Program Operations Manual System (POMS)
TN 1 (10-20)
RM 03812.012 Potential Claim Involved
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A.
Review all related case material to determine if any of the following conditions exist:
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1.
The NH expresses an intent or desire to apply for disability benefits.
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2.
The NH is age 61 and 8 months or older, and expresses an intent or desire to apply
for benefits.
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3.
The inquirer advises that the NH is deceased.
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B.
If the case meets one of the conditions in A above:
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1.
Scout for the alleged earnings per RM 03803.028 and RM 03809.
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2.
Request a certified earnings record (SSA-794 C1). This action should be taken whether
or not there is an unresolved coverage issue or a discrepancy between alleged and
reported wages.
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3.
Do not prepare an earnings determination even if all necessary evidence is attached.
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4.
Upon receipt of the certified earnings record, route all related material to the servicing
FO per RM 03803.011.
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C.
If the case does not meet one of the conditions in A above, but NH is age 61 and 8
months or older:
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1.
Handle as a regular disagreement case and prepare a closeout letter or initiate an
ED as appropriate per RM 03803.
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2.
Include the following in each closeout letter sent in “completed” disagreement cases:
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a.
A statement as to the NH's insured status.
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b.
If the NH is insured, include a statement that he/she is eligible to apply for social
security benefits and may wish to get in touch with his/her social security office.
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c.
If the NH is not insured, include a statement that even though he/she does not yet
have enough quarters of coverage to be eligible for benefits, his /her social security
office will be glad to discuss the requirements with him /her.
NOTE: If the MEF printout reflect less than 40 quarters of
coverage, it will be necessary to request an SSA-1826 before the information in C.2.
above can be
provided. Refer to RM 03812.013B for a detailed explanation of this requirement.