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Social Security Reviews of Special Needs Trusts for SSI Beneficiaries

Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility. Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9016-20E-06
$60.00 or 0.75 credits
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Expires: June 1, 2022

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago  

Note from SSA:

Social Security Offices are OPEN to receive phone calls.  We are providing critical services via phone, fax, mail and online.

Most Social Security services are available online.  Before calling Social Security, we ask people to please visit our website to see our list of convenient and secure self-service options.  Save time and go online.  If someone cannot use our online services, we can help by phone, fax and/or mail.

If online, mail or phone processes are not available for the service requested, or if someone has a dire need situation, we may be able to offer an in-office appointment based on available staff and office operating status.  People can call their local office to see if an in-office appointment is necessary and possible.  To contact their local office, please look for the general inquiry telephone number at the Social Security Office Locator (www.ssa.gov) under the office selected.

Please share this information with your clients as applicable and please let them know that information on our services is readily available at this link - https://www.ssa.gov/coronavirus/

Expires: June 1, 2022

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.
Kristin Schultes, Social Security Administration, Chicago Regional Office, Chicago  

Note from SSA:

Social Security Offices are OPEN to receive phone calls.  We are providing critical services via phone, fax, mail and online.

Most Social Security services are available online.  Before calling Social Security, we ask people to please visit our website to see our list of convenient and secure self-service options.  Save time and go online.  If someone cannot use our online services, we can help by phone, fax and/or mail.

If online, mail or phone processes are not available for the service requested, or if someone has a dire need situation, we may be able to offer an in-office appointment based on available staff and office operating status.  People can call their local office to see if an in-office appointment is necessary and possible.  To contact their local office, please look for the general inquiry telephone number at the Social Security Office Locator (www.ssa.gov) under the office selected.

Please share this information with your clients as applicable and please let them know that information on our services is readily available at this link - https://www.ssa.gov/coronavirus/

Products specifications
Program Date6/4/2020
Products specifications
Program Date6/4/2020
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