W-2 Plans

The W-2 Plans page, accessed from the Case Management tab, allows you to add, view, and edit SSI/SSDI Transition Plans and Supportive Service plans. 

w-2 plans button

SSI/SSDI Transition Plans

The case manager may begin to develop a written SSI/SSDI Transition Plan with the participant early in the SSI advocacy process using the W-2 Plans page.

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).

See W-2 Manual Section 7.4.4 for policy regarding the SSI/SSDI Transition Plans.

Supportive Service Plans

The W-2 agency must offer assistance in developing a Supportive Service Plan to:

  1. Applicants who withdraw their W-2 applications prior to W-2 placement. 
  2. Participants who are approved or denied a time limit extension.
  3. Participants who are placed in a case management placement, including: CMF, CMF+, CMU, CMD, CMJ, CMN, CMM, CMP, and TSP.

The Supportive Service 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 to help the participant address 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.
  2. Resource and referral information for any known government and community resources that may help to address the need. The plan should explain the purpose of each resource and how it addresses or relates to the identified need.
  3. W-2 Agency contact information.

See W-2 Manual Section 7.6 for policy regarding the Supportive Service Plan.