Resources Related to Benefits Issues

This page is meant as a tool to help research policy related to benefits.

POMS - Program Operations Manuel System

The Social Security Program Operations Manuel System, referred to as the POMS are instructions to social security workers to assist them in processing information concerning benefits eligibility.

For the POMS - Go to http://policy.ssa.gov/poms.nsf/

Resources and Income

What is income? Income determines how much an SSI recipient receives.

Resources determine eligibility

    Presumed Maximum Value Rule

SI 00835.210 The One-Third Reduction Provision and Deeming.

For Specific POMS and related SSI, Trusts and Transfers, try these links

Trusts

    Trusts Established by an individual on or After January 2000

    Development and Documentation of Trusts Established on or after 1/1/00 SI 01120.202

    Exceptions to Counting Trusts Established on or after 1/1/00       SI 01120.203

     A great must read is Transmittal 35 .

Transferring of Assets

    Transfer of Assets for Medicaid Purposes SI 01730.046

    A great synopsis of issues related to transfers and their effect is Transmittal 13

Welfare and Institutions Code

    The California Welfare and Institutions Code contains California regulations institution among other things SSI law and MediCal law. Below are some specific sections of the Welfare and Institutions Code that are of particular interest

CHAPTER 3.  STATE SUPPLEMENTARY PROGRAM FOR AGED, BLIND AND
                 DISABLED
      Article 1.  General Provisions .............................. 12000-12004
      Article 2.  Definitions ..................................... 12050-12054
      Article 3.  Administration .................................. 12100-12103
      Article 4.  Eligibility ..................................... 12150-12156
      Article 5.  Payment of Aid .................................. 12200-12205
      Article 6.  Services ........................................ 12250-12254
      Article 7.  In-Home Supportive Services ..................... 12300-12316
      Article 8.  Relatives' Responsibility ....................... 12350-12351
 

Workers Compensation

    Social Security Cases involving Worker's Compensation

Social Security Rulings

    For access to all social security rulings, go to http://www.ssa.gov/OP_Home/rulings/rulings.html . For Rulings specifically related to SSI, go to http://www.ssa.gov/OP_Home/rulings/ssi-toc.html.

At that site, you will find the following categories and links.

• Eligibility
• Disability
• Income
• Resources
• Overpayments and Underpayments
• Hearings and Review/Attorney Fees
• Administration

Favorite Cases

SSR 80-22: SECTION 1612 (42 U.S.C. 1382a) SUPPLEMENTAL SECURITY INCOME -- DEFINITION OF INCOME -- GIFT OF AN AIRLINE TICKET

SSR 81-22: SECTION 1612 (42 U.S.C. 1382a) SUPPLEMENTAL SECURITY INCOME -- DEFINITION OF INCOME -- A CHECK FROM A RELATIVE FOR TAXES ON THE CLAIMANT'S HOME

SSR 82-25c: SECTIONS 1611(a)(1)(A) and 1614(f)(2) (42 U.S.C. 1382(a)(1)(A) and 1382c(f)(2)) SUPPLEMENTAL SECURITY INCOME -- ELIGIBILITY -- EXCESS INCOME -- DEEMING OF INCOME FROM A STEPPARENT

SSR 82-38: SECTIONS 459, 1612(a)(2)(B), and 1612(b) (42 U.S.C. 659, 1382a(a)(2)(B), and 1382a(b)) SUPPLEMENTAL SECURITY INCOME -- UNEARNED INCOME -- SOCIAL SECURITY BENEFITS SUBJECT TO GARNISHMENT FOR CHILD SUPPORT OR ALIMONY

SSR 97-1p: POLICY INTERPRETATION RULING TITLE XVI: SUPPLEMENTAL SECURITY INCOME -- INCOME -- WHEN INHERITANCES BECOME INCOME

SSR 80-12: SECTION 1613(a) (42 U.S.C. 1382b(a)) SUPPLEMENTAL SECURITY INCOME -- DEFINITION OF RESOURCES -- RESTRICTION ON DISPOSAL OF REAL PROPERTY

SSR 81-36: SECTIONS 1611(a)(1)(B) and 1613(a)(1382(a)(1)(B) and 1382b(a)) SUPPLEMENTAL SECURITY INCOME -- RESOURCES -- REFUNDABLE CONTRIBUTIONS TO THE CIVIL SERVICE RETIREMENT FUND

PARTNERSHIP INTEREST SSR 95-4c: SECTIONS 1611(a)(3)(B) AND 1613 OF THE SOCIAL SECURITY ACT (42 U.S.C. 1382(a)(3)(B) AND 1382b) SUPPLEMENTAL SECURITY INCOME--TERMINATION OF BENEFITS DUE TO EXCESS RESOURCES

Code of Federal Regulations

To go to the CFRs Title 20, Parts 400-499 -- or Federal regulations dealing with Social Security, go to http://www.ssa.gov/OP_Home/cfr20/cfrdoc.htm .

For CFRs arranged by issue, click on the links below

Income

In-Kind Support and Maintenance

Resources

For specific sections, click on the links below

California Handbook for Conservators