Effective Dates: 12/31/2024 - Present

Identification Number:
SI 00830 TN 269
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Unearned Income
Type:POMS Full Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM

Part SI – Supplemental Security Income

Chapter 008 – Income

Subchapter 30 – Unearned Income

Transmittal No. 269, 12/27/2024

Audience

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

Originating Component

OISP

Effective Date

12/31/2024

Background

We are updating instructions for counting unearned income to delete obsolete language regarding drug addiction and alcoholism (DAA).

Summary of Changes

SI 00830.010 When to Count Unearned Income

We are changing the section title in subsection A.

We are moving subsection 1. to section C. and removing obsolete language in subsection 2 in subsection B.

We are updating subsection C. with language from subsection B.

We are adding additional references to subsection D.

SI 00830.010 When to Count Unearned Income

CITATIONS:

20 CFR 416.1123(a), 416.1123(d)

A. When to count unearned income

Count unearned income in the earliest month it is:

  • •

    received by the person;

  • •

    credited to the person's account; or

  • •

    set aside for the person's use.

B. When to count retroactive RSDI benefits

Count retroactive RSDI benefits paid in one lump sum as unearned income in the month payment is received.

C. Exceptions to counting income

1. Reissued conserved funds

Do not consider reissued conserved funds paid in a lump sum as unearned income in the month of re-issuance since such funds were previously considered in the month of original receipt, per SI 01120.022B.2.

2. Retroactive RSDI benefits paid for windfall offset months

We consider RSDI benefits paid for a month in which a person received an SSI payment (i.e., an offset month), including a federally administered State supplementary payment, as income in the month regularly due, not when received.

These benefits are considered when computing windfall offset per SI 02006.001.

Retroactive RSDI benefits paid for months outside an offset period are subject to the general policy in SI 00830.010A.

 

D. References

  • •

    GN 02610.005, Introduction to Title II/Title XVI Windfall Offset

  • •

    SI 00810.030, When Income is Counted

  • •

    SI 01120.022, Conserved Funds When Formally Designated Agent Changes

  • •

    SI 01130.600, Retroactive Supplemental Security Income (SSI) and Retirement, Survivors and Disability (RSDI) Payments

  • •

    SI 02006.001,Windfall Offset Provisions


SI 00830 TN 269 - Unearned Income - 12/31/2024