Understanding Social Security Administration Information in the State Services Portal Moderated by:DeAnne Sandoval Statewide Training Branch Section Manager

Understanding Social Security Administration Information in the

State Services Portal

Moderated by: DeAnne SandovalStatewide Training Branch Section Manager

Presented by: Dee Price SandersOCSE FPLS Technical Support Liaison

Ellery BrownSSA Program Analyst

Understanding Social Security AdministrationInformation in the State Services Portal

History – Social Security’s Programs

1935Retirement Insurance

1939Survivors Insurance

1956Disability

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1965Medicare

1972Supplemental

Security Income

2003Medicare

Part D

History – Social Security’s Programs


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Definition of a Child

■ Not married, under age 18✷ Under 19 if still in high school

■ Not married and disabled before age 22


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Categories of Children

■ Natural Child

■ Adopted Child

■ Child of Unwed Parents

■ Step Child

■ Grand Child/Grand Step Child


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Benefit Types Affecting Children

■ Retirement

■ Disability

■ Auxiliary/Survivors

■ SSI (Aged/Disabled/Blind)


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Social Security’s Disability Definition

A Medical Condition preventing substantial work for at least 12 months, or expected to end in death.

The determination also considers age, education, and work experience.


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Why is SSA information important?

■ Locating noncustodial parents (NCPs)✷ Establishing orders✷ Enforcing orders✷ Review and modification

■ Increasing performance measures✷ Paternity and order establishment✷ Collections – current and arrears

■ Identifying cases for closure


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What does SSA share with Child Support?

■ Pending Claim File

■ State Verification and Exchange System (SVES)

✷ Request driven✷ Proactive


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https://www.google.com/imgres?imgurl=http://www.timex.bg/uploads/archiving/document_exchange.PNG&imgrefurl=http://www.timex.bg/en/electronic-archiving&docid=Igk-Zg8JFZMH9M&tbnid=pAfzzhMh0WaUjM:&w=265&h=254&ei=gEbuVMu1MNDWoATM0YKACw&ved=0CAIQxiAwAA&iact=c

Where do I see this information?

■ OCSE sends information from SSA to:

✷ CSE✷ SSP


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SVES Response Information

SSA Title II (earned)

Aged, Retired, Survivors, Disabled

SSA Title XVI(needs tested)

Supplemental Security IncomeAged, Disabled

Prisoner Data Local, State, Federal Institutions


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Title II: Aged, Retired, Survivors, Disabled

■ Recipient information✷ Name✷ Address✷ Date of Birth

■ Claim Account Number (CAN)■ Beneficiary ID Code (BIC)■ Date and amount of entitlement■ Current pay status


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Title II: Aged, Retired, Survivors, Disabled

■ Historical record of benefits

■ Disability onset date

■ Verified date of death

■ Railroad retirement indicator✷ Send IWO to: Railroad Retirement Board

844 North Rush StreetChicago, IL 60611-1275


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Title II: Pending Claims

■ Proactive match on new claims

■ Send IWO when appropriate

■ SSA enters information into Court Order Garnishment System (COGS) and holds until benefits approved

■ SSA will contact Child Support when lump sum is being paid


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SSP SVES Response Information: Title II


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SSP SVES Title II Response

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Title XVI: Supplemental Security Income (SSI)

■ Payment program based on “need”

■ Applicants must establish:✷ Limited income✷ Limited resources


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Who can get SSI?

■ Age 65 or older

■ Blind – any age✷ Including children

■ Disabled – any age✷ Including children


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Can you get both Social Security and SSI?

■ Work credits can entitle individual to social security benefits

■ Income and resources below established limits can qualify individual for SSI

■ Definition of disability is the same for both


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Title XVI: Data

■ Recipient name, address, date of birth

■ Date of benefit approval or denial

■ Current payment status and amount

■ Historical payment information

■ Benefit payee information

■ Verified date of death** Title XVI benefit indicatoron MSFIDM records **


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SSP SVES Response Information: Title XVI


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SSP SVES Title XVI Response

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SSP SVES

Title XVI Respons

e

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SVESDependent

Information

(Same information as provided for adults)

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Effect of Prisoner Suspension

■ Worker’s benefits suspended if convicted and confined

■ Payments continue to auxiliaries on the account

✷ Unless auxiliary is convicted and confined


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Prisoner Data

■ Over 6500 correctional institutions

■ Information reported at time of incarceration

■ Release date – not updated

■ Facility address

■ Inmate number

■ Contact name and phone number


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SSP SVES Response Information: Prisoner


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SSP SVES Prisoner Information

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What and how to report to SSA?

■ What to Report✷ Work (as soon as possible)✷ Name, address, phone of employer✷ Estimated future earnings✷ When employment will end (if you know)✷ Notify each program from which payments

are received• Social Security and/or SSI


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What and how to report to SSA?

■ How to Report✷ Can be reported by mail, phone, fax,

or in person✷ Can include changes such as hours of work

or rate of pay✷ Keep records of what happened with

employment


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Garnishment Orders

■ Social Security benefits are protected from most assignment of benefits, except when a legal process is brought in a State Court for enforcement of a legal obligation to provide:

✷ Child Support and/or Alimony Payments✷ Court-Ordered Victim Restitution


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Court Order Garnishment System (COGS)

■ Automated system allows local social security field office to effectuate garnishment actions

■ Notice sent to garnishment beneficiary and the court

■ Individuals do not have any right of appeal to SSA

■ If garnishment is for percentage of payments:✷ COLA increase in benefits also increases

garnishment amount


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Collections from SSA

■ February 2015

50,044 IWOs$8,033,522.84


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Dee Price SandersOCSE, FPLS Technical Support Liaison [email protected]

Ellery BrownSocial Security Administration, Management and Program [email protected]

DeAnne SandovalState DCSS, Manager Statewide Training [email protected]

mailto:[email protected]



Documents

Understanding Social Security Administration Information in the State Services Portal Moderated by:DeAnne Sandoval Statewide Training Branch Section Manager