Form SSA-545 Plan to Achieve Self-Support

Form SSA-545-BK (02-2020)
Discontinue Prior Editions
Social Security Administration

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OMB No. 0960-0559

PLAN TO ACHIEVE SELF-SUPPORT (PASS)
Name

Date Received
SSN

PART A – YOUR WORK GOAL
A.1. What is your work goal? (Show the job you expect to have at the end of the plan. Be specific)

A.2. Will you be self-employed? If yes, attach a copy of your business plan or
contact your PASS Cadre.

Yes

No

A.3. Do you have a job coach you pay with your own money?

Yes

No

A.4. If yes, will this plan reduce the number of hours you pay the job coach?

Yes

No

A.5. Describe the duties you expect to perform in this job (Be specific about the tasks you will perform):

A.6. Does your work require a special certificate or license (for example a drivers, realtor,
or cosmetologist license)?

Yes

No

A.7. How did you decide on this work goal and what makes this type of work attractive to you?

A.8. How much money do you expect to earn before any deductions? (Monthly) $
A.9. Have you previously been approved for a PASS?

Yes

No
Skip to B1

A.10. If Yes:
• When was your plan approved?
• What was your work goal?
• Why weren't you able to become self-supporting?

PART B – MEDICAL/VOCATIONAL/EDUCATIONAL BACKGROUND
B.1. List all your disabling illnesses, injuries, or conditions.

B.2. Do you have any limitations that could affect your ability to achieve your work goal (e.g., limited amount of
standing or lifting, stooping, bending, or walking; difficulty concentrating; unable to work with other people;
difficulty handling stress, etc.)?

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Form SSA-545-BK (02-2020)
B.3. How will you address the listed limitation(s) so that you reach your work goal?

B.4. List the types of jobs you have had in the past; including volunteer work, self-employment, and military
service. List the dates you have worked in these jobs.
Job Title

Dates Worked
From
To

Type of Business

B.5. Check the highest grade of school completed.
0

1

2

3

4

or

GED
College:

1

2

3

4

5

6

7

8

9

10

11

12

High School Equivalency

more than 4

If a college degree(s) was earned:
Type of Degree:

Date of Graduation:

Field of Study:
Type of Degree:

Date of Graduation:

Field of Study:
B.6. Have you completed any type of special job training, trade or vocational school?
If Yes: Type of Certificate or License:

Yes

No

Date Obtained:

B.7. If you have a college degree or specialized training, does your plan include
additional education?

Yes

No

If Yes, explain why the additional education is needed to achieve your goal:

B.8. Have you assigned your Ticket to Work or applied for services with a
vocational rehabilitation organization?

Yes

No

If Yes, please
show below.

If you have developed a work plan with this organization, please include a copy with your PASS application.
Name of Organization:

Contact:

Address:

Phone:

Name of Organization:

Contact:

Address:

Phone:

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Form SSA-545-BK (02-2020)

PART C – YOUR PLAN

List the steps that you will take or have to take to reach your work/self-employment goal. Be as specific
as possible.
• For education -- list the credits for each term and the expected date of graduation.
• Show your job search start date and expected date of employment.
• For job coaching -- show the timeline for reducing job coaching hours or increasing your hours of
employment.
• For self-employment -- list each step from startup to successful business operation.

Beginning
Date

Completion
Date

Example: Spring semester 2012 12 credits

mm/yy

mm/yy

Example: Start job search, send out resumes

mm/yy

mm/yy

Steps

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.

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Form SSA-545-BK (02-2020)

PART D – EXPENSES
D.1. List the items or services that are necessary to achieve your work goal. Be as specific as possible. (Do not
include expenses you were paying prior to the beginning of your plan.)
a. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

b. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

c. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

d. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

e. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

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Form SSA-545-BK (02-2020)
f. Item/service/training:
Vendor/Provider:
Frequency of Payment (monthly, quarterly, one-time, etc.):
Total Cost: $
When will you pay for these items or services?
How will these items or services help you reach your work goal?

If you have additional expenses, please use the remarks section in Part H on page 7.
D.2. Will any other person or organization (e.g., grants, assistance, or Vocational
Rehabilitation agency) pay for or reimburse you for any part of the expenses
listed in your plan? If Yes, give details
Who Will Pay

Item/Service

Amount

Yes

No

When will the item/
service be purchased?

$
$
$
$
$

PART E – FUNDING YOUR PASS PLAN
E.1. Do you plan to use any items you already own (equipment, property or savings)
to reach your work goal? If yes, list the items and the value.
Item

Yes
Value

How will this help you reach your work goal?

Item

Value

How will this help you reach your work goal?

E.2. How do you plan to keep the money set aside for your PASS separate from your other funds?
(Examples: checking or savings account, Direct Express or other debit card)

E.3. List the income you currently receive or expect to receive.
Type of Income

Amount Received

Social Security Disability (SSDI)

$

Monthly

Supplemental Security Income (SSI)

$

Monthly

Earned Income (Wages)

$

Monthly

Self-Employment Income

$

Other (please list):

$

Other (please list):

$

E.4. How much of this income, other than SSI, will you set aside to pay
for the items or services requested?

$

No

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Form SSA-545-BK (02-2020)

PART F – CURRENT LIVING EXPENSES
Average Current Living Expenses
HOUSEHOLD EXPENSES

AMOUNT PER MONTH

Food (Do not include food stamps.)

$

Rent/Mortgage

$

Property Insurance/ Taxes not included in mortgage

$

Gas

$

Electric

$

Heating Fuel

$

Water/Sewer

$

Garbage Removal

$

Telephone (Home and Cell)

$

Cable/Satellite TV

$

Internet

$

Other (Please list)

$

PERSONAL EXPENSES

AMOUNT PER MONTH

Recreation, Movies, Restaurants

$

Clothing

$

Haircuts, Manicures

$

Dental/Medical After Insurance

$

Vehicle Expenses (Gas and Maintenance)

$

Transportation Costs (Bus Pass, Etc.)

$

Membership (Gym, Dating/Social, Etc.)

$

Service Animal

$

Pet Expenses

$

Other (Please list)

$

INSTALLMENTS

Other (Please list)

AMOUNT PER MONTH

Auto Loans/Leases

$

Insurance Premiums

$

Credit card Accounts

$

Child Support/Alimony

$
$

TOTAL MONTHLY EXPENSES: $

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Form SSA-545-BK (02-2020)

PART G – OTHER CONTACTS
G.1 If someone helped you prepare this plan, please give us the name, address and telephone number of that person
or organization.
Name
Address
City
Telephone

State

ZIP Code

E-mail address

G.2. If they are charging you a fee for this service, how much is the total cost?

$

PART H – REMARKS
Use this section or a separate sheet of paper if you need additional space to answer any questions:

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Form SSA-545-BK (02-2020)

Name

SSN

PART I – AGREEMENT
I authorize the Social Security Administration (SSA) to contact the person(s) or organization(s) listed in Part G of this plan
for additional information about my PASS. I authorize this contact for the duration of my plan.
Signature
Your authorization does not ordinarily have to be witnessed. However, if you have signed by mark (X), two witnesses to
the signing who know you must sign below giving their full addresses.
1. Signature of Witness

2. Signature of Witness

Address (Number, Street, City, State, ZIP Code)

Address (Number, Street, City, State, ZIP Code)

(Please note that if you do not sign the above, SSA may need to recontact you.)

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Form SSA-545-BK (02-2020)

Name

SSN

I authorize SSA to release information regarding my PASS to _________________________ to assist SSA in processing
my plan. This information may include a copy of SSA’s decision on my plan or other information about my benefits that
are related to my plan, but excludes medical records and tax return information. I authorize this disclosure for the
duration of my plan.
Signature
Your authorization does not ordinarily have to be witnessed. However, if you have signed by mark (X), two witnesses to
the signing who know you must sign below giving their full addresses.
1. Signature of Witness

2. Signature of Witness

Address (Number, Street, City, State, ZIP Code)

Address (Number, Street, City, State, ZIP Code)

I authorize any public or private custodian of records to disclose to SSA any non-medical records or information about
me. In the case of a minor or incapable person, I, as the guardian or representative authorize the same disclosure of
records about the person I represent.
Signature
Your authorization does not ordinarily have to be witnessed. However, if you have signed by mark (X), two witnesses to
the signing who know you must sign below giving their full addresses.
1. Signature of Witness

2. Signature of Witness

Address (Number, Street, City, State, ZIP Code)

Address (Number, Street, City, State, ZIP Code)

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Form SSA-545-BK (02-2020)

Name

SSN

If my plan is approved, I agree to follow all of the terms and conditions of the plan as approved by SSA;
• report any changes in my plan to SSA immediately
• keep records of all deposits and receipts of all expenditures I make under the plan
• use approved income or resources only to buy the items or services approved in the plan, and
• report any changes that may affect my SSI payment immediately, such as a change in income, resources,
living arrangements, or marital status.

I realize that if I do not comply with the terms of the plan or if I use the income or resources set aside under my plan for
any purposes other than those approved by the plan, SSA will count the income or resources that were excluded and I
may have to repay the additional SSI I received.
I realize that SSA may not approve any expenditure for which I do not submit proof of payment.
I know that anyone who knowingly withholds material information from Social Security or makes or causes to be made a
false statement or representation of material fact in an application for use in determining a right to payment under the
Social Security Act, commits a crime punishable under Federal law and/or State Law. I certify, under penalty of perjury,
that all the information I have given on this form, and in any accompanying statements, is complete, true and correct.
Signature

Date:

Address
City

State

Home Telephone

Work Telephone

Other Telephone

E-mail address

ZIP Code

Your authorization does not ordinarily have to be witnessed. However, if you have signed by mark (X), two witnesses to
the signing who know you must sign below giving their full addresses.
1. Signature of Witness

2. Signature of Witness

Address (Number, Street, City, State, ZIP Code)

Address (Number, Street, City, State, ZIP Code)

If you have a representative payee, the representative payee must sign below:
I,
to the submission of this PASS.

as the Representative Payee for

Representative Payee Signature

agree
Date:

Your authorization does not ordinarily have to be witnessed. However, if you have signed by mark (X), two witnesses to
the signing who know you must sign below giving their full addresses.
1. Signature of Witness

2. Signature of Witness

Address (Number, Street, City, State, ZIP Code)

Address (Number, Street, City, State, ZIP Code)

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Form SSA-545-BK (02-2020)

Privacy Act Statement
Collection and Use of Personal Information
Sections 1612(b), 1613(a) and 1631(e) of the Social Security Act, as amended, allow us to collect this
information. Furnishing us this information is voluntary. However, failing to provide all or part of the information
may limit your ability to participate in the Plan to Achieve Self-Support (PASS) Supplemental Security Income
(SSI) program.
We will use the information to evaluate your PASS and determine eligibility under the provisions of the SSI
program. We may also share your information for the following purposes, called routine uses:
• To third-party contacts when the party to be contacted has, or is expected to have, information relating
the individual’s PASS, when:
(a) the individual is unable to provide the information being sought; or
(b) the data are needed to establish the validity of evidence or to verify the accuracy of information
presented by the individual in connection with his or her PASS; or the Social Security Administration
is reviewing the information as a result of suspected abuse or fraud, concern for program integrity,
quality appraisal, or evaluation and measurement activities; and
• To a contractor or another Federal agency, as necessary for the purpose of assisting the Social
Security Administration in the efficient administration of its programs.
In addition, we may share this information in accordance with the Privacy Act and other Federal laws. For
example, where authorized, we may use and disclose this information in computer matching programs, in
which our records are compared with other records to establish or verify a person’ eligibility for Federal benefit
programs and for repayment of incorrect or delinquent debts under these programs.
A list of additional routine uses is available in our Privacy Act System of Records Notice (SORN) 60-0255,
entitled PASS Management Information System, as published in the Federal Register (FR) on January 1,
2006, at 71 FR 1867. Additional information, and a full listing of all our SORNs, is available on our website at
www.ssa.gov/privacy.

See Revised PRA Statement Attached

Paperwork Reduction Act Statement
Paperwork Reduction Act Statement - This information collection meets the requirements of
44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not
need to answer these questions unless we display a valid Office of Management and Budget control
number. We estimate that it will take about 120 minutes to read the instructions, gather the facts,
and answer the questions. SEND OR BRING THE COMPLETED FORM TO YOUR LOCAL
SOCIAL SECURITY OFFICE. You can find your local Social Security office through SSA's
website at www.socialsecurity.gov. Offices are also listed under U. S. Government agencies
in your telephone directory or you may call Social Security at 1-800-772-1213
(TTY 1-800-325-0778). You may send comments on our time estimate above to: SSA, 6401
Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time estimate to
this address, not the completed form.

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Form SSA-545-BK (02-2020)

PART J – RECEIPT
We received your plan to achieve self-support (PASS) on (MM/DD/YY)
A PASS Cadre member will contact you to discuss your plan and advise you if any changes are needed.
You may contact your PASS expert

toll-free at 1-

You can also locate your local PASS Cadre at http://www.socialsecurity.gov/disabilityresearch/wi/passcadre.htm.

YOUR REPORTING RESPONSIBILITIES

You must tell Social Security about any changes to your plan and any changes that may affect the amount of
your SSI payment. You must tell us if:

Your medical condition improves.
You are unable to follow your plan.
You decide not to pursue your goal or decide to pursue a different goal.
You decide that you do not need to pay for any of the expenses you listed in your plan.
Someone else pays for any of your plan expenses.
You use the income or resources we exclude for a purpose other than the expenses specified in your plan.
There are any other changes to your plan.
There are any changes in your income, help you get from others, or things of value that you own.
There are any changes in where you live, how you live, or to your marital status.

You must tell us about any of these things within 10 days following the month in which it happens. If you do not report
any of these things, we may stop your plan.
You should also tell us if you decide that you need to pay for other expenses not listed in your plan in order to reach your
goal. We may be able to change your plan or the amount of income we exclude so you can pay for the additional
expenses.
YOU MUST KEEP RECEIPTS OR CANCELLED CHECKS TO SHOW WHAT EXPENSES YOU PAID FOR AS PART
OF THE PLAN. When we review your plan, we will ask about your progress towards your work goal and for proof of
payment for PASS plan expenses. If you are not following the plan, you may have to pay back some or all of the SSI you
received.