OMB control number
Work Incentives Planning and Assistance (WIPA)
OMB 0960-0629 · SSA.
OMB 0960-0629
As part of SSA’s strategy to assist SSDI) beneficiaries and SSI recipients who wish to return to work and achieve self-sufficiency, SSA established the Work Incentives Planning and Assistance (WIPA) program. This community based, work incentive, planning and assistance project collects identifying claimant information via project sites and community work incentives coordinators (CWIC). SSA uses this information to ensure proper management of the project, with particular emphasis on administration, budgeting, and training. In addition, project sites and CWIC’s collect data from SSDI beneficiaries and SSI recipients on background employment, training, benefits, and work incentives. SSA is interested in identifying SSDI beneficiary and SSI recipient outcomes under the WIPA program, to determine the extent to which beneficiaries with disabilities and SSI recipients achieve their employment, financial, and healthcare goals. SSA will also use the data in its analysis and future planning for SSDI and SSI programs. Respondents are SSDI beneficiaries, SSI recipients, community project sites, and employment advisors. We are making a non-substantive change request to the WIPA Case notes to enhance task tracking for users and to strengthen the oversight and management capabilities for WIPA.
The latest form for Work Incentives Planning and Assistance (WIPA) expires 2026-10-31 and is listed under ICR 202604-0960-007.
Latest Forms, Documents, and Supporting Material
All Historical Document Collections
OMB Details
WIPA Case Notes (SSA-4566)
Federal Enterprise Architecture: Income Security - General Retirement and Disability
| Form | Name | Electronic access | Type |
|---|---|---|---|
| Form SSA-4565 | Help Line Work Incentives Planning and Assistance (WIPA) Referral and WIPA Intake (SSA-4565) | Fillable Fileable | Form |
| Form SSA-4565 | Wipa Case Notes | Fillable Fileable Signable | Form |
Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.