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UPDATED: AUGUST 1999

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INCOME SSI-RELATED BUDGETING METHODOLOGY

PLAN TO ACHIEVE SELF-SUPPORT (PASS)

Policy: After all other disregards are deducted, the remaining income of certain certified blind or certified disabled individuals (See CATEGORICAL FACTORS SSI-RELATED DISABILITY) may be disregarded if such income is needed to fulfill a plan for achieving self- support.

This disregard applies to certified blind or certified disabled individuals under 65 years of age, and to certified blind or certified disabled individuals age 65 or over who received SSI payments or aid under the State Plan for the certified blind or certified disabled for the month preceding the month of their 65th birthday.

References: SSL Sect.

366.2(b)

Dept. Reg.

360-4.6 (a)(2)(xxiv)

ADMs

83 ADM-17

Disability Manual

Interpretation: The local social services district assists a certified blind or certified disabled A/R who appears to have the potential to benefit from PASS and who is interested in setting up a self-support. The plan must:

(1) contain specific planned savings and/or expenditures to achieve a designated feasible occupational objective and the period of time for achieving the objective;

(2) provide for the identification and segregation of money and goods, if any, being accumulated and saved;

(3) be current, in writing and be approved by the local commissioner of social services for not more than 18 months with the possibility of an extension for an additional 18 months; a further extension of 12 months may be allowed in order to fulfill a plan for a lengthy education or training program; and

(4) be followed by the individual.

Some examples of goals that an A/R may be striving to meet which are acceptable for self-support plans are:

(MRG)