Verification of RSDI and SSI Benefits

Verify the RSDI Retirement, Survivors, and Disability Insurance. A program operated by the Social Security Administration that provides a monthly income to retired people, survivors or dependents of insured people, and people with disabilities. gross amount and SSI Supplemental Security Income. A program based on financial need operated by the Social Security Administration that provides monthly income to low income people who are age 65 or older, blind or disabled. benefit amount for all programs. Also verify receipt of Medicare.

Note:  Do not require verification of other income that the Social Security Administration (SSA) considers when determining SSI eligibility and benefit amount, or income the SSI program excludes, unless the SSI recipient is requesting MA payment of long-term care (LTC) services. See RSDI and SSI.

For more detailed income verification The process and evidence used to establish accuracy or completeness of information from a client, third party, or authorized representative. Verification is also referred to as proof or documentation. policy, including when verification is needed and how it is used for each program, see Verification of Income.

Types of Verification and Documentation.

Determining Gross Amounts.

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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  State Verification and Exchange System (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  For verification of 1619(a) and 1619(b) status, see Medical Assistance for 1619(a) and 1619(b).

Do not require clients to provide a specific document if another is available which provides the information.

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Determining Gross Amounts

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.

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