---
title: Legal & Financial Planning — Work Incentive Programs (PASS, Trial Work Period,
  Ticket to Work)
scope: TODO_SCOPE
covers:
- trust
- able
- guardianship
- estate
not_covered: []
sources:
- 20260719_Tyler_Davidson_Financial_Picture
last_updated: '2026-07-19'
token_estimate: 343
parent: https://fwmparents.org/resources/legal-financial-planning/index.md
---

# Legal & Financial Planning — Work Incentive Programs (PASS, Trial Work Period, Ticket to Work)

- **[PASS — Plan to Achieve Self-Support](https://www.ssa.gov/ssi/spotlights/spot-plans-self-support.htm):** set aside income/resources for a specific approved work goal (training, equipment, business start-up) without counting toward the $2,000 SSI limit; be as specific as possible in the application (see also SSA's [work incentives overview](https://choosework.ssa.gov/about/work-incentives)) — *[Tyler Davidson, Jul 2026](https://fwmparents.org/sessions/20260719_Tyler_Davidson_Financial_Picture/notes.md)*

- **[Trial Work Period](https://www.ssa.gov/oact/cola/twp.html):** 9 months (within a rolling 60) to test working on SSDI regardless of earnings ($1,210/month gross counts as a trial month in 2026) → then a 36-month **Extended Period of Eligibility** for any month below SGA → then 5 years of **expedited reinstatement** if work stops — *[Tyler Davidson, Jul 2026](https://fwmparents.org/sessions/20260719_Tyler_Davidson_Financial_Picture/notes.md)*

- **[Ticket to Work](https://choosework.ssa.gov/):** free employment services (career counseling, vocational rehab, job placement) through Employment Networks; disability reviews are postponed while enrolled — *[Tyler Davidson, Jul 2026](https://fwmparents.org/sessions/20260719_Tyler_Davidson_Financial_Picture/notes.md)*

---

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