Step 1: Define Your Work Goal

Start by clearly outlining your plan to:

• Specify a realistic employment goal based on your skills and interests.
• Identify what education, training, or equipment you need to succeed.

Step 2: Create a Budget for Your Plan

List the costs involved such as:

• Tuition, books, and supplies for education or training programs.
• Funds needed for business start-up expenses or tools.

Step 3: Understand How PASS Affects Your Benefits

With PASS, you can:

• Exclude income and resources used for your plan from SSA’s benefit calculations.
• Maintain your monthly SSDI payments while working toward independence.

Step 4: Submit Your PASS Application

Apply by:

• Filling out the PASS plan form included with your SSDI paperwork or at your SSA office.
• Providing detailed information and supporting documentation for your goals and budget.

Step 5: Follow-Up and Adjust as Needed

Keep in mind:

• You must update SSA regularly on your plan’s progress and expenses.
• Modifications to the plan may be allowed if your circumstances change.

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Common Challenges

Be aware of potential issues such as:

• Incomplete or unclear plans leading to application denial.
• Failing to submit updates or proof of expenditures on time.