What is a Social Security offset in disability insurance? | Patriot Plans
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Disability Insurance Basics

What is a Social Security offset in disability insurance?

A Social Security offset provision in a group disability policy reduces your disability benefit by the amount you receive from Social Security Disability Insurance (SSDI). For example, if your group disability benefit is $3,000/month and you receive $1,500/month from SSDI, your group disability benefit would be reduced to $1,500/month.

Key Points

  • Social Security offset: group disability benefit reduced by SSDI amount
  • Common in group disability plans
  • Individual disability plans: typically do not have Social Security offset
  • Example: $3,000 group benefit - $1,500 SSDI = $1,500 net group benefit
  • An independent agent can help you find policies without Social Security offset