TN 9 (07-00)
SI 00870.007 When To Start A PASS
A. Policy -- selecting the month to start a pass
A PASS can be made effective with any month of eligibility for SSI or any month of potential eligibility assuming approval of the PASS, subject to the rules of administrative finality in SI 04070.001 ff.
1. Starting Month
Use the month that SSA receives the plan as the starting month for the PASS unless another month applies per SI 00870.007B.2. or SI 00870.007B.3.
Subject to the rules of administrative finality, start a PASS with the earliest month in which the individual was entitled to SSI and was incurring expenses or setting aside money for future expenses related to the occupational goal. Exclude previously counted income that the individual used or set aside (in a manner that clearly identifies its purpose) for allowable PASS expenses.
3. Future Month
Start a PASS in a future month provided that:
it is more advantageous to the individual (e.g., using the month SSA receives the plan as the starting month would provide the person with a lower SSI payment than expected due to proration); or
the individual requests it; and
the system is able to accept the future month.
NOTE: When no expenditures will be made until some future date 6 months or more in the future, it is more likely that the individual's situation may change. A progress review must be conducted every 6 months until spending begins.
4. RMA Adjustment
Use up to 2 months prior to the starting month to accommodate the retrospective monthly accounting (RMA) cycle for individuals already eligible for SSI, regardless of whether the individual has already saved money or incurred expenses, when:
the exclusion of income under the PASS would not increase the SSI payment amount for 1 or 2 months due to RMA; and
it appears that the individual may need this early exclusion to increase the SSI payment in order to provide a source of funds to set aside for the PASS.
EXAMPLE: Martha Franklin, an SSI recipient, submits a PASS in July 2000. She has been working in a sheltered workshop but has an opportunity to begin working in a supported employment setting beginning in August 2000 if she has the additional funds to begin paying her job coach. She proposes to set aside funds from her title II income to do this. Recognizing that she needs the increased SSI before she can afford to pay the job coach, input the PASS exclusion as of June 2000, so that the August 2000 SSI payment will reflect the increase.