Celebrating 10 Years of BenefitsCheckUp®

1A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®

WelcomeWelcomeWhere We’ve Come From

Where We Are NowWhat We Have Left To DoWhat We Have Left To Do Reflections & Successes The New BenefitsCheckUp.org

2A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Where We’ve Come FromWhere We ve Come From

2001

3A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®The New BenefitsCheckUp orgThe New BenefitsCheckUp.org

2011

4A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Where We’ve Come FromWhere We ve Come From

From Floppy Disks to the InternetFrom Floppy Disks to the Internet

5A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Where We’ve Come FromWhere We ve Come From

From complete reliance on charitable From complete reliance on charitable donations to a public-private partnership

6A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Where We’ve Come FromWhere We ve Come From

From the first client to 3 million+ clientsFrom the first client to 3 million+ clients

7A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Where We Are NowWhere We Are Now

As of last week: As of last week: BenefitsCheckUp® has helped p p

3,014,911 older adults find over $10 6 billion worth of annual $10.6 billion worth of annual benefits.

8A non-profit service and advocacy organization © 2011 National Council on Aging

How much have people received as a result of using BenefitsCheckUp®?using BenefitsCheckUp®?

2010 2011 (so far)0 0 0 (so far)On‐Line Part D LIS Enrollments

55,982 Applications Accepted

$ 224 million estimated value

26,726 Applications Accepted

$106 million estimated value$ $

SNAP Enrollments 29,646 Applications Accepted

$ 42 million estimated value

57,334 Applications Accepted

$82 million estimated value$ 42 million estimated value $82 million estimated value

Other Benefits 72,500 Applications Accepted

$ 124 million estimated value

81,250 Applications Accepted

$138 million estimated value$ $

Estimated Total Value of Benefits Received

$ 390 Million in Annual Benefits

$ 330Million in Annual Benefits

9A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Wh W H L f T D

80% of Older Adults age 60+ and with incomes < 250% FPL are Eligible But not Enrolled in One or More Key Public Benefits

What We Have Left To Do

Eligible But not Enrolled in One or More Key Public Benefits

6 4 M6 0

7.0

in millions

2010 2020

4.5 M

6.4 M

4.0

5.0

6.0

2.6 M

1 8 M

3.7 M

2.6 M

1.8 M2.0

3.0

1.8 M1.3 M 1.1 M 0.3 M

1.8 M1.6 M

0.4 M0.0

1.0

SNAP MSP LIS LIHEAP  Medicaid SSI

10A non-profit service and advocacy organization © 2011 National Council on Aging 10

Source: Percents are based on BenefitsCheckUp data and numbers are based on NCOA estimates using administrative data;  2020 estimates assume current take‐up rates as in 2010

Celebrating 10 Years of BenefitsCheckUp®What We Have Left To DoWhat We Have Left To Do

Percentage of Individuals Screened by BenefitsCheckUp Who Are Eligible for but Not Receiving One or More Key Public BenefitsEligible for but Not Receiving One or More Key Public Benefits

2010

49%50%

60%

39%40%

50%

23%

16% 15%13%

20%

30%

0%

10%

SNAP SSI LIS Medicaid MSP LIHEAP

11A non-profit service and advocacy organization © 2011 National Council on Aging

Source: NCOA analysis of a random sample of BenefitsCheckUp.orgconsumer comprehensive screenings (n=1,100).

Celebrating 10 Years of BenefitsCheckUp®What We Have Left To DoWhat We Have Left To Do

On average Percentage of Individuals Screened On average, older adults of

Percentage of Individuals ScreenedWho Are Missing Out on Benefits

2010

modest means are missing out

Not MissingBenefits

Missing3+ Benefits

29%22%

are missing out on two benefits h ’ lifi d

27%Missing

2 BenefitsMissing1 Benefit

22%

they’re qualified to receive. 71% of those screened are

missing out on at least one

12A non-profit service and advocacy organization © 2011 National Council on Aging

benefit.

Celebrating 10 Years of BenefitsCheckUp®What We Have Left To DoWhat We Have Left To Do

Most likely to be Percentage of Individuals Screened in each Most likely to be missing benefits:

W66.3%

ME66.8%MN

67.1%NH

69.5%OR

71.0%VT

74.7%MA

75.0%ND

75.8%WA

77.5%MT

Percentage of Individuals Screened in each State Who Are Missing Out on Benefits

2010

•Women•Those living alone

56.7%UT

63.0%NE

63.1%MO

67.4%KS

68.6%WV

68.7%NC

68.9%VA69.3%

KY

70.5%NY

71.9%RI

72.3%DC

72.6%IA 72.7%

NJ

73 0%

73.3%IN74.0%

CA

74.7%WY

MA

75.2%NV

75.2%CO

75.4%WI

75.8%PA

76.8%MI

77.2%MD

77.3%TN

79.6%OH

80.1%CT

80.3%ID

81.3%DE

81.9%IL

84.5%SD

%

g•Isolated seniors

Th ll d i

65.3%AK

68.2%HI

70.4%FL

72.3%AR

73.0%OK

73.1%MS

76.0%NM

76.4%TX

77.1%SC

78.1%GA

79.9%LA

80.3%AL

86.4%AZ

Lower ThirdMiddle Third

•Those enrolled in one or more benefits

Lower Third Middle Third Upper Third

Upper Third

13A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Reflections and SuccessesReflections and Successes

Greg CaseGreg CaseDirector, Office of Home and Community Based

S i Services Administration on Aging

14A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®Reflections and SuccessesReflections and Successes

Flora’s Story:

When her gas stove broke in the middle of winter, Flora Bryant, 75, didn’t know how she’d pay for a new one. Then a faucet needed repair Expenses mounted needed repair. Expenses mounted.

Flora had no idea if she qualified for state or federal benefits, or how to find them. A BenefitsCheckUp screening changed that.how to find them. A BenefitsCheckUp screening changed that.

Within a few weeks Flora received $244 to help pay her energy bill, plus $40 a month to help pay for food. p p p y

These untapped resources are critical to filling in the gaps and building the economic security of older adults.

15A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®The New BenefitsCheckUp orgThe New BenefitsCheckUp.org

16A non-profit service and advocacy organization © 2011 National Council on Aging

Celebrating 10 Years of BenefitsCheckUp®

QuestionsQuestionsThank You

www.BenefitsCheckUp.org1-888-268-8706

M l S h id @ gMarlene.Schneider@ncoa.org

www NCOA org17A non-profit service and advocacy organization © 2011 National Council on Aging

www.NCOA.org