CHIP
This period of time allows individuals to test their ability to work for nine months (not necessarily consecutive) within a rolling sixty-month period.
What is Trial Work Period
Chip Path- Action, Disability/Work Incentives, Trial Work Period
What are 2 ways I can get to the QRSL in PCOM?
1. CHIP- Queries/Inputs- select query
2. PCOM- Main Menu 09, 17
Is the NUMI an input or query screen?
Query
TSCOG only:
Using TC only complete the following statement:
Social Security generally considers a student to be in full time attendance if he or she...
Attends an elementary or secondary level school, as determined by the law of the State or other jurisdiction in which the school is located;
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Is enrolled in a day or evening non-correspondence course at least 13 weeks in duration;
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Is scheduled to attend at the rate of at least 20 hours weekly; and
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Carries a subject load considered full-time for day students under the school's standards and practices.
Using TSCOG tell me when the New Medicare General Enrollment Period occurs and when coverage is effective
TC 24001.060 General Enrollment Period (GEP)
When a caller is past his or her Initial Enrollment Period (IEP) and is not eligible for a Special Enrollment Period (SEP), missed the SEP, or chooses not to use the SEP, he or she must enroll in Supplementary Medical Insurance (SMI) during a General Enrollment Period (GEP) (January 1 through March 31 of each year). Effective January 1, 2023 with the 2023 GEP, when a person enrolls during a GEP, SMI coverage begins in the month after they enroll of that year. (Previously, GEP enrollments had coverage effective July 1.) For example:
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If we receive the enrollment request in January 2023, SMI coverage begins in February 2023.
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If we receive the enrollment request in February 2023, SMI coverage begins in March 2023.
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If we receive the enrollment request in March 2023, SMI coverage begins in April 2023.
For enrollment requests received after March 31 2023, the beneficiary will need to resubmit the request during the next GEP in a subsequent year.
Which pay cycle will I be in when I file for Retirement if my Birthday is September 21?
Cycle 4- Fourth Wednesday
CHIP path- Routine Payment Inquiries- Payment Cycling- Help Topics- Payment Dates
TC 27501.010 Payment Cycling
What screen in PCOM is accesses to review and process inputs for a T2 record? What are 2 ways to get there?
POS (T2/POS Menu) DD/COA/ replacement Medicare card/ name change
PCOM- Main Menu- 02, 01, enter
What query can be used to find the status of Disability claim?
DDSQ- DDS Query
Using TSCOG answer the following question.
What does it mean if a caller has a special message on the MBR or SSR displaying "DCN abuse- Input as C-stop through MM/YY.
Our records indicate that an individual has misused or abused the nonreceipt replacement process.
Find the OB to answer this question:
Caller: I want to terminate my Medicare Part B insurance. Which form do I need and where do I mail the form?
Hint: Recent Change
OB 23-021
Effective September 25, 2023, if a caller wishes to terminate Premium HI or SMI, instruct the caller to mail the form CMS-1763, or written statement in lieu of, to the following address:
Social Security Administration
Wilkes-Barre Direct Operations Center
P.O. Box 1763
Wilkes Barre, PA 18767-1763
How would you handle this call using CHIP? Caller wants to report that their representative payee is misusing their money.
What actions would you take and what CHIP path did you follow?
If caller makes allegation of payee fraud or misuse of bene's benefits,
What PCOM screen assist you to answer Medicare enrollment/billing questions?
HI/SMI Query Medicare Enrollment/ Billing Query
Which input screen is where overpayment remarks and recovery actions are input?
DMMU Debt Management
Which TC would you use to handle this call?
I called the N8NN 3 weeks ago, to set up an appointment for SURSPO benefits, but there were no appointments available on the calendar. I still have not been contacted for an appointment, NOW WHAT!!!
TSCOG 10015.020 Follow-Up with the FO Regarding a Scheduled or Needed Appointment
C. Caller alleges FO has not contacted him or her to schedule an appointment.
Find the OB for this question:
Caller: I received a letter stating MYSSA data was compromised, and said to call you, what do I have to do.
OB 23-019
A. Actions taken to prevent further misuse:
B. Handling Notice Inquiries
c. Advise caller of what they could do to protect their personal information from any harm or damage.
ii. If the caller is receiving Social Security benefits to a direct deposit account, verify that their current direct deposit information on file is correct.
What is the address a caller can send a check or money order to pay their Medicare premium bill? What information will you provide to them?
If caller wants to:
1) send check or money order, TELL caller to mail premiums (and premium billing notice, if he/she has it) to:
Centers for Medicare and Medicaid Services (CMS)
Medicare Premium Collection Center
P.O. Box 790355
St. Louis, MO 63179-0355
TELL individual to include his/her name and Medicare Beneficiary Identifier (MBI) or SSN on check or money order.
CAUTION: Always recommend that beneficiaries mail payments to CMS rather than taking payment to FO. Taking payment to FO can delay posting of payment to CMS records by 5 to 7 days. The only time that premium payments should be made to FO is when termination of Medicare is imminent due to non-receipt of premium payment
CHIP Path- Action, Medicare, Medicare Other Issues, HI/SMI premiums
What PCOM screen is accessed to provide benefit estimates to our callers for Retirement and Disability Benefits?
PBRQ (PEBES) Earnings History
What input screen is used to send messages for T2 benefits?
MMDW Modernized Development Worksheet
Which TC reference will help me handle this call:
I would like to set up appointments for myself (RIB) and my minor child (AUXCHD). Can I do this in one appointment?
TC 10010.030 Handling Special Referral Situations
C 3. NH and auxiliary claimant(s) filing at the same time
Follow the steps below for handling NH and auxiliary claimants filing at the same time.
EXCEPTION: If the NH is filing a non-TERI disability claim involving auxiliaries, follow instructions in TC 10010.030C.5.
For the NH:
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Use CHIP to complete the Appointments-Claims/Leads Information screen to send to the eLAS Create New Lead and Leads/Protective Filing Information pages.
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Schedule an appointment on the Appointment page.
For the auxiliary(ies):
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Use CHIP to complete the Appointments-Claims/Leads Information screen to send to the eLAS Create New Lead and Leads/Protective Filing Information pages for each auxiliary.
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From the remarks dropdown box in CHIP select, "FILING WITH NH--(name and SSN of NH and date and time of NH's appointment)."
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Do not schedule a separate appointment.
We refer callers to online services on most calls. Tell me 3 items you can find on SSA.GOV?
1. Prepare for Benefits
2. Apply for Benefits-
3. Manage benefits & information-Verification Letter, 1099/1042S, Replace or request card, update personal information
4. MYSSA
5. Publications
6. Medicare information
Use CHIP to assist this caller.
Caller: I worked last year in 2022 and I am expecting an increase in my retirement benefit. I did not receive a letter yet, what is the hold up!!!
CHIP Path-Computations and Offsets-Computations-Computation Type-Recomputation
Answer: TC 1001.110
AERO is run twice for each earnings year, usually in late October and late in the following March. The checks reflecting the increases are issued in December and May.
Which PCOM screen is used to refer a caller's report of their 1099 being incorrect for review if you are unable to determine of the caller's statement is correct?
CHIP Path- Action, Taxation of Benefits, SSA-1099, Caller disagrees with benefit statement, net benefit is incorrect or unable to determine if incorrect
PCOM screen- PHU4
What Query allows us to see payment center activity?
PCACS Case Control Query
What TC will explain SEP enrollment and when coverage is effective.
TC 24001.050 Special Enrollment Period (SEP) For the Aged and Disabled
PolicyNet
On the PolicyNet homepage what are the first three topics in the "Hot Topic" section?
COVID-19
iClaim SSI
LEP (Limited English Proficiency) Cluster