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Effective: May 1, 2009 |
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04.30ar2 - Verification and Documentation of RSDI and SSI (Archive) |
Archived: November 1, 2009 |
The RSDI gross amount and SSI benefit amount must be verified for all programs. Receipt of Medicare must also be verified.
For more detailed income verification policy, including when verification is needed and how it is used for each program, see Verification of Income.
Types of Verification and Documentation.
Types of Verification and Documentation
There are a variety of Social Security Administration (SSA) documents and interfaces available to verify gross RSDI and SSI benefits, including:
l SVES interface.
n This is a computer interface between SSA and MAXIS.
n See Obtaining Verification for more information about the SVES interface.
Note: SVES is the preferred way to verify SSI and RSDI benefits. It is the trusted source for verifying that the RSDI and SSI information the client provides is the most current.
l Initial award letter (SSA-4926-SM).
l Report of Confidential Social Security Benefit Information (SSA-2458). This is a report sent to the client, although a third party may have requested the information.
l Annual notice of cost of living adjustment (COLA) sent to the client by SSA.
l Public Assistance Agency Information Request (SSA-1610-U2). This inquiry form is initiated by the worker to SSA.
Do not require clients to provide a specific document if another is available which provides the information.
All health care programs budget the gross amount of SSA benefits. The gross amount is the benefit amount the client receives plus any deductions, such as a Medicare premium, taken out before the client receives it.
Not all documents from SSA report the gross amount of benefits.
Use SVES in MAXIS to determine if there is a deduction taken from the gross SSA benefit by checking one of the following:
l Compare the gross amount and the net amount on BDXP. The client is not paying Medicare costs if the amounts are equal.
l The client has refused Medicare Part B if ’R’ is coded on the ”SMI Option Code” on BDXM.