Benefit Estimate
Earnings
Rep Payee
Medicare HI/SMI
Handling Customer Contact
100

Before you provide an Estimate you must

What is Verify Callers identity ?

100

Documents used for Earnings correction 

What is W2 or TAX return ?

100

 Caller Wants to become RP for Bene or Recipient

What is visit FO ASAP?

100

Cost of SMI Premium in 2023

What is $164.90 ?

100

Teleservice Center Operating Guide 

What is TSCOG ?

200

WEP

What is The Windfall Elimination Provision ?

200

Form used to request Earnings Statement 

What is SSA-7050-f4

200

LAF Code and PSY code used for RP development

What is LAF S8 and What is PSY S08 ?

200

LAF Code for LESSDO

What is S9 ?

200

Customer Help and Information Program 

What is CHIP ?

300

Query Used to provide Benefit Estimate

What is PBRQ (PEBES) ?

300

The agency responsible for determining liability for and the collection of FICA and SECA taxes.

What is the IRS ?

300

Forms used for REP Payee accounting

What are SSA -623, SSA -6230, and SSA 6234 ?

300

RSFT Code for NH whose MBA is Less then SMI premium .

What is LESSDO

300

If No response from caller, what is the time frame needed to wait before closing out the call.

What is 30 seconds ?

400

These years of Earnings are used/needed to provide accurate estimates for Benefits

what is:

Last Year Earnings

This Year Earnings

EST Future Year Earnings ?

400

SE

What is Self Employment ?

400

Action Taken When RP calls and is no longer willing to serve as the RP.

What is Send MDW to FO?

400

Must Be Enrolled in Both A and B in order to have which part of Medicare

What is Part C ?

400

We encourage the use of online or automated services to complete their business. We provide information and answer any questions that the caller may have about using online or automated services. Provide FO info if needed. 

   What is Mainframe system is “down” ?

500

Send MDW to FO to Handle request for Estimate when

What is "Pebes Online not available ?

500

Earnings for a year are posted by September of the following year.

What is the Lag Period

500

When Bene's have the option to provide us with the names of individuals who they would like to serve as their representative payee (payee) should they need one in the future.

What is Advance Designation of Representative Payee?

500

LAF Code for bene who is uninsured/active status

What is LAF U ?

500

Timeframe in which Caller should be placed on hold before checking back in with caller

What is 2 minutes ?

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