Identification Number:
SI 00810 TN 57
Intended Audience:See Transmittal Sheet
Originating Office:OISP
Title:General - Income Rules for the Supplemental Security Income Program
Type:POMS Transmittals
Program:
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part SI – Supplemental Security Income
Chapter 008 – Income
Subchapter 10 – General - Income Rules for the Supplemental Security Income Program
Transmittal No. 57, 10/28/2019

Audience

FO/TSC: CS, CS TXVI, CSR, CTE, DRT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

OISP

Effective Date

Upon Receipt

Background

This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.

Summary of Changes

SI 00810.350 Income Break-Even Points General Information

For subsection D., updated the charts with 2020 amounts.

SI 00810.350 Income Break-Even Points General Information

A. Income break even points

An income break-even point is the earned or unearned income amount a recipient or claimant can have so that countable income equals the applicable Federal benefit rate (FBR); i.e., Supplemental Security Income (SSI) would not be payable at or above that break-even point.

B. Procedure for determining monthly amounts

Use the following formulas to determine monthly amounts for future months if the Title XVI rate increase and rate chart has not been updated. For past and current FBR rates, see SI 02001.020.

  • 2 FBR + $85 = monthly earned income break-even amount.

  • FBR + $20 = monthly unearned income break-even amount.

NOTE: For individuals or couples in FLA-B, include the value of the one-third reduction (VTR), to determine the appropriate break-even points. That is, in the above formulas, substitute “FBR minus VTR” for “FBR.”

C. References

  • SI 01401.001 General Information about State Supplementation

  • SI 00835.200 The One-Third Reduction Provision

  • SI 00835.900 Values for In-Kind Support and Maintenance for Years 1984 through 2005

  • SI 00835.901 Values for In-Kind Support and Maintenance for 2006 and Later

  • SI 02001.020 Title XVI Rate Increases and Rate Charts.

D. Exhibit of break-even points

The break-even points shown in the exhibit are:

  • based on Federal payments only;

  • applicable to aged, blind, and disabled individuals;

  • minimum amounts for blind and disabled individuals (amounts could be higher due to work-related exclusions or self-support plans); and

  • not applicable when there is a combination of earned and unearned income.

   

Living Arrangement Code: FLA-A

*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase

Period Beginning

Earned Income

Unearned Income

   

Individual

Couple

Individual

Couple

1/2020 $1,651.00 $2,435.00 $803.00 $1,195.00
1/2019 $1,627.00 $2,399.00 $791.00 $1,177.00

1/2018

$1,585.00

$2,335.00

$770.00

$1,145.00

1/2017

$1,555.00

$2,291.00

$755.00

$1,123.00

1/2016

$1,551.00

$2,285.00

$753.00

$1,120.00

1/2015

$1,551.00

$2,285.00

$753.00

$1,120.00

1/2014

$1,527.00

$2,249.00

$741.00

$1,102.00

1/2013

$1,505.00

$2,217.00

$730.00

$1,086.00

1/2012

$1,481.00

$2,181.00

$718.00

$1,068.00

1/2011

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2010

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2009

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2008

$1,359.00

$1,997.00

$657.00

$976.00

1/2007

$1,331.00

$1,953.00

$643.00

$954.00

1/2006

$1,291.00

$1,893.00

$623.00

$924.00

1/2005

$1,243.00

$1,823.00

$599.00

$889.00

1/2004

$1,213.00

$1,777.00

$584.00

$866.00

1/2003

$1,189.00

$1,743.00

$572.00

$849.00

1/2002

$1,175.00

$1,719.00

$565.00

$837.00

1/2001 1

$1,147.00

$1,677.00

$551.00

$816.00

1/2000

$1,109.00

$1,623.00

$532.00

$789.00

1/1999

$1,085.00

$1,587.00

$520.00

$771.00

1/1998

$1,073.00

$1,567.00

$514.00

$761.00

1/1997

$1,053.00

$1,537.00

$504.00

$746.00

1/1996

$1,025.00

$1,495.00

$490.00

$725.00

1/1995

$1,001.00

$1,459.00

$478.00

$707.00

1/1994

$977.00

$1,423.00

$466.00

$689.00

1/1993

$953.00

$1,389.00

$454.00

$672.00

1/1992

$929.00

$1,351.00

$442.00

$653.00

1/1991

$899.00

$1,305.00

$427.00

$630.00

1/1990

$857.00

$1,243.00

$406.00

$599.00

   

Living Arrangement Code: FLA-B

*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase

Period Beginning

Earned Income

Unearned Income

  

Individual

Couple

Individual

Couple

1/2020 $1,129.00 $1,651.68 $542.00 $803.34
1/2019 $1,113.00 $1,627.68 $534.00 $791.34

1/2018

$1,085.00

$1,585.00

$520.00

$770.00

1/2017

$1,065.00

$1,555.68

$510.00

$755.34

1/2016

$1,062.34

$1,551.68

$508.67

$753.34

1/2015

$1,062.34

$1,551.68

$508.67

$753.34

1/2014

$1046.34

$1,527.68

$500.67

$741.34

1/2013

$1031.68

$1,506.34

$493.34

$730.67

1/2012

$1015.68

$1,482.34

$485.34

$718.67

1/2011

$983.68

$1,433.00

$469.34

$694.00

1/2010

$983.68

$1,433.00

$469.34

$694.00

1/2009

$983.68

$1,433.00

$469.34

$694.00

1/2008

$934.34

$1,359.68

$444.67

$657.34

1/2007

$915.68

$1,330.34

$435.34

$642.67

1/2006

$889.00

$1290.34

$422.00

$622.67

1/2005

$857.00

$1243.68

$406.00

$599.34

1/2004

$837.00

$1,213.00

$396.00

$584.00

1/2003

$821.00

$1,190.34

$388.00

$572.67

1/2002

$811.68

$1,174.34

$383.34

$564.67

1/2001 1

$793.00

$1,146.34

$374.00

$550.67

1/2000

$767.68

$1,110.34

$361.34

$532.67

1/1999

$751.68

$1,086.34

$353.34

$520.67

1/1998

$743.68

$1,073.00

$349.34

$514.00

1/1997

$730.34

$1,053.00

$342.67

$504.00

1/1996

$711.68

$1,025.00

$333.34

$490.00

1/1995

$695.68

$1,001.00

$325.34

$478.00

1/1994

$679.68

$977.00

$317.34

$466.00

1/1993

$663.68

$954.34

$309.34

$454.67

1/1992

$647.68

$929.00

$301.34

$442.00

1/1991

$627.68

$898.34

$291.34

$426.67

1/1990

$599.68

$857.00

$277.34

$406.00

1 Pursuant to Public Law 106-554, the income break-even points have been updated to reflect the adjusted 2001 Federal benefit rates.

    

Living Arrangement Code: FLA-D

Period Beginning

Earned Income

Unearned Income

  

Individual

Couple

Individual

Couple

7/88

$145.00

$205.00

$50.00

$80.00

4/82

$135.00

$185.00

$45.00

$70.00


SI 00810 TN 57 - General - Income Rules for the Supplemental Security Income Program - 10/28/2019