WIP CEU Webinar Series: Retrospective Monthly Accounting and Its Exceptions: A Weird, Wild Ride


Once you know the SSI calculation, it’s pretty straightforward to estimate HOW income affects SSI.  But figuring out WHEN income affects SSI can be trickier.  Income received in one month generally reduces SSI two months later…except when it doesn’t.  There are several exceptions.  Depending on a person’s earnings fluctuations, it can get pretty complicated to determine how much SSI they should get each month.


Here's your chance to learn the rules about WHEN income affects SSI, with plenty of case examples.  This webinar will cover:


·      Retrospective Monthly Accounting (RMA) – rule that income received in a month generally affects SSI two months later

·      Exceptions to RMA:

o   First month of SSI eligibility

o   Months in which countable income exceeds the federal benefit rate

o   Transitional Computation Cycle (TCC) – when SSI eligibility starts or re-starts after a period of ineligibility

o   SSDI/SSI COLA coordination

o   Certain income based on need (IBON)