EDPNA TESTS COMPILATIONS EXAM
PREPARATION PACK 2026 KEY CONCEPTS
AND REVISION NOTES
◉ Special Insured Status 404.130
Answer: Disabled before age 31.
1. Must be fully insured
2. You have QCs in at least one-half of the quarters during the period
ending with that quarter and beginning with the quarter after the
quarter you became age 21; however -
(i) If the number of quarters during this period is an odd number, we
reduce the number by one; and
(ii) If the period has less than 12 quarters, you must have at least 6
QCs in the 12-quarter period ending with that quarter.
◉ Continuing Disability Reviews 404.1589 416.989
Answer: Reviews post receiving SSDI benefits
Two Types:
1. Medical (3 years)
2. Work ( Trial Work Period)
,◉ Trial Work Period (TWP) 404.1592
Answer: SSA incentive to provide a person with SSA money for up to
five nine months in a five year period when they have earned more
than the SSA income limit
- the 9 months does NOT have to be consecutive
- If they make under $900/m, this month does not count
◉ In-Kind Income
Answer: Non-cash payments received in exchange for services
rendered or in lieu of a cash contribution
◉ Earned Income 416.1111
Answer: Any income (wages/salary) that is generated by working
- First $20 is always taken off
- Self Employment - take net earnings yearly and divide by 12.
◉ Unearned Income 416.1121 416.1124
Answer: Income received from sources other than employment
Examples: Cash, Pensions, Annuities, SSDI benefits, Rental income,
Inheritance, prizes/awards/gifts, Alimony, Child Support
◉ One-Third Reduction Rule 416.1131
, Answer: If receiving food and shelter, SSI benefits are reduced by
1/3.
Example: If they are getting max amount, $841, the payment would
be $561.
◉ Presumed Maximum Value (PMV) 416.1140
Answer: allows you to show that your in-kind support and
maintenance is not equal to the presumed value. We will not use the
presumed value if you show us that -
(i) The current market value of any food or shelter you receive,
minus any payment you make for them, is lower than the presumed
value; or
(ii) The actual amount someone else pays for your food or shelter is
lower than the presumed value.
◉ Income Deeming 416.1160
Answer: We use the term deeming to identify the process of
considering another person's income to be your own. When the
deeming rules apply, it does not matter whether the income of the
other person is actually available to you. We must apply these rules
anyway. There are four categories of individuals whose income may
be deemed to you:
PREPARATION PACK 2026 KEY CONCEPTS
AND REVISION NOTES
◉ Special Insured Status 404.130
Answer: Disabled before age 31.
1. Must be fully insured
2. You have QCs in at least one-half of the quarters during the period
ending with that quarter and beginning with the quarter after the
quarter you became age 21; however -
(i) If the number of quarters during this period is an odd number, we
reduce the number by one; and
(ii) If the period has less than 12 quarters, you must have at least 6
QCs in the 12-quarter period ending with that quarter.
◉ Continuing Disability Reviews 404.1589 416.989
Answer: Reviews post receiving SSDI benefits
Two Types:
1. Medical (3 years)
2. Work ( Trial Work Period)
,◉ Trial Work Period (TWP) 404.1592
Answer: SSA incentive to provide a person with SSA money for up to
five nine months in a five year period when they have earned more
than the SSA income limit
- the 9 months does NOT have to be consecutive
- If they make under $900/m, this month does not count
◉ In-Kind Income
Answer: Non-cash payments received in exchange for services
rendered or in lieu of a cash contribution
◉ Earned Income 416.1111
Answer: Any income (wages/salary) that is generated by working
- First $20 is always taken off
- Self Employment - take net earnings yearly and divide by 12.
◉ Unearned Income 416.1121 416.1124
Answer: Income received from sources other than employment
Examples: Cash, Pensions, Annuities, SSDI benefits, Rental income,
Inheritance, prizes/awards/gifts, Alimony, Child Support
◉ One-Third Reduction Rule 416.1131
, Answer: If receiving food and shelter, SSI benefits are reduced by
1/3.
Example: If they are getting max amount, $841, the payment would
be $561.
◉ Presumed Maximum Value (PMV) 416.1140
Answer: allows you to show that your in-kind support and
maintenance is not equal to the presumed value. We will not use the
presumed value if you show us that -
(i) The current market value of any food or shelter you receive,
minus any payment you make for them, is lower than the presumed
value; or
(ii) The actual amount someone else pays for your food or shelter is
lower than the presumed value.
◉ Income Deeming 416.1160
Answer: We use the term deeming to identify the process of
considering another person's income to be your own. When the
deeming rules apply, it does not matter whether the income of the
other person is actually available to you. We must apply these rules
anyway. There are four categories of individuals whose income may
be deemed to you:
