Enumeration
What is the primary proof of identity document for an adult replacement Social Security card?
Drivers license/state ID/passport.
Form needed do we send to a medical professional in order to determine capability?
SSA-787
What is the form to determine if sharing is met?
8011
An adult who has a legal guardian, proven by Social Security and wants to file for benefits on behalf of the disabled adult. The legal guardian completes the application without the disabled adult present. Is the guardian the proper applicant?
YES
GN 00204.003
What letter do we send to closeout an SSI intent to file or inquiry for SSI benefits?
L-991
GN 00204.010
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 type(s) of evidence do we use to determine a claimants capability?
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)
True or false
Maria Santiago is a non-citizen and came to the office to file for benefits. Is she potentially eligible to apply for benefits?
SI 00502.100
What are the types of applications for SSI?
Deferred, Full, ABAP
Give an example of valid religious or cultural objection to assigning a new SS5.
RM 10220.105
What form is the representative payee report on?
SSA-6234 (Adult) SSA-6230 (child)
There are 2 people in the household, a disabled claimant and a roommate. Both share household expenses. Claimant lives in a home owned by his mother. Mother charges $0 for rent but would charge others $500. What is the amount of ISM?
$250 - Outside help
What is the process of providing SSA with the names of individuals whom they would like to serve as their representative payee should they need one in the future?
Advance Designation of Rep Payee GN 00502.085
Claimant filed 12/04/2024. Established onset date is 11/25/2024. What is his month of entitlement for benefits?
Waiting period is 12/2024 - 04/2025. MOE is 05/2025.
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
Claimant lives with 5 people in a household as of 01/01/2025. Claimant does not pay towards the household bills, but others do. 3 people receive food stamps. Does inside ISM apply?
No. All PA HH.
SI 00835.130
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 query or program can you use to find insured status for a disabled adult?
ICERS/DISCO
What is HALE
Harassment, abuse or life endangerment RM 10220.210
What information can we disclose to a prospective payee applicant?
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. He wrote a letter to his Social Security office indicating and intent to file for retirement benefits. His 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
A mother applies for benefits for her 14-year-old daughter. Mom signed the SSA-827, no other signatures on the form. Is this a valid 827?
No
DI 11005.005