Enumeration
Best form of proof/ID for an adult replacement SS5
Drivers license/state ID/passport.
Form needed for capability
SSA-787
Form needed for sharing
8011
An adult who has a legal guardian wants to file for benefits. The legal guardian completes the application without the disabled adult present. Is the guardian the proper applicant?
YES GN 00204.003
What is the closeout number for SSI?
L-991
Program to verify birth certificate for an original SS5
EAB or BVS or EVVE (Enumeration at birth, Bureau of vital statistics, Electronic verification of vital events)
RM 10210.270
What types of evidence are there?
Lay evidence, medical evidence, legal evidence
GN 00502.065
True or False:
PIM payments are programs such as T16, T2, disaster assistance, food stamps, VA based on need.
False (Not T2)
Who qualifies as a US Citizen for disability?
GN 00303.120
What are the types of applications for SSI?
Deferred, Full, ABAP
Give an example of invalid religious or cultural object to assigning a new SS5
RM 10220.105
Certain numbers or digits which are derived by adding, subtracting, dividing or multiplying the digits in the SSN to get a certain number or digit is not a religious or culturally based objection; e.g., the digits “999” turned upside down are “666”, “2” plus “4” equals “6.”
•
Certain numbers or digits because the numbers or digits sound like objectionable words in another language.
•
The SSN in its entirety or certain numbers or digits because the NH personally perceives them as “unlucky,” or the person perceives the SSN to be the cause of personal problem(s).
What form is the representative payee report on?
SSA-6234 (Adult) SSA-6230 (child)
How much ISM do we charge:
John lives with Bob and pays the mortgage of $500
Bob pays for food and utilities which is $550
$25
What is the process of providing SSA with the names of individuals whom they would like to serve as their representative payee (payee) should they need one in the future?
Advance Designation of Rep Payee GN 00502.085
What is the recommended onset date:
1st diagnosed 02/08. Worked full time 11/15/08. Received sick pay from 11/15/08-01/30/09. Did not work 11/16/08-02/02/2009. Attempted part time from 02/03/09-05/05/09.
What class of admission is a K-1
Fiancé of US Citizen (I-94)
True or False:
You can pay a beneficiary directly while waiting on a payee determination
True:
If a new payee is not readily available, the beneficiary may be paid directly (unless direct payment is prohibited) while the FO continues payee development. GN 00605.001. GN 00504.105
Which applies…PMV or VTR?
Barry receives SSI and is added to a lease with his friend
Barry pays $250 or $500 for rent but cannot afford food/utilities
PMV
Is a faxed application a valid application?
NO.
A faxed application does not meet the signature requirement to qualify as a valid application; a faxed application is considered the same as a photocopy. A photocopy is not acceptable when the Social Security Administration (SSA) requires that an individual submit an original or a certified copy of a document. Therefore, when policy calls for a signed application, a pen and ink signature or signature proxy is required.
GN 00204.001
What is the screen used for earnings and describe DLI?
SEQY/DEQY, (date last insured) RS 00301.148
What is HALE
Harassment, abuse or life endangerment RM 10220.210
What are the 3 types of information you may disclose about a beneficiary relevant to a prospective payee?
Prospective representative payees
We may disclose relevant information about a beneficiary that a representative payee applicant needs to decide whether to serve as representative payee. The information should be limited to the following:
the beneficiary's or recipient's first and last name;
the reason that a representative payee is needed (i.e., the fact that the individual cannot manage their own finances); and
the type of benefit and amount received.
GN 03316.120
Name the requirements that must be met for a loan agreement to be a bona fide loan of ISM
Mr. Jones is age 62 and retired. They write a letter to their local Social Security office to inquire about the requirements for filing for benefits. Since Mr. Jones is potentially eligible for retirement benefits, their request for information on filing for benefits is considered an implied intent to file. Their letter is received on 4/2. The U.S. postmark date on the envelope is 3/31. What is the protective filing date?
Mr. Jones' protective filing date is 3/31, since that date is more advantageous than the actual receipt date. GN 00204.010
What is the function to add a claim, at least one claim must already have been transferred to the jurisdiction of the Disability Determination Services (DDS) or the Office of Hearings Operations (OHO)
UAT (update after transfer) DI 81010.095