SSI/SSDI Applications

testimonials

Supplemental Security Income (SSI) is a government cash benefit that is available to those who are at least 18 years of age, have a disability, and own less than $2,000 in assets. In Illinois, the SSI amount can be up to $794 per month (2021). This is a critical benefit for our clients with special needs. We encourage parents and guardians not to delay application for this benefit. We recommend applying on the 1st of the month after your loved one turns 18.

Social Security Disability Insurance (SSDI) is an entitlement program that is typically available to any person who has paid into the Social Security system, regardless of that person’s current income and assets. Persons with disabilities can earn credits to qualify for this benefit even with certain part time work, or if he or she has a parent who is retired or deceased. After receiving SSDI benefits for two years, the person becomes eligible for Medicare benefits.

We assist our current clients with SSI and SSDI applications as a part of their overall special needs plan. Our on-staff nurse will help review and assemble the documents and reports you will need to support your application. If you have questions about SSI or SSDI, or would like our assistance in applying, please contact us.

To prepare for your SSI/SSDI Facilitation meeting at our office, please review and complete this worksheet.

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“Katie Clancy was highly recommended to us by our son’s SSI Appeals Attorney. We knew it was critical for us and for our family to update our 14 year old Estate Planning and Special Needs Trust but we didn’t have the energy or appetite to go through the complicated process again. Working with Katie Clancy made all the difference. She helped us understand current government benefits that were available for our son, provided invaluable suggestions and revisions that addressed life planning needs and guidance on how to write a Letter of Intent. The whole process of updating our Estate Planning and Special Needs Trust has tremendously relieved our stress and anxiety over our son’s and daughter’s financial future and well-being.”

- G. Family

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“When you have a loved one with disabilities, it is so important to find someone who specializes in special needs Trusts and Wills and other important issues so you can plan for their future. Katie Clancy was gracious enough to come out to our Parent Support Group of parents with disabled children and adults (more than once) and take the time to explain our options and answer our questions. She was so knowledgeable and personable. She helped so many of us. I highly recommend Clancy and Associates."

- - S. Linden, Director of Elmhurst Parent Support Group

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“Katie is a wealth of knowledge, but even more so an empathetic, honest and relatable person and professional. She understands the challenges that families face and cares deeply about equipping caregivers with the information they need to be strong advocates. Katie’s presentations are thorough, user-friendly and always up-to-date. In addition to being incredibly informative, Katie’s sessions provide an opportunity for families to connect when they may have otherwise felt alone.”

- Clare Killy, Aspire Manager of Inclusive Solutions

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“Katie is knowledgeable and easy to talk to. We can breathe easier knowing that we have a plan in place so our child with special needs will be properly taken care of when we are gone. Appointments were simple to schedule and she traveled to meet with us at our financial advisor’s office and at our home. I refer all of my fellow moms who have children with special needs to Katie.”

- Bill & Lori G.

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“Turning Pointe often utilizes Katie's help to guide families on their journey with autism. We refer families directly to her office and also proudly host her for informative live on-site presentations. Katie has a unique touch with clients as she is knowledgeable, but approachable and operates from a place of real passion for her work. At Turning Pointe, we are always confident in partnering with Clancy Associates and feel grateful to have her in our community."

- Carrie Provenzale, Executive Director Turning Pointe Autism Foundation

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