Tab
|
Tab Title
|
Tab 1
|
Retirement Insurance Benefits
Details(+)
|
|
Tab 2
|
Retirement Insurance Workers
Details(+)
|
- Annual Retirement Earnings Test Exempt Amounts Chart
- Countries with Social Insurance or Pension Systems Chart
- U.S. Treasury Department Restricted Countries for Payments Chart
- SSA Restricted Countries for Payments Chart
- Retirement Insurance Benefits
-
- When Monthly Benefits Can Begin
- Entitlement to Benefits
- Amount of Benefits
- Railroad Retirement Benefits (RRB)
-
- Tier I and Tier II
- Tier I Benefits
- Tier II Benefits
- Filing a Claim
-
- Application
- Signing the Application
- When to File Applications
- Individuals Nearing Retirement Age
- Delay in Filing
- Where to File
- Department of Veterans Affairs or Railroad Retirement Board
- Application Considered Filed
- Valid Applications
- Completing the Application
- Retroactive Effect of Application
- Restricted Retroactivity
- Right to Withdraw an Application
- Evidence Required For Benefits
-
- Types of Evidence
- Proof of Age
- Parent-Child Relationship
- Child Age 18–19
- Marriage
- Death
- Child in Care
- U.S. Citizenship
- Wages
- Representative Payees
-
- Evidence
- Selecting Payees
- Notification
- Responsibilities of Representative Payee
- Figuring the Cash Benefit Rate
-
- Average Indexed Monthly Earnings (AIME)
- Primary Insurance Amounts (PIA)
- Benefit Calculation Examples
- Computation
- Allocation of Self-Employment Income
- Special Minimum PIA
- Windfall Elimination Provision (WEP)
- Cost-of-Living Increases
- Delayed Retirement Credit
- Recomputation of the PIA
- Reduced Benefit Rate
-
- Making the Reduction
- Recomputing the Reduced Benefit Rate
- Basic Reduction Formulas
- Effect of Basic Reduction Formulas
- Computing Reduction Months
- Computing Reduction Amount
- Maximum Monthly Benefits on One Earnings Record
- Underpayments and Overpayments
- Reduction or Nonpayment of Social Security Benefits
-
- Earnings Test
- Foreign Work Test
- Child in Care Requirement
- Good Cause
- Workers' Compensation or Disability Benefits
- Governmental Pension
- Conviction of Subversive Activities
- Deportation
- Aliens
- Confinement in a Correctional Institution
- Marriage
- Outstanding Warrants
- Additional Events That Can End Entitlement Benefits
|
Tab 3
|
Retirement - Taxation and Planning
Details(+)
|
- Taxation of Social Security Benefits
-
- Taxation
- Taxable and Nontaxable Benefits
- Railroad Retirement Benefits
- Form W-4V, Voluntary Withholding Request
- Form SSA-1099, Social Security Benefit Statement
- Form RRB-1099, Payments By the Railroad Retirement Board
- Social Security Numbers for Noncitizens
- Lump-Sum Payments
- When to Start Collecting Social Security
- Social Security and Railroad Retirement Taxation by State
- Social Security Benefits Worksheet - Lines 20a and 20b, Form 1040
|
Tab 4
|
Disability
Details(+)
|
- Recent Work Test for Disability Eligibility Chart
- Duration of Work Test for Disability Eligibility Chart
- Comparison of SSDI and SSI Disability Programs Chart
- Disability Benefits
-
- Qualifications
- Cash Disability Benefits and Related Disability Protection
- Entitlement to Benefits
-
- Eligibility
- Auxiliary Benefits
- Waiting Period
- Amount of Benefit
- Reduction or Offset of Benefit
- Effect of Outside Benefits on Social Security Disability Benefits Payable
- Lump-Sum Payments
- Disabled Worker's Benefits Not Paid
- Disabled Workers' Cash Benefits End
- Medicare Coverage
- Restarting Benefits
- Definition of Disability
-
- Medically Determinable Impairment
- Substantial Gainful Activity
- Disability Determinations
-
- Independent Determinations
- Percentage of Disability
- Evidence of Not Disabled
- Listing of Impairments
- Compassionate Allowances
- Condition Does Not Meet Listing
- Age, Education, and Work Experience
- Employment
- Quality Assurance and Appeals
- Evidence of Disability
-
- Required Evidence
- Categories of Evidence
- Period of Disability
- Disability Status Ceases
- The Ticket to Work and Self-Sufficiency Program
-
- Work Incentives Planning and Assistance And Protection And Advocacy
- Trial Work Period
-
- Incentive for Rehabilitation
- Month of Service Guidelines
- Benefits Not Payable
- Ineligibility
- Beginning and Ending of Trial Work Period
- Reporting to Social Security Administration (SSA)
-
- Required Reporting of Certain Events
- Compassionate Allowances Conditions List
|
Tab 5
|
Medicare
Details(+)
|
- Medicare Part B Monthly Premiums Chart
- Medicare Coverage Choices at a Glance Chart
- Medicare Savings Programs Income and Resource Limits Chart
- Standard Drug Benefit (Part D) Chart
- Basics of Medicare
-
- The Four Parts of Medicare
- Medicare Coverage Choices
- Eligibility
- Medicare Savings Programs
- Enrollment Periods
- Late Enrollment Penalties
- Medicare Part A
-
- Hospital Care
- Hospice
- Home Health Services
- Medicare Part B
-
- Clinical Research Studies
- Ambulance Services
- Durable Medical Equipment (DME)
- Mental Health Care (Outpatient)
- Mental Health Care (Partial Hospitalization)
- Prescription Drugs (Outpatient)
- Preventive Services
- Services Not Covered
- Medicare Part C
-
- Health Maintenance Organization (HMO) Plans
- Preferred Provider Organization (PPO) Plans
- Private Fee-for-Service (PFFS) Plans
- Medicare Special Needs Plans (SNP)
- Medicare Medical Savings Account (MSA) Plans
- Other Medicare Health Plans
- Medicare Part D
-
- What Drug Plans Cover
- Coverage Rules
- Coverage Gap
- Medication Therapy Management Programs
- Medicare Part D and Other Insurance
|
Tab 6
|
SSI
Details(+)
|
- Federal Benefit Rates (FBR) - SSI Chart
- How Income Affects SSI Benefits Chart
- Comparison of SSDI and SSI Disability Programs Chart
- SSI Terms Chart
- Supplemental Security Income (SSI)
-
- What SSI Is
- Basic Principles of SSI
- SSI Benefits
- State Supplements
-
- Mandatory Payments
- Optional Payments
- Coordination With Medicaid
- Supplemental Nutrition Assistance Program (SNAP)
- Eligibility for SSI
-
- Categories of Eligibility
- Income and Property Limitations
- Other Requirements
- SSI Eligibility for Aliens
- Absence From the United States
- Filing for Other Benefits
- Fugitive Felons
- Probation and Parole Violators
- Institutionalization
- Marriage and SSI
- Eligibility Under More Than One Category
- Continuing Eligibility
- Recipient Reporting Requirements
- Fraud
- Income
-
- Income Defined
- Countable Income
- Earned Income
- Unearned Income
- Income and SSI Benefits
- Assistance Related to Disasters
- Assistance for Home Energy or Support and Maintenance
- In-Kind Income
- One-Third Reduction Rule
- Presumed Maximum Value Rule
- Temporary Absences
- Acting as an Agent
- SSI Resources
-
- Resources Effect on SSI Benefits
- What is an SSI Resource?
- Liquid and Non-Liquid Resources
- Resources Not Considered SSI Resources
- Ownership of Resources
- Countable Resources
- Valuation of Resources
- Resource Exclusions
- Resources Affected by Disaster
- Real Property That Cannot Be Sold
- Conditional SSI Payments
- Disposal of Resource at Below Market Value
- Deeming of Income and Resources
-
- Deeming Situations
- Ineligible Spouse to Eligible Individual
- Parent to a Child
- Sponsor to an Alien
- Essential Person to an Eligible Qualified Individual
- Work Incentives for the Blind or Disabled
-
- Purpose of Work Incentives
- Continuity of Benefits
- Impairment-Related Work Expenses (IRWE)
- Work Expenses of the Blind
- Plan to Achieve Self-Support (PASS)
- Disabled Engaged in Substantial Gainful Activity
- Medicaid While Working
- Restarting SSI Cash Benefits if Benefits Ended Because of Earned Income
- Federal SSI Payment Amount
-
- Federal Benefit Rate (FBR)
- Maximum Monthly SSI Benefit
- State Supplementary Payments
- Computation of Payments
- Retrospective Monthly Accounting (RMA)
- Proration of SSI Payments
- Windfall Offset
- Interim Assistance Reimbursement
- Direct Field Office Payments
- Presumptive Blindness or Presumptive Disability Payments
- Appeals
|
Tab 7
|
Survivors, Spouses, Children
Details(+)
|
- Spousal Benefits Chart
- Family Benefits Chart
- Survivor's Benefits Chart
- Spousal Benefits
-
- Eligibility for Spousal Benefits
- Amount of Spousal Benefits
- Duration of Spousal Benefits
- Eligibility for Divorced Spouse
- Termination of Benefits for Divorced Spouse
- Widow(er) Benefits
-
- Eligibility for Widow(er) Benefits
- Definition of Widow(er)
- Application for Widow(er) Benefits
- Effect of Remarriage on Widow(er)'s Benefits
- Amount of Widow(er)'s Insurance Benefit
- Termination of Widow(er)'s Benefits
- Benefits for Children
-
- Eligibility for Child's Benefits
- Amount of Benefits
- Children With Disabilities
|
Tab 8
|
Medicare, CHIP, Medigap
Details(+)
|
- Medicaid
-
- Eligibility
- Medicaid Benefits
- Medicaid Funding
- Medicaid Spending
- Premiums, Copayments, and Other Cost Sharing
- CHIP
-
- Children's Health Insurance Program (CHIP)
- CHIP Eligibility Standards
- CHIP Benefits
- CHIP Cost Sharing
- Outreach and Enrollment for Medicaid and CHIP
- Medigap
-
- Coordination of Benefits
- Retiree Health Insurance
- Medicare Supplement Insurance (Medigap)
- Medicare Advantage Plans
- Medigap and Medicare Advantage Plans
- Medigap Rights
- Medigap Guaranteed Rights
|
Tab 9
|
Long-Term Care
Details(+)
|
- Distribution and Duration of Long-Term Care Services Chart
- Medicare Payment for Skilled Nursing Care Chart
- Long-Term Care Overview
-
- Long-Term Care
- Who Needs Care
- How Much Care is Needed
- Who Provides Care
- Where to Receive Care
- Who Pays for Long-Term Care
- Accessing Long-Term Care
-
- Staying at Home
- Living in a Facility
- Long-Term Care Planning
-
- Advance Care Plan Considerations
- Legal Concerns
- Long-Term Care Costs
-
- Average Costs
- Paying for Long-Term Care
- Insurance
-
- Health and Disability Insurance
- Long-Term Care Insurance
- Life Insurance
- Private Payment
-
- Reverse Mortgages
- Annuities
- Trusts
- Medicare
-
- Medicare Coverage for Long-Term Care
- Hospice Care
- Medicaid
-
- Medicaid Eligibility
- Applying for Medicaid
- Medicaid Estate Recovery
- Program of All-Inclusive Care for the Elderly (PACE)
- Veterans Affairs Benefits
-
- Programs to Help Veterans Stay in Their Homes
- Paying for Long-Term Care
- State Programs
|
Tab 10
|
VA Benefits
Details(+)
|
- Retirement Benefits
-
- Social Security
- Special Veterans Benefits
- Entitlement
- Benefit Payments
- Thrift Savings Plans
- Military Retirement Plans
- VA Pensions
- Dependents and Survivors Benefits
- Separation From Military Service
- Disability Benefits
-
- Disability
- VA Service Connected Disability Benefits
- Social Security Disability
- Health Care
-
- TRICARE
- VA Health Care Benefits
- Medicare
- TRICARE for Life
- Other VA Benefits
|
Tab 11
|
Appeals
Details(+)
|
- Medicare Level 1 and Level 2 Appeals Chart
- Original Medicare (Parts A & B - Fee-for Service) flowchart
- Social Security Appeals
-
- Initial Determinations
- Representation
- Sample Fee Agreement
- Review Process Steps - Appeal Levels
- Appeal Time Limits
- Extensions
- 1) Reconsideration
- 2) Administrative Law Judge Hearing
- 3) Appeals Council Review
- 4) Civil Action in Federal District Court
- Medicare Appeals
-
- Complaints Versus Appeals
- Appeals
- Fast Appeals
- Rights and Protections in Medicare
- Original Medicare Appeals
- Advance Beneficiary Notice of Noncoverage
- Medical Summary Notice
- Levels of Appeal - Parts A and B
- Level 1: Redetermination by a Medicare Administrative Contractor (MAC)
- Level 2: Reconsideration by a Qualified Independent Contractor (QIC)
- Level 3: Hearing by an Administrative Law Judge (ALJ)
- Level 4: Review by the Medicare Appeals Council (Appeals Council)
- Level 5: Judicial Review in U.S. District Court
- Medicare Health Plan Appeals
- Medicare Prescription Drug Coverage Appeals
- Extra Help For Medicare Prescription Drug Costs
- Special Needs Plan (SNP) Appeals
- Income-Related Monthly Adjustment Amount Appeals
- Veterans Affairs (VA) Appeals
-
|
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