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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME SOURCES 07/19 CHAPTER I, PAGE 80

62. Social Security Administration (SSA) Benefits Unearned Income Retirement, Survivors, and Disability Insurance (RSDI) monthly benefits are benefits paid under Title II of the Social Security Act. 62.1. Income Treatment Generally, the gross amount of Title II benefits is unearned income and is subject to the unearned and general income exclusions. (See Death Benefits Chapter I – 20 for treatment of lump-sum death payments.) 62.1.1. Worker’s Compensation Offset If a monthly benefit payment has been reduced because of a worker’s compensation offset, the net amount of the benefit received (plus any SMI premium withheld) is unearned income. 62.1.2. Prior Overpayment If all or part of a Title II benefit is being withheld to recover an overpayment, the amount of Title II before deduction for the overpayment (the gross amount) is unearned income (unless the overpayment related double counting exception applies. See Chapter I – 47). If the exception applies (i.e., the overpayment occurred when the individual was receiving AG and the overpaid amount was included in unearned income at that time), the amount deducted for an overpayment is not included in calculating countable Title II income. 62.1.3. Supplementary Medical Insurance (SMI) Premiums The amount of premiums deducted from RSDI benefits for SMI under Medicare is unearned income. Refunded SMI premiums are not income. See Rebates and Refunds Chapter I – 51. 62.1.4. Garnishment of Title II Benefits If a monthly Title II benefit payment has been reduced because of a garnishment, the gross amount of the benefit received is unearned income.