Maggie Trello has been receiving Social Security disability benefits since February
1989; as of 1/91 their benefit is $300 per month.
Mark and Maggie Trello filed for SSI as a couple on February 1, 1991.
Maggie's SSI claim was approved effective February 1, 1991. Mark was found not disabled
(for both title II and title XVI).
Mark's claim was reversed on appeal in November 1991. Mark was found to be disabled
for title II and title XVI as of February 1, 1991.
The case is a title II offset situation. Mark is due a retroactive SSI payment of
$2,030 ($3,300 is due the Trello's as a couple for 2/91 through 11 /91 less $1,270
already paid to Maggie as an eligible individual).
Mark is also due $4,500 in retroactive title II benefits ($450 x 10 months) which
will be offset by the $3,300 SSI benefits paid, leaving a title II retroactive amount
of $1,200 after offset.
Mark will receive a total amount of $3,230 in SSI and title II benefits; whereas if
Mark withdraws their own SSI claim, Mark can receive $4,500 in title II benefits.
There is no continuing SSI eligibility because of the couple's title II income.
In the absence of other considerations such as Medicaid, it will be to Mark's advantage
to withdraw their own SSI application.