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Understanding the Benefits Planning Query (BPQY) 

A Benefits Planning Query (BPQY) is an essential resource provided by the Social Security Administration (SSA) to help individuals better understand their disability benefits and work incentives. Think of it as a detailed account statement for your SSI and/or SSDI benefits. This report is especially useful for individuals interested in returning to work, as it provides a comprehensive snapshot of your benefits status. 

What Information Is Included in a BPQY? 

A BPQY report contains detailed information about your benefits, including: 

  • Benefit Amounts: The current amounts you receive under SSI and/or SSDI. 
  • Onset Date: The date your disability began. 
  • Date Last Insured (DLI): Important for determining continued SSDI eligibility. 
  • Medicare Benefits: Details about your Medicare eligibility and coverage. 
  • Work Review Information: Dates and outcomes of any work reviews performed by SSA. 
  • Trial Work Period (TWP) Usage: Tracking of months used and remaining for your TWP. 
  • Ticket Assignment: Information about whether your Ticket to Work is assigned to an Employment Network (EN). 

This comprehensive report helps you plan for returning to work while safeguarding your benefits. 

How to Obtain a BPQY 

The BPQY is typically provided for free to individuals interested in returning to work through SSA’s Ticket to Work program. If you request this report directly from your local SSA Field Office, there may be a fee. However, organizations like Disability Services of America can assist you in obtaining your BPQY at no cost. 

Why Is a BPQY Important? 

The BPQY is a valuable tool for benefits counseling and work planning. It allows you to: 

  • Understand your current benefits status in detail. 
  • Plan for your Trial Work Period and other SSA work incentives. 
  • Access crucial information that impacts your ability to return to work. 
  • Determine whether you are eligible for additional support services through Ticket to Work.