Resources: Providing Effective Work Incentives Planning and Assistance Services
WIPA Eligibility
Calculation Tools
- SSI Calculation Chart - Eligible Couple
- SSI Calculation Chart 2010
- Title 2: TWP/EPE Calculation Chart
Preparing BSAs and WIPs
- Benefits Summary and Analysis or Not? - A Quick Reference
- BSA Prep: BSA Planning Sheet
- BSA Prep: Completing the BS&A Planning Sheet
- Completing the BSA: BSA Alternate Form - January 2010
- Completing the BSA: BSA Form
- Example: BSA & WIPA
- Example: BSA in Bulleted Style
- Example: BSA in Combination Style (Narrative & Bullet)
- Instructions for Completing the Benefits Summary and Analysis - 2010
- WIP Form
- WIP Form: What Goes Where?
Tools for Reporting Earnings
- How to Calculate Earnings for Wage Reports
- Notice of Change in Earnings Status
- Reporting Tips for Beneficiaries of Social Security Disability Programs
- Reporting Work Activity to the Social Security Administration
- Supplemental Security Income Telephone Wage Report – Instructions
Facilitating the Use of Work Incentives
- Forms: BWE Request Form
- Forms: IRWE Request Form
- Forms: Subsidy/Special Conditions Request Template
- PASS #1: Form SSA-545
- PASS #2: Candidate Checklist
- PASS #3: Screening & Development Steps
- PASS #4: Monthly Expense Sheet
- PASS #5: Tips for Managing Your PASS
Concurrent Beneficiaries / Transition Youth
- Age 18 Benefits Check-Up for Transition Age Youth: A Guide for Students, Families and Professionals
- Concurrent Beneficiary Issues and Considerations - January 2010

