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Services BenefitU Provides

Answering Questions and Sharing Information:

We’re here to help you understand your disability related Social Security cash and medical benefits so that you can make informed choices. We strive to provide clear and useful information that helps you and your team make informed decisions about your future. 

The resources and tools found on are available to anyone to utilize. Additionally, individualized benefit planning services are available to eligible customers

Verifying Social Security Benefits:

We can request a status summary of your Social Security Cash benefits, as well as Medicaid and Medicare, so you know what information is on record regarding these.

Guidance on Submitting Important Information:

We can assist you in identifying strategies and information that could be helpful to submit to Social Security to address your needs. We’ll also guide you on how to follow up to ensure your information is reviewed properly.

Support with Overpayments or Change in Benefit Status:

We know that getting notices of overpayment or an unexpected change in benefits can be a challenging experience. A BenefitU planner can assist with identifying possible reasons for the overpayment or change, as well as explore options for resolve the issue.

How to Make Employment and Benefits Work Together:

There’s often confusion and misconceptions about receiving and maintaining SSA benefits while working. The good news is, there are often more options than you might think. Our skilled benefit planners can coach you and your team to understand how a new opportunity may impact your benefits so you can move forward in your career goals with confidence.

Strategies to Maximize Your Earnings:

A benefit planner can help you explore possible options such as different Work Incentives that may allow you to earn more while keeping your benefits, or they may assist you in creating a plan to step away from cash benefits that may be limiting your ability to reach your full potential.

We understand that there is no one-size-fits-all solution and our goal is to provide you with the information you need to make the choices that best meet your goal.

Tools and Resources for Navigating Benefits:

We provide tools and resources to tackle issues like overpayments and losing Social Security, Medicare, or Medicaid benefits. If you’re interested, we’ll also help you develop strategies to move away from benefits that might be limiting your financial opportunities.

Exploring Changes in Your Situation:

If your personal situation or job status changes, we can help you understand how these changes might affect your benefits and who you need to inform.

Sharing Additional Resources:

Whenever possible, we may also share information and resources about other benefits and services you might be eligible for. 

  Services BenefitU is Not Able to Provide

Legal or Tax Guidance:

We don’t provide legal or tax advice. We encourage you to speak with a legal or tax professional for these matters to ensure accuracy.

Help Choosing Health Insurance:

Although we can assist with helping you understand benefit eligibility as well as how income may impact your health insurance benefits, we are not able to provide guidance on specific plans or plan choices.

Understanding Changes in Housing:

If your personal situation changes and you’re in HUD/Section 8 housing, it can affect your housing arrangement. For specific details, we recommend reaching out directly to your local office. They can provide more information tailored to your situation.

Completing and Submitting Applications and Other Paperwork:

A BenefitU planner may be able to help clarify requirements or assist you in considering additional information that may be beneficial to include when applying for or managing your benefits. Completing, submitting, and following-up with Social Security or other entities will be the responsibility of the beneficiary and/or their support team.  

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