TN 1 (09-04)

NL 00750.005 AURORA Notice Processing In The Payment Service Centers (PSCs)

A. EXAMPLE - LESS THAN 9 TWP MONTHS USED

1. EC Paragraph

TWPR02 - TRIAL WORK PERIOD AND WORK CEASED (OR NOT OVER TWP LEVELS)

The Social Security law provides a trial work period so that *F1 can test *F2 ability to work, despite *F3 impairment, without losing benefits. The trial work period may last as long as 9 months in which *F4 *F5 for earnings of more than $*F6 a month or *F7 self-employment earnings of $*F8 a month or spends more than 80 hours a month in self-employment. These 9 trial work service months, as they are called, may be consecutive or they may be separated by months in which *F9 not working at all. At the end of these 9 months, a person's case is reviewed to see whether *F10 is still disabled within the meaning of the law. Disability ends if a person becomes able to do substantial gainful work. (At the present time, earnings over $*F11 a month will be considered substantial and gainful.) If it is determined that a person is still disabled, benefits will continue. If disability ends, benefits will be paid 3 additional months.

The law also provides that entitlement to disability benefits shall end if it is determined that an individual's medical condition is no longer severe enough to prevent *F12 from working. In such cases, the trial work period ends upon recovery. However, even if the trial work period is thus ended, benefits will be paid for 3 additional months.

The information reported to us shows that *F13 worked in *F14 *F15 of *F16 trial work period. You should notify us promptly if you believe that *F17 recovered from *F18 disability or *F19 returned to any type of work.

Fill-ins:

[1] First Name/“you”

[2] “your/her/his”

[3] “your/her/his”

[4] “you/she/he”

[5] “work”/“works”

[6] Money amount *

[7] “have”/“has”

[8] Money amount *

[9] “you do/she does/he does”

[10] “she/he”

[11] Current SGA amount *

[12] “her/him”

[13] “you/she/he”

[14] TWP elapsed service months in format “9”

[15] “month”/“months”

[16] your/her/his

[17] “you have/she has/he has”

[18] “your/her/his”

[19] “you/she/he”

(*) indicates that the fill-in is manual

2. A101 - MADCAP Paragraph

W49 - TRIAL WORK PERIOD - WORK CEASED (OR NOT OVER TWP LEVELS)

The Social Security law provides a trial work period so that you can test your ability to work, despite your impairment, without losing benefits. The trial work period may last as long as 9 months in which you:

  • Work for earnings of more than $(1) a month; or

  • Have self-employment earnings of $(2) a month or spend more than 80 hours a month in self-employment.

These 9 trial work service months, as they are called, may be consecutive or they may be separated by months in which you do not work at all.

At the end of these 9 months, a person's case is reviewed to see whether he or she is still disabled within the meaning of the law. Disability ends if a person becomes able to do substantial gainful work. (At the present time, earnings over $(3) a month will be considered substantial and gainful.) If it is determined that a person is still disabled, benefits will continue. If disability ends, benefits will be paid for an additional 3 months. The law also provides that entitlement to disability benefits shall end if it is determined that an individual's medical condition is no longer severe enough to prevent him or her from working. In such cases, the trial work period ends upon recovery. However, even if the trial work period is thus ended, benefits will be paid for 3 additional months.

The information reported to us shows that you worked in (4) months of your trial work period. You should notify us promptly if you believe that you have recovered from your disability or you return to any type of work.

Enclosure:
SSA-10153

Fill-ins:

  1. Earnings amount in $$$$$.¢¢ format

  2. Earnings amount in $$$$$.¢¢ format

  3. Current month SGA amount in $$$$$.¢¢ format

  4. Number of TWP months

B. EXAMPLE - SOME TWP MONTHS - FUTURE TWP EXPIRATION - (CURRENT WORK)

1. EC Paragraph

TWPR01 -   TRIAL WORK PERIOD AND WORK CONTINUING

The Social Security law provides a trial work period so that [1] can test [2] ability to work, despite [3] impairment, without losing benefits. The trial work period may last as long as 9 months in which [4] [5] for earnings of more than $[6] a month or [7] self-employment earnings of $[8] a month or spend more than 80 hours a month in self-employment. These 9 trial work service months, as they are called, may be consecutive or they may be separated by months in which [9] not working at all.

According to the information reported to us, [10] ninth service month will be [11]. At that time you will be contacted for further information about [12] work and the amount of earnings. [13] case will then be reviewed to see whether [14] still disabled within the meaning of the law. A person’s disability ends if [15] becomes able to do substantial gainful work. [At the present time, earnings over $[16] a month will be considered sub­stantial and gainful.] If it is determined that [17] still disabled, [18] benefits will con­tinue. If [19] disability ends, [20] will receive benefits for an additional 3 months. The law also provides that entitlement to disability benefits shall end if it is determined that an individual’s medical condition is no longer severe enough to prevent [21] from working. In such cases, the trial work period ends upon recovery. However, even if the trial work period is thus ended [22] will receive 3 additional months" benefits.

Fill-ins:

[1] First Name/“you”

[2] “your/her/his”

[3] “your/her/his”

[4] “you/she/he”

[5] “work”/“works”

[6] Money amount *

[7] “have”/“has”

[8] Money amount *

[9] “you are/she is/he is”

[10] First Name, possessive/your

[11] 9 TWP service month/year *

[12] “your/her/his”

[13] “Your/Her/His”

[14] “you are/she is/he is”

[15] “she”/“he”

[16] Current SGA amount *

[17] “you are/she is/he is”

[18] “your/her/his”

[19] “your/her/his”

[20] “you/she/he”

[21] “her/him”

[22] “you/she/he”

(*) indicates that the fill-in is manual

2. A101 - MADCAP Paragraph

W48 - TRIAL WORK PERIOD - WORK CONTINUING

The Social Security law provides a trial work period so that you can test your ability to work, despite your impairment, without losing benefits. The trial work period may last as long as 9 months in which you:

  • Work for earnings of more than $(1) a month; or

  • Have self-employment earnings of $(2) a month or spend more than 80 hours a month in self-employment

These 9 trial work service months, as they are called, may be consecutive or they may be separated by months in which you do not work at all.

According to the information reported to us, your ninth service month will be (3). At that time you will be contacted for further information about your work and the amount of earnings. Your case will then be reviewed to see whether you are still disabled within the meaning of the law. A person's disability ends if he or she is able to do substantial gainful work. (At the present time, earnings over $(4) a month will be considered substantial and gainful.) If it is determined that you are still disabled, your benefits will continue. If your disability ends, you will receive benefits for an additional 3 months. The law also provides that entitlement to disability benefits shall end if it is determined that an individual's medical condition is no longer severe enough to prevent him or her from working. In such cases, the trial work period ends upon recovery. However, even if the trial work period is thus ended you will receive 3 additional month's benefits.

Enclosure:
SSA-10153

Fill-ins:

  1. Earnings amount in $$$$$.¢¢ format

  2. Earnings amount in $$$$$.¢¢ format

  3. Ninth TWP service month in MM/YYYY format

  4. Current month SGA amount in $$$$$.¢¢ format

C. EXAMPLE - TWP EXPIRED, BUT WORK STOPPED OR ONGOING WORK NOT SGA

(all AURORA paragraphs)

TWP213 - TWP EXPIRED WITHOUT A DISABILITY CESSATION

You have completed your trial work period. We counted (Trial Work Month(s) 1), (Trial Work Month(s) 2), (Trial Work Month(s) 3), (Trial Work Month(s) 4), (Trial Work Month(s) 5), (Trial Work Month(s) 6), (Trial Work Month(s) 7), (Trial Work Month(s) 8) and (Trial Work Month(s) 9) as your trial work months. Although you are now working (or have recently worked and stopped), we find that the work you have been doing does not show that you can do substantial work.

Fill-Ins:

*F1- Trial Work Period Months
*F2- Trial Work Period Months
*F3- Trial Work Period Months
*F4- Trial Work Period Months
*F5- Trial Work Period Months
*F6- Trial Work Period Months
*F7- Trial Work Period Months
*F8- Trial Work Period Months
*F9- Trial Work Period Months

D. EXAMPLE - TWP EXPIRED, DIB CESSATION WITH S7 SUSPENSION (EPE NOT OVER)

(all AURORA paragraphs)

1. SGA702.10

Our records show you completed a trial work period in *F1. The months in your trial work period are: *F2

Fill-Ins:

*F1- Month/Year TWP Completed
*F2- Months/Years of TWP

2. TWP204

After the trial work period, several things happen.

         + *F1 disability ends if *F2 work activity shows *F3
            ability to do substantial work. However, we pay benefits
            for the month disability ends and the following 2 months no
            matter how much is earned. In *F4 case, this is *F5
            through *F6.

         + *F7 *F8 an extended period of eligibility that begins
            right after the trial work period. This is a *F9-month
            period when we restart payments for any month(s) *F10 work
            is not substantial if *F11 health problems still meet our
            rules.

Fill-Ins:

*F1- Your/Name/The children
*F2- your/his/her/their/Name
*F3- same as fill-in #2
*F4- your/Name/the children
*F5- update ADC (Actual date the applicant's disability ceased)
*F6- update ADC (Actual date the applicant's disability ceased )+ 2 months
*F7- You/Name/The children
*F8- get/gets
*F9- Length of EPE—15 or 36
*F10- same as fill-in #2
*F11- same as fill-in #2

3. PCINF1000 

We *F1 the following reports in evaluating *F2 claim:

       *F3

Fill-Ins:

*F1- considered/are considering
*F2- your/Name (possessive)
*F3- Dictated language to explain what information was used to evaluate the claim.

4. TER205

*F1 *F2 not entitled to payments beginning *F3 because *F4 *F5 doing substantial work.

Fill-Ins:

*F1- You/Name/The children
*F2- are/is
*F3- Month YYYY
*F4- you/he/she/they/Name
*F5- were/was

5. PCDIB2011

If you stop doing substantial work again within *F1 months after your trial work period ended, contact any Social Security office right away. Monthly benefit checks can be started again without a new disability application. In addition, Medicare protection can continue after you receive your last monthly benefit check. (You will be notified later when this coverage will end.) You will be billed every 3 months for your medical insurance premiums; please pay them promptly to avoid duplicate billing and loss of coverage for failure to pay on time.

Fill-Ins:

*F1- Number of months

E. EXAMPLE - TWP EXPIRED, DIB CESSATION WITH S7 SUSPENSION AND T8 EPE TERMINATION

(all AURORA paragraphs)

1. SGA702.10

Our records show you completed a trial work period in *F1. The months in your trial work period are: *F2

Fill-Ins:

*F1- Month/Year TWP Completed
*F2- Months/Years of TWP

2. TWP203

After the trial work period, several things happen.

         + *F1 disability ends if *F2 work activity shows *F3
            ability to do substantial work. However, we pay benefits
            for the month disability ends and the following 2 months no
            matter how much is earned. In *F4 case, this is *F5
            through *F6.

         + *F7 *F8 an extended period of eligibility that begins
            right after the trial work period. This is a *F9-month
            period when we restart payments for any month(s) *F10 work
            is not substantial if *F11 health problems still meet our
            rules. *F12 extended period of eligibility months are
            *F13 through *F14.

Fill-Ins:

*F1- Your/Name/The children
*F2- your/his/her/their/Name
*F3- same as fill-in #2
*F4- your/Name/the children
*F5- update ADC (Actual date the applicant's disability ceased)
*F6- update ADC (Actual date the applicant's disability ceased) + 2 months
*F7- You/Name/The children
*F8- get/gets
*F9- EPE length---15 or 36, whichever applies
*F10- same as fill-in #2
*F11- same as fill-in #2
*F12- same as fill-in #1
*F13- update EBD (EPE BEGIN DATE)
*F14- MM/YYYY

3. PCINF1000 

We *F1 the following reports in evaluating *F2 claim:

       *F3

Fill-Ins:

*F1- considered/are considering
*F2- your/Name (possessive)
*F3- Dictated language to explain what information was used to evaluate the claim.

4. TER205

*F1 *F2 not entitled to payments beginning *F3 because *F4 *F5 doing substantial work.

Fill-Ins:

*F1- You/Name/The children
*F2- are/is
*F3- Month YYYY
*F4- you/he/she/they/Name
*F5- were/was

F. EXAMPLE - TWP EXPIRED, DISABILITY CESSATION WITH REINSTATEMENT MONTHS

(all AURORA paragraphs)

1. SGA702.10

Our records show you completed a trial work period in *F1. The months in your trial work period are: *F2

Fill-Ins:

*F1- Month/Year TWP Completed
*F2- Months/Years of TWP

2. TWP204

After the trial work period, several things happen.

*F1 disability ends if *F2 work activity shows *F3
  ability to do substantial work. However, we pay benefits
  for the month disability ends and the following 2 months no
  matter how much is earned. In *F4 case, this is *F5 through *F6.

*F7 *F8 an extended period of eligibility that begins
right after the trial work period. This is a *F9-month
period when we restart payments for any month(s) *F10 work
is not substantial if *F11 health problems still meet our rules.

Fill-Ins:

*F1- Your/Name/The children
*F2- your/his/her/their/Name
*F3- same as fill-in #2
*F4- your/Name/the children
*F5- update ADC (actual date the applicant’s disability ceased)
*F6- update ADC (actual date the applicant’s disability ceased + 2 months
*F7- You/Name/The children
*F8- get/gets
*F9- Length of EPE—15 or 36
*F10- same as fill-in #2
*F11- same as fill-in #2

3. PCINF1000

We *F1 the following reports in evaluating *F2 claim:
       *F3

Fill-Ins:

*F1- considered/are considering
*F2- your/Name (possessive)
*F3- Dictated language to explain what information was used to evaluate the claim.

Then use whichever of the following 5 paragraphs that fits:

a. TER207 - Reinstatement During EPE

*F1 *F2 entitled to payments for months beginning *F3 because *F4 *F5 no longer doing substantial work.

Fill-Ins:

*F1- You/The children/Name
*F2- are/is
*F3- Month YYYY
*F4- you/he/she/they/Name
*F5- are/is

b. PCDIB2009 - Reinstatement For Some Months

Your benefits were started again, after your trial work period ended, because your earnings either stopped or dropped below the amount generally considered substantial. Since you stopped doing substantial work within 36 months after your trial work period ended, benefits can be paid for the following months

Fill-Ins:

*F1- List Month(s) and Year(s)
*F2- Another Month YYYY

c. TWP205 - Suspension For Some Months

*F1 extended period of eligibility months are *F2 through *F3. Since *F4 earnings were substantial in *F5, *F6 *F7 not entitled to payments for *F8.

Fill-Ins:

*F1- Your/Name/The children
*F2- updated EBD (EPE BEGIN DATE)
*F3- Month YYYY
*F4- your/his/her/their/Name
*F5- Month YYYY or Month YYYY through Month YYYY
*F6- you/he/she/Name
*F7- are/is
*F8- that month/those months

d. TER205 - Ongoing Suspension (EPE Not Ended)

*F1 *F2 not entitled to payments beginning *F3 because *F4 *F5 doing substantial work.

Fill-Ins:

*F1- You/Name/The children
*F2- are/is
*F3- Month YYYY
*F4- you/he/she/they/Name
*F5- were/was

e. TWP206 - Termination After End Of EPE

We continued to pay *F1 after *F2 until *F3 did substantial work again in *F4. Therefore, the last month for which *F5 *F6 entitled to payments is *F7.

Fill-Ins:

*F1- you/Name/the children
*F2- Month YYYY
*F3- you/he/she/they/Name
*F4- update DBC (Disability Benefit Cessation)
*F5- same as fill-in #3
*F6- are/is
*F7- month prior to update DBC (Disability Benefit Cessation)

G. EXAMPLE - SGA CESSATION FOR NO TWP CASES & TWP-NO EPE- CASES

(all AURORA paragraphs)

1. SGA IN TWP- NO EPE

a. PCDIB2001

A person's disability ends if he or she becomes able to do substantial gainful work. At the present time earnings over $810.00 a month in 2004 ($800 .00 a month in 2003) usually will be considered substantial and gainful. Benefits will be paid for the month disability ends and 2 additional months. Not until a person completes a 9-month trial work period is a decision made as to whether he or she has become able to do substantial gainful work. Beginning in January 1992, the trial work period is not over until nine (9) trial work months are completed within a period of 60 months (5 years) in a row.

(no Fill-ins)

b. PCSGA3012

The evidence in your case shows that you completed your ninth month of trial work in *F1 and became able to do substantial gainful work in *F2. Therefore, your last check *F3 of *F4.

Fill-Ins:

*F1- Month YYYY
*F2- Month YYYY
*F3- will be for the month/was for the month
*F4- Month YYYY

c. PCINF1000 

We *F1 the following reports in evaluating *F2 claim:

       *F3

Fill-Ins:

*F1- considered/are considering
*F2- your/Name (possessive)
*F3- Dictated language to explain what information was used to evaluate the claim.

2. SGA - NO TWP

a. TER205

*F1 *F2 not entitled to payments beginning *F3 because *F4 *F5 doing substantial work.

Fill-Ins:

*F1- You/Name/The children
*F2- are/is
*F3- Month YYYY
*F4- you/he/she/they/Name
*F5- were/was

b. PCINF1000 

We *F1 the following reports in evaluating *F2 claim:

       *F3

Fill-Ins:

*F1- considered/are considering
*F2- your/Name (possessive)
*F3- Dictated language to explain what information was used to evaluate the claim.

H. EXAMPLE - PARAGRAPHS FOR CASES INVOLVING IRWEs

(all AURORA paragraphs)

1. INF201.5 - IRWES Not Allowed—CLMT Didn’t Pay For IRWES

When we look at how much a person earns, we deduct the cost of certain items and services that he or she pays for and needs in order to work. However, *F1 that *F2 did not pay for the items and services *F3 claimed. Therefore, we did not deduct the cost from *F4 earnings as an impairment-related work expense.

Fill-Ins:

*F1- it appears/we find
*F2- you/given name
*F3- you/he/she/your
*F4- your/his/her

2. PCSGA3018 - IRWES Not Allowed—Don’t Meet IRWE Criteria

Although you reported impairment-related work expenses, the items you mentioned do not meet the guidelines for exclusion from earnings. Therefore, we cannot allow them.

(No Fill-ins)

3. PCEPE6022 - Alleged IRWES Didn’t Reduce Work Below SGA Level

Although you reported impairment-related work expenses, they are not enough to reduce your earnings below the monthly amount generally considered to be substantial gainful work.

(No Fill-ins)

4. 908 - Verified IRWES Didn’t Reduce Work Below SGA Level

Although you reported impairment-related work expenses which we allowed, they are not enough to reduce your earnings below the monthly amount generally considered to be substantial gainful work.

(No Fill-ins)


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900750005
NL 00750.005 - AURORA Notice Processing In The Payment Service Centers (PSCs) - 04/01/2009
Batch run: 04/01/2009
Rev:04/01/2009