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Best Practices for Working with the Social Security Administration (2021)

Contains material from Apr 2021

Best Practices for Working with the Social Security Administration (2021)
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Session 1: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options.

Session 2: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started.

Includes: Video Audio Paper Slides


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1. SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2021)

Amanda Flood, Dana Marquez

1.00 0.00 0.00
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(mp4)
61 mins
(mp3)
60 mins
(pdf)
16 pgs
Session 1 —61 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2021)

A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options.

Originally presented: Mar 2021 Special Needs Trusts

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

Show session details

2. SSI Application Process for Children and Adults (Apr 2021)

John Driskill

0.50 0.00 0.00
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Download session materials for offline use

(mp4)
30 mins
(mp3)
30 mins
(pdf)
34 pgs
Session 2 —30 mins
SSI Application Process for Children and Adults (Apr 2021)

The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started.

Originally presented: Mar 2021 Special Needs Trusts

John Driskill, Morgan & Weisbrod, L.L.P. - Houston, TX