SSA 2006 Letter: Structures and SNTs SOCIAL SECURITY August 12, 2003 Jay Sangerman, Esquire Dear Mr. Sangerman: This letter confirms our telephone conversation of August 12, 2003. You asked if the Social Security Administration’s policy with regard to additions to a trust that is not a resource for supplemental security income (SSI) purposes had changed from the policy that is found in the Program Operations Manual System (POMS) at SI01120.201J.1.d. Specifically, that provision states that “[a] legally assignable payment . . . that is assigned to a trust is income for SSI purposes unless the assignment is irrevocable. If the assignment is revocable, the payment is income to the individual legally entitled to receive it.” This policy applies to trusts established on or after 1/1/00 and subject to section 1613(e) of the Social Security Act.
Team Leader --------------------------------------------------------- JAY J. SANGERMAN, ESQ. |
