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PASS Worksheet: Unearned Income

For this calculation we first need to know your Countable Income.

SSDI (Unearned Income)
General Exclusion
(see current amount)


TotalAmount Available toward PASS:
This is your total countable
income available toward a PASS

 

*This is the maximum amount you can use in your PASS each month. However, you are not required to use it all.

 

Now we need this information to complete the calculation...

 

PASS
Federal Benefit Rate
(see current amount)


Step 1:
Total Countable Unearned Income
blank image   blank image SSDI (Unearned Income)
blank image   subtraction sign Subtract General Exclusion
blank image   Equals sign Total Countable Unearned Income (Amount Available for a PASS)
Step 2:
Revised Total Countable Income
blank image   blank image Total Countable Unearned Income
blank image   subtraction sign Subtract PASS
blank image   Equals sign Revised Total Countable Income
Step 3:
SSI Cash Benefit
blank image   blank image Federal Benefit Rate
blank image   subtraction sign Subtract Revised Total
blank image   Equals sign

SSI Cash Benefit

Step 4:
Total Usable Income

blank image

  blank image SSDI (Unearned Income)
blank image   addition sign Add SSI Cash Benefit
blank image   Equals sign Total Monthly Income
blank image   subtraction sign Subtract PASS
blank image   Equals sign

Total Usable Income

 

Blind Work Expenses | Earned Income Exclusion | PASS Worksheet: Earned And Unearned Income | IRWE Calculations: For Persons With SSDI Only Who Are Working | IRWE SSDI & SSI Benefits | IRWE Calculations: For Persons With SSI Only Who Are Working |PASS Worksheet: Unearned Income | PASS Worksheet: Earned Income | SSI Cash Benefit | SSI Cash w/ Unearned Income | Student Earned Income Exclusion | Subsidy Based on Time | Subsidy Based on Additional Supervision/Training

 

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