When an allowed SSI applicant or recipient has a third party source to cover medical expenses, SSA district offices (DOs) should obtain complete third party liability (TPL) information for residents of Arkansas, Louisiana, New Mexico and Texas.

TPL information is an important tool used by State agencies to reduce Federal and State Medicaid expenditures. States pay SSA to collect TPL information. To effectively use this tool, States must receive complete TPL information from SSA (e.g., policy number, name and address of insurance company, effective date of coverage).

For Consolidated Claims Experience (CCE) initial claims, complete the "Health Expenses & Third Party Liability" page.

For redeterminations when there is a change in TPL coverage, or other posteligibility changes as described in SI 01730.045C.5., also complete the "Health Expenses & Third Party Liability" page.

The TPL information will be electronically transmitted to the State Medicaid agency.

However, there are situations when a paper SSA-8019 must be completed and mailed to the State TPL agency.

These situations include:

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  Non-MSSICS initial claims that are allowed;

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  Non-MSSICS redetermination or post-eligibility action with changes in TPL circumstances; or

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  CCE claims when complete TPL information was not available at the time the claim was adjudicated, SI 01730.045D.2.

Mail the fully-completed paper SSA-8019-U2 on a weekly basis to the appropriate TPL State agency using the address shown in the table: