WIPA & Community Partner Work Incentives Counseling Training Manual


The 2020 English and Spanish versions of the WIPA training manual are now available to view or download in Word or PDF.
For accessibility assistance with this document, please contact Julie Schall at jaschall@vcu.edu, 804-827-0741 (Voice), or 804-828-2193 (Fax).

Summary of Edits for 2020 Manual

Introduction and Acknowledgements

Module 1: Supporting Increased Employment and Financial Independence Outcomes for Social Security Disability Beneficiaries

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  • Unit 1 - WIPA is all about WORK! Understanding the CWIC's Role in Promoting Employment and Enhancing Financial Stability
  • Unit 2 - Past and Current Social Security Efforts to Promote Employment for Disability Beneficiaries
  • Unit 3 - Understanding the Disability Services System: Key Stakeholder Agencies that Fund or Provide Vocational / Educational Services for Persons with Disabilities

Module 2: Partnering with Community Agencies and Conducting Community Outreach

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  • Unit 1 - Performing Outreach to Social Security Beneficiaries with Disabilities, Community Agencies, and Other Key Stakeholders
  • Unit 2 - Collaborating with the Ticket Program Manager and Ticket to Work Help Line to Conduct Outreach
  • Unit 3 - Collaborating with Other Key Stakeholders to Promote Employment of Social Security Beneficiaries with Disabilities

Module 3 - Understanding Social Security Disability Benefits and Associated Work Incentives

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  • Unit 1 - Social Security Disability Evaluation and Determination Understanding Eligibility for Disability Benefits
  • Unit 2 - Understanding Social Security Title II Disability Benefits
  • Unit 3 - Understanding Substantial Gainful Activity
  • Unit 4 - Understanding the Trial Work Period and Extended Period of Eligibility
  • Unit 5 - Understanding the SSI Program
  • Unit 6 - SSI and Work Incentives
  • Unit 7 - Plan to Achieve Self-Support (PASS)
  • Unit 8 - Self-Employment and Social Security Disability Benefits
  • Unit 9 - Understanding Rights and Other Protections Afforded to Beneficiaries of Social Security Disability Benefits
  • Unit 10 - The Ticket to Work Program

Module 4: Healthcare Planning and Counseling

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  • Unit 1 - Understanding Medicaid
  • Unit 2 - Understanding Medicare
  • Unit 3 - Healthcare Options for Veterans
  • Unit 4 - Understanding Private Health Insurance Coverage
  • Unit 5 - Supporting Individuals with Disabilities in Assessing Healthcare Needs and Options

Module 5: Understanding Other Federal Benefits and Associated Work Incentives

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  • Unit 1 - Temporary Assistance for Needy Families (TANF) Program
  • Unit 2 - Supplemental Nutrition Assistance Program (SNAP)
  • Unit 3 - Federal Housing Assistance Programs
  • Unit 4 - Unemployment Insurance Program
  • Unit 5 - Worker's Compensation Benefits
  • Unit 6 - Benefits for Veterans with Disabilities
  • Unit 7 - Asset Building and Individual Development Accounts (IDAs)

Module 6: Providing Effective WIPA Services

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  • Unit 1 - Managing Initial Requests for WIPA Services
  • Unit 2 - Providing Effective Information and Referral Services in the WIPA Program
  • Unit 3 - Preparing for Individualized WIPA Services: Information Gathering and Benefits Verification
  • Unit 4 - Developing Benefits Summary and Analysis Reports and Work Incentives Plans
  • Unit 5 - Providing Individualized WIPA Services and Ongoing Follow-up
  • Unit 6 - Effective Time Management Strategies for CWICs

Module 7: WIPA Standards and Quality Considerations for CWICs

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  • Unit 1 - WIPA Quality Assurance Baseline
  • Unit 2 - Providing WIPA Services with a Focus on Quality
  • Unit 3 - Providing WIPA Services that Accommodate Disability and Respect Cultural Differences
  • Unit 4 - Professional Ethics for CWICs
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