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Monthly Earnings Estimator: Calculate Eligible Earnings for SSI and SSDI

Learn how Social Security considers earnings and use the Monthly Earnings Estimator to calculate eligible earnings. Submit payment requests accurately by using the Estimator with other factors.

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Monthly Earnings Estimator: Calculate Eligible Earnings for SSI and SSDI

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Presentation Transcript

  1. Monthly Earnings Estimator Ticket Training Tuesday

  2. Goals and Objectives • Describe how Social Security considers earnings. • 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 (SSD)/T2 – Pay Period beginning and ending dates • Concurrent (SSI and SSDI) – both pay date and pay periods. OSM will use eligible earnings for payment.

  4. Progress Check Joe Ticketholder 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

  5. Website Location

  6. Save the Estimator

  7. Estimator Interface

  8. Estimator Tab

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

  10. Enter ALL Pay Stub Information

  11. 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

  12. Entering Data in the Estimator

  13. Entering Data in the Estimator

  14. Entering Data in the Estimator

  15. Entering Data in the Estimator

  16. Entering Data in the Estimator

  17. Entering Data in the Estimator

  18. Estimator with Data Entered

  19. Earnings Breakup Tab

  20. Save the Estimator

  21. Progress Check The estimator is one tool that is used to calculate eligible payments to ENs. What are some other tools and factors that need to be considered when completing a payment request? • 1 • 2 • 3

  22. Questions?

  23. Thank You! • You will soon receive an evaluation of this presentation in your inbox from: ENOperations@yourtickettowork.com • Please complete the evaluation so that we may better design and deliver training that meets your needs.

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