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Tier 1 Training
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Training Objectives
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Motive consumer towards productive and the most
independent lives utilizing Disability Benefits 101 (DB101)
Use the DB101 to support consumer to makes plans to work,
and plan a transition to self-sufficiency
Acquire comfort and ease navigating DB101
Use training techniques to implement DB101 into everyday
practices
Increase measurable, program- and consumer-desired
outcomes through DB101 tools and information
Utilize WIIN Digital Hub for resources and data collection
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Who are We
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WIIN Staff
Nicholas Love, Program Manager for Benefits 2 Work (B2W)
B2W is a statewide program managed by Arizona Bridge to Independent Living
(ABIL), which includes Work Incentive Planning & Assistance (WIPA), SSA
demonstration project – BOND, Work Incentive Information Network (WIIN), and
the PROMISE grant. B2W focuses on education of SSA benefits and encouragement
of employment as an intervention to move people with disabilities out of poverty.
Marianne Mart, Statewide WIIN Trainer
Provides training and technical assistance on DB101 to providers and community
stakeholders to further the mission of WIIN.
Shoshanna Fawley, WIIN Information & Referral Specialist
Fields and assess inquiries regarding SSA benefits and employment concerns;
provides referrals to B2W services; educates and assists individuals on DB101;
and is the “Ask the Expert” for DB101.
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The Work Incentive Information Network (WIIN) provides
technical assistance and support for a systems (cultural) change
that will increase the Arizona employment rate of individuals
with disabilities.
 Training on the use and incorporation of the Arizona Disability
Benefits 101 (DB101) online tool
 Educating on how federal and state benefits and employment
work together - disputing the myths
 Developing a sustainable network of service professionals and
community partners to aid an already strained system
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Work Incentives
Information Network (WIIN)
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Sharing daily business practices that promote and support
employment
By sharing a unified accurate message to empower people
with disabilities to explore employment options, WIIN can
assist people with disabilities to move out of poverty and
make informed decisions about employment.
Materials, Resources and Shared Data Collection
at
www.wiinaz.org
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Disability Benefits 101
History
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Created by World Institute on Disability
Currently in 6 states
 Arizona, California, Michigan, Minnesota, Missouri, and
New Jersey
AZ DB101 brain child of the MIG
Funded by RSA
Work Incentive Information Network
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DB101 in the Beginning…
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Eliminate myths and confusion about Social Security benefits
Initiate conversational knowledge about Social Security
benefits and work incentives
A tool to help service providers explain work incentives –
Social Security and employment
Promote employment for people who receive Social Security
benefits
The whole focus was Social Security Benefits!
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But Now in Arizona…
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Eliminate myths about the abilities of people with disabilities
Start conversations about the self-planned futures of people
with disabilities
A tool help people with disabilities become self-sufficient
Promotes independence for all people with disabilities – on
benefits or not
It’s about a culture change and empowering!
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Social Security
Basics
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Social Security
Definition of Disability –
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According to Social Security, a person over 18 is considered
disabled if the person has a physical or mental impairment
which:
• Prevents the person from any Substantial Gainful Activity
(SGA) - earning a certain amount of money, and that
• Has lasted or can be expected to last for at least 12
months, or
• Can be expected to result in death
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Ticket to Work and Work Incentives
Improvement Act of 1999
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Social Security benefit recipients under the full-age of
retirement are eligible for a “Ticket” issued by SSA.
Provides more choices in employment services.
Enables persons with disabilities to work more and lessen
dependence on benefits.
Removes barriers requiring people with disabilities to choose
between work and health care coverage.
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Ticket to Work and
Work Incentives at Work
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SSI & SSDI
2 Different Programs!
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Supplemental Security
Social Security Disability
Income (SSI) - Title XVI
Insurance (SSDI) - Title II
Social Insurance
Means Tested
Based on financial need.
● Based on an individual’s
work history & amount
Federal Benefit Rate (FBR)
paid into the system.
of $721 (individual) is
maximum payment amount
● Deceased or retired parent’s
and $1,082 (couple).
or spouse work history.
$2,000 resource limit
● Childhood Disability
($3,000 for couples)
Beneficiary (age 18)
Medicaid (AHCCCS)
● Medicare
Rules for SSI and SSDI are completely different.
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Impact Of Earnings
On SSA Cash Benefits
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SSI uses a formula to recalculate the check – 2 for 1 reduction
 For every dollar earned, beneficiary keeps $1 of
SSA cash benefit
SSDI is an ALL or NOTHING program – Cash Cliff
 The amount of the check is not reduced – a person is
either eligible for their entire check or no check at all
If getting both SSDI and SSI: SSDI rules apply to the SSDI
check and SSI rules apply to the SSI check
Both Programs: May allow deductions in calculating
“countable” income
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Healthcare and
Returning to Work
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If the SSI check goes to $0 due to earnings, the individual still
qualifies for Medicaid for free through a provision called 1619(b).
Even if SSDI stops due to work, the individual is entitled to
Medicare for at least 93 months after the end of the Trial Work
Period through Extended Medicare Coverage.
Working individuals can purchase Medicaid coverage through
Freedom to Work.
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Wake Up!
There’s Hope
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Social Security is Confusing –
AZ DB101 is the Answer!
Arizona Disability Benefits 101 (DB101) is a user-friendly online
tool that helps work through the myths and confusion of Social
Security benefits, healthcare, and employment.
 Provides online tools and services
 Ease fears
 Empower people and their families
 Assist in making informed decisions that will lead to a more
financially productive life
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A Great Tool!
Disability Benefits 101 gives you tools and information on
employment, health coverage, work incentives, and federal and
state benefits. You can plan ahead and learn how work and
benefits go together.
www.az.db101.org
A partnership with the Arizona Rehabilitation Services Administration and
Arizona’s Medicaid Infrastructure Grant (1QACMS300122) administrated
by AHCCCS.
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DB101 User Experience
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Easy to navigate
Information provided in layers
User friendly work and benefits calculators
“Next Steps” access to local, state, and national resources
Easy-to-read articles on state, federal, and private benefit and
health coverage programs
Definitions throughout the site
Click on question boxes to learn more
Useful Search and Site Map leads to desired section
Páginas en Español
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DB101 User Experience
Linkage and reference throughout to
Ask the Experts at:
Benefits 2 Work Arizona (B2W)
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Additional assistance available through
"Ask the Experts” link on DB101
“Expert” also Intake Specialist for Benefits 2 Work
Intake Specialist will assess and refer to appropriate work
incentive services
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Not receiving Social Security Benefits?
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DB101 can still be useful
 Explains eligibility requirements
 Links to applications and other program websites
 Articles related to different significant life changes.
 Tips for planning for future
 Resources for numerous organizations and programs
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DB101 is more
than just benefits!
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Key Programs and Eligibilities
Articles Related to Different Significant Life Changes
Programs That Support Work
Getting a Job
Independent Living
Housing
www.az.db101.org
Asset Building
ACA Questions and Resources
Links To Resources, Numerous
Organizations and Programs
And Much More
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Power to
Encourage
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Tier 1 Message –
Encouragement
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People with disabilities can and do work.
Cash benefits from Social Security do not have to be a
lifetime thing.
 It for the short term
 Work incentives can be used to become more selfsufficient through employment
The interaction of public benefits and work is complicated.
 Many resources out there to help your situation
There are avenues to continuing your healthcare coverage if
you work.
 You should take a look at DB 101.
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Motivational Messaging
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Most jobs are about belonging to something larger than our
own situation, and our family’s situation.
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Moving out of poverty is about creating a better life.
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The job experience is a means to an end and something larger
than the job itself.
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Even when a job does not work out there are more winners
than losers with taking on a new job - the client, and family;
benefit programs; and the local community
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A “failed” job is often a learning opportunity and experience
for whatever comes next.
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Motivational Messaging
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A consumer with limited knowledge and even less expertise
about benefit programs can know enough to start her own
benefits planning process … DB101 can help your client get to
her question.
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Even a perceptual sense that the consumer has control of the
benefits planning process can enhance outcomes.
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To give the consumer permission to take control of the
process, share work incentives information in gradual layers,
versus all at once.
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More than Employment
Empowerment
Community Inclusion
Increase Self-Worth
Moving Out of Poverty
Creating a Better Life
Opportunity to Dream
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Add in Organization Specific Info
Organization Specific Info
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Add in Organization Specific Info
Organization Specific
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Mission/Goals
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Add in Organization Specific Info
Organization Specific
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Philosophy
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Add in Organization Specific Info
Organization Specific
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Staff Responsibilities - including outcomes & contract
obligations
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Add in Organization Specific Info
Organization & DB101
Organization
Logo
+
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=
More empowered and informed consumer
Desired outcomes
More effective services
Easier work for case managers
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Examples
Organization Specific
Housing
 Rental support
 Home ownership
 Example
Education
 Planning educational path
 Funding your education
 Example
Employment
 Facts and myths about who can and cannot work
 Resources and tools to obtain and maintain employment
 Example
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Myth Busters
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Myths
#1: I can’t work because of my disability.
#2: I will lose my SSI/SSDI benefits when I start to work.
#3: If I work, I will lose my health care benefits.
#4: If I start working, Social Security will decide I’m not disabled
anymore.
#5: There are no resources that can help me find and keep a job.
#6: I can’t afford the extra costs of starting to work.
#7: I don’t need my benefits as long as I have a job, but if I have
to stop working because of my disability, I won’t be able to get
my benefits back.
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Myth Busting
Talking Points
Myth:
 “I would work but I cannot lose my healthcare.”
Response:
 That really isn’t an issue. There are ways to keep your
healthcare when you work. I get why you think that, though.
Sometimes even the case handlers at SSA or Medicaid get
confused about this.
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Myth Busting
Talking Points
Myth:
 “I am going to lose my benefits if I work.”
Response:
 It really doesn’t work like that. Some people keep their
benefits for a while, some don’t ever lose them, and others
get a reduction. It depends on the program, your earnings
and some other factors. But, plenty have people have made
the transition to work from benefits and are much better off
financially. You should look into it some more.
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Myth Busting
Talking Points
Myth:
 “I am feeling better now, but what if my disability worsens
after a while? I am not working and losing that help because
I may need it again.”
Response:
 Just because you are working does not mean you lose a
connection to Social Security. In fact, people who get benefits
and then work are allowed several years, and sometimes
longer, when they can go in and out of the system.
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Myth Busting
Talking Points
Myth:
 “Well, it took me forever to get SSDI. Why would I change
anything now?”
Response:
 I know that initial eligibility process can take a long time and
be really stressful. But once you are in the system, which you
are, they really do set up the system to encourage to try to
work if you can. People who get benefits and then work are
allowed several years, and sometimes longer, when they can
go in and out of the system. Why not try and see if you can
bring in more money?
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Myth Busting
Talking Points
Myth:
 “I can’t work. I am disabled.” Or
“I can’t work. I get disability.”
Response:
 There are plenty of people with disabilities who are on or
were on benefits and work. Disability does not mean “can’t
work.” There is a whole set of rules and a system set up to
support people with disabilities in working if they need that
support. Don’t sell yourself short.
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Myth Busting
Talking Points
Myth:
 “If I work, they will charge me more rent.”
Response:
 That may or may not be true. In certain types of housing,
they don’t raise your rent right away if you work. However,
even if they do, it is not like that increase in rent is going
to take your whole paycheck. You will still have more
money overall.
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Addressing
Fears, Concerns,
and Confusion
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Scenarios
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I want to start planning to go to work.
I need more education to do what I want to do.
I want to work but my parents are worried.
I've heard a lot of horror stories about return to work.
How do I find the right job for me?
What are my rights and responsibilities as an applicant and
worker with a disability?
What happens to my SSDI if I go to work?
I am really concerned about my health care when going to
work.
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Scenarios
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I would like to start saving for the future.
I would like to save to buy a home.
I would like to start my own business.
What about trust funds?
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Examples
Frequent Inquires
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Medicare A/B/D
Cash Assistance
Prescription Drug Plans
AHCCCS Freedom to Work Program
Ticket to Work Program
American with Disabilities Act
HUD Housing
Affordable Care Act
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If you didn’t document,
it didn’t happen.
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Examples
Documentation
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Plan/Goals/Intervention (P/G/I)
Interventions:
Going to Work
Work
Incentives
Education
Volunteering
Planning
Resources
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Examples
Documentation
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Narrative Notes
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Case manager provided and reviewed DB101 as a resource
tool to make informed decisions and progress towards goal.
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Outcomes
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WIIN Digital Hub
Materials, Resources and Shared Data Collection
 Promotional materials
 Talking points
 Article suggests
 Outcome reporting
www.wiinaz.org
WIIN Data Collection - How To
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Ongoing
Partnership
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Technical Assistance
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Technical assistance and additional training.
Specific tools and resource development.
Monthly data reports
DB101 assistance for your consumer.
Nicholas Love, Program Manager
602-443-0750
Marianna Marts, Trainer
(602) 291-6911
Technical assistance & resources
for case managers
Shoshanna Fawley,
Information & Referral
1-866-304- WORK (9675)
Member assistance and referrals
to services
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Work Incentives Consultants
Throughout Arizona
Benefits 2 Work Arizona is an program
supporting Social Security beneficiaries with
disabilities in their transition to work.
1-866-304- WORK (9675)
Managed by
Arizona Bridge to Independent Living
subcontracted with
DIRECT Center for Independence
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Need More Help?
1-866-304-WORK (9675)
(602) 443-0720
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