Social Security Earnings Estimator Guide

1. Monthly Earnings Estimator

2. Goals and Objectives • Describe how Social Security considers earnings. • Identify three resources in addition to the Monthly Earnings Estimator that will help you with payments • Demonstrate the use of the Monthly Earnings Estimator to calculate possible eligible earnings months. • Choose to use the Estimator in conjunction with other factors to properly submit payment requests.

3. SSI and SSDI Earnings Earnings are calculated depending on entitlement program • Supplemental Security Income (SSI)/T16 – Pay date • Social Security Disability Insurance (SSDI)/T2 – Earned during the month, i.e. from the 1st day of month to the last day of the month, regardless of when the beneficiary is actually paid • Concurrent (SSI and SSDI) – Both pay date and pay periods. OSM will use eligible earnings for payment.

4. Scenario – John, SSDI Beneficiary • Gross Earnings 01/10 – 01/23 = $500.00 paid 01/28 • Gross Earnings 01/24 – 02/06 = $700.00 paid 02/11 Calculated by Pay Period Beginning and Ending Dates Prorating 2nd gross earnings for January: $700.00 (amount of overlapping gross earnings) divided by 14 (total days in pay period) $50 X 8 (days from 01/24 to 01/31) = $400. Total January Earnings $500 (gross earnings #1) + $400 ( 8 days from gross earnings #2) = $900

5. Scenario – Jim, SSI Beneficiary • Gross Earnings 01/10 – 01/23 = $500.00 paid 01/28 • Gross Earnings 01/24 – 02/06 = $700.00 paid 02/11 Calculated by pay date Only one pay date in January on 01/28 for $500 Total January Earnings = $500

6. Progress Check One Joe Smith is a concurrent beneficiary month’s paycheck is $923.00 • Pay date: June 1, 2013 • Pay Period: May 17 – May 30, 2013 If the EN submits a payment request for May, which entitlement program applies? • SSI/T16 • SSDI/T2 • Both

7. Website Location

8. Save the Estimator

9. Introduction Tab

10. Introduction Tab - Resources Resource Documents Training All About Payments Common Payments Denials Payment Processes Payment Request Form Universal Auto-Pay • Guide to Payments under the Ticket to Work Program • EN Payments Checklist Guide

11. Introduction Tab - Factors

12. Introduction Tab – TWL and SGA Tables

13. Estimator Tab

14. Progress Check Two Where would you begin inputting pay stub information? A B C

15. Enter ALL Pay Stub Information

16. Entitlement Program Schedule SSDI (title II) SSI (title XVI) Concurrent • Benefits payments on the 1st of the month • Benefits payments on the 3rd of the month or later • Benefits payments on the 1st of the month and 3rd of the month or later

17. Entering Data in the Estimator

18. Entering Data in the Estimator (part two)

19. Entering Data in the Estimator (part three)

20. Entering Data in the Estimator (part four)

21. Entering Data in the Estimator (part five)

22. Entering Data in the Estimator (part six)

23. Estimator with Data Entered

24. Earnings Breakup Tab

25. Save the Monthly Earnings Estimator

26. Progress Check Three The estimator is one tool that is used to calculate eligible beneficiary earnings to ENs. What are some other resources and factors that need to be considered to submit a payment request? • 1 • 2 • 3

27. Checks and Balances Employment Network - Stacy TPM Payment Help Desk - Gail

28. Questions?