At last week’s Age+Action conference in Washington, DC, speakers representing a wide range of organizations and states discussed the current state of elder economic security. Several speakers referenced tools that may be valuable to counselors as they seek to increase benefits outreach, streamline the enrollment process, and improve clients’ financial well-being.
Here are five key resources that were highlighted:
- SNAP Sample Deduction Worksheet. Older adults (aged 60+) and persons with disabilities are subject a net income test when applying for the Supplemental Nutrition Assistance Program (SNAP). This net income calculation takes into account several deductions based on household composition, medical expenses, and standard utility allowances. Use this sample worksheet developed by Georgia Legal Services Program to understand how to apply these deductions when calculating your clients’ net income and possible SNAP benefit amount.
- 10 opportunities to better serve dually eligible individuals. This 2018 memo from the Centers for Medicare & Medicaid Services (CMS) to state Medicaid directors outlines 10 strategies – none of which require complex demonstrations or Medicare waivers – to better serve individuals dually eligible for Medicare and Medicaid, including through new developments in managed care, using Medicare data to inform care coordination and program integrity initiatives, and reducing administrative burden for dually eligible individuals and the providers who serve them.
- Follow Your Path to Medicare Infographic. People turning 65 have numerous options when it comes to Medicare, and this can become even more complex if they have existing insurance. This infographic offers a decision support path that guides those aging into Medicare with understanding the options available to them, and where to get help with their decision-making.
- Promising Practices in Senior SNAP Enrollment. Throughout the conference, representatives from NCOA, Feeding America, Meals on Wheels America, and our Benefits Enrollment Centers shared examples of practices related to outreach, application assistance and follow-up, and advocacy that have been used to successfully increase seniors’ enrollment into SNAP. Learn more in our promising practices brief.
- CFPB Financial Well-Being Scale. The Consumer Financial Protection Bureau (CFPB) has developed and tested a set of questions to measure financial well-being. The scale is designed to help quantify the extent to which someone’s financial situation and financial capability provide them with security and freedom of choice. CFPB has a companion guide that describes the research behind the CFPB Financial Well-Being Scale and provides detailed steps for using it, including how to score individuals’ responses and compare their scores.