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Tutorial: Completing a PASS application
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What is PASS?
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Table of Contents Approval Requirements
Purpose of PASS
Effect of PASS on Benefits
PASS Approval Requirements arrow
Goals  
Plan Development  
Savings and Spending Plan  
PASS Expenditures
PASS Candidates
Developing a PASS
Starting a Business Under PASS
Calculating a PASS
Two Factors Affecting PASS and SSI Check
Effect of In-kind Support
Deciding Between PASS and IRWE
PASS and Social Security
Responsibilities
Final Comments on PASS
 
At a Glance

For a PASS to be approved several requirements must be met:

  • A feasible occupational (work) goal that matches the person's interests, preferences, abilities and support needs;
  • A viable plan that details short-term interval steps milestones and time frames to move the person toward and assist them in achieving their work goal;
  • A savings spending plan that outlines income and resources to be set aside, how the income or resources will be spent, where they will be located and other information such as reasonableness of cost and /or cost estimates.


Keep in Mind
The PASS must be in writing and SSA has established form SSA-545 to assist in completing a Comprehensive Plan. Individuals may use this form when initiating a PASS. Social Security Claims Representatives, PASS Specialists, Employment Support Representatives, or Work Incentive Liaisons can assist in writing the plan. The applicant will still be responsible for providing SSA with the essential information requested in SSA-545.

       

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