| I. INTRODUCTION |
| II. HIGHLIGHTS |
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A. RECENT PROGRAM EXPERIENCE |
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B. SSI LEGISLATION SINCE THE 2009 ANNUAL REPORT |
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C. CURRENT ISSUES FACING THE SSI PROGRAM |
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D. KEY RESULTS FROM THE 25-YEAR PROJECTIONS |
| III. THE SUPPLEMENTAL SECURITY INCOME PROGRAM |
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A. BACKGROUND |
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B. THE BASIC PLAN |
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C. UNIFORM STANDARDS AND OBJECTIVE CRITERIA |
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D. ASSISTANCE OF LAST RESORT |
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1. Income |
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2. Resources |
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3. Filing for Other Benefits |
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4. Eligibility Issues for Residents of Public Institutions or Medical Treatment Facilities |
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5. Personal Needs Allowance |
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6. Deeming |
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a. Spouse-to-Spouse Deeming |
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b. Parent-to-Child Deeming |
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c. Sponsor-to-Alien Deeming |
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E. INCENTIVES FOR WORK AND OPPORTUNITIES FOR REHABILITATION |
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1. Earned Income Exclusion |
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2. Impairment-Related Work Expense Exclusion |
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3. Work Expenses of the Blind Exclusion |
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4. Student Earned Income Exclusion |
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5. Plan to Achieve Self-Support |
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6. Special Provisions for Disabled Recipients Who Work |
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7. Vocational Rehabilitation/Ticket to Work Program |
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8. Expedited Reinstatement |
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F. ADMINISTRATION OF THE SSI PROGRAM |
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1. Application Process |
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2. Determination of Eligibility for Benefits |
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3. Payment of Benefits |
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4. Ensuring Continued Eligibility for Benefits |
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5. Representative Payees |
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6. Appeal Rights |
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7. Fees for Attorneys and Non-attorney Representatives |
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8. Advance Payments |
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a. Emergency Advance Payments |
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b. Presumptive Disability or Blindness |
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G. STATE SUPPLEMENTATION |
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1. Optional State Supplementary Payment Programs |
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2. Mandatory State Supplementary Payment Programs |
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3. Administration of State Supplementary Payments |
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4. Passalong Provisions |
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H. COORDINATION WITH OTHER PROGRAMS |
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1. Windfall Offset |
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2. Medicaid Determinations |
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3. Food Stamp Applications |
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4. Interim Assistance Reimbursement |
| IV. ESTIMATES OF PROGRAM RECIPIENTS AND FEDERAL EXPENDITURESUNDER THE SUPPLEMENTAL SECURITY INCOME PROGRAM, 2010‑34 |
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A. DEMOGRAPHIC AND ECONOMIC ASSUMPTIONS |
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B. NUMBERS OF SSI PROGRAM RECIPIENTS |
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C. FEDERAL PAYMENTS UNDER SSI |
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D. FEDERAL SSI PAYMENTS AS A PERCENTAGE OF GROSS DOMESTIC PRODUCT |
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E. THE SSI PROGRAM’S SHARE OF SSA’S ADMINISTRATIVE COSTS AND BENEFICIARY SERVICES COSTS |
| V. APPENDICES |
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A. HISTORY OF PROVISIONS |
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1. Basic Eligibility Requirements |
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2. Other Eligibility Provisions |
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a. Citizenship and U.S. Residency |
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b. Other Benefits |
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c. Drug Addiction and Alcoholism (DA&A) |
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d. Institutionalization |
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e. Vocational Rehabilitation and Treatment |
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f. Continuing Disability Reviews and Eligibility Redeterminations |
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g. Deeming of Income and Resources |
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3. Federal Benefit Payments |
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a. Windfall Offset |
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b. Proration of Benefit |
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c. Retrospective Monthly Accounting |
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d. Uncashed Checks |
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e. Rounding of Payment Amounts |
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f. Penalties for False or Misleading Statements or Withholding of Information |
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g. Installment Payments |
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h. Retroactive Payments to Prisoners, Fugitive Felons, and Probation or Parole Violators |
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4. Federal Benefit Rates |
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5. Exclusions from Income |
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a. General Exclusions |
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b. Special Exclusions |
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6. Resources |
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a. General Exclusions |
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b. Special Exclusions |
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c. Transfer-of-Resources Penalties |
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7. Presumptive and Emergency Payments and Interim Assistance Reimbursement |
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a. Presumptive Payments |
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b. Emergency Advance Payments |
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c. Interim Assistance Reimbursement |
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8. Medicaid Eligibility |
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9. State Supplementation |
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10. Overpayment Recovery |
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11. Attorney Fees |
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B. INCOME AND RESOURCE EXCLUSIONS |
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1. Earned Income Exclusions |
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2. Unearned Income Exclusions |
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3. Resource Exclusions |
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C. HISTORICAL ALLOWANCE DATA |
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1. Technical Notes on the Disability Research File |
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2. General Considerations |
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D. HISTORICAL REDETERMINATION AND CONTINUING DISABILITY REVIEW DATA |
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1. Redeterminations |
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2. Continuing Disability Reviews |
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E. INCENTIVES FOR WORK AND OPPORTUNITIES FOR REHABILITATION |
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1. Work Incentives |
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a. Numbers of Participants in Work Incentive Programs |
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b. Average Earnings of Participants in Work Incentive Programs |
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2. Vocational Rehabilitation/Ticket to Work Program |
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F. INVOLVEMENT OF SSI RECIPIENTS IN OTHER PROGRAMS |
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G. RESEARCH ON RELATED TOPICS |
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1. Ongoing Research |
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a. SSI Policy Simulations |
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b. National Survey of SSI Children and Families |
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c. Analytic Studies |
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d. Evaluation of the Ticket to Work Program |
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e. Homeless Outreach Projects and Evaluation (HOPE) |
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f. Youth Transition Demonstration (YTD) |
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g. Disability Program Navigators (DPNs) |
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h. TANF/SSI Disability Transition Project (TSDTP) |
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2. Bibliography of Recent Publications |
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H. GLOSSARY |
| STATEMENT ON THE SUPPLEMENTALSECURITY INCOME PROGRAM |
www.socialsecurity.gov