Welcome to the automated SSI calculation worksheet!
This tool, which was developed by the Yang-Tan Institute on Employment and Disability, provides a unique calculator and text companion that explains each step in the SSI benefits calculation process and provides proper calculations and results for your SSI clients attempting to make a return-to-work effort.
As you input your client's information, appropriate deductions will be taken automatically and pre-populate the fields requiring this information later in the process. ALL deductions and exclusions available to an SSI recipient are presented in the proper order for the best possible benefits and income estimates. The calculations will not end with a new SSI award amount, but instead will inform your client of their total financial outlook for the month's income including both benefits and earnings.
This tool is provided to assist your effort to provide correct and timely information to SSI recipients. It has been developed for federal purposes and will provide information using only the current federal benefits rates. For a beneficiary in a state providing a state supplement, you will need to also consider the impact of the state supplement.
Please note that this tool is using 2023 figures and will be updated annually.
For more information and for other course offerings and informational materials please see www.ytionline.org