TN 108 (10-26)

SI 02305.097 Developing Impairment Related Work Expenses (IRWE) - Redeterminations (RZs)

A. Introduction

This section provides procedures for developing recipient allegations about IRWE during an RZ interview.

B. Description of RZs Completed in the SSI Claims system

Opening a “REDETERMINATION” event in the SSI Claims system creates a “path” that will guide the interviewer to the appropriate screens to document allegations and evidence relating to impairment related work expenses.

C. Description of Form SSA-8203-BK - Question 14

Question 14 on the SSA-8203-BK If you are disabled, do you have any special expenses that you paid that are related to your illness or injury and which are necessary for you to work?

D. Procedure

Determine when IRWE must be considered and the development and documentation requirements per SI 00820.550. If the criteria are not met, do not ask the recipient if they have IRWE. If the recipient alleges IRWE or alleges no IRWE and SSA records indicate there is IRWE, take appropriate action per SI 00820.550 to develop or terminate IRWE.

In addition to the documentation criteria outlined in SI 00820.550B.2, recipient responses may be recorded on a SSA-795 or a SSA-5002.

Discuss the possibility of establishing a PASS per SI 00870.001 if the recipient does not already have one. Information on the PASS can also be found on SSA's official Work Site at https://www.ssa.gov/disabilityresearch/wi/pass.htm.

For cases in the SSI Claims system, IRWE information is recorded on the The Work Expenses - Impairment Related Work Expenses page (MS 08114.033). Blind work expenses are recorded on the Work Expenses - Blind Work Expenses page (MS 08114.032).


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0502305097
SI 02305.097 - Developing Impairment Related Work Expenses (IRWE) - Redeterminations (RZs) - 10/02/2026
Batch run: 10/02/2026
Rev:10/02/2026