We pay conditional benefits only for full calendar months. Thus:
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the first month of a payment period depends on whether it is a new application or
a postentitlement action. For a new application the first month of payment is the
second month after the month in which the disposal or exclusion period begins. This
is because we do not pay benefits in the E02 month, which is the month of effective
filing. To review the month of effective filing, see SI 00601.009. For postentitlement cases, the first month of payment is the month following the
beginning of the disposal and exclusion period; and
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the last month of a payment period is the month in which the disposal and exclusion
period ends.
EXAMPLE 1: Mr. Jones, an SSI recipient, inherits a speedboat from his Uncle George. Mr. Jones’
disposal and exclusion period for his recreational boat begins on May 12 when Mr.
Jones receives written notice that his agreement to sell is in effect. He sells the
boat on July 20, which ends the disposal and exclusion period. He is eligible for
conditional benefits for June and July, the 2 full months whose first moments fall
within the disposal and exclusion period. If no sale occurred, the basic period ends
on August 11, and he receives conditional benefits for the 3 months of June, July,
and August assuming no extension of the disposal and exclusion period for good cause
was granted.
EXAMPLE 2: On December 12, Mr. Wright, an aged applicant, files for SSI benefits. During the
interview he states that the only property he owns, other than his house, is a vacant
lot located 80 miles away that he inherited years ago. Mr. Wright states that he would
really like to sell the vacant lot and asks if there is a way he could receive SSI
until he does. The Claims Representative (CR) determines that Mr. Wright meets all
other entitlement factors except, that the vacant lot puts him above the resource
limit, and the CR explains all the conditions for receiving conditional benefit payments.
Mr. Wright recognizes this as an opportunity to sell the lot and receive SSI until
the sale is complete. On December 18, he signs the SSA-8060 U3 (Agreement to Sell
Property) in the Social Security Office. The CR tells him he is eligible beginning
January 1, but will not receive his first payment until February 1 because the E02
month applies. Mr. Wright has 9 months after the beginning of the disposal and exclusion
period to sell his excess property. Therefore, he must sell the property by September.