Benefits to Independence 101
Module 2: Session 7

Module 2 - Session 7

Supplemental Security Income (SSI) Income & Resources

Learning Objectives:

  • Define what counts as income and resources for SSI.

  • Explain how income and resources affect SSI eligibility and payment amounts.

  • Identify key work incentives that reduce countable income.

  • Importance of reporting all income to Social Security each month.

 

Click here to watch "SSI Income and Resource Rules: what counts and what doesn’t (Session 7)" on YouTube.

Income & Resources∗: Session includes Nuts and Bolts, Case Studies, Quick Quiz, & Quick Facts

Activities:

  1. Visit the SSI Exclusions list for examples of income exclusions.

  2. Use the interactive SSI Calculation Worksheet* to see how your SSI payment is calculated.

  3. Complete a budget worksheet (download below) that helps you track your income and resources to stay within SSI limits.

Resources:

Supplemental Security Income (SSI) Income and Resources – Resource Guide

Budget Worksheet

Monthly Budget Tool ∗∗

Monthly Expenses Worksheet ∗∗∗

Spending Plan - NDI tool ∗∗∗∗

Spending Tracker Tool ∗∗

Module 2 – Main Menu
Go back to Module 2 – Session 6
Go to Module 2 – Session 8

∗Yang-Tan Institute on Employment and Disability
∗∗Consumer Financial Protection Bureau
∗∗∗Healthy Community Living
∗∗∗∗National Disability Institute

 

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