Type of Claim
Systems
Forms
Age / Citizenship (please have PCOM up)
Living Arrangements
100
This is the type of claim we would take for Alice, who is applying for disability because she has Stage IV Pancreatic Cancer.

What is a full claim? (TERI, terminal illness)

100

This program is what we use to key the medical information of a disability claim.

What is EDCS?

100

This is the form that someone would use to apply for SSI benefits.

What is SSA-8000/8001? (Either acceptable)

100

Based on this numi, can we use the numi as proof of age? (Lauren will provide SSN)


Yes, because IDN: P is on the numident

100

Gerald is applying for SSI benefits. He is currently in a medical nursing home (not an assisted living facility) and medicaid is paying for more than 50% of the cost of stay. What do you expect his FLA code to be? 

What is FLA-D?

200

This is the type of claim we would take for Charles, who lives with his mother in a home she owns and is filing for disability due to depression/anxiety. He alleges no income or resources. 

What is deferred?

200

We use this program to take Representative Payee applications.

What is eRPS?

200

This is the form one would use to apply to be someone else's payee. 

What is the SSA-11?

200

Based on this numi, can we use the numi as proof of citizenship? (Lauren will provide SSN)

No, because the CYD date of the first numident is before June 1981

200

Destiny is renting a home with her aunt and two minor children. Destiny alleges she and her aunt are both on the lease. Do we need to develop rental liability? 

Yes, Destiny lives with someone other than a spouse/deemor/children. 

300

This is the type of claim we would take for Charlotte, who lives with her friend Tiffany in an apartment they share. Charlotte pays the rent with the $1200 in unemployment she receives each month. Her alleged disability is COPD and back issues. 

What is abbreviated? (Excess unearned income due to unemployment)
300

We use this program to see if someone is insured for T2 disability benefits.

What is DISCO?

300

This is the form we use to collect the claimant's permission to request medical information for a claim. 

What is the SSA-827?

300

What record would you use to prove citizenship for this individual: the SSID, MBR, or NUMI? 

MBR as citizenship is proven on that record. We can't use the NUMI because of the CYD date of the first numident. We cannot use the SSID as they have never been in pay (c01). 

300

As of May 1, 2023, Robert was living with his daughter in a house she owned. Robert was not paying anything to stay there. On May 15th, he fell and was admitted to a nursing home where medicaid paid the full cost of stay. He stayed there until he was discharged on July 20, 2023. What was his FLA code for May?

FLA-A. This is an FLA-B to FLA-D scenario and is subject to intervening A rules. 

400

This is the type of claim we would take for Randy, who is homeless and living in various shelters. His alleged disability is schizophrenia. 

What is full? (homelessness)

400

In PCOM, we use this system to key a T2 disability claim. 

What is MCS (or #1 from main PCOM screen). 
400

This is the form we sent to request information about a household's costs and a claimant's contributions to the household costs? (hint: another member of the household would fill it out)

What is the SSA-8011?

400

How would you code this person's proof of age in CCE? (Lauren will provide SSN, and assume we do not have the birth certificate)

B / O. IDN: P is on the numident , but we could also use the MBR/SSID because of the verification code of B on both of those records. 

400
Sasha rents a room in her sister's house and alleges they are separate households. She says she pays $500 a month and purchases food separately. What proofs would you need for this LA? 

We need a written or oral statement from the landlord regarding separate room rental (a 795 or documented conversation with landlord)

500

This is the type of claim we would take for Lorenzo, who is a non-citizen but holds permanent resident status. He has been a permanent resident for ten years and has never been a refugee. He has 40 work credits and is under the SSI income/resource limits. He alleges total deafness.

What is full? (He is eligible based on LAPR status and work quarters, and alleges a presumptive disability)

500

We use this system to send manual notices.

What is DPS?

500

This is the form we would request / complete to develop countable earnings, IRWEs, and subsidies for a disability claim. 

What is the SSA-821 or SSA-820?

500

Hallie is a US citizen applying for benefits. We cannot prove her age using our records. There's no date of death on her Numident or any discrepant DOB on our records. She is applying for only SSI benefits only and we do not suspect any fraud. Can we use the proof of age tolerance for her claim? 

No - we can only apply the tolerance to concurrent claims. An SSI only claim is a tolerance exclusion. 

500

Jessie lives in an apartment with a friend. Their rent is $1000 and they each pay $500. Jessie doesn't have income right now, so his mom deposits the money in Jessie's bank account for him each month. Is ISM involved in this case? 

No. The assistance from the mother would be ISM if she was paying the landlord directly. He's paying his pro rata, and the assistance from mom would be considered cash or unearned income. 

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