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Purple··4 min read

What Is In-Kind Support and Maintenance (ISM)?

If someone helps you with food or shelter, SSA may count it as "in-kind support and maintenance" (ISM) and reduce your SSI. Here's how this complex rule works.

In this article, we'll cover:

  1. What ISM is
  2. How it's calculated
  3. Living arrangements that trigger ISM
  4. How to minimize ISM impact

1. What ISM Is

Definition: In-Kind Support and Maintenance is food or shelter you receive without paying for it (or paying less than fair value).

What counts as ISM:

  • Free rent or reduced rent
  • Living with someone who pays all housing costs
  • Someone paying your utilities
  • Free food or groceries

What doesn't count:

  • Cash gifts (counted differently)
  • Non-food/shelter items
  • Help with non-essential expenses
  • Medical care, clothing, etc.

Why it matters:

  • ISM counts as income for SSI
  • Reduces your SSI payment
  • Can be significant reduction
  • Complex rules apply

2. How It's Calculated

Two methods:

1. Presumed Maximum Value (PMV) Rule:

  • Maximum reduction: 1/3 of federal benefit rate + $20
  • About $342/month (2026)
  • Even if value is higher
  • Simplest calculation

2. Actual Value Rule:

  • Counts actual value of support
  • If less than PMV, lower reduction
  • Must prove the value
  • More documentation required

PMV example:

  • You live rent-free with family
  • Fair market rent would be $800
  • But PMV caps reduction at ~$342
  • SSI reduced by $342, not $800

Actual value example:

  • Someone gives you $100/month in groceries
  • Actual value: $100
  • Less than PMV
  • SSI reduced by $100

Important: The PMV rule often limits how much ISM can reduce your SSI, even for expensive housing.

3. Living Arrangements That Trigger ISM

Living rent-free:

  • With family who pays everything
  • In a home you don't own or rent
  • Where someone else covers all costs
  • Maximum PMV reduction applies

Living with others, paying less:

  • If you pay less than fair share
  • Difference may count as ISM
  • Calculate your fair share
  • Pay that amount to avoid ISM

Someone paying your bills:

  • Utilities paid by another
  • Counts as ISM
  • Actual value usually used
  • Document what's paid

Living in your own household:

  • Paying all your own expenses
  • No ISM applies
  • Keep receipts as proof
  • Protect your full benefit

How to calculate "fair share":

  • Total household expenses (rent, utilities, food)
  • Divide by number of people
  • Your fair share = your portion
  • Pay this to avoid ISM

4. How to Minimize ISM Impact

Pay your fair share:

  • Calculate household expenses
  • Pay your portion
  • Get receipts
  • Document everything

Keep records:

  • Proof of payments made
  • Household expense breakdown
  • Rental agreements
  • Utility bills

Consider living alone:

  • Renting your own place
  • Using Section 8 voucher
  • Paying own expenses
  • No ISM applies

Understand the PMV cap:

  • Maximum reduction is limited
  • May be worth receiving support
  • Even with reduction, might come out ahead
  • Do the math for your situation

Example comparison:

  • Living alone: Rent $700, Full SSI $967 = $267 after rent
  • Living with family rent-free: Reduced SSI ($967 - $342) = $625
  • Living with family may leave more money

Reporting ISM

What to report:

  • Living arrangement changes
  • Who pays for what
  • Changes in who provides support
  • Address changes

How to report:

  • Contact SSA
  • Explain your living situation
  • Provide documentation
  • Update when things change

If you don't report:

  • Overpayments can result
  • Have to pay back
  • Better to report accurately
  • Protect yourself

Complex Situations

Multiple sources of support:

  • Food from one person
  • Shelter from another
  • Each evaluated separately
  • But PMV still applies overall

Partial support:

  • Someone pays part of rent
  • You pay part
  • Only the help counts as ISM
  • Document your contributions

In-and-out living:

  • Living with family some months
  • On your own other months
  • Report each month's situation
  • Benefits adjust accordingly

How Purple Helps

  • Document what you pay
  • Keep records of contributions
  • Clear transaction history
  • Evidence of paying fair share
  • Organized financial records

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