|
Effective: December 1, 2006 |
|
|
04.30ar1 - Verification and Documentation of RSDI and SSI (Archive) |
Archived: May 1, 2009 |
The RSDI gross amount and SSI benefit amount must be verified for all programs. Receipt of Medicare must also be determined.
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 the gross RSDI and SSI benefits. Do not require clients to provide a specific document if another is available which provides the information.
Note: The preferred verification is the SSA interface, also known as SVES, in MAXIS. It is the trusted source for verifying that the information received from the client is the most current.
Types of acceptable verification and documentation:
l SVES interface.
n This is a computer interface with SSA.
n See Obtaining Verification for more information about the SVES interface.
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.
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 amount taken out before the client receives it.
Not all documents from SSA report the gross amount.
One way to check for deductions is to use SVES in MAXIS. There are two ways to make this determination:
l Compare the gross amount and the net amount on BDXP. If they are equal then the client is not paying Medicare costs.
l If ’R’ is coded on the ”SMI Option Code” on BDXM, the client has refused Medicare Part B.