Work-Related Overpayments to Social Security Disability Insurance Beneficiaries: Prevalence and Descriptive Statistics

by
Social Security Bulletin, Vol. 79 No. 2, 2019

Text equivalent for Chart 1.
How work affects benefit eligibility for DI beneficiaries

  1. Trial work period (TWP)
    • Benefits are not affected by beneficiary's work earnings
    • Ends if earnings exceed TWP threshold in any 9 months within rolling 60-month window
    • Overpayments do not occur
  2. Extended period of eligibility (EPE)
    • Benefits are suspended if beneficiary engages in SGA
    • Continues at least 36 months, ends in first month with SGA thereafter (3-month grace period is allowed)
    • Overpayments may occur
  3. Termination phase
    • Benefits are terminated if beneficiary engages in SGA
    • Termination can be reversed if beneficiary files new application or qualifies for expedited reinstatement after SGA ends
    • Overpayments may occur (even when beneficiary is not working)
  4. Initial reinstatement period (IRP)
    • Begins after benefit termination for a beneficiary who discontinues work and files a successful request for expedited reinstatement
    • Continues for 24 non-SGA months
    • Benefits are suspended if beneficiary reengages in SGA
    • Overpayments may occur
SOURCE: Authors' compilation of SSA program descriptions.