Customized Self-Employment Part 9: Benefits Management for SSDI Recipients

Outline:
Section 1: Introduction About This Course Learning Objectives Section 2: Benefits Management for SSDI Recipients Glossary of Terms for Financial and Benefits Management SSDI and Self-Employment SSDI: Trial Work Periods SSDI: Time Frames for Trial Work Periods SSDI: Extended Period of Eligibility Income Calculation Variations in EPE Work Incentives: Impairment Related Work Expense (IRWE) Work Incentives: Unpaid Help Work Incentives: Unincurred Business Expenses Applying Work Incentives Termination from SSDI Expedited Reinstatement of Benefits (EXR) Medicare and Extended Medicare SSDI: Three-Step Test for Eligibility Let’s Review Summary Section 3: Putting It All Together Putting It All Together: Arlo and His Bamboo Baseball Bat Business Arlo’s SSDI Benefits Analysis: Background Information Arlo: Trial Work Period (TWP) Analysis and Net Earnings from Self-Employment (NESE) Arlo: Projected TWP Months Usage Arlo: Extended Period of Eligibility (EPE) Arlo: Projected Average Monthly Net Earnings from Self-Employment (NESE) Arlo: Unincurred Expense Analysis Arlo: Unpaid Help Analysis and Projected Countable Earned Income Arlo: Tracking Actual Income Arlo: Cessation, Termination, and Health Benefits Arlo: SSDI Benefits Analysis Summary Maria’s Benefits Summary Section 4: Course Summary Summary Course Contributors Contact the Authors References Congratulations!

Beth Keeton is the Executive Director of Griffin-Hammis Associates. For the last 20 years, Beth has provided extensive training and technical assistance on systems change, customized employment, self-employment, systematic instruction, and benefits analysis. She developed the first national certification training curriculum for customized self-employment, collaborated with the Workforce Innovation Technical Assistance Center on the development of Core Features of Quality Supported Employment, helped pioneer the creation and use of the three Customized Employment Fidelity Scales, and is currently service the Principle Investigator on a five-year innovative self-employment training initiative funded by the Rehabilitation Services Administration. Beth co-wrote Navigating Government Benefits & Employment: A Guidebook for Veterans with Disabilities and is a co-author of Making Self-Employment Work for People with Disabilities. She earned her master’s degree from the University of Oregon in 1996. 

Disclosure: Beth Keeton, MS has no Relevant Financial or Non-Financial Relationship with ineligible companies to disclose.

Cary Griffin is a Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. Cary maintains a strong relationship with the Rural Institute at The University of Montana, where he served as Director of Adult Community Services & Supports. He is the former Executive Director of the Center for Technical Assistance & Training (CTAT) in Denver. Cary provides training to administrative and direct service level professionals in the rehabilitation field; consultation to businesses and rehabilitation agencies regarding the employment of individuals with significant disabilities; conducts field-initiated research & demonstration; provides family & consumer case consultation; develops resources; and organizational development. Recently, Cary has been instrumental in designing self-employment protocols and training for individuals, agencies, and states. Disclosure: Cary Griffin, MA has no Relevant Financial or Non-Financial Relationship with ineligible companies to disclose.

David Hammis is Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. David maintains an ongoing relationship with the Rural Institute at The University of Montana, where he served as Project Director for four employment and Social Security outreach training and technical assistance projects, and now serves as an Organizational Consultant for the Rural Institutes Rural Entrepreneurship and Self-Employment Expansion Design Project. Dave works with organizations nationally and internationally on benefits analysis, supported employment, supported entrepreneurial employment, and employment engineering. Disclosure: David Hammis has no Relevant Financial or Non-Financial Relationship with ineligible companies to disclose.