Document pack
SSI and SSDI Work and ABLE Organizer: Monthly Earnings Log, Trial Work and SGA Flags, ABLE Tracker and SSA Records
A calm monthly record of work, reports to SSA and ABLE savings.
$15 one time · Word and PDF · download link by email
Who it is for
People who get SSI or SSDI and work or plan to, and the family members, payees and helpers who keep their records.
Not the right fit if
You want someone to decide your benefits or file reports for you: Social Security decides, and a benefits counselor can help.
Why it is different
- Checked against ssa.gov, irs.gov and nj.gov, November 2026.
- Shows SSA's published amounts; never decides benefits.
- Word, PDF and an Excel workbook.
What is inside
- Start here: SSA work amounts and ABLE. SGA and trial work amounts for 2024 to 2027, SSDI and SSI work rules, reporting and ABLE accounts.
- Monthly earnings and reporting log. Printed record of pay, flags and each report to SSA.
- ABLE contribution tracker. Contributions by year against the limit, and balance checks.
- SSA contact and document log. Every call, letter, visit and document.
- Appointment prep checklist. What to gather and ask before an SSA appointment or review.
- Earnings and ABLE workbook (Excel). Flags months above the TWP and SGA amounts, counts trial work months in 60, and totals ABLE contributions.
A look inside
The first pages, as you will get them
Get it
SSI and SSDI Work and ABLE Organizer
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and record-keeping tools, not legal, benefits, tax or financial advice. Social Security decides how work affects benefits. Not affiliated with SSA, the IRS or NJ ABLE. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The SSI and SSDI Work and ABLE Organizer comes as a zip with five documents, each as an editable Word file and a printable PDF: Start Here SSA Work Amounts and ABLE, Monthly Earnings and Reporting Log, ABLE Contribution Tracker, SSA Contact and Document Log, and Appointment Prep Checklist, plus an Excel workbook (Earnings and ABLE Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information and record-keeping tools, not legal, benefits, tax or financial advice. Social Security decides how work affects benefits.
Is it the right fit for me?
It is made for people who get SSI or SSDI and work or plan to, and the family members, payees and helpers who keep their records. Skip it if you want someone to decide your benefits or file reports for you: Social Security decides, and a benefits counselor can help.
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