SI 00810: General - Income Rules for the Supplemental Security Income Program
TN 53 (10-11)
A. Income break even points
An income break-even point is the earned or unearned income amount a recipient or claimant can have so that countable income equals the applicable Federal benefit rate (FBR); i.e., Supplemental Security Income (SSI) would not be payable at or above that break-even point.
B. Procedure for determining monthly amounts
Use the following formulas to determine monthly amounts for future months if the Title XVI rate increase and rate chart has not been updated. For past and current FBR rates, see SI 02001.020.
2 FBR + $85 = monthly earned income break-even amount.
FBR + $20 = monthly unearned income break-even amount.
NOTE: For individuals or couples in FLA-B, include the value of the one-third reduction (VTR), to determine the appropriate break-even points. That is, in the above formulas, substitute “FBR minus VTR” for “FBR.”
C. References
SI 01401.001 General Information about State Supplementation
SI 00835.200 The One-Third Reduction Provision
SI 00835.900 Values for In-Kind Support and Maintenance for Years 1984 through 2005
SI 00835.901 Values for In-Kind Support and Maintenance for 2006 and Later
SI 02001.020 Title XVI Rate Increases and Rate Charts.
D. Exhibit of break-even points
The break-even points shown in the exhibit are:
based on Federal payments only;
applicable to aged, blind, and disabled individuals;
minimum amounts for blind and disabled individuals (amounts could be higher due to work-related exclusions or self-support plans); and
not applicable when there is a combination of earned and unearned income.
Living Arrangement Code: FLA-A
*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase
|
Period Beginning |
Earned Income |
Unearned Income |
||
|---|---|---|---|---|
|
|
Individual |
Couple |
Individual |
Couple |
1/2018 |
$1,585.00 |
$2,335.00 |
$770.00 |
$1145.00 |
|
1/2017 |
$1,555.00 |
$2,291.00 |
$755.00 |
$1,123.00 |
|
1/2016 |
$1,551.00 |
$2,285.00 |
$753.00 |
$1,120.00 |
|
1/2015 |
$1,551.00 |
$2,285.00 |
$753.00 |
$1,120.00 |
|
1/2014 |
$1,527.00 |
$2,249.00 |
$741.00 |
$1,102.00 |
|
1/2013 |
$1,505.00 |
$2,217.00 |
$730.00 |
$1,086.00 |
|
1/2012 |
$1,481.00 |
$2,181.00 |
$718.00 |
$1,068.00 |
|
1/2011 |
$1,433.00 |
$2,107.00 |
$694.00 |
$1,031.00 |
|
1/2010 |
$1,433.00 |
$2,107.00 |
$694.00 |
$1,031.00 |
|
1/2009 |
$1,433.00 |
$2,107.00 |
$694.00 |
$1,031.00 |
|
1/2008 |
$1,359.00 |
$1,997.00 |
$657.00 |
$976.00 |
|
1/2007 |
$1,331.00 |
$1,953.00 |
$643.00 |
$954.00 |
|
1/2006 |
$1,291.00 |
$1,893.00 |
$623.00 |
$924.00 |
|
1/2005 |
$1,243.00 |
$1,823.00 |
$599.00 |
$889.00 |
|
1/2004 |
$1,213.00 |
$1,777.00 |
$584.00 |
$866.00 |
|
1/2003 |
$1,189.00 |
$1,743.00 |
$572.00 |
$849.00 |
|
1/2002 |
$1,175.00 |
$1,719.00 |
$565.00 |
$837.00 |
|
1/2001 1 |
$1,147.00 |
$1,677.00 |
$551.00 |
$816.00 |
|
1/2000 |
$1,109.00 |
$1,623.00 |
$532.00 |
$789.00 |
|
1/1999 |
$1,085.00 |
$1,587.00 |
$520.00 |
$771.00 |
|
1/1998 |
$1,073.00 |
$1,567.00 |
$514.00 |
$761.00 |
|
1/1997 |
$1,053.00 |
$1,537.00 |
$504.00 |
$746.00 |
|
1/1996 |
$1,025.00 |
$1,495.00 |
$490.00 |
$725.00 |
|
1/1995 |
$1,001.00 |
$1,459.00 |
$478.00 |
$707.00 |
|
1/1994 |
$977.00 |
$1,423.00 |
$466.00 |
$689.00 |
|
1/1993 |
$953.00 |
$1,389.00 |
$454.00 |
$672.00 |
|
1/1992 |
$929.00 |
$1,351.00 |
$442.00 |
$653.00 |
|
1/1991 |
$899.00 |
$1,305.00 |
$427.00 |
$630.00 |
|
1/1990 |
$857.00 |
$1,243.00 |
$406.00 |
$599.00 |
Living Arrangement Code: FLA-B
*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase
|
Period Beginning |
Earned Income |
Unearned Income |
||
|---|---|---|---|---|
|
|
Individual |
Couple |
Individual |
Couple |
1/2018 |
$1,085.00 |
$1,585.00 |
$520.00 |
$770.00 |
|
1/2017 |
$1,065.00 |
$1,555.68 |
$510.00 |
$755.34 |
|
1/2016 |
$1,062.34 |
$1,551.68 |
$508.67 |
$753.34 |
|
1/2015 |
$1,062.34 |
$1,551.68 |
$508.67 |
$753.34 |
|
1/2014 |
$1046.34 |
$1,527.68 |
$500.67 |
$741.34 |
|
1/2013 |
$1031.68 |
$1,506.34 |
$493.34 |
$730.67 |
|
1/2012 |
$1015.68 |
$1,482.34 |
$485.34 |
$718.67 |
|
1/2011 |
$983.68 |
$1,433.00 |
$469.34 |
$694.00 |
|
1/2010 |
$983.68 |
$1,433.00 |
$469.34 |
$694.00 |
|
1/2009 |
$983.68 |
$1,433.00 |
$469.34 |
$694.00 |
|
1/2008 |
$934.34 |
$1,359.68 |
$444.67 |
$657.34 |
|
1/2007 |
$915.68 |
$1,330.34 |
$435.34 |
$642.67 |
|
1/2006 |
$889.00 |
$1290.34 |
$422.00 |
$622.67 |
|
1/2005 |
$857.00 |
$1243.68 |
$406.00 |
$599.34 |
|
1/2004 |
$837.00 |
$1,213.00 |
$396.00 |
$584.00 |
|
1/2003 |
$821.00 |
$1,190.34 |
$388.00 |
$572.67 |
|
1/2002 |
$811.68 |
$1,174.34 |
$383.34 |
$564.67 |
|
1/2001 1 |
$793.00 |
$1,146.34 |
$374.00 |
$550.67 |
|
1/2000 |
$767.68 |
$1,110.34 |
$361.34 |
$532.67 |
|
1/1999 |
$751.68 |
$1,086.34 |
$353.34 |
$520.67 |
|
1/1998 |
$743.68 |
$1,073.00 |
$349.34 |
$514.00 |
|
1/1997 |
$730.34 |
$1,053.00 |
$342.67 |
$504.00 |
|
1/1996 |
$711.68 |
$1,025.00 |
$333.34 |
$490.00 |
|
1/1995 |
$695.68 |
$1,001.00 |
$325.34 |
$478.00 |
|
1/1994 |
$679.68 |
$977.00 |
$317.34 |
$466.00 |
|
1/1993 |
$663.68 |
$954.34 |
$309.34 |
$454.67 |
|
1/1992 |
$647.68 |
$929.00 |
$301.34 |
$442.00 |
|
1/1991 |
$627.68 |
$898.34 |
$291.34 |
$426.67 |
|
1/1990 |
$599.68 |
$857.00 |
$277.34 |
$406.00 |
1 Pursuant to Public Law 106-554, the income break-even points have been updated to reflect the adjusted 2001 Federal benefit rates.
Living Arrangement Code: FLA-D
|
Period Beginning |
Earned Income |
Unearned Income |
||
|---|---|---|---|---|
|
|
Individual |
Couple |
Individual |
Couple |
|
7/88 |
$145.00 |
$205.00 |
$50.00 |
$80.00 |
|
4/82 |
$135.00 |
$185.00 |
$45.00 |
$70.00 |