Proofs/Forms
Claimant alleges she lives with two roommates in an apartment. She says she pays a third of the bills. What proof do we need?
We either need a documented conversation with one of the household members or a completed SSA-8011.
Will has an overpayment on his record that was created during his RZ. The OP happened because of his income. There is a B3 diary on the record because of that OP. What steps are needed to resolve that diary?
Send a notice and input collection decision
What does a D8 diary indicate?
Admitted to institution
Claimant was approved for SSI when they were 23 years old. They were denied T2 dib at the time. You do their RZ, they are 30 now and there's a KZ diary on record. You discovery they have been working and they have an insured period of 3/1/2021-12/31/2024. What benefit should you refer them for?
T2 Disability
It is mandatory to pull this program for every RZ/LI.
RZWiz
You do an RZ for a DC. The mom/payee alleges the household has been receiving TANF payments. What proofs would you request?
Payment history, showing how much and when payments were received. We'd also want to know who was on the grant.
Claimant has an overpayment on record. They are PSY: N04 and do not receive T2 benefits. What should be our method of collecting the overpayment?
G-TAC, collect by installments.
What does an S2 diary indicate?
State Wage interface (wages reported that are not on SSID)
Claimant was approved for SSI when they were 19 years old. They have never worked or been married. Their mother just started drawing retirement. What benefit should we refer them for?
DAC (Disabled Adult Child)
You are about to close an RZ for Harold Brown. He alleges he has $100 in his bank account and nothing in his savings account. There is a 5B diary on record from a gambling payout which you added to the income pages. Is eAFI required for this RZ, why or why not?
Yes - even though he is alleging less than $400 of liquid resources, eAFI is related to all resource related diaries.
This is the form a claimant uses to request a waiver of an overpayment.
SSA-632
You complete a PERC for the DI Angela Smith. Angela's backpay is $15,388. What is needed for you to release the first installment of Angela's backpay?
Adjudicator/Reviewer DROCs (remarks tool)
Theresa just turned 62 this month. She has 40 qcs. What diary would you expect on her SSID?
KZ diary - entitlement to other benefits
Sheila just turned 62 last April. Knowing how old she is, what benefit should we screen for and what system should we use?
Retirement, ICERS
Blake answers his RZ appointment and reports that six month ago he got married to Patricia. Patricia is an ineligible spouse that is not yet on his record. What will be special about this RZ?
It will be a start date RZ - we will build a new record that includes Patricia as a deemor.
During an RZ the claimant alleges working. Name 3 systems you can query to find wage information.
DEQY/SEQY, IBIQ, NDNH, TWN
B4 diary: Claimant has an OPX on record of $300. They are in C01 and have an existing overpayment that still has a balance of $2300. How would we resolve this B4 diary?
Balance out the overpayments. We would decrease the OP decision from 2300 to 2000
What does a J3 diary indicate?
Wages on SSID exceed what is reported on earnings record
During an RZ with Mary, she says she was married a few years ago to Mark. Their marriage ended when Mark passed away three years ago. Mary is 53 and Mark was insured at the time of his passing. What benefit should we screen/refer for?
DWB, Disabled Widows Benefits
Period of Review: if an RZ is started September 2023, what is the first month we can make changes to the check?
October 2021
This is the form that is MANDATORY for a claimant to file an appeal for reconsideration
None! It can be a written request or proofs that imply an appeal, but typically we use the SSA-561
You completed a PERC for the DC initial claim for Tina Belcher. The backpay is $8233 and a dedicated account was set up. Through what process will we release the backpay to the claimant?
AOTP in MSSICs
Violet is a DC that was approved for benefits eight months ago. Her mom calls in to see why she hasn't received the second installment of her backpay. There is a DI diary on record. What does that diary indicate?
We need to conduct accounting of the dedicated account to release the second installment of the backpay
No. While Dennis is still living, Mandy would only be entitled to half of his PIA. She currently draws more from her own record. When Dennis dies we would reassess.
Period of Review: George conducts his RZ on 10/20/2023. He has been getting the full check but during the RZ it is discovered that he worked all of 2021 and made $500 a month. In CCE, how far back should we post the wages?
September 2021 (RMA affects two months ahead, which would affect the first month of our review period, November 2021)