Financial

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Many questions may arise regarding legal rights, responsibilities, and financial security as youth and young adults with disabilities transition to adult life. This section of our website provides information including state specific resources related to finance, benefits, insurance, guardianship, wills and trusts.

Pennsylvania Specific

Resources

Financial

Medicaid: Waivers | Pennsylvania Health Law Project
Housing Services for Independent Living
This webinar addresses various provisions in PA's Home & Community Based Service Waivers that need to be considered in developing independent living models, including the 30 hour rule under the Consolidated waiver, the 50 hour rule under the Autism waiver and community integration under the Omnibus Budget Reconciliation Act (OBRA) waiver. The presenters describe creative approaches to coordinating home management and supportive services including micro-boards, mini- boards, and co-ops and provide information on actual examples of these models.
Financial Education (Effective Practies)
Having an understanding of financial skills and money management is crucial for all youth and young adults transitioning to adult life. This session presented in conjunction with the Pennsylvania Technology Foundation (PATF) will present information regarding the necessary financial skills that are needed for individuals with disabilities to live independently. Included in this presentation will be information regarding the PATF’s Cents and Sensibility financial education booklet.
Pennsylvania Work Incentives Planning Assistance
Most people don’t know that when a person qualifies for disability related benefits from the Social Security Administration (Social Security) such as Social Security Disability Insurance (SSDI) and/or Supplemental Security Income (SSI), it does not mean they cannot work. For transition aged youth, Social Security offers specific work incentives that might help them while in high school or college. This document provides information regarding work incentive counseling that is available in Pennsylvania for transition age youth.
2015-16 COP Webinar Series - Navigating the Road to Success: Medical Assistance/Medicaid waivers and Financial Education Webinar Handout
This PowerPoint accompanied the COP series webinar Medical Assistance/Medicaid waivers and Financial Education. This webinar provided information regarding additional financial issues that need to be understood and considered as a youth transitions from school to adult life include Medical Assistance/Medicaid waivers. Information will also be presented regarding financial education strategies for transitioning age youth and young adults.
ABLE: All You Want to Know About the New ABLE Accounts in Pennsylvania
Recorded at the 2016 PA Community on Transition Conference, this session addresses the Achieving a Better Life Experience (ABLE) Act. ABLE gives individuals with disabilities the opportunity to establish savings accounts to help maintain their independence and control their own finances without jeopardizing government benefits. Presenters discuss the ABLE legislation in Pennsylvania and provide information about how to set up and use an account.
Promoting Employment Among Youth Who Receive Social Security Administration Benefits
Recorded at the 2016 PA Community on Transition Conference, this presentation provides attendees with an understanding of the Social Security Administration (SSA) and related government benefits, work incentives, and how “work incentive counseling” can help students, their parents, and professional educators address this critical element of transition. It is recommended that any youth who receives SSA benefits and their parent have access to work incentive counseling early in their transition planning.
Financial Fundamentals: Family 1-Pager Guide
This family friendly 1-page guide describes six topics to discuss with youth when discussing how you can managing their financial future.