9.6.2.1 SSI/SSDI Transition Plan

The case manager may begin to develop a written Transition Plan with the participant early in the SSI Supplemental Security Income advocacy process using the automated SSI/ SSDI Social Security Disability Insurance Transition Plan.

The Transition Plan must be developed during a meeting between the FEP Financial and Employment Planner and the participant. Once there is a formal decision handed down from the Social Security Administration (SSA) regarding eligibility for SSI/SSDI, the Transition Plan should be finalized with the participant. The final Transition Plan should be issued to the participant no sooner than 90 days prior to W-2 Wisconsin Works eligibility ending and reviewed regularly with the participant up until W-2 eligibility ends. The FEP must document in PIN comments when the final plan was printed and given to the participant.