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Tutorial: Completing a PASS application
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What is PASS?
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Table of Contents Responsibilities
Purpose of PASS
Effect of PASS on Benefits
PASS Approval Requirements
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
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Final Comments on PASS

SSA RESPONSIBILITIES TO YOU

SSA will notify you in writing once they have recieved your application. The PASS expert handling your case will work directly with you. He or she will look over the plan as soon as possible to see if there is a good chance that you can meet your work goal. The PASS expert will also make sure that the things you want to pay for are needed to achieve your work goal and are reasonably priced. If changes are needed, the PASS expert will discuss them with you.

You may contact a PASS expert in your area through the resources section of our site.

YOUR REPORTING AND RECORDKEEPING RESPONSIBILITIES

If SSA approves your plan, you must tell Social Security about any changes to your plan. You must tell them if:

Your medical condition improves.

You are unable to follow your plan.

You decide not to pursue your goal or decide to pursue a different goal.

You decide that you do not need to pay for any of the expenses you listed in your plan.

Someone else pays for any of your plan expenses.

You use the income or resources we exclude for a purpose other than the expenses specified in your plan.

There are any other changes to your plan.

There are any changes in your income, help you get from others, or things of value that you own.

There are any changes in where you live, how you live, or your marital status.

You must tell SSA about any of these things within 10 days following the month in which it happens. If you do not report any of these things, they may stop your plan.

You should also tell SSA if your decide that you need to pay for other expenses not listed in your plan in order to reach your goal. They may be able to change your plan or the amount of income we exclude so you can pay for the additional expenses.

YOU MUST KEEP RECEIPTS OR CANCELLED CHECKS TO SHOW WHAT EXPENSES YOU PAID FOR AS PART OF THE PLAN. You need to keep these receipts or cancelled checks until SSA contacts you to find out if you are still following your plan. When they contact you, they will ask to see the receipts or cancelled checks. If you are not following the plan, you may have to pay back some or all of the SSI you received.

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