Resources

Resource List

Archived Webinars
PASS Online

Archived Webinars

PASS Series

PASS 1.1: Overview of the Plan for Achieving Self Support (PASS)
Monday, April 18, 2011

This session will provide a basic overview of the PASS Program including eligibility requirements, criteria for approving a PASS, and information about how the PASS can be used to promote a work goal.

PASS 1.2: How the PASS Works
Monday, May 16, 2011

The PASS allows a person to exclude income and/or resources that would otherwise be counted in determining SSI eligibility. If used for approved goods or services, the money set aside in a PASS will not be counted by the SSI program. This then allows the individual to become eligible for SSI, retain SSI eligibility, or become eligible for a larger SSI check. Learn how to determine if a consumer has income and/or resources that can go into a PASS to achieve a specific work goal.

PASS 1.3: Good Candidates for a PASS and How to Exclude and Use Income and Resources
Monday, June 20, 2011

Since the PASS consists of income and resource exclusion rules used by the SSI program, a person must have countable income and/or resources, other than the SSI benefit check, to make the PASS application feasible. Thus, there will be some individuals who are better candidates for a PASS than others. Additionally, knowing what income and/or resources should be excluded and then deciding how to use the excluded income and/or resources is a complex matter. This webinar will assist you ensure that the individual you are assisting with a PASS is indeed a good candidate for a PASS.

PASS 1.4: The Criteria for PASS approval
Monday, August 15, 2011
It's not easy to get SSA to approve a PASS. A good PASS must include a specific work goal, the individual's medical, educational and vocational background, a list of items or activities, requiring savings or payments and anticipated amounts, cash resources to put into the PASS as well as specific savings and planned disbursement goals. Through a thorough review of the PASS application, learn about how to present this information so the PASS you submit is approved by SSA.

PASS 1.5: So My PASS Has Been Approved, Now What
Monday, September 19, 2011

Just because the PASS has been approved, your work is not over. SSA conducts progress checks and progress reviews to determine whether the PASS should continue as is, be amended, suspended or terminated. Learn the intricacies of each of these concepts during this webinar.

PASS 1.6: How Will the PASS Affect Other Benefits & How Will Work Affect the PASS
Monday, October 17, 2011

Will the income and/or resources set aside in a PASS affect other government benefits? Will an individual who has set aside his SSDI check have his PASS affected if he or she returns to work and earns substantial amounts of money? During this webinar, learn about the effect of a PASS on many other benefits, the effect of substantial earnings on a PASS and how the PASS can be instrumental in assisting an individual qualify for the1 1619b or Medicaid Buy-in for Working People With Disabilities.

MBI Series

MBI-WPD 1.1: Overview of the Medicaid Buy-In for Working People with Disabilities
Monday, April 11, 2011
This session will provide a basic overview of the MBI-WPD Program including eligibility requirements, a discussion of the two eligibility groups and the grace period.

MBI-WPD 1.2: Why Medicaid Is Important and Why the MBI-WPD Is Important
Monday, May 09, 2011
Medicaid is the most important benefit an individual who returns to work could have. Learn about the difference between Medicare and Medicaid, the services covered by Medicaid and the basic concepts of Medicaid eligibility.

MBI-WPD 1.3: The Ins and Outs of the Medically Needy Program & its Relation to the MBI-WPD Program
Monday, June 13, 2011
Many individuals with disabilities can only access Medicaid with a spend down due to earnings. Learn about this program and how applying for the MBI-WPD can make the medically needy spend down disappear.

Download the slides from MBI 1.3

MBI-WPD 1.4: 1619b: The Best Kept Secret
Monday, August 08, 2011
When an SSI recipient goes to work and earns too much to receive any SSI they will assume that they will lose their Medicaid eligibility. Individuals whose earnings exceed the break even point for receiving cash benefits retain their eligibility for SSI and Medicaid under 1619(b) as long as their earnings do not exceed certain state thresholds and they meet specific eligibility criteria.

MBI-WPD 1.5: The Plan for Achieving Self Support (PASS) and Medicaid
Monday, September 12, 2011
The PASS is best known as an SSI work incentive. The PASS can also be used to exclude income or resources that would be counted by Medicaid. Learn how the PASS can be instrumental in assisting an individual qualify for the MBI-WPD Program.

MBI-WPD 1.6 : The Medicaid Buy-In Application Process
Tuesday, October 11, 2011
This session will focus on assisting practitioners and advocates in supporting the application for the MBI-WPD Program. This session will review common obstacles and barriers and strategies for overcoming them. This webinar will assist you ensure that your client's dreams are not crushed before they even start.

Cutting Edge Series

Cutting Edge Webinar: 1.1- Impairment Related Work Expenses for Individuals With Disabilities Who Work
Monday, March 28, 2011

This session will provide a basic overview of this important work incentive and how it applies to SSDI and SSI applicants and recipients.

Cutting Edge Webinar: 1.2 - Subsidies for Individuals With Disabilities Who Work
Monday, April 25, 2011

This session will provide a basic overview of this important work incentive and how it applies to SSDI and SSI applicants but only SSDI recipients.

Cutting Edge Webinar: 2.1 - Individuals on SSDI and Self Employment
Monday, May 23, 2011

This session will provide an Introduction to self-employment, what constitutes self-employment and net-earnings from self-employment. It will also provide a review of the rules governing substantial gainful activity, trial work period, and extended period of eligibility.

Cutting Edge Webinar: 2.2 - Individuals on SSI and Self-Employment
Monday, June 27, 2011

This session will provide a review of rules governing how SSA treats earnings from self-employment in SSI cases.

Cutting Edge Webinar: 2.3 - Case Study: Individuals Receiving Disability Benefits and Self-Employment
Monday, July 25, 2011

This session will provide participants with an opportunity to use what they learned in the first 2 webinars via a Case Study that will be emailed to participants ahead of the webinar and then reviewed thoroughly during the webinar.

Cutting Edge Webinar: 3.1 - Introduction to Overpayments
Monday, August 22, 2011

This session will provide an introduction to Overpayments in the social security world, what are they and how to deal with them.

Cutting Edge Webinar: 3.2 - The Waiver of Overpayments Form
Monday, September 26, 2011

This session will provide a review of the official Waiver of Overpayment form by going through the form question by question highlighting the key stumbling blocks and strategizing how to respond to those questions to prevail in their request.

NYMWP Asset Development 2010 Series

Asset Development Webinar 1
Wednesday, October 6, 2010

Why are we even talking about Asset Development? We will discuss Economic Empowerment and Financial Stability and why they are important to people with disabilities and how WIIN Members fit in to these goals and how Economic Empowerment relates to work incentives.

Asset Development Webinar 2
Wednesday, October 13, 2010

Becoming Financially Organized & Creating a Budget During this session we will explore the methods WIIN Members can learn to assist their clients become financially organized on a fundamental level; creating budgets and consider savings.

Asset Development Webinar 3
Wednesday, October 20, 2010

Saving Money on a Daily Basis The objective of this webinar session is for WIIN Members to learn ways to assist their clients reduce personal consumption/consumerism so limited resources may be re-directed towards other needs.

Asset Development Webinar 4
Wednesday, October 27, 2010

Given the significant resource limits placed upon public benefits recipients, what alternatives exist that might allow asset accumulation and economic empowerment? Various options and tools will be discussed. The goal of financial independence necessarily requires financial literacy and knowledge of all available avenues and tools to achieve that end.

NYMWP Asset Development 2011 Series

Asset Development Webinar 1
Wednesday, November 30, 2011

Why are we even talking about Asset Development? We will discuss Economic Empowerment and Financial Stability and why they are important to people with disabilities and how WIIN Members fit in to these goals and how Economic Empowerment relates to work incentives.

Asset Development Webinar 2
Wednesday, December 7, 2011

Given the significant resource limits placed upon public benefits recipients, what alternatives exist that might allow asset accumulation and economic empowerment? Various options and tools will be discussed.

OPWDD Benefits Planning and Work Incentives Webinar Series

OPWDD Webinar 1: SSI Work Incentives
Tuesday, November 29, 2011

If you are an SSI recipient with a disability who wants to work, this is the session for you! You have questions, we have answers!

This webinar will cover the following topics on the SSI work incentives:

The impact of income on SSI
The difference between unearned and earned income
The general income exclusion
The earned income exclusion with examples
The student earned income exclusion
Impairment Related Work Expenses (IRWE)
Blind Work Expenses (BWE)
SSI, Work & Medicaid including 1619b
Where to go for more help with using work incentives

OPWDD Webinar 2: SSDI Work Incentives
Tuesday, December 6, 2011

You are a recipient of Social Security Disability Insurance (SSDI), and you want to know what will happen to your SSDI benefit if you work. After this session, you will know the basics of work incentives for SSDI recipients. This webinar will cover the following topics on the SSDI work incentives:

The Trial Work Period (TWP)
The Extended Period of Eligibility (EPE)
The Effect of Substantial Gainful Activity (SGA) on SSDI benefits
Reducing countable earnings below the SGA level by using

Paid Time Off
IRWEs
Subsidies

The Expedited Reinstatement of Benefits Program
Extended Medicare Eligibility

OPWDD Webinar 3: The Medicaid Buy-in for Working People With Disabilities (MBI-WPD) Program: An Overview
Tuesday, January 10 2012

Many people with disabilities rely on Medicaid to get the services and supports they need. Fear of losing your Medicaid benefit may be stopping you from reaching your work goals. But did you know the Medicaid Buy-In for Working People with Disabilities (MBI-WPD) is a program that can help you keep your Medicaid benefit when you go to work? If you are a working person with a disability who has a Medicaid spend-down, did you know you may be eligible for the MBI-WPD program? Find out the answers to these questions and more by joining us for this webinar session.
This webinar will cover the following topics on the Medicaid Buy-in for Working People With Disabilities:

What is the MBI-WPD program
Criteria for Eligibility for the Basic Eligibility Group
What is Countable Income
Criteria for Eligibility for the Medical Improvement Group
The Premium (right now there is no out of pocket cost)
The Application Process
The Grace Period

OPWDD Webinar 4: The Plan For Achieving Self Support (PASS)- An Overview
Tuesday, January 17 2012

The PASS is a powerful work incentive that allows SSI recipients to exclude income and/or resources that would otherwise be counted in determining SSI eligibility. If used for approved goods or services, the money set aside in a PASS will not be counted by the SSI program. This then allows the individual to become eligible for SSI, retain SSI eligibility, or become eligible for a larger SSI check.
This webinar will cover the following topics on the Plan for Achieving Self Support:

What is a PASS?
Examples of how a PASS can benefit an individual with a disability
Criteria for PASS approval
The Criteria for increasing the prospect for self support
The feasible work goal
Savings and expenditures
Time limits
Amendments to the PASS
Suspension and Termination of a PASS

OPWDD Webinar 5: SSDI Work Incentives
Tuesday, February 7, 2012

Have you ever opened a letter from SSA saying you owe $40,000, $50,000, or even more in overpayments? Don't face this problem alone. This webinar series will help you learn what to do if this happens and connect you with someone who can help.

This webinar will cover the following topics about overpayments in the Social Security world:

What is an overpayment Overpayments & work
Who is liable Reconsideration vs. Waiver of an overpayment
The ins and outs of requesting a reconsideration of the overpayment
The ins and outs of requesting a waiver of the overpayment
What is fault?
What does inability to repay mean?
Administrative Waiver: 3 examples What happens if you lose your request for a waiver

OPWDD Webinar 6: SSDI Work Incentives
Tuesday, February 14, 2012

The Waiver of Overpayment and Change of Rate form is not an easy form to complete and it must be done correctly.

This webinar will cover the following topics about completing the waiver of overpayment form:

What are you really asking SSA to do with the overpayment
How to respond to the question about why it is not your fault
When to stop completing the form and just sign it after question 13
Listing Income and Assets
Listing Expenses

The New York State Disability and Employment Status Report Rollout Webinar

In this webinar, we will present relevant and current information on disability and employment in New York State, providing our community of stakeholders a better understanding of where we are now, as we continue to work toward improving outcomes for individual with disabilities. Upon completing the webinar, participants will have a better understanding of the disability and employment situation in NYS, with a special focus on the following topics:

How disability prevalence rates vary across the state and among various groups.
Where disparities exist between people with and without disabilities in employment and financial security.
Factors that may influence the employment environment of New Yorkers
Utilization rates and outcomes of programs designed to serve people with disabilities.

Miscellaneous Trainings and Webinars

Developing Representational Portfolios for Presenting Job Seekers to Employers, presented by Marc Gold & Associates : View

Download the slides here

View The New Ticket to Work and Self-Sufficiency Program - Creating New Program and Revenue Opportunities here: View

Download the slides from MBI 1.4

View the New York State MIG WIIN Application Information Session here: View
View the EN Application Process Walkthrough here: View

Resources

Archived Webinars

PASS Series

MBI Series

Cutting Edge Series

NYMWP Asset Development 2010 Series

NYMWP Asset Development 2011 Series

OPWDD Benefits Planning and Work Incentives Webinar Series

Get 'WORKING!'

About NY Makes Work Pay

Contact Us

Voice: 1-888-224-3272
TDD: 1-877-671-6844

Partnering Organizations

Resources

Archived Webinars

PASS Series

MBI Series

Cutting Edge Series

NYMWP Asset Development 2010 Series

NYMWP Asset Development 2011 Series

OPWDD Benefits Planning and Work Incentives Webinar Series

Get 'WORKING!'

About NY Makes Work Pay

Contact Us

Voice: 1-888-224-3272 TDD: 1-877-671-6844

Partnering Organizations

Voice: 1-888-224-3272
TDD: 1-877-671-6844