eCourse
SSI Trusts: Policy from SSA Regional Trust Leads (2025)
Contains material from Mar 2025
SSI Trusts: Policy from SSA Regional Trust Leads (2025)
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The centralization of SSI trust reviews business process celebrated its 10-year anniversary in 2024. This session provides a look back, including improved quality, accurate and consistent trust determinations, and technical proficiency of employees. In addition, hear the latest regarding the legal opinion process, early termination, 90-day amendment period, and updates to the trust POMS.
Includes: Video Audio Slides
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Sessions
1.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2025)
Amanda Flood, Dana Marquez
1.00
0.00
0.00
Session Materials
Video
(mp4)
– 63 mins
Audio
(mp3)
– 63 mins
Slides
(pdf)
– 28 pgs
Session 1 —63 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2025)
The centralization of SSI trust reviews business process celebrated its 10-year anniversary in 2024. This session provides a look back, including improved quality, accurate and consistent trust determinations, and technical proficiency of employees. In addition, hear the latest regarding the legal opinion process, early termination, 90-day amendment period, and updates to the trust POMS.
Originally presented: Feb 2025 Special Needs Trusts
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX