REMINDER: A temporarily broken down vehicle normally used for transportation meets the definition When a person who is eligible for SSI benefits lives with a spouse who is not eligible for SSI benefits, we may count some of the spouse's income in determining the SSI benefit. The equity value of the vehicle is a resource. This means Josiah has up to $475 more per month to save or pay for other things. This website is produced and published at U.S. taxpayer expense. N.A.D.A. Online guide available through the SSA Digital Library site to determine CMV, always redevelop the collector value. For a list an estimate at SSA's expense is approvable per GN 00301.210 and GN determinations. 23. page in MSSICS following the instructions in MSOM INTRANETSSI 013.007. or a member of the recipient's or couple's household uses it for transportation. Is your SSI eligibility affected if you dispose of a resource below its market value? Select accessories appropriate for the vehicle in question. Online (for example, leave the $2,500 equity value of the other car as a countable resource. NOTE: The March 2005 resource determination is based on the prior rules as described in REMINDER: temporarily broken down vehicle normally used for transportation meets the definition Complete the Vehicle page Follow the same form completion instructions in SI 01130.200E.2. Grants, scholarships, fellowships or gifts to be used for educational expenses. The SSI program determines countable earned income after subtracting a range of monthly earned income exclusions, including: Student Earned Income Exclusion: Josiah, age 16, is a full-time high school student, receives SSI payments of $771 per month, and earns $865 gross per month during July and August. An example of rebuttal evidence can be a written appraisal of an automobile's CMV To access N.A.D.A. because resources are determined as of the first moment of the month. table in the Vehicle page. Complete the Vehicle page in MSSICS following in SI 01130.200E.2.a for the excluded automobile. the open market in the geographic area covered by local media. To print the PDF, click on the printer icon or select “Print” from the file menu at eligible recipient or couple or deemors own more than one automobile used for transportation 7. Exclude one automobile per household, regardless of the value, if the eligible recipient for the treatment of multiple automobiles and document each vehicle on the paper Benefit Rate Use the If only one automobile is used for transportation, totally exclude the value of that automobile. the automobile exclusion (for example, the recipient uses a different automobile for During calendar year 2019, the maximum SSI federal benefit rate (FBR) is $771 per month. Based on a change in the regulations effective March 9, 2005, the resource exclusion for automobiles changed. 3. The equity value of any automobile, other than the one wholly excluded per SI 01130.200C.1., is a resource when: An eligible recipient, couple or deemor owns it; and. To obtain a printout of the information, select “Print Reports”. Resolve any questions by examining the title, the current year's registration, or For MSSICS cases, record the document examined on the EVID or the relevant facts on If the recipient uses one automobile for transportation, If the recipient uses more than one automobile for transportation, If you cannot exclude an automobile for transportation reasons, If the automobile does not qualify for exclusion, If only one automobile is used for transportation, If a recipient is using more than one automobile for transportation, If you cannot exclude any automobile for transportation reasons, If the automobile does not qualify for the exclusion, Within 12 calendar months after the month of adjudication, More than 12 calendar months after the month of adjudication, If a recipient uses only one automobile for transportation, If a recipient uses more than one automobile for transportation, If a recipient has an automobile that is not excludable for transportation reasons, GN SI 01130.200D. During the school year he is expected to work fewer hours and earn $365 gross per month. Earned income includes, for example, wages, net earnings from self-employment, royalties on published work, and honoraria payments (like a speaker’s fee). 00301.215. If you cannot exclude any automobile for transportation reasons, consider excluding it under the provisions for property essential to self-support, Disability Booklet or couple or a member of the eligible recipient's or couple's household uses the automobile Exclude the total value of the automobile. 8 SSI RESOURCES SSI RESOURCES 9. (These are just some of the SSI work incentives available to individuals served by State VR agencies. The month of adjudication is January, and the recipient alleges the automobile will Other Programs or plan to achieve self-support, or consider if conditional benefits apply. Note: Unless identified as exceptions, other SSI exclusions not listed above are also considered exclusions for purposes of determining eligibility for the extra help. Apply the total exclusion to the automobile with the greatest equity value if the If the Trade-In Value is unavailable from the site, obtain the Trade-In ASSUMPTION: Assume someone in the household uses the automobile for transportation, absent evidence in MSSICS following the instructions in MSOM INTRANETSSI 013.007. of an automobile. model, number of doors, equipment, etc. form as appropriate. equity value of the automobile. EXCEPTION: For an antique or collectible automobile you previously excluded up to $4,500 of April 2005 is the first month for which the policy change affects the resource determination The “N.A.D.A. boats, snowmobiles, animal-drawn vehicles, and even animals. NOTE: If the automobile is more than 20 but less than 25 years old, use the value shown Medicare Follow the form completion instructions Only use N.A.D.A. Exclude the total value of the automobile. 15. Charge the equity value of the automobile as a resource. household. § 416.1236 Exclusions from resources; provided by other statutes. transportation, the recipient purchases or disposes of an automobile). Follow the instructions in SI 01130.200E.2.c. Wages and the “MAIN PURPOSE FOR WHICH THE VEHICLE(S) IS USED” block, and then determine Are exclusions in Section 911 of the Internal Revenue Code applicable to ministers outside the U.S.. self-support, plan to achieve self-support) or conditional benefits do not apply. for transportation. Nor does mention of trade names, commercial products, or organizations imply the endorsement by the U.S. Department of Education. CMV would leave $3,500 of the CMV of that car as a countable resource. Often, the reason for procedure exclusion from the SIRs is due to data quality issues, which can be addressed, if applicable. Countable Resources Resources remaining after all exclusions are applied. The FBR is often adjusted annually based on a cost-of-living index. benefits apply. Online when the vehicle is a non-motorized vehicle (for example, § 416.1235 Exclusion of certain payments related to tax credits. Complete the Vehicle page in MSSICS following in SI 01130.200G.5. For resource determinations beginning April 2005, we exclude completely one automobile per household regardless of value if the recipient or couple or a member of the recipient's or couple's household uses it for transportation. The following vehicles do not meet the definition of an automobile: A vehicle used only as a recreational vehicle (for example, a boat used on weekends the redetermination. Funds received and conserved to pay for medical and/or social services. of an automobile. For more on inoperable automobiles see SI 01130.200E.3. The recipient owns two cars. SSI resource exclusions applicable to extra help determinations include the following: The individual's home. If you cannot exclude an automobile for transportation reasons, consider excluding it under the provisions for property essential to self-support Insert “TRANSPORTATION” in the “USED FOR” block. Cash Disability The SSI program defines income as items received as cash, or in-kind, that can be used to meet a person’s need for food or shelter. Guide” on the next screen pre-fills with the current year and month. Josiah’s SSI payment will remain at $771 per month despite his earnings. personal effects see SI 01130.430. For more The Average Trade-In Value provided by N.A.D.A. Do not redevelop the exclusion of an automobile that has already been determined to § 416.1238 Exclusion of certain housing assistance. For purposes of determining countable resources for the extra help with Medicare prescription drug costs, we apply the exclusions applicable to the SSI program unless a specific exception is noted. Using this toolkit will aid you in explaining some of these basic concepts to youth, their families, and others who assist them. of the value of cars (SSI resources). NOTE: The personal effects exclusion does not apply to such vehicles. Based on a change in the regulations effective March 9, 2005, the resource exclusion For non-MSSICS cases, record the document examined on the EVID or the relevant facts For purposes of this exclusion, a home is any property in which the individual (and spouse, if any) have an ownership interest and which serves as the principal place of residence. See Print and Go Tip Sheet, “An SSI Beneficiary’s Right to Automatic Medicaid Eligibility in Most States.”. Consider the possibility of excluding the automobile under the provisions for property Complete the Vehicle Nonpayment 28. Provide the contact with a complete description of the vehicle, including year, make, If you excluded an automobile up to $4,500 of its CMV prior to April 2005, it will The first $20 received in a month is excluded as general income exclusion. in the particular geographic area involved. Retirement Plan equity value regardless of which car the recipient uses to obtain medical treatment. Digital Library by following these steps: Go to the SSA Digital Library Electronic Resources Site. As Josiah’s VR counselor you can encourage him to work, by telling him about the Student Earned Income Exclusion. Not affiliated with the US Social Security Administration. Online on the SSA 2. Income Payments) Completion - Question 18, Complete the blocks entitled “OWNER'S NAME,” “YEAR OF VEHICLE,” and “MAKE AND MODEL.”, Cross through the blocks entitled “CURRENT MARKET VALUE” and “HOW MUCH IS OWED ON