Concurrent Beneficiaries: Receivi...

Concurrent Beneficiaries: Receiving SSI and a Title II Benefit? Find out What Happens When You Work!

Special Needs Planning with Consolidated Planning Group by Consolidated Planning Group
S1 · E130
May 24, 2024
01:05:45

Episode notes

People can receive Supplemental Security Income (SSI), a Title II disability benefit, Medicaid and Medicare all at the same time. These people are called Concurrent Beneficiaries by the Social Security Administration (SSA).

Concurrent Beneficiaries need to be aware of the rules around earned income and retaining healthcare for both programs when they go to work.

This webinar will explain how and why someone becomes a Concurrent Beneficiary. We’ll cover the “work incentive” programs for SSI and Title II that can be used to continue to receive the monthly cash benefit when working and how the two programs interact….and don’t interact with each other.

You’ll learn where to get free assistance so you can better understand what happens to SSI and Medicaid and Title II and Medicare when your child is actively looking for work, or is already working.

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