What is my obligation to report changes in my health or income?

In California, individuals with disabilities have a legal obligation to report any changes in their health or income status to their designated disability planning legal representative. This is important because changes in your health or income can affect the outcome of your disability plan, as it affects what resources you will have available to you. At the federal level, the Social Security Administration (SSA) requires that individuals with disabilities provide documentation of any changes in their health or income status at least once a year. The SSA also requires that individuals notify the agency of any changes within the first nine months of the change. In addition to the SSA requirements, California disability or special needs planning law requires individuals with disabilities to notify their designated disability planning legal representative of any changes in their health or income status. This information is important because it will help the legal representative ensure that the disability plan is up-to-date and accurately reflects the individual’s current status. It is important to note that in California, failure to report changes in health or income status can have legal consequences. For this reason, it is important to ensure that your designated disability planning legal representative is aware of any changes in your health or income status as soon as possible.

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