Example 1: After the PASS expert determined that Mr. Johnson reached his goal as of 7/15, the PASS expert reconciles the approved PASS expenditures with the amount of excluded income. 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 administrative waiver tolerance provided in SI
02260.030, ($1,000 for 7/15), no overpayment exists. If the difference was more than $1,000, the PASS expert would adjust the type “D” earned income retroactively.
Example 2: During a progress review for a PASS that has been in existence for less than 12 months, the individual informs the PASS expert that she is no longer pursuing the goal. She set aside $1,200 of her SSDI benefit as explained in her plan. Although she saved the funds as required by the plan, she did not use the funds as planned. The PASS expert advise her that they will suspend the PASS unless they approve an amendment with a timetable and milestone(s) for using the saved funds. She does not wish to submit an amendment. The PASS expert offers to help her pursue a different work goal under a new PASS. She declines the offer. Because the expenditures do not equal the excluded income (and assuming that administrative finality is not a factor), the PASS expert adjusts the type “D” earned income back to the first month of the PASS.
The overpayment generated as a result of removing type “D” earned income will not always equal the amount of unaccounted for funds. The individual cannot be overpaid more SSI than they received regardless of the exclusion amount. For example, the PASS expert excluded $1,000 /month for 01/2018-03/2018 of SSDI benefits. Due to the exclusion, the individual received $910 /month in SSI (based on the claimants living arrangements, state supplement amount, etc.) for 01/2018-03/2018. After completing the accounting process, the individual had $3,000 of unaccounted PASS funds. As a result, the PASS expert removes all $3,000 of type “D” earned income from 01/2018-03/2018. The system recalculates SSI eligibility for 01/2018-03/2018 now using the previously excluded income, which results in ineligibility for all three months. The individual is overpaid $2,730. Even though the individual did not account for $3,000, they also did not receive $3,000 in SSI for the period