Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site.

# BenefitU

## Sitemaps

- [XML Sitemap](https://benefitu.org/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Downloadable BenefitU Flier and Resources](https://benefitu.org/uncategorized/downloadable-benefitu-flier-and-resources/) - BenefitU Fliers for Download We have received a number of requests for BenefitU fliers and resources that can be shared with community members. We are unbelievably appreciative of your support and willingness to help spread the word about BenefitU.org and our offerings. Below are links to a few handouts that can be downloaded and shared
- [How "Trump Accounts" Are Counted By Social Security](https://benefitu.org/budgeting-and-saving-money/how-trump-accounts-are-counted-by-social-security/) - "Trump Accounts" Overview Trump Accounts were created in 2025 under federal “Working Families Tax Cut” legislation. These accounts are a long-term savings account for children under age 18, designed to help build savings over time. When an account is opened, the account is owned by the child and managed by an adult. Please know, additional
- [Dual Coverage: Traditional Medicare / Medicaid vs. D-SNP Plans](https://benefitu.org/medical-benefits/dual-coverage-traditional-medicare-medicaid-vs-d-snp-plans/) - Dual Coverage: Traditional Medicare / Medicaid vs. D-SNP Plans ** June 2026 Update: As of June 2026, the Washington Health Care Administration (HCA) shared that Dual-Eligible Special Needs Plans (DSNP) will now be referred to as Apple Health Medicare Connect plans in Washington State.** Navigating medical benefit coverage can be confusing—even identifying what type of medical benefit
- [New name for Dual-Eligible Special Needs Plans](https://benefitu.org/medical-benefits/medicaid-apple-health/new-name-for-dual-eligible-special-needs-plans/) - New name for Dual-Eligible Special Needs Plans As of June 2026, the Washington Health Care Administration (HCA) shared that Dual-Eligible Special Needs Plans (DSNP) will now be referred to as Apple Health Medicare Connect plans in Washington State. As reported by the Washington HCA: "There is a new name Dual-Eligible Special Needs Plans (D-SNP)! In
- [Title II Work Phases Summary](https://benefitu.org/title-ii/title-ii-work-phases-summary/) - Title II Work Phases Summary Social Security created periods of time (phases) when you can try out work without the risk of losing eligibility for Title II. These work phases are: Trial Work Period (TWP) Extended Period of Eligibility (EPE) Following the EPE, you enter the Post-Extended Period of Eligibility (Post EPE), where you can
- [King County Resource Fair Presentation](https://benefitu.org/news-and-information/king-county-resource-fair-presentation/) - If you attended the King County Resource Fair on 5/28/2026 and would like to view a copy of the presentation, please click here.
- [Accessing BenefitU Secure Messaging Portal](https://benefitu.org/benefitu-platforms/accessing-the-benefitu-secure-messaging-portal/) - Keeping your information secure is important to us. To make sure that your personal information is kept private, we will be utilizing either Encrypted/Secure emails or the BenefitU Secure Messaging Portal when sharing information about your benefits. This post gives BenefitU customers instructions on how to access the Secure Messaging Portal. To access the Secure
- [Opening Encrypted Emails From BenefitU](https://benefitu.org/benefitu-platforms/opening-encrypted-emails-from-benefitu/) - Keeping your information secure is important to us. To make sure that your personal information is kept private, we will be utilizing either Encrypted/Secure emails or the BenefitU Secure Messaging Portal when sharing information about your benefits. This post gives BenefitU customers instructions on how to open Encrypted / Secure emails that are sent by
- [Medicaid Eligibility Pathways DDA](https://benefitu.org/medical-benefits/medicaid-eligibility-pathways-dda/) - Developmental Disabilities Administration (DDA)This chart shows Medicaid eligibility pathways available for people eligible for the WA State Developmental Disabilities Administration (DDA). Download Medicaid Eligibility Pathways Chart, DDA Note: some people eligible for DDA may receive the COPES Waiver, which has different Medicaid financial rules. Add Your Heading Text Here
- [Overpayments And Appeals](https://benefitu.org/social-security-overpayments-and-appeals/overpayments-and-appeals/) - Overview Social Security Administration (SSA) overpayments can happen for many reasons. If SSA believes they have paid you more than they should have, they will ask for this amount to be repaid. You and your representative payee, if you have one, will be mailed a letter stating there is an overpayment on record and provide
- [SSI: What Are Emergency / Dire Need Payments?](https://benefitu.org/ssi/ssi-what-are-emergency-dire-need-payments/) - Introduction When you’re relying on Supplemental Security Income (SSI), a sudden crisis—like an eviction notice, a utility shut-off, or an urgent need for medication—can’t always wait for a regular payment date or a final disability decision. In these situations, Social Security may be able to issue an emergency (sometimes called “dire need”) payment when there’s
- [Estate Recovery](https://benefitu.org/medical-benefits/estate-recovery/) - This document provides an overview of Washington State’s rules on estate recovery. Download Estate Recovery PDF Additionally, the Northwest Justice Project has additional information available in text, audio, and Spanish versions at the link below NW Justice Project – Estate Recovery
- [Social Security Appeals and Waiver Forms](https://benefitu.org/social-security-overpayments-and-appeals/social-security-appeals-and-waiver-forms/) - Request for Reconsideration Form SSA-561A Request for Reconsideration is a challenge to the existence or amount of an overpayment. A Request must be filed within 60 days of receipt of the overpayment notice. Download Request for Reconsideration Waiver of Overpayment Form SSA-632With a Waiver, you are asking Social Security to waive the overpayment because 1)
- [ Important Changes to Social Security Overpayment Withholding](https://benefitu.org/social-security-overpayments-and-appeals/important-changes-to-social-security-overpayment-withholding/) - Title II Overpayments Return to 100% Withholding The Social Security Administration (SSA) has announced a significant change that will impact many Social Security beneficiaries. Starting March 27, the SSA will increase the default overpayment withholding rate to 100% of a person’s monthly benefit. What You Need to Know: Full Withholding for New Title II Benefit
- [Gift Cards and Social Security Benefits](https://benefitu.org/ssi/gift-cards-and-social-security-benefits/) - One question that we receive regularly is whether receiving a gift cards will impact SSA cash benefits or Medicaid. Let’s shed a little light on this. Giving someone who receives public benefits a gift card instead of cash is a high‑risk practice and does not bypass Social Security income rules. Although it requires a person
- [ABLE - DDETF Comparison](https://benefitu.org/budgeting-and-saving-money/able-ddetf-comparison/) - This chart compares the Achieving a Better Life Experience (ABLE) and the Developmental Disabilities Endowment Trust Fund (DDETF) programs. Download ABLE DDETF Comparison Chart
- [SSA Reporting Overpayment Balances to Credit Bureaus](https://benefitu.org/social-security-overpayments-and-appeals/ssa-reporting-overpayment-balances-to-credit-bureaus/) - We would like to share information that has been brought was shared by the National Association of Benefits and Work Incentive Specialists (NABWIS) in their January 2026 Newsletter regarding Social Security reporting overpayment balances to credit bureaus, causing a negative impact on a person’s credit score. See below for more information and for resources if you have been impacted by this reporting.
- [Using the BenefitU Calculators](https://benefitu.org/ssi/using-the-benefitu-calculators/) - Using the BenefitU Tools and Calculators and Disclaimer Disclaimer: The tools and calculators provided are designed to help you understand how income may affect your cash and medical benefits. Please note that the data available in the Income Management tool is unverified and the estimates generated by the calculators are for informational purposes only. For
- [Requesting a Benefit Verification Letter By Phone](https://benefitu.org/ssi/requesting-a-benefit-verification-letter-by-phone/) - 📄 How to Request a Benefit Verification Letter from SSA Over the Phone If you need a Benefit Verification Letter from the Social Security Administration (SSA)—especially if you don’t have internet access or find it difficult to create an online account—there’s a simple automated phone option available. ☎️ Call the SSA National Call Center Phone:
- [Essential Records You Need to Keep for Public Benefits](https://benefitu.org/budgeting-and-saving-money/essential-records-you-need-to-keep-for-public-benefits/) - BenefitU's Tips for Benefits Record Keeping Why Keeping Records Matters When you receive public benefits, staying organized is important. Good recordkeeping ensures you can quickly find past letters, reports, and other important documents whenever they’re needed. What Should You Keep? It’s not always easy to know what to save and what to toss. To help,
- [Achieving a Better Life Experience (ABLE)](https://benefitu.org/budgeting-and-saving-money/achieving-a-better-life-experience-able/) - WA State's ABLE Program Medicaid, depending on the eligibility pathway, often has a $2,000 resource limit. This limit makes it challenging for people to save for items, services, or other life needs.There are options for people to save money and not risk losing their Medicaid or other public benefits.One option is the Achieving a Better
- [Notice from Social Security Regarding Government Shutdown](https://benefitu.org/news-and-information/notice-from-social-security-regarding-government-shutdown/) - BenefitU has received the following message regarding the 10-1-2025 government shutdown. Please be advised that local offices will remain open but providing limited services. During the shutdown, benefit payments should continue to be issued and new applications for benefits will continue to be processed. Additionally, please continue to report wages, submit any documentation regarding appeals,
- [Scheduling Appointments with Social Security](https://benefitu.org/social-security-overpayments-and-appeals/scheduling-appointments-with-social-security/) - As of January 2025, many Social Security offices have moved to an appointment-based system for many customer service needs. Additionally, many needs can also be met by visiting www.ssa.gov or through a MySSA account. These changes were made with the goal of improving customer experience and wait times. This said, it can be challenging at
- [Tips for Completing a 'Request for Reconsideration'](https://benefitu.org/social-security-overpayments-and-appeals/tips-for-completing-a-request-for-reconsideration/) - When a beneficiary receives a letter from Social Security regarding their benefits, appealing this decision is usually an option. One option for appealing a decision is to submit a Request for Reconsideration. To help you navigate this process we’re providing a few key things to know: TimelineA reconsideration must be filed within 60 days from
- [Subsidy Overview](https://benefitu.org/title-ii/subsidy-overview/) - Subsidy Overview A Subsidy is a Social Security Work Incentive that looks at on-the-job support and accommodations provided by an employer.Here are examples of when Social Security might consider your work to be ‘subsidized’ by your employer: You need extra or longer breaks. Your work duties are modified. Your employer has a different expectation of
- [Social Security Work Activity Forms](https://benefitu.org/applications-and-periodic-reviews/social-security-work-reports/) - Work Activity Report Form SSA-821-BK Download Work Activity Report Work Activity Questionnaire Form SSA-3033 Download Work Activity Questionnaire
- [SSA Change In Policy: Identity Verification Online or In Person Only.](https://benefitu.org/news-and-information/ssa-change-in-policy-identity-verification-online-or-in-person-only/) - Updated 3/27: SSA Changes Identity Verification Process On March 18, 2025, Social Security announced that people who are unable to confirm their identity online through their MySSA account will be required to make an appointment and provide proof of identity. Social Security will no longer allow a person to verify their identity over the phone
- [BenefitU’s 5 Tips for Married Couples](https://benefitu.org/ssi/benefitus-5-tips-for-married-couples/) - 5 Things to Be Aware of if You're Getting Married and Receive SSA Cash Benefits Getting married is an exciting moment in a person's life. If you get cash benefits like SSI, SSDI, or SS CDB/DAC, you should think about how getting married might affect these benefits. To help you out, we've put together five
- [Can I be my child's rep payee if I don’t have a Social Security Number?](https://benefitu.org/news-and-information/can-i-be-my-childs-rep-payee-if-i-dont-have-a-social-security-number/) - The current rules regarding rep payees without a SSN There have been questions recently about whether or not someone who does not have a Social Security Number can be a representative payee for a child receiving Social Security cash benefits. Although there have been recent reports about a possible change, the short answer is that
- [Medicaid Myths and Misconceptions](https://benefitu.org/news-and-information/medicaid-myths-and-misconceptions/) - Unraveling the Truth Behind Medicaid There are currently a number of conversations nationally about what Medicaid is, who receives these benefits, and what this crucial benefit covers. We wanted to take the time to provide you with information that may help clarify some questions you have about these benefits. Medicaid is a joint federal and
- [Shared Article: A Cut to Medicaid Is a Cut to Medicare](https://benefitu.org/news-and-information/shared-article-a-cut-to-medicaid-is-a-cut-to-medicare/) - How Cuts Impact Other Benefits The advocacy group Justice and Aging recently produced the fact sheet found below showing how cuts to the Medicaid program has potential impacts to people receiving Medicare benefits. As presented below, without Medicaid, 12 million people on Medicare struggle getting the care they need, putting their health at risk. Nearly
- [Title II: Latest Figures and Thresholds](https://benefitu.org/title-ii/title-ii-latest-figures-and-thresholds/) - Title II: Latest Figures and Thresholds Figures for benefit programs will often change each year. Here are the latest figures. Substantial Gainful Activity $1,690 Non-Blind / $2,830 Blind Federal Benefit Rate $994 Federal Benefit Rate, both spouses receiving SSI $1,491 Trial Work Period $1,210.00 Washington State Minimum Wage Washington State minimum wage amounts update annually
- [Handout: Appeal Options PDF](https://benefitu.org/social-security-overpayments-and-appeals/handout-appeal-options-pdf/) - This PDF summarizes your options to appeal an overpayment with Social Security. Please note: this document is not translatable on this website. Download Appeal Options Summary PDF
- [Video: Juan's Story with Medicaid Pathways](https://benefitu.org/medical-benefits/video-juans-story-with-medicaid-pathways/) - Juan's Story Watch Juan make decisions around his benefits and Medicaid while he becomes an adult, leaves school, and becomes employed. English Spanish Vietnamese Read Transcript At age three, Juan is accepted into Head Start, a birth to three program supporting children with delays and their families.Juan has been diagnosed as having a developmental disability.
- [What Qualifies as an IRWE?](https://benefitu.org/ssi/what-qualifies-as-irwe/) - Here are examples of what qualifies – and does not qualify – as an Impairment Related Work Expense. Download What Qualifies as an IRWE?
- [Unearned Income Exclusions](https://benefitu.org/ssi/unearned-income-exclusions/) - For SSI purposes, some types of unearned income are not counted. Here is a list of more common unearned income exclusions. Income excluded under other Federal Laws $20 General Income Exclusion Any portion of a grant, scholarship, fellowship, or gift used for paying tuition, fees, or other necessary educational expenses Income used to fulfill an
- [Developmental Disabilities Endowment Trust Fund (DDETF)](https://benefitu.org/budgeting-and-saving-money/developmental-disabilities-endowment-trust-fund-ddetf/) - Special Needs Trust Medicaid, depending on the eligibility pathway, often has a $2,000 resource limit. This limit makes it challenging for people to save for items, services, or other life needs.There are options for people to save money and not risk losing their Medicaid or other public benefits.One option is a Special Needs Trust. A
- [Medical: Latest Figures and Thresholds](https://benefitu.org/medical-benefits/medical-latest-figures-and-thresholds/) - Medical: Latest Figures and Thresholds Figures for benefit programs will often change each year. Here are the latest figures. Substantial Gainful Activity $1,690 Non-Blind / $2,830 Blind Federal Benefit Rate $994 Federal Benefit Rate, both spouses receiving SSI $1,491 Medicare Part B Premium $283 1619b Medicaid Threshold $73,897 for the year HWD Income Limit No
- [Impairment Related Work Expense (IRWE)](https://benefitu.org/title-ii/impairment-related-work-expense-irwe-2/) - What is an IRWE? If you have out of pocket expenses for items or services necessary for work due to an impairment, you may be able to claim these costs as Impairment-Related Work Expenses (IRWEs). Social Security will subtract these expenses from your earned income when determining if are working at Substantial Gainful Activity (SGA).In
- [Reporting Monthly Work Activity](https://benefitu.org/title-ii/reporting-monthly-work-activity/) - What to Know When applying for benefits and during certain work phases, eligibility for SSDI, SSCDB, and DWB depends on if your work is at or below Substantial Gainful Activity, or SGA.Social Security measures SGA by looking at your earnings, the support and accommodation you use when working, and other factors.It is important to let
- [Special Conditions Overview](https://benefitu.org/title-ii/special-conditions-overview/) - Special Conditions Overview A Special Condition is a Social Security work incentive related to on the job supports or accommodations which are funded by a third party.For example, the time your job coach spends directly helping you to complete some of your work tasks would be considered a Special Condition. How do they help? Special
- [Impairment Related Work Expense (IRWE)](https://benefitu.org/ssi/impairment-related-work-expense-irwe/) - What is an IRWE? If you have out of pocket expenses for items or services necessary for work due to an impairment, you may be able to claim these costs as Impairment-Related Work Expenses (IRWEs). The IRWE work incentive allows you to recover up to ½ of your expenses on your SSI check. Does my
- [Student Earned Income Exclusion (SEIE)](https://benefitu.org/ssi/student-earned-income-exclusion/) - What is the SEIE? If you are a student under the age of 22 who is working, you may qualify for the Student Earned Income Exclusion (SEIE). The SEIE is a great way for students to earn and save money!When you receive SSI and you work, your SSI cash benefit usually goes down by about
- [SSI: Latest Figures and Thresholds](https://benefitu.org/ssi/ssi-latest-figures-and-thresholds/) - SSI: Latest Figures and Thresholds Figures for benefit programs will often change each year. Here are the latest figures. Substantial Gainful Activity $1,690 Non-Blind / $2,830 Blind Federal Benefit Rate $994 Federal Benefit Rate, both spouses receiving SSI $1,491 Student Earned Income Exclusion $2,410 per month / $9,730 for the year 1619b Medicaid Threshold, WA
- [Medicaid Eligibility Pathways COPES](https://benefitu.org/medical-benefits/medicaid-eligibility-pathways-copes/) - This chart shows the Medicaid eligibility pathways available for people eligible for COPES in WA State. Download 2024 Medicaid Eligibility Pathways Chart, COPES
- [Video: A Look at Medical Benefits](https://benefitu.org/medical-benefits/video-a-look-at-medicaid-and-medicare/) - A Look at Medical Benefits Watch on Vimeo This 2-hour video, organized into shorter chapters, features two benefits planners who discuss Medicaid and Medicare and share their insights. Watch in English Watch in Spanish Watch In Vietnamese Watch with ASL Read Video Transcript Buck (animated character) (00:01):Hi, I’m Buck. Just a quick note that most
- [Video: Apple Health for Workers with Disabilities (HWD)](https://benefitu.org/medical-benefits/video-apple-health-for-workers-with-disabilities-hwd/) - Introduction If you have a disability and you are working, you may be able to buy Medicaid coverage through Apple Health for Workers with Disabilities (HWD). English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Cathy Murahashi (00:00):Hi, I’m Cathy Murahashi, and I am the parent of two young adults with disabilities. I’m very
- [Video: Job Loss, Medicaid, and HWD](https://benefitu.org/medical-benefits/video-job-loss-medicaid-and-hwd-training/) - Introduction This video offers useful information about the Apple Health for Workers with Disabilities (HWD) program and other Medicaid eligibility pathways when a person stops working. English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Susan Harrell (00:04):For this training, we will be talking about HWD frequently asked questions, focused on job loss and
- [Video: Job Loss and SSI](https://benefitu.org/ssi/video-job-loss-training/) - Job Loss and SSI This short video offers useful information about job loss for people who receive SSI. English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Susan Harrell (00:03):In this session, we will be talking about SSI frequently asked questions focused on job loss or a reduction in earnings.Susan Harrell (00:15):“I stopped working,
- [Video: What you need to know about Social Security](https://benefitu.org/ssi/video-resource-what-you-need-to-know-about-social-security/) - Overview of Social Security benefits This video provides a brief, thorough overview of Social Security benefits. English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Susan Harrell (00:10):[ ♪ Music ♪].Susan Harrell (00:12):This is Susan Harrell from the Washington Initiative for Supported Employment. Social Security and Medical Benefits and Work Incentives: Social Security provides
- [Form: Reporting Wages Notice](https://benefitu.org/ssi/form-resource-reporting-wages-notice/) - If you receive SSI and report your wages to Social Security by mail, you can use this form as a cover letter to explain the information you are mailing. Download Reporting Wages Notice
- [All About Appeals with Expert Ray Cebula](https://benefitu.org/social-security-overpayments-and-appeals/animations-all-about-appeals-with-expert-ray-cebula/) - Ray Cebula is a Program Director of the Income and Benefits Program atYang-Tan Institute on Employment and Disability with Cornell University. You can learn more about Ray Cebula here. Social Security Overpayments and Appeals Dan Rutten and Angela Dirk with BenefitU talk with Ray Cebula about overpayments and the appeals process. Story Time with Ray
- [Video: Applying for HWD (Training for Case Managers)](https://benefitu.org/medical-benefits/video-applying-for-hwd-training/) - Introduction This training for Case Resource Managers with the WA Developmental Disabilities Administration provides information about the HWD application process, so they can support the people they serve in applying. English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Susan Harrell (00:05):Hi, I’m Susan.Scott Leonard (00:06):And I’m Scott.Susan Harrell (00:07):And we’re back again to
- [Video: A Look at Title II](https://benefitu.org/title-ii/video-a-look-at-title-ii/) - A Look at Title II Watch on Vimeo This 2-hour video, organized into shorter chapters, features two benefits planners who discuss Social Security Title II rules and share their insights. Watch in English Watch in Spanish Watch In Vietnamese Watch with ASL Read Transcript Buck (animated character) (00:00):Hi, I’m Buck. Just a quick note that
- [Video: A Look at Title XVI (SSI)](https://benefitu.org/ssi/video-a-look-at-title-xvi-ssi-benefits/) - A Look at Title XVI (SSI) Watch on Vimeo This 2-hour video, organized into shorter chapters, features two benefits planners who discuss SSI rules and share their insights. Watch in English Watch in Spanish Watch In Vietnamese Watch with ASL Read Transcript Module 1:Buck (animated character) (00:01):Hi, I’m Buck. Just a quick note that most
- [Social Security - Other Forms](https://benefitu.org/forms/social-security-other-forms/) - Appointing A Representative Form SSA-1696 Download Appointing a Representative
- [Social Security Disability and Function Reports](https://benefitu.org/applications-and-periodic-reviews/disability-and-function-reports/) - Continuing Disability Report Form SSA-454-BK Download Continuing Disability Report Child Disability Report Form SSA-3820-BK Download Child Disability Report Adult Disability Report Form SSA-3368-BK Download Adult Disability Report Adult Function Report Form SSA-3373 Download Adult Function Report Adult Function Report - Third Party Form SSA-3380-BK Download Adult Function Report - Third Party
- [Social Security Applications](https://benefitu.org/applications-and-periodic-reviews/social-security-applications/) - Application for SSI Form SSA-800-BK Download SSI Application Application for Survivors Benefits Form SSA-24 Download Survivors Benefits Application
- [Child Support and SSI](https://benefitu.org/ssi/child-support-and-ssi/) - What is Child Support? For SSI purposes, child support is a payment made by an absent parent to meet a child’s needs. A payment is usually a cash payment, but it can also be in the form of food or shelter assistance. Who is considered a “child?” For SSI purposes, a child is: Under age
- [Special Conditions Sample Letter](https://benefitu.org/title-ii/special-conditions-sample-letter/) - Special Conditions Letter - Sample The sample letter below is an example of how to inform Social Security about Special Conditions.Please customize the letter so it accurately represents the employee’s situation. Bold text is intended to be replaced with the employee’s personal information. Note: Employment Support Providers may want to consider writing this letter on their
- [Subsidy Sample Letter](https://benefitu.org/title-ii/subsidy-sample-letter/) - Subsidy Letter - Sample The sample letter below is an example of how to inform Social Security about a Subsidy.Please customize the letter so it accurately represents the employee’s situation. Bold text is intended to be replaced with the employee’s personal information. To Whom It May Concern:This letter is to inform you of a Work
- [Video: Job Loss and Title II](https://benefitu.org/title-ii/video-job-loss-and-title-ii/) - Introduction This short video offers useful information about job loss for people who receive Title II benefits. English Spanish Vietnamese Download English Transcript (PDF) Read Video Transcript Susan Harrell (00:04):For this session, we will be discussing Title II benefits frequently asked questions focused on job loss or reduction, and SSDI and SSCDB.Susan Harrell (00:20):“Should I
- [Earned Income Exclusions](https://benefitu.org/ssi/earned-income-exclusions/) - For SSI purposes, some types of earned income are not counted. Here is a list of Earned Income exclusions. Income excluded under other Federal Laws Earned Income Tax Credit payments Child Tax Credit payments Up to $30 of earned income in a calendar quarter if it is infrequent or irregular. ** Earned income within the
- [Form: New Job Notice](https://benefitu.org/ssi/form-resource-new-job-notice/) - If you receive SSI and you start a new job, you can use this form to notify Social Security about your new employment. You can also call Social Security at 1-800-772-1213. Download New Job Notice
- [Form: End of Job Notice](https://benefitu.org/ssi/form-resource-end-of-job-notice/) - If you receive SSI and your job situation changes or ends, you can use this form to inform Social Security about the change. You can also call Social Security at 1-800-772-1213. Download End of Job Notice
- [Form: PASS SSA-545](https://benefitu.org/ssi/pass-ssa-545/) - Plan to Achieve Self Support (PASS) is a work incentive where you can set aside income and/or resources to help pay for items and services which can help you reach a work goal. The set aside dollars will not count when determining the amount of or eligibility for SSI. Download PASS SSA-545 Form
- [Form: Tracking Your Conversations with Social Security](https://benefitu.org/ssi/form-resource-tracking-your-conversations-with-social-security/) - When communicating with Social Security, you can use this form to document your conversation. Keeping this information can be helpful if you have any issues later with your benefits. Download Tracking Your Conversations Form
- [Form: Work Activity Report SSA-821](https://benefitu.org/title-ii/work-activity-report/) - If you receive Title II benefits, Social Security will use the The Work Activity Report to gather information about your work situation. Download Work Activity Report Form

## Pages

- [Homepage](https://benefitu.org/) - Know Your Benefits. Shape Your Future. Know Your Benefits. Shape Your Future. Welcome to BenefitU BenefitU.org is your go-to website to navigate your benefits with confidence. Our mission is to give you the tools to make informed decisions so you can take control of your benefits and your future. Getting Started At BenefitU.org, you will
- [About BenefitU](https://benefitu.org/about-benefitu/) - About BenefitU Our goal is to give you the tools and support to: Manage your benefits Make informed decisions, and Plan for your future BenefitU is proud to be a service offered by Wise and funded by the Developmental Disabilities Administration (DDA).For a downloadable flier that can be shared with community members, please click here.
- [WA Benefits Planning Network](https://benefitu.org/wa-benefits-planning-network/) - WA Benefits Planning Network Powered by BenefitU WA Benefits Planning Network Powered by BenefitU The Washington Benefits Network brings together Credentialed Benefits Planners actively serving Washington residents, state agency subject-matter experts, and other professionals committed to supporting clients and strengthening public benefit systems across the state. Advantages of Connecting with the Network On-Demand Training Members can access Wise’s Learning Management System, which
- [SSI - How do I budget and save money?](https://benefitu.org/ssi/how-do-i-budget-and-save-money/) - How do I budget and save money? Getting your records in order An important step in managing your finances is to get your records in order. This includes Social Security records; your financial records, such as bank statements and wage stubs; and personal records, such as information about your disability. Quick Links Records to keep
- [Other Benefits](https://benefitu.org/other-benefits/) - Other Benefits There are many other benefits available to Washington State residents outside of Social Security cash and medical benefits. If you are seeking additional benefits or services, please check out the links below. Quick Links Other Cash Benefits Medical Resources Food Benefits Housing Resources Utility Assistance Getting connected Other Cash Benefits Temporary Assistance to
- [What is SSI?](https://benefitu.org/ssi/what-is-ssi/) - What is Supplemental Security Income (SSI)? SSI is a cash benefit for people who are disabled, blind, or over 65, and have little or no income or resources. The purpose of SSI is to help you pay for your basic living needs, such as housing costs and food. Social Security manages the SSI program. Quick
- [Medicaid Pathways](https://benefitu.org/medicaid/medicaid-pathways/) - Medicaid Pathways There are different “pathways” to be eligible for Medicaid. Each pathway has certain rules around eligibility, income, resources, and the scope of services it covers. If you lose Medicaid under one pathway, the State will ask you to reapply for Medicaid to see if you qualify for Medicaid through a different pathway. This process
- [What is Medicaid?](https://benefitu.org/medicaid/what-is-medicaid/) - What is Medicaid? Medicaid provides healthcare coverage. It also can pay for therapies, assistive technology, and services you may need to live and work in your community.Medicaid is funded through a partnership between the state and the federal government. It may also be funded through premiums and a user’s contribution to their cost of care.
- [Get Help](https://benefitu.org/get-help/) - Get Help Navigating benefits can feel like a team sport at times. These resources include key players that may become part of your winning team. The Resources You Need, When You Need them Knowing where to turn when you need help is important. This page contains links to key organizations that offer services and support.
- [Site Map](https://benefitu.org/site-map/) - Site Map Content on the BenefitU website is organized into two categories: Main Pages and Tools and Resources. Main Pages are accessible through the tabs at the top of the website. For example, under the "Get Help" tab, "Get Help," "Intake and Scheduling," and "Site Map" are all Main Pages. These pages provide an overview of
- [FAQ](https://benefitu.org/faq/) - Frequently Asked Questions Below you will find answers to many of the frequently asked questions about BenefitU and the services we offer. For additional information, please email support@benefitu.org and we will get back to you at our earliest opportunity. Frequently Asked Questions Section Links Below you will find answers to some of the most frequently
- [Intake and Scheduling](https://benefitu.org/intake-and-scheduling/) - Intake and scheduling Please click here for information about services offered by BenefitU.BenefitU’s coaching and planning services are available to anyone: Current Washington State resident Aged 14 or older; AND Enrolled with Developmental Disabilities Administration (DDA)This includes individuals who are on the DDA ‘no paid services’ list. If you do not currently live in Washington State
- [Title II - How do I budget and save money?](https://benefitu.org/title-ii/how-do-i-budget-and-save-money/) - How do I budget and save money? Getting your records in order An important step in managing your finances is to get your records in order. These records include Social Security letters and applications; your financial records, such as bank statements and wage stubs; and personal records, such as information about your disability. Quick Links
- [How does income affect my SSI?](https://benefitu.org/ssi/how-does-income-affect-my-ssi/) - How Does Income Affect My SSI? You get a paycheck from your job. A relative gives you $100 as a birthday gift. You receive a dividend from a stock you own. All of these are examples of income.When you are eligible for SSI, you must report this income to Social Security.Social Security will look at
- [How does work affect my Title II? Part 1: SGA](https://benefitu.org/title-ii/how-does-work-affect-my-title-ii-part-1-sga/) - How does work affect my Title II benefit? Part 1: Substantial Gainful Activity To be eligible for disability-related Title II benefits (SSDI, SSCDB, and DWB), you must be unable to work at a certain level due to your disability. This level of work is called Substantial Gainful Activity, or SGA. Quick Links Substantial Gainful Activity
- [SSI - What do I report to Social Security?](https://benefitu.org/ssi/what-do-i-report-to-social-security/) - What do I report to Social Security? When life changes happen, you must let Social Security know. Note: If Social Security requires you to have a representative payee, it is the payee’s responsibility to report the change. Quick Links When to report Changes to report How to report Social Security letters Reporting income and changes
- [What cash benefit do I receive?](https://benefitu.org/what-cash-benefit-do-i-receive/) - What Cash Benefits Do I Receive? What are cash benefits? Social Security administers two programs that provide cash benefits to people who have a disability: Title XVI (SSI) and Title II. Quick Links Comparison Use mySSA When does the benefit arrive? Benefit Verification Letter What is the benefit amount? Does the amount change? Which Title
- [Additional Medicare FAQs](https://benefitu.org/medicare/additional-medicare-faqs/) - Medicare FAQs Can I have other insurance in addition to Medicare?I am approaching age 65. How do I enroll?I receive disability-related Title II benefits. How do I enroll?Can I lose my Medicare?Can I get help with Medicare Premiums?Where can I get help? Yes! You can have private insurance, Medicare, and Medicaid at the same time.
- [How does my living situation affect my Title II?](https://benefitu.org/title-ii/how-does-my-living-situation-affect-my-title-ii/) - How does my living situation affect my Title II benefit? Unlike SSI and other means-tested public benefit programs, Title II benefits are not affected by where you live or if you receive help with your living costs. If someone helps pay your rent, your Title II benefit will not be reduced.Certain life events, however, such
- [Susan Greene](https://benefitu.org/staff-susan-greene/) - Susan Greene Contracted Certified Benefits Planner Susan Greene, a Certified Benefits Planner since 2016, provides personalized guidance on Social Security and medical benefits tailored to each individual’s employment situation and financial aspirations. She aims to provide clear and accurate information to help individuals better understand their benefits or resolve concerns related to them. She prides
- [Sheila Burkett-Luckey](https://benefitu.org/staff-sheila-burkett-luckey/) - Sheila Burkett-Luckey Contracted Certified Benefits Planner Sheila Burkett-Luckey began providing benefits planning services in 2009 to clients on her and co-workers’ caseloads while working as a Vocational Rehabilitation Counselor at WA. ST Dept of Services for the Blind. She understands the importance of knowing how your benefits (SSA, medical, housing, etc.) are affected by your
- [Alanna Cooper](https://benefitu.org/staff-alanna-cooper/) - Alanna Cooper Contracted Certified Benefits Planner A passionate systems navigator and employment advocate for individuals living and working with disabilities. Cornell Certified Benefits Planner, Behavioral Health Vocational Specialist, and Counselor working with individuals and government agencies since 1998. Experienced at utilizing the IPS employment model to help her clients obtain and maintain employment. Alanna holds
- [Title II - What do I report to Social Security?](https://benefitu.org/title-ii/what-do-i-report-to-social-security/) - What do I report to Social Security? When certain changes happen in your life, you must let Social Security know. Note: If Social Security requires you to have a representative payee, it is the payee’s responsibility to report the change. Quick Links Time to report Changes to report How to report Social Security letters How
- [How does my living situation affect my SSI?](https://benefitu.org/ssi/how-does-my-living-situation-affect-my-ssi/) - How does my living situation affect my SSI? **Beginning September 30, 2024, support in the form of food will no longer be considered as In-Kind Support and Maintenance when calculating SSI.** The SSI cash benefit helps pay for basic living expenses, such as food, shelter, and some utilities. If somebody helps pay for some or all
- [What is Medicare?](https://benefitu.org/medicare/what-is-medicare/) - What is Medicare? Medicare is our nation’s health insurance. It helps cover the costs of hospital and medical care and prescription drugs. Medicare is funded by FICA and Medicare taxes and premiums. The Social Security Administration determines Medicare eligibility and enrolls people.Medicare is not the same as Medicaid (Apple Health, in WA). If you are not
- [Medicaid - What do I do when…?](https://benefitu.org/medicaid/what-do-i-do-when/) - I receive Medicaid. What do I do when…? I receive a letter about my Long Term ServicesI am no longer eligible for SSII am paying toward my cost of careI am on Apple Health for Workers with Disability (HWD) and I stop workingI feel stuck and need support If you receive a letter about your
- [How does work affect my Title II? Part 2: Work Phases](https://benefitu.org/title-ii/how-does-work-affect-my-title-ii-part-2-work-phases/) - How does work affect my Title II benefit? Part 2: Work Phases Social Security created periods of time (phases) when you can try out work without the risk of losing eligibility for Title II. These work phases are: Trial Work Period (TWP) Extended Period of Eligibility (EPE) Following the EPE, you enter the Post-Extended Period
- [SSI - What do I do when…?](https://benefitu.org/ssi/what-do-i-do-when/) - I receive SSI. What do I do when…? The minimum wage increasesI receive a large amount of money that is not from a jobI receive a bonus from workI haven’t been reporting incomeI have an overpaymentI lose SSII lose my jobI am self-employedSocial Security is asking me to apply for a different benefit I am
- [Tools & Resources](https://benefitu.org/tools-resources/) - Tools and Resources Filter by: Tools & Resources (SSI Subcategories) BenefitU Platforms News and Information SSI Latest Figures Income Work Incentives Income Tracking and Reporting Job Loss Trainings Title II Latest Figures Work Incentives Earnings Tracking and Reporting Medical Benefits Medicare Medicaid (Apple Health) Medicaid Pathways Apple Health for Workers with Disabilities (HWD) Medicare and
- [What are Title II Benefits?](https://benefitu.org/title-ii/what-are-title-ii-benefits/) - What are Title II Benefits? Title II Benefits are cash benefits for people who are fully “insured” under Social Security. A person is insured once they have worked long enough and paid enough Social Security taxes.Title II cash benefits on a worker’s record may also be available to a child whose parent has died; adults
- [What do I receive?](https://benefitu.org/what-do-i-receive/) - What Medical Benefits Do I Receive? Medicaid and Medicare Medicaid and Medicare are public benefits which offer healthcare coverage. They may also pay for items and services which help people live with greater independence.Both benefits have a connection with Social Security cash benefits, though it is not necessary for you to have a cash benefit
- [glossary](https://benefitu.org/glossary/)
- [Coming Soon](https://benefitu.org/coming-soon/) - ComingSoon Ooo! Would you look at that... Thank you for your interest in BenefitU’s financial planning tools! Hold tight as we implement the finishing touches (who knew the calculators would need a pep talk before their grand debut?).We appreciate your patience and would like to assure you that our tools should be ready for use
- [Under Construction](https://benefitu.org/under-construction/) - UnderConstruction Blast! It looks like we're having some technical difficulties... Please have patience while our team of highly trained penguins take a look to resolve the issue and restore the space-time continuum calculator. In the meantime, why not discover more about your benefits? Find People Who Can Help Find Resource Information
- [Password Reset](https://benefitu.org/password-reset/)
- [Account](https://benefitu.org/account/)
- [Logout](https://benefitu.org/logout/)
- [Members](https://benefitu.org/members/)
- [Register](https://benefitu.org/register/)
- [Login](https://benefitu.org/login/)
- [User](https://benefitu.org/user/)
- [Title II - What do I do when…?](https://benefitu.org/title-ii/what-do-i-do-when/) - I receive Title II benefits. What do I do when…? My wages increaseI receive a large amount of money that is not from a jobI receive a bonus from workI haven’t been reporting incomeI don’t know what phase I am in (TWP, EPE, Post EPE) I don’t know if Social Security has approved my Work
- [Medicaid](https://benefitu.org/medicaid/)
- [Medicare](https://benefitu.org/medicare/)
- [Title II](https://benefitu.org/title-ii/)
- [SSI](https://benefitu.org/ssi/)
- [Terms & Conditions](https://benefitu.org/terms-conditions/)
- [Privacy Policy](https://benefitu.org/privacy-policy/)
- [Data Privacy](https://benefitu.org/data-privacy/)

## Variable Short Codes

- [ABLE additional deposit limit if working](https://benefitu.org/variable-short-code/able-additional-deposit-limit-if-working/)
- [MAGI](https://benefitu.org/variable-short-code/magi/)
- [1619b Threshold, WA](https://benefitu.org/variable-short-code/1619b-threshold-wa/)
- [FBR - $200](https://benefitu.org/variable-short-code/fbr-200/)
- [SSI Married Couple](https://benefitu.org/variable-short-code/ssi-married-couple/)
- [$1,000 + (FBR - $547.50)](https://benefitu.org/variable-short-code/1000-fbr-547-50/)
- [$1,000 + FBR](https://benefitu.org/variable-short-code/1000-fbr/)
- [SEIE Monthly Limit](https://benefitu.org/variable-short-code/seie-monthly-limit/)
- [SEIE Annual Limit](https://benefitu.org/variable-short-code/seie-annual-limit/)
- [SIL](https://benefitu.org/variable-short-code/sil/)
- [WA Minimum Wage](https://benefitu.org/variable-short-code/wa-minimum-wage/)
- [Seattle Minimum Wage](https://benefitu.org/variable-short-code/seattle-minimum-wage-largest-employers/)
- [Bellingham Minimum Wage](https://benefitu.org/variable-short-code/bellingham-minimum-wage/)
- [Everett Minimum Wage](https://benefitu.org/variable-short-code/everett-minimum-wage/)
- [SSI Couple](https://benefitu.org/variable-short-code/ssi-couple/)
- [SSI / FBR](https://benefitu.org/variable-short-code/ssi-fbr/)
- [Medicare Part B Premium](https://benefitu.org/variable-short-code/medicare-part-b-premium/)
- [ABLE annual deposit limit](https://benefitu.org/variable-short-code/able-annual-deposit-limit/)
- [TWP](https://benefitu.org/variable-short-code/twp/)
- [Blind SGA](https://benefitu.org/variable-short-code/blind-sga/)
- [SGA](https://benefitu.org/variable-short-code/sga/)
- [Current Year](https://benefitu.org/variable-short-code/current-year/)
- [Tukwila Minimum Wage](https://benefitu.org/variable-short-code/tukwila-minimum-wage/)
- [Unincorporated King County Minimum Wage](https://benefitu.org/variable-short-code/unincorporated-king-county-minimum-wage/)
- [Renton Minimum Wage](https://benefitu.org/variable-short-code/renton-minimum-wage/)
- [Burien Minimum Wage](https://benefitu.org/variable-short-code/burien-minimum-wage/)
- [SSI after VTR](https://benefitu.org/variable-short-code/ssi-after-vtr/)
- [FBR - $547.50](https://benefitu.org/variable-short-code/fbr-547-50/)
- [FBR - $482.50](https://benefitu.org/variable-short-code/fbr-482-50/)
- [$1,050 + (FBR - $482.50)](https://benefitu.org/variable-short-code/1050-fbr-482-50/)
- [FBR - $105](https://benefitu.org/variable-short-code/fbr-105/)
- [$1125+(FBR - $105)](https://benefitu.org/variable-short-code/1125fbr-105/)
- [FBR - $582.50](https://benefitu.org/variable-short-code/fbr-582-50/)
- [$1,050 + (FBR - $582.50)](https://benefitu.org/variable-short-code/1050-fbr-582-50/)
- [FBR - $357.50](https://benefitu.org/variable-short-code/fbr-357-50/)
- [$800 + (FBR - $357.50)](https://benefitu.org/variable-short-code/800-fbr-357-50/)
- [$220 + (FBR - $200)](https://benefitu.org/variable-short-code/220-fbr-200/)
- [SSI Resource Limit - Couple](https://benefitu.org/variable-short-code/ssi-resource-limit-couple/)
- [SSI Resource Limit - Individual](https://benefitu.org/variable-short-code/ssi-resource-limit-individual/)

## Site Builder

- [Footer](https://benefitu.org/astra-advanced-hook/footer/) - Get Help Other Benefits Tools and Resources WA Benefits Planning Network My Benefits Login My Benefits Login Copyright 2024 – BenefitU Privacy Policy Terms & Conditions Data Privacy Privacy Policy Terms & Conditions
- [Header (Placeholder)](https://benefitu.org/astra-advanced-hook/header-placeholder/) - Search BenefitU Login Menu Get Help Get Help Get Help Intake & Scheduling Site Map Cash Benefits View SSI Benefits View Title II Benefits What cash benefit do I receive? SSI Cash Benefits SSI is a cash benefit for people who are disabled, blind, or over 65, and have little or no income or resources.

## Primary Menu

- [Get Help](https://benefitu.org/primary_menu/get-help/)
- [About BenefitU](https://benefitu.org/primary_menu/about-benefitu/)
- [Cash Benefits](https://benefitu.org/primary_menu/cash-benefits/)
- [Medical Benefits](https://benefitu.org/primary_menu/medical-benefits/)
- [Tools and Resources](https://benefitu.org/primary_menu/tools-and-resources/)
- [Other Benefits](https://benefitu.org/primary_menu/other-benefits/)

## Categories

- [Uncategorized](https://benefitu.org/category/uncategorized/)
- [SSI](https://benefitu.org/category/ssi/)
- [Title II](https://benefitu.org/category/title-ii/)
- [Medical Benefits](https://benefitu.org/category/medical-benefits/)
- [Budgeting and Saving Money](https://benefitu.org/category/budgeting-and-saving-money/)
- [Overpayments and Appeals](https://benefitu.org/category/social-security-overpayments-and-appeals/)
- [Applications and Periodic Reviews](https://benefitu.org/category/applications-and-periodic-reviews/)
- [Latest Figures](https://benefitu.org/category/ssi/latest-figures-ssi/)
- [Trainings](https://benefitu.org/category/ssi/trainings-ssi/)
- [Income](https://benefitu.org/category/ssi/income-ssi/)
- [Work Incentives](https://benefitu.org/category/ssi/work-incentives-ssi/)
- [Income Tracking and Reporting](https://benefitu.org/category/ssi/income-tracking-and-reporting-ssi/)
- [Job Loss](https://benefitu.org/category/ssi/job-loss-ssi/)
- [Latest Figures](https://benefitu.org/category/title-ii/latest-figures-title-ii/)
- [Earnings Tracking and Reporting](https://benefitu.org/category/title-ii/earnings-tracking-and-reporting-title-ii/)
- [Medicare and Medicaid Trainings](https://benefitu.org/category/medical-benefits/medicare-and-medicaid-trainings/)
- [Medicaid (Apple Health)](https://benefitu.org/category/medical-benefits/medicaid-apple-health/)
- [Medicaid Pathways](https://benefitu.org/category/medical-benefits/medicaid-pathways/)
- [Apple Health for Workers with Disabilities (HWD)](https://benefitu.org/category/medical-benefits/apple-health-for-workers-with-disabilities-hwd/)
- [Trainings](https://benefitu.org/category/trainings/)
- [Forms](https://benefitu.org/category/forms/)
- [Videos](https://benefitu.org/category/videos/)
- [Work Incentives](https://benefitu.org/category/title-ii/work-incentives-title-ii/) - Title II Work Incentives
- [News and Information](https://benefitu.org/category/news-and-information/)
- [Medicare](https://benefitu.org/category/medical-benefits/medicare/)
- [BenefitU Platforms](https://benefitu.org/category/benefitu-platforms/)

## Tags

- [Medicaid](https://benefitu.org/tag/medicaid/)
- [News](https://benefitu.org/tag/news/)
- [Medicare](https://benefitu.org/tag/medicare/)
- [Cuts](https://benefitu.org/tag/cuts/)
- [Title II](https://benefitu.org/tag/title-ii/)
- [SSDI](https://benefitu.org/tag/ssdi/)
- [DAC](https://benefitu.org/tag/dac/)
- [Overpayment](https://benefitu.org/tag/overpayment/)
- [SSCDB](https://benefitu.org/tag/sscdb/)
- [Social Security](https://benefitu.org/tag/social-security/)
- [SSI](https://benefitu.org/tag/ssi/)
- [POMS](https://benefitu.org/tag/poms/)
- [rep payee](https://benefitu.org/tag/rep-payee/)
- [marriage](https://benefitu.org/tag/marriage/)
- [Medicare advantage plans](https://benefitu.org/tag/medicare-advantage-plans/)
- [DSNP](https://benefitu.org/tag/dsnp/)
- [BenefitU](https://benefitu.org/tag/benefitu/)
- [income](https://benefitu.org/tag/income/)
- [washington State](https://benefitu.org/tag/washington-state/)