Publications (SSDI) « SSDI

Publications
About Social Security Disability Insurance
(SSDI)

Patti's Publications About SSDI:

• Documents Required When Filing for SSI and/or SSDI – PEKD&A client information form.
• Duties and Responsibilities of the Trustee of a Special Needs Trust
  A memorandum that outlines the various duties and responsibilities of a Trustee under current Michigan law. The first section gives an overview of the SSI and SSDI benefit program and how to prepare your agenda for deciding on distributions.
• Understanding SSDI: How to Get it, Handle Denials or Loss of Benefits, Overpayments, and Coordinate it with Other Benefits
  This NAELA presentation in November, 2008 was part one of a two part session on SSDI and Medicare Benefits. My dear friend Sandy Mall and I spoke about the comprehensive subject listed above. Click here for recap from NAELA: Unlocking the Mysteries of SSDI and Medicare. Update – May 28, 2009: Sandy and I provided an updated presentation on a similar topic at the NAELA Special Needs Program in Arizona on May 28, 2009.
• What Private and Public Resources Need to be Protected in Settling a Workers Compensation Claim?
  Material from my seminar presentation in May, 2009 in Las Vegas to the members of the Workers Compensation section of the State Bar of Michigan and also addresses some SSDI issues. Attachments – Declaration of Trust, Orders to Amend Pooled Accounts Trust and Joinder Agreement, Joinder Agreement, Trust Advisor Services, Certificate of Liability Insurance, etc. (Click here for entire article and attachments in one pdf document – 8 MB)

Other Publications About SSDI:

• Social Security Disability – Breaking News (Alzheimer's Association – 2/11/10)
  The Social Security Administration (SSA) has added early-onset/younger onset Alzheimer's to the list of conditions under its Compassionate Allowance Initiative, giving those with the disease expedited access to Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI).
• Social Security – How to Apply Online for Disability Benefits (Great Places – 2/3/09)
  It's easier now than ever before to apply for Social Security disability benefits. Previously, the required disability report had to be completed manually–now, though, it's easy to complete the form online and forward it electronically to the local Social Security office.
• Supporting Work: A Proposal for Modernizing the U.S. Disability Insurance System (Hamilton Project – Dec. 2010)
  A wealthy, compassionate nation should have a fair and efficient disability insurance program that protects workers from loss of medical care in the event of work-limiting disability. The Social Security Disability Insurance (SSDI) program has played this role since its inception in 1956. However, SSDI is ineffective in assisting workers with disabilities to reach their employment potential or maintain economic self-sufficiency. Instead, the program provides incentives to applicants and beneficiaries to remain permanently out of the labor force, and it provides no incentive to employers to implement cost-effective accommodations that enable employees with work limitations to remain on the job. Consequently, too many work-capable individuals involuntarily exit the labor force and apply for, and often receive, SSDI.
• What Explains State Variation in SSDI Application Rates? (Center for Retirement Research – 12/11)
  Social Security Disability Insurance (SSDI) applications and receipts vary greatly by state. This paper investigates the extent to which this geographic variation in SSDI applications reflects differences in health, demographics, and employment characteristics, state policies, and politics.