Please find below the materials for the Nuts & Bolts training.

• SSI Calculation Tool 2025 (Excel)
• Day One Activities
  1. SSI Work Income Alone (pdf)
  2. SSI Work Activity with SEIE (pdf)
  3. SSI Work Income with IRWE (pdf)
  4. SSI Work Income with BWE (pdf)

• Day Two Activities
  1. SSDI TWP (pdf)
  2. SSDI TWP, EPE & SGA Rule (pdf)
  3. SSDI TWP & Grace Period (pdf)
  4. TWP Tracking Sheet (pdf)
• Public Benefits Fact Sheets
• Nuts & Bolts PowerPoint Presentation (pdf)
• IRWE Request Form (pdf)
• Roomer Boarder AFF-1 (Word)
• Benefits Planning Query Handbook (BPQY) (pdf)
• SSI Maximum Payment Levels in Massachusetts (pdf)
• Screening Tool: SSI vs. SSDI – MA
• Screening Tool: SSI vs. SSDI – NY
• Public Benefits Acronyms
• SSA Red Book  – A Guide to Work Incentives and Employment Supports

For questions, please contact Brian Forsythe.