Resources

Module #7

Supporting Asset Development and Accumulation

This toolkit will help you understand and explain two key Supplemental Security Income (SSI) policies that allow youth to save money to support a range of goals related to future employment and independence. Our focus will be on two saving and asset accumulation options: SSI’s Plan to Achieve Self Support (PASS); and the Achieving a Better Life Experience (ABLE) Account.

Social Security’s Red Book – A Guide to Work Incentives

https://www.ssa.gov/redbook/eng/ssdi-and-ssi-employments-supports.htm (provides summary of all key Social Security and SSI disability work incentives).

Social Security Program Operations Manual System (POMS) Policies

POMS SI 01130.000, https://secure.ssa.gov/poms.nsf/lnx/0501130000 (resource exclusions)
POMS SI 00870.000, https://secure.ssa.gov/apps10/poms.nsf/lnx/0500870000 (the PASS).
POMS SI 01130.740, https://secure.ssa.gov/apps10/poms.nsf/lnx/0501130740 (ABLE accounts).
POMS SI 01140.150, https://secure.ssa.gov/apps10/poms.nsf/lnx/0501140150 (529 college savings accounts, referred to by SSI program as “Qualified Tuition Programs”).
Individual Development Accounts (IDAs): POMS SI 00830.670 (Demonstration Project IDAs); SI 00830.665, https://secure.ssa.gov/apps10/poms.nsf/lnx/0501140150 (TANF-funded IDAs)

Social Security’s Spotlight Series

Links to SSI Spotlights, https://www.ssa.gov/ssi/links-to-spotlights.htm.
Spotlight on Individual Development Accounts, https://www.ssa.gov/ssi/spotlights/spot-individual-development.htm.
Spotlight on Resources, https://www.ssa.gov/ssi/spotlights/spot-resources.htm.
Spotlight on Plan to Achieve Self Support, https://www.ssa.gov/ssi/spotlights/spot-plans-self-support.htm.
Spotlight on Achieving a Better Life Experience (ABLE) Act, https://www.ssa.gov/ssi/spotlights/spot-able.html.
Spotlight on Trusts, https://www.ssa.gov/ssi/spotlights/spot-trusts.htm.

Social Security’s Disability Research Resources

Plan to Achieve Self Support (PASS), https://www.ssa.gov/disabilityresearch/wi/pass.htm

Additional ABLE Account Resources

ABLE National Resource Center, http://www.ablenrc.org/ (regularly updated with new resources)
- On home page, US map shows states in blue that have active ABLE programs. Click on state for information on program.
- Wide range of resources with updates on federal policy, what state ABLE programs are doing, and range of aids to help those considering enrollment in an ABLE program.
Achieving a Better Life Experience (ABLE) Accounts: ABLE Accounts can be Used by Individuals with Disabilities to Save Money to Support Independence, Employment, and Pay for or Leverage Funding for Assistive Technology (Sept. 2017) (15 pages), http://www.nls.org/files/Disability%20Law%20Hotlines/National%20AT%20Advocacy/ABLE%20ACCOUNTS%20September%202017.pdf.