Monthly Earnings Estimator
Goals and Objectives
 Describe how Social Security considers earnings.
 Identify three resources in addition to the Monthly
Earnings Estimator that will help you with payments
 Demonstrate the use of the Monthly Earnings Estimator
to calculate possible eligible earnings months.
 Choose to use the Estimator in conjunction with other
factors to properly submit payment requests.
2
SSI and SSDI Earnings
Earnings are calculated depending on entitlement program
• Supplemental Security Income (SSI)/T16 – Pay date
• Social Security Disability Insurance (SSDI)/T2 –
Earned during the month, i.e. from the 1st day of
month to the last day of the month, regardless of
when the beneficiary is actually paid
• Concurrent (SSI and SSDI) – Both pay date and pay
periods. OSM will use eligible earnings for payment.
3
Scenario – John, SSDI Beneficiary
• Gross Earnings 01/10 –
01/23 = $500.00 paid
01/28
• Gross Earnings 01/24 –
02/06 = $700.00 paid
02/11
Calculated by Pay Period Beginning and Ending Dates
Prorating 2nd gross earnings for January: $700.00
(amount of overlapping gross earnings) divided by 14
(total days in pay period) $50 X 8 (days from 01/24 to
01/31) = $400.
Total January Earnings $500 (gross earnings #1) + $400 (
8 days from gross earnings #2) = $900
4
Scenario – Jim, SSI Beneficiary
• Gross Earnings 01/10 –
01/23 = $500.00 paid
01/28
• Gross Earnings 01/24 –
02/06 = $700.00 paid
02/11
Calculated by pay date
Only one pay date in January on 01/28 for $500
Total January Earnings = $500
5
Progress Check One
Joe Smith is a concurrent beneficiary
month’s paycheck is $923.00
• Pay date: June 1, 2013
• Pay Period: May 17 – May 30, 2013
If the EN submits a payment request for May, which
entitlement program applies?
A. SSI/T16
B. SSDI/T2
C. Both
6
Website Location
7
Save the Estimator
8
Introduction Tab
9
Introduction Tab - Resources
Resource Documents
• Guide to Payments under
the Ticket to Work
Program
• EN Payments Checklist
Guide
Training
• All About Payments
• Common Payments
Denials
• Payment Processes
• Payment Request Form
• Universal Auto-Pay
10
Introduction Tab - Factors
11
Introduction Tab – TWL and SGA Tables
12
Estimator Tab
13
Progress Check Two
Where would you begin inputting pay stub information?
A
B
C
14
Enter ALL Pay Stub Information
15
Entitlement Program Schedule
SSDI (title II)
• Benefits
payments on
the 3rd of the
month or later
SSI (title XVI)
• Benefits
payments on
the 1st of the
month
Concurrent
• Benefits
payments on the
1st of the month
and 3rd of the
month or later
16
Entering Data in the Estimator
17
Entering Data in the Estimator (part two)
18
Entering Data in the Estimator (part three)
19
Entering Data in the Estimator (part four)
20
Entering Data in the Estimator (part five)
21
Entering Data in the Estimator (part six)
22
Estimator with Data Entered
23
Earnings Breakup Tab
24
Save the Monthly Earnings Estimator
25
Progress Check Three
The estimator is one tool that is used to calculate eligible
beneficiary earnings to ENs. What are some other
resources and factors that need to be considered to submit
a payment request?
• 1
• 2
• 3
26
Checks and Balances
Employment Network - Stacy
TPM Payment Help Desk - Gail
27
Questions?
28