Case Study

Jerry Barnes:

First Attempt at Return to Work; Relapse

Work Activity 1998 to 2005

Note: Please assume that Jerry does not have any impairment work expenses or subsidies during the periods in question.

1998:

1999:

2000:

2001:

2002:

2003:

Note: Please assume 2004 SGA/TWP amounts for the following periods.

2004:

2005:



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Practice Quiz

Jerry's First Trial Work Period (TWP)

Question 1:
When was Jerry's first TWP month since he went on SSDI?

Answer:
October 1998 was his first work month. However, the months before 10/98 fell off when counting the nine TWP months worked within the rolling 60-month period.

Question 2:
List Jerry's TWP months within the current 60-month rolling window?

Answer:
October 1998-June 1999


Jerry's First Extended Period of Eligibility (EPE)

Question 1:
When did Jerry's EPE begin?

Answer:
July 1999

Question 2:
When did Jerry's EPE end?

Answer:
June 2002