Seeking Waiver of a Social Security or SSI Overpayment
A Practical Guide for Advocates and Beneficiaries

Sources of Overpayments
Requesting a Waiver
Establishing the Right to a Waiver
The Right to Appeal if the Request for Waiver is Denied
Special Features
When To Call Our Toll-Free Line For Technical Assistance
Taking Steps to Avoid Work-Related Overpayments
Resources for Advocates
Medicaid Updates for 2006
Forms, Other Resources Available on SSA’s Website
Benefits Planning, Assistance & Outreach Projects in New York .

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Volume 5 Issue 3 Fall 2005

The Medicare Part D Presciption Drug Program
Special Issues Facing Younger Individuals Who are Dually Eligible for Medicaid and Medicare
and The Interaction of Part D with the SSI, SSDI, Medicaid, and Medicare Work Incentives

Medicare, The Basics
Medicare Part D: Issues Faced by SSDI & SSI Beneficiaries
What Will Part D Coverage Cost Beneficiaries?
The Low Income Subsidy
Low-Income Subsidy Applications
Picking a Prescription Drug Plan
What if Drug Plan Does Not Cover a Needed Drug?
New York’s Medicaid Wrap-Around Program
Medicare, Medicaid, and the Younger Individual with a Disability: Key Issues for Benefits Planning
Medicaid Work Incentives: Section 1619(b) and the Medicaid Buy-In
Medicaid Eligibility-the Medically Needy or Spend Down Program
The Medicaid Buy-In
Special Features
Websites to Support Your Medicare Part D Work

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SSI AND TRANSITION-AGED
SPECIAL EDUCATION STUDENTS

SSI, Social Security, Medicaid and Medicare
A Few Words About SSI's Disability Criteria
Some Basic Financial Rules Which Apply to SSI
SSI's Income and Resource Rules
Eligibility Calculations -
When is a Child Eligible for SSI?
What Happens to SSI and Medicaid if the Child or Young Adult Works?
Keeping Medicaid While Working
Receipt of SSI or SSDI Ensures Automatic Financial Eligibility for VESID and Commission for the Blind Service

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Volume 5 Issue 1 Spring 2005

SSI'S INCOME AND RESOURCE RULES PART II:
A PRACTICAL APPLICATION

Introducing Maria
Hector's Death
Maria Gets Help From Her Sister
Katherine's Gift of a Sofa;
Maria's Garage Sale
Inheritance From Aunt Susie
Maria Starts Working for Katherine
Maria Starts Making Necklaces at Home
Maria Gets a Lumbar-Support Chair
VESID Pays for Jewelry Making Course, Equipment, Supplies, and Lumbar Support Chair
Special Features
When To Call Our Toll-Free Line For Technical Assistance
The Technical Assistance Corner

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Volume 4 Issue 4 Winter 2004-2005

SSI's Income and Resource Rules Revised
Working With The Revised Rules To Ensure Eligibility For SSI And Medicaid
The SSI Program's Treatment Of Income
SSI's Treatment Of Resources
Special Features
SSI's Regulations Governing Income And Resources
Section 1619(b) Medicaid
When To Call Our Toll-Free Line For Technical Assistance
Benefits Planning, Assistance & Outreach Projects in New York

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Volume 4 Issue 3 Fall 2004

ASSISTIVE TECHNOLOGY CAN MAKE WORK A REALITY
Funding for Work-Related AT Through Special Education Programs, VESID, Medicaid, Medicare, and SSI's PASS Program
Special Features
Benefits Planning, Assistance & Outreach Projects in New York
Additional Resources Available on Topics Covered In This Article
Key 2005 Social Security and Medicare Changes
State AT Project Can Help When AT is Denied

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Volume 4 Issue 2 Summer 2004

A Journey Through the Maze of Social Security Benefits & Work:
The Case of Julie and How a Benefits Specialist Would Counsel Her Along the Way
Special Features
When To Call Our Toll-free Line For Technical Assistance
Contact Information for Benefits Planning, Assistance and Outreach Services
The Technical Assistance Corner

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Volume 4 Issue 1 Spring 2004

Public and Subsidized Housing:
Housing Subsidies and Work Incentives for Tenants with Disabilities
What is Public and Subsidized Housing?
Eligibility Criteria for Public and Subsidized Housing
Calculation of Tenant's Rent Obligation
Special Features
Advocacy Programs for Housing Subsidy Issues
Website Support on Subsidized Housing Issues

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The Federal Earned Income Tax Credit

Who Is Eligible for the EITC?
The Special Rules
Special Features...
The EITC Is a Tax Credit and Not a Tax Deduction
Key 2004 Social Security and Medicare Changes
Contact Information for Benefits Planning, Assistance and Outreach Services
When To Call Our Toll-free Line For Technical Assistance
The Technical Assistance Corner
EITC Eligibility Checklist For Tax Year 2003

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Volume 3 Issue 3 Fall 2003

Medicaid Buy-In PART II:
Using Examples to Illustrate Key Eligibility Issues

A Summary Of Buy-in Eligibility Criteria
Examples Illustrating Buy-in Eligibility Rules
Filing A Buy-in Application: Strategy Tips
Special Features
Reflections On Marge Tierney
Key 2004 Social Security And Medicare Changes
When To Call Our Toll-Free Line For Technical Assistance
Benefits Planning Assistance & Outreach Projects In New York
The Technical Assistance Corner
Speial Insert - Medicaid Buy-In At a Glance

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New York Implements Medicaid Buy-In Program
Program Allows Individuals With Disabilities to Work and Keep Medicaid
• What Is Medicaid?
• Basic Medicaid Eligibility Concepts
• Section 1619(b) – Continued Medicaid Following A Loss Of SSI Due To Wages
• The Medically Needy Or Spend Down Program
• The Need For A Medicaid Buy-in Program
• New York's Medicaid Buy-in Program
Special Features
Contact Information For Benefits Planning, Assistance And Outreach Services
Back Issues Of The Benefits Planner Available
Two-day Conference Planned In Herkimer
When To Call Our Toll-free Line For Technical Assistance
The Technical Assistance Corner

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