WIP CEU Webinar Series: Reporting Earnings and Work Incentive Use: The Best Thing a Beneficiary Can Do When They Work


If a beneficiary asks you, “What is the most important thing I should do when I go to work?”, your answer should emphatically be:  “Report your earnings and work incentive use to Social Security”.  Reporting earnings limits overpayments (and underpayments) and helps get overpayments waived when they occur.  Reporting work incentive use can help continue Title II Disability benefits, keep SSI payments higher, continue medical benefits if cash benefits stop, and restore cash benefits if earnings drop later.


That sounds simple enough, but the devil is in the details.  This webinar explains the little devils, including:


·      When and how often to report earnings

·      Options for reporting earnings when work starts, and when it continues

·      Methods for reporting earnings for Title II Disability and for SSI

·      When and how often to report work incentive use

·      Forms and documents needed for reporting work incentives

·      Tracking and saving documentation of earnings and work incentive use

·      What to do when a beneficiary is overpaid, despite reporting earnings and work incentives

·      A WIP’s role in reporting