Benefits to Independence 101
Module 1: Session 4

Learning Objectives:

• Understand the two main disability benefit programs – Learn what Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) are, how they work, and who qualifies for each.

• Identify eligibility requirements – Be able to recognize the financial, medical, and work history criteria for SSI and SSDI.

• Know the health coverage options – Understand how SSI connects to Medi-Cal and how SSDI connects to Medicare, including differences in timing and coverage.

• Recognize when someone can receive both benefits – Learn what "concurrent benefits" are and how they can provide dual medical coverage.

 

Activities:

1. Benefit Documentation Collection: Gather your most recent award letters, medical insurance paperwork and/or cards, and any other benefit documentation. Download the Benefit Documentation Collection worksheet here.

2. Benefits Planning Query (BPQY) Review: Request your Benefits Planning Query (BPQY) from your local SSA office or by calling SSA at (800) 772-1213.

3. Organize: Create a filing system (physical or digital) for organizing all your benefit-related documents and letters from the Social Security Administration (SSA). Download the Create a Filing System worksheet here.

Resources:

Empowerment Essentials: Understanding Your Benefits

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