Monthly Earnings Estimator Ticket Training Tuesday

Goals and Objectives Describe how Social Security considers earnings. Demonstrate the use of the Monthly Earnings Estimator to calculate possible eligible earnings months. Choose to use the Estimator in conjunction with other factors to properly submit payment requests. 2

SSI and SSDI Earnings Earnings are calculated depending on entitlement program Supplemental Security Income (SSI)/T16 – Pay date Social Security Disability Insurance (SSD)/T2 – Pay Period beginning and ending dates Concurrent (SSI and SSDI) – both pay date and pay periods. OSM will use eligible earnings for payment. 3

Progress Check Joe Ticketholder is a concurrent beneficiary month’s paycheck is $ Pay date: June 1, 2013 Pay Period: May 17 – May 30, 2013 If the EN submits a payment request for May, which entitlement program applies? A.SSI/T16 B.SSDI/T2 C.Both 4

Website Location 5

Save the Estimator 6

Estimator Interface 7

Estimator Tab 8

Progress Check 9 A A C C B B Where would you begin inputting pay stub information?

Enter ALL Pay Stub Information 10

Entitlement Program Schedule SSDI (title II) Benefits payments on the 3 rd of the month or later 11 Benefits payments on the 1 st of the month Benefits payments on the 1 st of the month and 3 rd of the month or later SSI (title XVI)Concurrent

Entering Data in the Estimator 12

Entering Data in the Estimator 13

Entering Data in the Estimator 14

Entering Data in the Estimator 15

Entering Data in the Estimator 16

Entering Data in the Estimator 17

Estimator with Data Entered 18

Earnings Breakup Tab 19

Save the Estimator 20

Progress Check The estimator is one tool that is used to calculate eligible payments to ENs. What are some other tools and factors that need to be considered when completing a payment request?

Questions? 22

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