Aux/Sur
The form a widow needs to complete when automatically converting from auxiliary benefits to survivor benefits and under the age of FRA
SSA-4111 Certificate of election
Explain the differences between the AOD and POD
AOD - the alleged onset date provided by the n/h
POD - Potential onset date provided by the CS, may differ from AOD depending on work, date last insured, date first insured, and date eligible for entitlement (DWB or CDB)
Explain the difference between an appeal and a waiver when it comes to an overpayment
Appeal is when the claimant feels the facts of the case are incorrect
Waiver is when the claimant feels they should not have to pay it back for any other reason.
This form is completed by the number holder or their payee if they do not feel they should have to pay back the overpayment.
SSA-632
Name the types of Medicare enrollment and the window for applying.
IEP - Initial Enrollment Period 3 month prior to 65 and 3 months after age 65
GEP - General Enrollment Period - January-March of each year, starts the following month.
SEP- Up to 8 months from the time work/medical ends. If completing prior or in month of termination at work/medical can pick any of first 3 months. After that, automatically goes to the following month.
If an auxiliary is age 17 and 5 months or older and collecting as a child(not DAC) on a parent's record, we will request them to get this form completed by their school.
SSA-1372
Child disability benefits end if the child gets remarried, except for this exception.
The DAC marries another individual receiving T2 Disability benefits. (If SSI it still terminates)
With a Medical CDR reconsideration, what forms are needed.
SSA-789
SSA-3441
SSA-827
SSA-795 for payment continuation and Medicare continuation
Good cause statement if not filing timely
Complete this form at the initial waiver level if you are approving the waiver request. But don't fax it into evidence portal until you get that second signature if over $2000.00
SSA-635
If you are denying the waiver, the SSA-635 is completed at the Personal Conference level.
We use this assistance request to contact the Processing Center when help is needed on a case
MDW (Modernized Development Worksheet) #24 on the main menu
When at least one child is simultaneously entitled to benefits on more than one record. (In pay on one and technically entitled on the other), and the family maximum is involved, we must run this computation.
Combined Family Max (#29 on ICF)
The CS must complete this form in EDCS when denying an individual for SGA
SSA-831 (created when you make a FO determination and choose SGA denial as the reason)
I should use this tool to load any paper appeals into MCS
The Banana
In order to approve a waiver, what 2 things have to be true
Without fault
Can't afford to pay it back
When an individual wants to withdrawal their retirement benefit, they complete this form.
What is the time requirement for withdrawing a claim?
SSA-521
1 year from date of filing
When may a person be eligible for parent's benefits
Must be at least 62
Parent must have been receiving at least 1/2 support from the number holder
Number holder must be deceased.
Must be natural parent. or stepparent/adoptive before number holder turned 16.
These forms need to be completed when taking a disability claim and the number holder worked after the AOD
821- If working for someone else
820- If self employed
823 completed by the CS to go with the 821/820
The amount of time an individual has to appeal a decision either medical or non-medical without having to determine good cause.
60 days (plus 5 for mailing)
When a person calls or contact social security about an overpayment but has not completed the forms yet. This is entered into DMS as a ....
Informal Waiver
When we have tried multiple attempts to have the Pc fix a record (2 attempts) or the number holder has dire need for Medicare, we ask our management team to contact the PC using this tool
Manager to Manager
Requirements for an Independently Divorced Spouse to receive benefits on their exspouse's record.
Must file on their own record first (unless FRA prior to 01/02/2020)
N/H must be at least age 62 or receiving disability benefits
Must be divorced at least 2 years
These in office disability denials require the CS to send a letter through DPS
M5- Failure to cooperate (pursue claim)
S1- Res Judicata
N1 - SGA Denial
If an SSA-561 for a non-medical appeal is received in office, this component processes the appeal.
What are the exceptions?
PC processes non-medical appeals and non-medical appeals with a waiver attached goes to the PC first for appeal processing.
Exceptions are any POS input that would fix the appeal and all EWORK cases. Both are done at the FO level
When we are not able to collect an overpayment from the primarily responsible party. We can move it to this person.
Contingently liable person
(maybe someone on the same record)
Correction needed to add or remove wages from an individuals record.
2.8
#12 from main menu (earnings Modification)