Resources for Section 218 Training

Resource 1: Relationship Diagram (MicroSoft Word)
The Relationship Diagram is a visual representation of the flow of communication between government employers, state administrators, and SSA.

Resource 2: Determining Coverage Flowchart (Adobe PDF)
The Determining Social Security and Medicare Coverage of State and Local Government Employees flowchart is an interactive guide for establishing the proper application of coverage. The flowchart should be used as a “first step” in the process of determining correct coverage, and is not meant to generate a final resolution.

Resource 3: Introduction to Section 218 Presentation (Adobe PDF)
This PowerPoint presentation serves as an excellent introduction to basic Section 218 concepts. The presentation can be used to train those just entering the field of State and local coverage, or, for the more experienced specialist, they may find the content of the presentation to be useful for their own engagements.

Resource 4: Charter Schools Presentation (MicroSoft PowerPoint)
This PowerPoint presentation recognizes that charter schools have a unique composition that often makes the correct application of Social Security coverage difficult. Viewing the presentation will give you a better understanding of how to approach charter schools in your State or region.

Resource 5: Information Gathering Tool for Charter Schools (MicroSoft Word)
The Information Gathering Tool for Charter Schools contains general questions based on common issues regarding coverage under Section 218 for charter schools. This tool can also serve as an aid in the initial process of determining the legal status (i.e., governmental or non-governmental) of a charter school.

Resource 6: Joint Ventures Presentation (Adobe PDF)
This PowerPoint presentation examines the proper application of Social Security coverage in a joint venture situation. In this particular situation, this is done through a unique script based presentation that uses two speakers (actors) and a fictional entity that is also a joint venture. Viewing the presentation will give you a better understanding of how to approach organizations that are created or carried out by two or more political subdivisions.

Resource 7: Case Study on Coverage Eligibility (MicroSoft Word)
This case study explores a Social Security coverage situation that could easily occur on any day in the life of a state social security administrator. The fictitious scenario begins when a state administrator is notified about the creation of a new political subdivision. Reading the case study will give you a better understanding of how to initially approach new political subdivisions in your State.

Resource 8: Federal Section 218 Task Force Report, Missouri School Districts (MicroSoft Word)
This report presents the results of the Federal Section 218 Task Force for Missouri School Districts' (Task Force) review of the Social Security coverage issues in the Missouri Public School Districts. Viewing this report will give you a better understanding of how to compile relevant information and determine proper application of Social Security coverage for State and local government employees. When reading this report, it is important to understand that each coverage situation is unique; however, much can be learned from past experiences.

Resource 9: Social Security and Medicare Coverage for State and Local Government Employees (2002) (MicroSoft Word)
This Training Guide provides basic information about how State and local government employees are covered by Social Security and Medicare. It is written for staff new to the State and local coverage program and for those who need refresher training. The guide was published in 2002; however, much of the content remains relevant today. While every effort has been made to update the guide, it is important to note that certain claims may not reflect contemporary policy.