Overpayments
Retirement
Disability
Medicare
Potpourri
100

If an estimate of earnings is received late in the year, the beneficiary is notified of any ­­__________ that were made, and we withhold any current year benefits to recoup the payment(s).

Incorrect Payment(s) RS 02510.005

100

In 2024, one receives 1 credit for each $_______ of earnings, up to the maximum of 4 credits per year.

$1730.00

100

SGA FOR 2024

What is $1,550?

100
The base premium amount for SMI in  2024 

What is $174.70?

100

convicted of a crime and confined for more than 30 continuous days. 

T2  - S7 (PRISONER SUSPENSION)

200

When an individual requests a change in repayment rate, we must always secure form SSA-634 when the individual wants their recovery period within 12-36 months.

False GN 02210.030

200

For someone born in March 1960, their full retirement age is?

age 67 or 03/2027 RS 00615.003

200

_____ Identifies all periods of insured status for a worker by using DOB, alleged onset, T8 month of prior period of dib (PPD)cases.

DISCO 

(Disability Insured status calculator online)

200

What does the IEP stand for and how long does it last?

Initial enrollment period. 7 MONHTS! 
200

An accrued benefit amount was not paid, a check representing correct payment to a deceased was not negotiated and an issued payment was returned.

What is an Underpayment.

300

When a liable person requests waiver and the total amount of that person's liability is $1,000 or less, recovery will be waived because it would impede the efficient administration of the Act unless there is some indication that the person may be at fault.

True GN 02250.350

300

The _____ provisions allow a credit for any month for which a number holder (NH): is at least FRA, is insured and eligible for retirement benefits, and did not receive retirement benefits.

DRC RS 00615.690

300

Claim that indicate a terminal illness is involved and that the condition cannot be reversed and is expected to end in Death.

What is TERI

300

Attained age 65, be a US Resident, be a US Citizen or a LAPR with 5-years continuous residence in the US, enrolled/enrolling in SMI, enroll during a prescribed period, and be ineligible under any other provision.

What are the requirements for Premium-HI

300

When attempting to adjudicate a RSI claim in MCS, you come across the following Proc Lim, “Partial Recovery Data on MBR For BIC ? or Partial Recovery Data on SSN#### For DE Claimant”. What’s you workaround?

A101 per Proc Lim Guide in MoAW

400

Any person receiving benefits on the same earnings record as the overpaid person is ______ for recovery of the overpayment. ______ is imposing the responsibility for repayment of an overpayment on another person entitled on the same record when we are unable to recover from the primarily liable person(s). It does not matter if the person lives in the same or a different household as the overpaid person.

Contingent Liability GN 02205.005

400

For RIB applications filed after FRA, we allow up to ­­______ retroactivity. However, for those who file less than ______ after FRA, we only pay retroactive benefits back to the month of FRA attainment.

6 months GN 00204.030

400

* Same as dib benefit requirement and an application must be filed within 3 months following the month of NH's death

* Up to 12months retro

What's disability after Death?


TC 10001.010

400

A provision that requires individuals to pay a higher Medicare Premium due to higher income.

What is IRMAA

(Income related Medicare Adjustment Amount)

400

What forms consist of the EXR request package? SSA-371, 16-BK, 454-BK, 3367, 827, 821/820, 795 (EXR exclusive), 823, 8240.

EXR Reinstatement Workflow on MoAW

500

If you find yourself approving a waiver of $20k-$75k, who might provide your peer review?

A member of management GN 02250.301

500

MOE option code ______ is a conditional (flexible) MOE. We will determine the final MOEL when we verify the claimant’s earnings for the year of entitlement. The earnings enforcement process may move the MOE or convert the MOE to a MOET based on the verified earnings. Use option ______ if the claimant: has material earnings, elects reduced benefits, and selects an moe prior to FRA.

A GN 00204.041

500

 __ ___ ___ Is granted to beneficiaries who completed a 9 mths TWP, they can go in and out of payment status depending on weather their monthly earnings are above or below SGA.

What is EPE ?

Extended period of eligibility

500

Fill in the blanks: The Supplementary Medical Insurance (SMI) premium (Part B) is increased __ percent for each full __ months during which an individual could have been, but was not, enrolled in SMI

10% AND 12 Months

500

Section______ of the law protects a beneficiary who is already receiving benefits when a new claimant becomes entitled to benefits prior to their month of filing if the existing claimant's benefit rates would be reduced under the family maximum. The new claimant is referred to as a late filer.

202(J)(1) RS 00615.760

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