Benefits to Independence 101
Module 2: Session 11

Module 2 - Session 11

Building Financial Independence: Income and Resource Exclusions for Supplemental Security Income (SSI) Beneficiaries

Learning Objectives:

  • Explain why SSI has exclusions and how they help people save.

  • Learn how a Plan to Achieve Self-Support (PASS) works.

  • Explain how an Achieving a Better Life Experience (ABLE) account can help you save money safely.

  • Identify other savings options, like 529 College Plans or Special Needs Trusts.

 

Click here to watch "Building Financial Independence on SSI: PASS, ABLE & Resource Exclusions (Session 11)" on YouTube.

SSI Exclusions for Building Assets∗: Session includes Nuts and Bolts, Case Studies, Quick Quiz, & Quick Facts

Activities:

  1. Visit the PASS online website for information on how to set aside money toward your employment goal.

  2. Visit the CalABLE website and see how you can save money without risking the loss of your benefits.

  3. Watch the CalABLE video on the DOR Spotlight on Social Security YouTube Channel.

Resources:

Building Financial Independence: Income and Resource Exclusions for Supplemental Security Income (SSI) Beneficiaries – Resource Guide

Module 2 – Main Menu
Go back to Module 2 – Session 10
Go to Module 2 – Session 12

∗Yang-Tan Institute on Employment and Disability

 

Resources

Benefits to Independence 101 Contact Directory Empowerment Essentials Meet the Team Spotlight on Social Security Newsletter Spotlight on Social Security Webinars Students Receiving Benefits Success Stories Ticket to Work Program Work Incentive Planning Services