Monthly Earnings Estimator

Goals and Objectives

Describe how Social Security considers earnings. Identify three resources in addition to the Monthly

Earnings Estimator that will help you with payments Demonstrate the use of the Monthly Earnings Estimator

to calculate possible eligible earnings months. Choose to use the Estimator in conjunction with other

factors to properly submit payment requests.

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SSI and SSDI Earnings

Earnings are calculated depending on entitlement program• Supplemental Security Income (SSI)/T16 – Pay date• Social Security Disability Insurance (SSDI)/T2 –

Earned during the month, i.e. from the 1st day of month to the last day of the month, regardless of when the beneficiary is actually paid

• Concurrent (SSI and SSDI) – Both pay date and pay periods. OSM will use eligible earnings for payment.

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Scenario – John, SSDI Beneficiary

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• Gross Earnings 01/10 –01/23 = $500.00 paid 01/28

• Gross Earnings 01/24 –02/06 = $700.00 paid 02/11

Calculated by Pay Period Beginning and Ending Dates

Prorating 2nd gross earnings for January: $700.00 (amount of overlapping gross earnings) divided by 14 (total days in pay period) $50 X 8 (days from 01/24 to 01/31) = $400.

Total January Earnings $500 (gross earnings #1) + $400 ( 8 days from gross earnings #2) = $900

Scenario – Jim, SSI Beneficiary

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• Gross Earnings 01/10 –01/23 = $500.00 paid 01/28

• Gross Earnings 01/24 –02/06 = $700.00 paid 02/11

Calculated by pay date

Only one pay date in January on 01/28 for $500

Total January Earnings = $500

Progress Check One

Joe Smith is a concurrent beneficiarymonth’s paycheck is $923.00 • Pay date: June 1, 2013 • Pay Period: May 17 – May 30, 2013

If the EN submits a payment request for May, which entitlement program applies?

A. SSI/T16B. SSDI/T2C.Both

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Website Location

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Save the Estimator

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Introduction Tab

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Introduction Tab - Resources

Resource Documents• Guide to Payments under

the Ticket to Work Program

• EN Payments Checklist Guide

Training• All About Payments• Common Payments

Denials• Payment Processes• Payment Request Form• Universal Auto-Pay

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Introduction Tab - Factors

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Introduction Tab – TWL and SGA Tables

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Estimator Tab

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Progress Check Two

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A CB

Where would you begin inputting pay stub information?

Enter ALL Pay Stub Information

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Entitlement Program Schedule

SSDI (title II)

• Benefits payments on the 3rd of the month or later

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• Benefits payments on the 1st of the month

• Benefits payments on the 1st of the month and 3rd of the month or later

SSI (title XVI) Concurrent

Entering Data in the Estimator

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Entering Data in the Estimator (part two)

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Entering Data in the Estimator (part three)

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Entering Data in the Estimator (part four)

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Entering Data in the Estimator (part five)

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Entering Data in the Estimator (part six)

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Estimator with Data Entered

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Earnings Breakup Tab

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Save the Monthly Earnings Estimator

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Progress Check Three

The estimator is one tool that is used to calculate eligible beneficiary earnings to ENs. What are some other resources and factors that need to be considered to submit a payment request?

• 1• 2• 3

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Checks and Balances

27Employment Network - Stacy TPM Payment Help Desk - Gail

Questions?

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