Topic: Authorizing for Benefits Counseling
Introduction
Clients require accurate and individualized information about their Social Security and other public support benefits in order to make informed decisions about working. You should discuss the importance of getting Social Security benefits counseling with all clients receiving Supplemental Security Income (SSI) and/or Social Security - Disability Insurance (SSDI), Childhood Disability Benefits (SSCDB), or Disabled Adult Child (SSDAC). You may authorize for individualized counseling to qualified persons who have completed training approved by the Social Security Administration.
Authorization Information
Before completing an authorization for benefits counseling review the
client’s IPE to verify Other Services is on the plan. If not, amend the plan.
Then, use this information when authorizing for benefits counseling:
a. Template: Purchase Order
b. Vendor Name:
c. Ship To: N/A
d. Add Item.
i. Service: Other Services
ii. Item & Cost:
e. Custom Text or Special Delivery Instructions: “If
additional services are needed, please consult with me.”
f. Effect From / To. (I’d suggest a minimum of a couple of
months to allow time for scheduling.)
Benefits Counseling Providers � Referral & Fee Documents
Prior to referring a client to one of the providers below, contact the benefits counselor listed for the organization to discuss the benefits counseling services appropriate for the client.
PASS Analysis (is a PASS appropriate)?
IWD
Sheila Stoeckel
Iowa Workforce Development
600 S PIERCE AVENUE
MASON CITY, IA 50401
Email: Sheila.Stoeckel@iwd.iowa.gov
PH: 641-422-1500
FAX: 641-4221543
Use this document to determine service fees for authorizations:
IWD - Benefits Planning Services &
Fees.
Use these forms to complete referrals to IWD.
IWD - Benefits Counseling Referral (intake form).
IWD - Other Agency Release.
IWD - SSA
Release.
IWD - SSA Tax
Release.
Candeo
Jenna Bronson
9550 White Oak Lane
Johnston, IA 50131
Fax: 515-259-8109
Phone: 515-259-8110 ex. 20
Use this document to determine service fees for authorizations:
Candeo - Benefits Planning Services Fees.doc
Use these forms to complete referrals to Candeo:
Candeo � Application for Benefits Planning.doc.
Ticket2Work4You
Ticket2Work4You
PO Box 965
Waukee, IA 50263
Fax: 515-281-9096
Phone: 515-281-9009
Use this document to determine service fees for authorizations:
T2W4Y - Fee Services.doc.
Use these forms to complete referrals to Ticket2Work4You:
T2W4Y - Initial Referral.doc.
T2W4Y - otheragencyRelease.pdf
T2W4Y - SSA
Release.pdf
T2W4Y -
SSAtaxRelease.pdf