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SSDI / SSI

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SSI Income & Resource Input Screen

Organize month-level income and resource rows before exclusions, deeming, and eligibility review

Output scope

Reviewed output branch: entered-record arithmetic plus only the SSA table or federal calendar version named in the result. Entitlement and disability conclusions remain for record and attorney review.

Direct answer

What this workpaper does

This browser workpaper addresses organize month-level income and resource rows before exclusions, deeming, and eligibility review. It returns only the entered-fact arithmetic, chronology, reconciliation, or coverage result shown on this page and leaves legal conclusions for attorney review.

Use it when: Counsel is screening SSI technical eligibility or an overpayment.

Source links checked
August 21, 2026

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01
Row 1
Enter the first row
Advanced paste format

One YYYY-MM | owner | amount row per line.

One YYYY-MM | owner | amount row per line.

02
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

03
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

04
Row 1
Enter the first row
Advanced paste format

One YYYY-MM | earned or unearned | amount row per line.

One YYYY-MM | earned or unearned | amount row per line.

05
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

06
Row 1
Enter the first row
Advanced paste format

One YYYY-MM | owner and earned or unearned | amount row per line.

One YYYY-MM | owner and earned or unearned | amount row per line.

07
08
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Confirm each required entry against the source record.
  2. 02Build the workpaper and inspect every calculated fact and held question.
  3. 03Open the cited sources and verify the version that governs the matter.
  4. 04Move unresolved file questions into the related Preflight review.

What the workpaper returns

  • Entered resources by owner
  • Earned and unearned income totals
  • Supported federal resource-limit comparison
  • Classification and deeming questions

Same practice

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