Social Security Income POMS Clarification

May 2018

Social Security has released new clarification to the POMS or PROGRAM OPERATIONS MANUAL SYSTEM for Social Security Income. These clarifications attempt to provide additional guidance to trust administrators, in particular regarding the resource status for trusts established with the assets of an individual on or after 01/01/00 and it clarifies the three exceptions to the sole benefit rule for third party payments. They also updated the section to clarify which trust payments to third parties for travel expenses do not violate the sole benefit requirement.

Click here to review the POMS.