Can a beneficiary be terminated during an Extended Period of Eligibility (EPE)?

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A beneficiary cannot be terminated during an Extended Period of Eligibility (EPE). The EPE allows beneficiaries to continue receiving Medicare or Medicaid while they test their ability to work without fear of losing their benefits immediately. This period generally follows a trial work period where beneficiaries have already demonstrated their ability to earn above a certain threshold.

During the EPE, beneficiaries can earn above the Substantial Gainful Activity (SGA) amount and still retain their eligibility for benefits. If the earnings exceed the SGA, the beneficiary's benefits may be suspended, but termination cannot occur as long as they remain within the defined EPE timeframe. This structure is designed to encourage individuals with disabilities to attempt to work without the immediate risk of losing vital health benefits.

This context is important because it highlights the safety nets in place for beneficiaries, ensuring they have support while re-entering the workforce. The rules surrounding EPE and work incentives are critical for beneficiaries to understand, as they provide a pathway toward greater independence while safeguarding their access to necessary services.

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