7.4.4  SSI/SSDI Transition Plan

7.4.4.1  SSI/SSDI Transition Plan

7.4.4.2  Developing the SSI/SSDI Transition Plan

 

7.4.4.1  SSI/SSDI Transition Plan

The case manager may begin to develop a written Transition Plan with the participant early in the SSI advocacy process using the automated SSI/SSDI Transition Plan.

The Transition Plan must be developed during a meeting between the FEP and the participant. Once there is a formal decision handed down from the Social Security Administration (SSA) regarding eligibility for SSI/SSDI, the Transition Plan should be finalized with the participant. The final Transition Plan should be issued to the participant no sooner than 90 days prior to W-2 eligibility ending and reviewed regularly with the participant up until W-2 eligibility ends. The case manager must document in PIN comments when the final plan was printed and given to the participant.

 

7.4.4.2  Developing the SSI/SSDI Transition Plan

Circumstances will vary greatly from one family to another which will require case managers to be resourceful as they work through the plan with the participant. Areas of need that should be addressed include:

The Transition Plan must include at a minimum, the following elements for each need that is identified:

  1. A plan of action. A short-term plan of action should help the participant address an emergency or short-term needs. A long-term plan of action includes the steps necessary to carry out a goal towards self-sufficiency, such as completing an education or training program or securing permanent housing; and

  2. Resource and referral information for any known government and community resources that may help to address the need. The Transition Plan should explain the purpose of each resource and how it addresses or relates to the participant’s identified need(s).

A W-2 worker must never enter confidential information in the SSI/SSDI Transition Plan in WWP. See 4.2.2.1 for a listing of confidential information that must never be entered on WWP pages without the additional security protections.

 

Important Topics to Be Covered in the SSI/SSDI Transition Plan

1.             Benefits and supportive services targeted at individuals with disabilities, including recipients of SSI/SSDI. Examples include:

a.             Ticket to Work: The Ticket to Work and Self-Sufficiency Program is an employment program for people with disabilities who are interested in going to work. The Ticket to Work Program is designed to remove many of the barriers that previously influenced people’s decisions about going to work because of the concerns over losing health care coverage. The goal of the Ticket to Work Program is to increase opportunities and choices for Social Security Disability Insurance beneficiaries to obtain employment, vocational rehabilitation (VR), and other support services from public and private providers, employers, and other organizations. To access a list of Ticket to Work providers in Wisconsin, go to: https://choosework.ssa.gov/findhelp/.

b.             Division of Vocational Rehabilitation (DVR):

A person is presumed eligible for DVR services if they are receiving SSDI or SSI and want to work. DVR service locations are available at: https://dwd.wisconsin.gov/dvr/locations/.

c.              Independent Living Centers (ILC): Wisconsin ILCs are community based, consumer directed, not for profit organizations. ILCs are nonresidential organizations serving persons of any age with any disabilities in all 72 Wisconsin counties. Unique in the world of human services, ILCs are governed and operated by a board and staff composed of a majority of people with disabilities. At a minimum, all ILCs funded through a contract with a designated state entity are required to provide these core services:

 

More information about these centers and where they are located is available at: https://www.dhs.wisconsin.gov/disabilities/physical/ilcs-contact.htm.

d.             Application Information for Caretaker Supplement: Wisconsin’s Caretaker Supplement (CTS) is a cash benefit available to parents who are eligible for Supplemental Security Income (SSI) payments. Caretaker Supplement benefits are $250 per month for the first eligible child and $150 per month for each additional eligible child. Individuals can apply for CTS over the phone, by mail, or at a local agency. Applications can also be submitted in ACCESS when applying for health care or Foodshare benefits. More information on what CTS is and how to apply is available at: http://dhs.wisconsin.gov/ssi/caretaker.htm.

e.             Aging and Disability Resource Centers (ADRCs): ADRCs are service centers that provide a place for the public to get accurate, unbiased information on all aspects of life related to aging or living with a disability. These centers are friendly, welcoming places that anyone can contact to receive information and assistance regarding not only the public benefits that may be available, but all of the programs and services available throughout the area.

Individuals, concerned families or friends, or professionals working with issues related to aging, physical disabilities, developmental disabilities, mental health issues, or substance use disorders can receive information specifically tailored to each person's situation. ADRC services can be provided at a center, via telephone, or through a home visit, whichever is more convenient to the individual seeking help. More information on what services are provided and ADRC locations is available at: https://www.dhs.wisconsin.gov/adrc/index.htm.

2.             Government-funded economic supports, including but not limited to:

a.             Caretaker Supplement;

b.             FoodShare;

c.              BadgerCare Plus (for dependent children of the SSI/SSDI recipient);

d.             Child Support;

e.             Wisconsin Shares Child Care Subsidy Program – for individuals who plan to work in unsubsidized employment or attend job skills training while employed; and

f.                Wisconsin Home Energy Assistance Program (WHEAP).

 

3.             Community-based supportive services that may address unmet needs and prevent crisis situations from arising. Examples include:

a.             Subsidized housing programs;

b.             Household Budgeting/Money Management Services;

c.              Transportation Services;

d.             Legal Assistance Services;

e.             Mental Health and AODA Services;

f.                Domestic Violence Services;

g.             Adult Literacy services; and

h.              Other services including volunteer organizations.

 

 

History: Release 23-05; Release 20-03.