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SSI & Work- In Depth Training
Receiving SSI and thinking about working, earning more income, or becoming self-employed? This comprehensive training will help you understand how work, wages, and resources can affect your SSI benefits.
We'll take a deep dive into SSI work rules, income exclusions, reporting requirements, work incentives, and practical strategies to help you make informed decisions while returning to work.
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Autocalculating SSI Calculation Sheet 2026
This auto-calculating 2026 SSI Calculation Sheet makes it easy to estimate how earned income, unearned income, and applicable work incentives may affect an SSI payment. Simply enter the applicable amounts, and the sheet automatically applies the calculations in the correct order to estimate countable income and the adjusted SSI payment.
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Detailed SSI Income Calculation Sheet 2026
This manual-entry SSI Calculation Sheet walks you through the SSI calculation step by step. It includes earned and unearned income, work incentives and exclusions, and the correct order in which each is applied when determining countable income and estimating the SSI payment.
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Basic SSI Calculation Sheet 2026
This infographic provides a simple, step-by-step visual explanation of how Supplemental Security Income (SSI) is adjusted by earned income. It includes key calculation stages, including gross wages, allowable exclusions, countable income, and the final adjusted SSI payment.
*For a calculation that includes unearned income as well as earned income, along with applicable work incentives, please download the Detailed SSI Calculation Sheet 2026.
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SSDI & Work- In Depth Training
Go beyond the basics of working while receiving SSDI with this in-depth. Learn about work incentives, the Trial Work Period, SGA, the Extended Period of Eligibility, Medicare, reporting requirements and common mistakes that can affect your benefits. You’ll also gain practical strategies for planning work with more confidence and fewer surprises.
**Recommended prerequisite: attend the free “Can I Work on SSI & SSDI?” training first.
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SSDI & Work Phases
This quick video covers basics of how SSDI is impacted by work earnings.
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SSDI Basic Overview Infographic 2026
Navigate the 9-month Trial Work Period, Extended Period of Eligibility, and SGA limits with ease! This infographic breaks down the SSDI work phases in plain language, making it simple to understand how your benefits are protected while you explore returning to work. Take control of your work planning — see all SSDI work phases in one clear, easy-to-understand graphic!
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SSDI Work Activity Recordkeeper 2026-2027
Stay organized while working on SSDI with this downloadable Excel workbook! Track wages, work hours, Trial Work Period (TWP) months, Substantial Gainful Activity (SGA), IRWEs, and more. Automatic formulas and annual summaries help you maintain accurate records for SSA reporting. Perfect for SSDI beneficiaries, benefits planners, and employment professionals.
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Can I Work on SSI/SSDI?
Can I Work on SSI or SSDI Without Losing My Benefits?
This is one of the biggest questions I hear from people receiving disability benefits. Many people want to work, earn more income, start a business, or become more independent — but they’re afraid that trying could put their benefits at risk.
We’ll cover: ✔️ SSI vs SSDI basics ✔️ How work and income can affect benefits ✔️ Common mistakes to avoid ✔️ Work incentives and resources that may help
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Benefits Planning Query (BPQY) Handbook
A Benefits Planning Query (BPQY) is a report provided by the Social Security Administration that gives a detailed overview of your disability benefits and work history. You need one to understand your current benefits status, plan for returning to work, and ensure that the information SSA has about you is accurate.
This is available as a free download on the SSA website, as well. Uploading here for your convenience, as well.
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Work Activity Report- Employee (SSA-821)
The SSA-821, or Work Activity Report, is a form used by the Social Security Administration to gather information about your work activity when you receive SSDI benefits. It helps determine if your work qualifies as substantial gainful activity or trial work months, which can affect your eligibility for disability benefits.
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Work Activity Review- Self-Employed (SSA-820)
The SSA-820, or Work Activity Report for Self-Employed, is a form used by the Social Security Administration to gather information about your self-employment activity when you receive SSDI benefits. It helps determine if your self-employment income qualifies as substantial gainful activity or trial work months, which can affect your eligibility for disability benefits.
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ABLE Accounts
Here’s a free download for those who want a quick overview of what ABLE accounts are, how to qualify, etc.
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