(I acknowledge with appreciation the Academy of Special Needs Planners website and the resources available to members which I used to compile the following list of links.)

PRIMARY SOURCES:

  • Social Security Regulations specifically on SSI: 20 CFR Part 416
  • Social Security HALLEX – the rules for conduct of hearings at the Office of Disability Adjudication and Review (ODAR, formerly known as Office of Hearings and Appeals — OHA): HALLEX Title Page See particularly, “Conduct of Hearings”: Conduct of Hearings
  • To receive official notifications of new proposed rules or official notices: Regulations.gov

SSA SECONDARY SOURCES:

  • SSA — Office Locator — where do I send the Notice of Special Needs Trust, or other documents: Local Office Search
  • SSA’s “Social Security Handbook” — an electronic explanation of everything about SSA and their programs, however, the handbook does not have hyperlinks to primary sources (statutes, regulations, POMS, etc.) and, most importantly, as with any summary of a complex law, doesn’t cover all the exceptions to the rules, and therefore is not as useful as other materials cited above: Social Security Handbook

IMPORTANT WEBSITES OF ORGANIZATIONS:

SSA RESOURCES ON SPECIAL NEEDS TRUSTS AND TRUST ADMINISTRATION ISSUES:

[NOTE: There are no federal regulations issued to date by the Social Security Administration on Special Needs Trusts (SNTs). All the “law” on SNTs is found in the statutes and in the POMS cited below]

  • SNT Administration — Spending money from a trust: