4.2 Extended Period of Eligibility (EPE) Flashcards
“What is the Extended Period of Eligibility (EPE)?
“A 36-month period following the TWP where SSDI beneficiaries can continue receiving benefits for any month they earn below the SGA limit.”
Explanation: “During the EPE, benefits are suspended for months with earnings above the SGA limit but are automatically reinstated in months where earnings fall below the limit.”
Source: CFR §404.1592a.
“What happens if a beneficiary earns above the SGA during the EPE?”
Answer: “Benefits are suspended but not terminated, allowing reinstatement if earnings drop below SGA.”
Explanation: “This safety net provides flexibility for beneficiaries to attempt work without permanently losing their benefits.”
Case Scenario: Sara completes her Trial Work Period in January 2025. In February, she earns $1,500, and in March, her earnings drop to $1,200. The SGA limit for 2025 is $1,470 per month.
Question: Does Sara receive benefits for February and March?
Answer:
February: No, because her earnings exceeded the SGA limit of $1,470.
March: Yes, because her earnings fell below the SGA limit.
Legal Explanation: During the 36-month EPE, benefits are suspended for months when earnings exceed the SGA limit but reinstated for months when earnings fall below it. This provides flexibility for beneficiaries attempting to return to work.
Extended Period of Eligibility (EPE):
36-month period after TWP where benefits are reinstated if earnings fall below SGA.
