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Final Quiz

Please review the case study and then answer the questions on the right.

Case Study

Jerry Barnes:

• Age 41
• Lives with brother and brother's two children
• Awarded Social Security Disability Insurance (SSDI) in 1990 based on severe back injury suffered as a construction worker
• SSDI monthly check = $620 (assume same amount throughout exercise)
• In 1997, began treatment for depression; has continued to see mental health counselor one time per month through the present
• States that he likes working with his hands, loves construction work, but would be willing to learn a new trade if, at some time, he's unable to continue this work.
• Presents himself well; would probably be good at anything that involved working with the public (i.e. doing estimates, working in a lumber company, tool company, etc.)
• Needs to continue seeing his doctor, therapist, taking meds, and monitoring back pain regularly. Also needs to continue having health insurance on an uninterrupted basis.

First Attempt at Return to Work; Relapse

• 1993... returns to work part-time in lighter construction work
• 1/93 through 6/93, earns $600 gross per month
• In late 1993, Jerry re-injures back and must stop working
• Does not work during remainder of 1993, nor does he work during 1994-97 period
• In early 1998, he begins attending mental health counseling sessions, suffering from severe depression

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:

• Works 10/98 through 12/98 ... gross earnings of $650 per month

1999:

• Works 1/99 through 12/99 ... gross earnings of $680 per month

2000:

• Works 1/00 through 12/00 ... gross earnings of $720 per month

2001:

• Works 1/01 through 4/01 ... gross earnings of $720 per month
• Late 4/01, he is laid off
• 5/01 through 10/01 ... does not work; eligible for unemployment insurance benefits of $90 per week
• 11/01 through 12/01 ... gross earnings of $1,000 per month

2002:

• 1/02 through 12/02 ... gross earnings of $1,000 per month

2003:

• New Year's Day ... Jerry aggravates his back taking down Christmas tree; is flat on his back for several days.
• 1/03 through 12/03 ... does not work, receives no wages

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

2004:

• Jerry returns to work on lighter schedule
• 1/04 through 12/04 ... gross earnings of $500 per month

2005:

• 1/05 through 12/05 ... gross earnings of $1,000 per month

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Final Quiz

1. When was the last Trial Work Period month?
   January February March April May June July August September October November December 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
   
   
   
2. When was the first month of the Extended Period of Eligibility?
   January February March April May June July August September October November December 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
   
   
   
3. When was the 14th month of his EPE?
   January February March April May June July August September October November December 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
   
   
   
4. When was the 16th month of his EPE?
   January February March April May June July August September October November December 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
   
   
   
5. When was the first month of substantial gainful activity following the Trial Work Period?
   January February March April May June July August September October November December 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
   
   
   
6. Was there substantial gainful activity during the 16th month of the Extended Period of Eligibility?

   
   Yes No
   
   
   
   
7. Was there substantial gainful activity during the month following the Extended Period of Eligibility?

   
   Yes No
   
   
   
   
8. When does his Medicare coverage end?
   January February March April May June July August September October November December 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010