Benefits to Independence 101
Module 3: Session 16

Learning Objectives:

• Define "countable income" and explain how it affects SSDI eligibility.

• Identify how Paid Time Off (PTO), Impairment Related Work Expenses (IRWEs), subsidies, and special conditions may lower countable income.

• Explain how to document and report countable income offsets to Social Security.

• Learn strategies to proactively manage income and avoid overpayments.

 

Click here to watch "Tools to Reduce Countable Income for SSDI Workers (Session 16)" on YouTube.

Tools to Reduce Countable Income∗: Session includes Nuts and Bolts, Case Studies, Quick Quiz, & Quick Facts

Activities:

1. In the Social Security Red Book, check the index to find the pages that explain Impairment Related Work Expenses.
   Make a list of items or services that you pay for out of pocket and need in order to work and add up the amount of your IRWE costs.

2. Locate the form SSA-821-BK on the Social Security website to see what information is required for submitting a subsidy or special condition.

Resources:

Social Security Disability Insurance (SSDI) Tools to Reduce Countable Income – Resource Guide

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∗Yang-Tan Institute on Employment and Disability