether work incentives could No overpayment due to WBP apply retroactively. earnings? Other: __________________ Does person have child Yes BPQY Get from WBP on how Yes support deductions, No DHS BLU earnings will impact deductions No garnishment, or WBP and overpayments for other overpayments for other Other: programs. benefits (e.g., MFIP, GA, __________________ GRH, SNAP, etc.)? Does person have actual Yes BPQY Get input from WBP on whether Yes or potential DAC, Pickle, No DHS BLU free MA can continue given No or DWB disregard for WBP disregards when working and MA purposes? Other: best solution if disregard seems __________________ to apply but is not currently taken into account in person’s MA budget. Does person has Yes Hsg. Auth. Get from WBP on whether Yes subsidized housing, or No DHS BLU or not the Estimator fully and No housing costs have not WBP accurately accounted for the been verified? Other: housing/rent subsidy. __________________
Is the person interested in creating a PASS? Yes No Person WBP Get from WBP to think through before referring to SSA PASS cadre (Joani Werner). Yes No Does the person have possible SGA level work within 12 months of disability onset? Yes No BPQY Wage Data DHS BLU WBP Other: __________________ Get input from WBP about potential solutions. Note: Estimator would not be appropriate until after it’s been determined SSA’s original decision stands. Yes No Does person want to proactively use work incentives (IRWE/Subsidy for Title II disability or SEIE/BWE/IRWE for SSI)? Yes No Person WBP TA Needed: Get input from WBP on requesting and getting work incentive(s) implemented. Yes No Does person have II disability or SSI overpayment due to earnings? Yes No BPQY DHS BLU WBP Other: __________________ Get input from WBP as to whether work incentives could apply retroactively. Yes No Does person have child support deductions, garnishment, or overpayments for other benefits (e.g., MFIP, GA, GRH, SNAP, etc.)? Yes No BPQY DHS BLU WBP Other: __________________ Get from WBP on how earnings will impact deductions and overpayments for other programs. Yes No Does person have actual or potential DAC, Pickle, or DWB disregard for MA purposes? Yes No BPQY DHS BLU WBP Other: __________________ Get input from WBP on whether free MA can continue given disregards when working and best solution if disregard seems to apply but is not currently taken into account in person’s MA budget. Yes No Does person has subsidized housing, or housing costs have not been verified? Yes No Hsg. Auth. DHS BLU WBP Other: __________________ Get from WBP on whether or not the Estimator fully and accurately accounted for the housing/rent subsidy. Yes No
Benefits%20Planning%20Decision%20Guide%20Revised%2011-2-16.docx