WEBINAR: Social Security’s Updated ABLE Guidance - A Deeper Dive
The ABLE National Resource Center will host a webinar "Social Security’s Updated ABLE Guidance - A Deeper Dive" on Thursday, April 26.
The webinar will launch at 11:00 a.m. Arizona Time. Chris Rodriguez, director of the ABLE National Resource Center, will be presenting and moderating the webinar. The webinar will also feature a guest panel, including:
- Marlene Ulisky, Social Security Benefits Expert, National Disability Institute
- James R. Sheldon, Supervising Attorney, Neighborhood Legal Services
- Rob Percival, Sr. Vice President, Strategic Products, Ascensus College Savings
- Katy Oliver, ABLE Account Owner and 2018 ABLE Advisor Participant
The Social Security Administration (SSA) recently published their updated guidance on the ABLE Act and ABLE Accounts. This guidance, formally known as their Program Operations Manuals System (POMS), provides in-depth information on how SSA staff, on the local and regional levels, should be interpreting and treating funds in an ABLE account for those individuals who are receiving Social Security Disability benefits, specifically beneficiaries of Supplemental Security Income (SSI).
The purpose of this webinar is to assist individuals with disabilities and their families, providers, ABLE programs and all other ABLE related stakeholders in better understanding this newly updated guidance. During the webinar, we will provide information and explanation on each of the seven sections that make up the SSA guidance:
- What is an ABLE Account?
- Definition of ABLE terms
- When to exclude ABLE account contributions, balances, earnings and distributions
- When to count ABLE account balances and distributions
- How to verify, document and record ABLE account balances
- How to verify, document and record ABLE account distributions
- Handling and recording ABLE prepaid debit card information
Please note: Real-time captioning will be provided for this webinar. For other accommodation requests, questions about the webinar, or the registration process, please contact Chris Rodriguez at [email protected].
