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Managing the Social Security Maze

 

 

 

Syllabus

Course Information

Course Title:

Managing the Social Security Maze

Course Number:

BI001

Course Description:

This course teaches you what you need to know to make decisions about Social Security that may affect your bottom line (SS payments) by $1,000 a month, $12,000 a year, or over $76,000 by the time you reach age 85. This course will discuss completing your application for Social Security and determining what benefits you may receive. It also takes a look at the Medicare Program, the ins and outs of disability under Social Security, the Supplemental Security Income program, and Medicaid eligibility. Armed with this knowledge, you will be able to make more informed decisions about Social Security.

Technical assistance is available to students via phone and email.

Location:

Completely Online

Available:

24/7/365

Course Goals

To help the disabled, and those planning on retirement, and/or their children, get through the process of applying for Social Security benefits and give them knowledge about the various aspects of Social Security programs.

Course Outline

Title

Hours

UNIT I

 

Topic 1 - Social Security Brief History (11 pp)

1.0

    OLT Introduction

 

    Social Security Background - The Stock Market Crash and The Great Depression

 

    Government Responses

 

    The Social Security Act

 

    Social Security History

 

    Social Security Future

 

    History of the Social Security Number

 

    Unit I Quiz

 

UNIT II

 

Topic 2 -Earning and Applying for Social Security (11 pp)

1.0

    The Social Security Act and Related Laws

 

    Social Security Should Be Just One Part of Your Retirement Plan

 

    General Questions about Social Security

  

    How do I qualify for Social Security benefits?

 

    Earning Social Security Credits

 

    When Should You Apply for Social Security Benefits?

 

    Are You Eligible?

 

    Noncitizens (Aliens) and Social Security

 

Topic 3 - Calculating and Receiving Your Social Security Benefits (16 pp)

2.0

    How Social Security Calculates Retirement Benefits

 

    My Social Security Account

 

    Timing of Social Security Retirement - Early, Full, Delayed

 

    Pensions from Work NOT Covered by Social Security

 

    Family Benefits - Children, Spouse, Divorcees

 

    Maximum/Minimum Social Security Benefits

 

    What is a COLA?

 

    Review: Maximizing Your Social Security

 

    Unit II Quiz

 

UNIT III

 

Topic 4 - Disability Retirement, Death and Survivor Benefits (20 pp)

2.0

    Disability Benefits

 

    Social Security's Definition of Disability

 

    Eligibility for Social Security Disability

 

    Age effect on Disability

 

    If You are Blind

 

    Disability Determination Office

 

    The Five-step Decision Process

 

    The Appeals Process

 

    How Much Do You Receive and When?

 

    The Ticket to Work Program

 

    The Employment Network

 

    Medicare Coverage for Disabled Persons

 

    Death and Survivor Benefits

 

    Unit III Quiz

 

UNIT IV

 

Topic 5- Supplemental Security Income (10 pp)

1.0

    What Is Supplemental Security Income (SSI)?

 

    Eligibility and How Much You Can Get

 

    Applying for SSI Benefits

 

    Information Needed - Personal, Medical, Financial

 

    If You are Being Released from a Public Institution

 

    Your Rights Under SSI

 

    Other Help

 

    Homelessness and SSI

 

Topic 6 - The Medicare Program (9 pp)

1.0

    What is Medicare?

 

    Brief History of Medicare

 

    Medicare Has Four Parts

 

    Your Medicare Coverage Choices

 

    Enrolling in Medicare

 

    Help to Pay for Medicare

 

    What is the Difference between Medicare and Medicaid?

 

    I Am Enrolled in Medicare. Now What?

 

Topic 7 - Medicaid (7 pp)

1.0

    Medicaid Explained

 

    Medicaid Funding

 

    Who Is Eligible for Medicaid?

 

    The Financially Needy are Eligible

 

    The Medically Needy are Eligible

 

    Medicaid Enrollment

 

    Unit IV Quiz

 

Managing the Social Security Maze Final Exam

1.0

Course Total

10.0

Optional Appendices for Extra Reading

 

    Appendix 1 - Contacting the Social Security Administration (1 pg.)

 

    Appendix 2 - Helpful links (1 pg.)

 

    Appendix 3 - Extended History of Social Security (13pp.)

 

    Appendix 4 - History of the Social Security Number (2pp.)

 

    Appendix 5 - COVID-19 and Social Security (1 pg.)

 

 

 

Course Authors and Instructor

Instructor:

Brad Weishaupt, MCM

Email:

bweishaupt@oltraining.net

Technical Assistance:

 

Author and Instructor Information:

561-283-0333 or toll free 866-357-0841


The author of the original version of this course was Will Rogers. Will has a Bachelor of Science Degree in Marketing and Distributive Education from Florida Atlantic University, and has taught science, social studies, diversified career technologies, marketing, employability skills, computer applications, and computer programming. As a vocational educator, his goal was to help his students transition from being students to becoming productive, tax-paying citizens. In teaching his students about the world of work, he showed them the ins and outs of Social Security.

 

In 2021, the Managing the Social Security Maze course was rewritten from top to bottom, using the original course as a base, expanding and updating it. The new author and current instructor is Brad Weishaupt. Brad has a Masters of Church Music degree, and served for 25 years as a full-time Church Music Director in churches in South Carolina and Florida, and had many local and state teaching opportunities during that time. He also worked in training, technical support, and software development for a national computer software company. Brad served as an Adjunct Professor at Palm Beach Atlantic University in West Palm Beach Florida, and at Francis Marion College in Florence, South Carolina. He has worked for OnLine Training, Inc. in Compliance, Corporate Training, Course Development, and as General Manager. Brad has served on the Board of Directors for OnLine Training since January of 2007.

 

 

 

 

 

 

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Updated: June 6, 2021