After determining that Mr. Johnson reached his goal as of 7/00, you reconcile the
expenditures under the PASS and the amount of income excluded. Mr. Johnson submits
receipts totaling 5,350. The total amount of income excluded under the PASS was $5,700.
Since the difference is less than the tolerance ($500 for 7/00) provided in SI 02260.030, no overpayment exists. If the difference had been more than $500, you would adjust
the type “D” earned income retroactively, subject to administrative finality.
During a progress review for a PASS that has been in existence for less than 12 months,
the individual advises you that she is no longer pursuing the goal. She has conserved
$1,200 of her SSDI benefit as explained in her plan. Although she saved the funds
as required by the plan, the funds were not used as planned. You advise her that unless
an amendment is approved with a timetable and milestone(s) for using the saved funds,
the PASS will be suspended. She doesn't wish to submit an amendment. You offer to
help her pursue a different work goal under a new PASS. She declines your offer. Because
the expenditures do not equal the excluded income administrative finality is not a
factor, you adjust the type “D” earned income back to the first month of the PASS.