Program Operations Manual System (POMS)
TN 1 (10-20)
RM 03812.013 Benefit Estimate Requested
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A.
Consider a case to be a benefit estimate case where a NH, regardless of age, asks
how much money he/she will get from social security when he/she retires, or asks some
similar question.
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B.
Request an updated SSA-1826, Social Security Summary Statement of Earnings, (if not
previously associated with the case) to obtain accurate QC information.
NOTE:
Accurate QC information must be provided to the FO for all benefit
estimate cases. At the present time, the QC information displayed on the
MEF or SSA-1826 printout is incomplete. Since the QC totals on an
SSA-1826 are accurate, the form must be requested to ensure that correct
information is provided.
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C.
Request scouting per RM 03803.028 and RM 03809.
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D.
Upon completion of all scouting, determine if the case is “incomplete” per RM 03803.022 or “complete” per RM 03803.013 If the case is:
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1.
Incomplete, take the following actions:
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a.
Correct the summary earnings record portion of the MEF or SSA-1826 printout by lining
through the affected annual earnings totals and QC information, and entering the new
figures based on any additional amounts located in suspense, transferred, etc.
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b.
Enter “Benefit Estimate” at the top of the page.
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c.
Place the summary earnings portion in front of the MEF or SSA-1826 printout.
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d.
Initiate an ED, and handle as appropriate per RM 03803.
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2.
Complete, take the following actions:
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a.
Prepare an undated closeout letter per 03803.071 disregarding the request for a benefit
estimate.
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b.
Note the file copy of the closeout letter to show that the FO has been requested to
furnish a benefit estimate and to give our letter to the individual.
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c.
Prepare a copy of the incoming correspondence and the MEF or SSA-1826 printout(s).
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d.
Correct the annual earnings totals and QC information on the summary earnings record
portion of the MEF or SSA-1826 printout(s) based on any additional amounts located
in suspense, transferred, etc.
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e.
Place the summary earnings record portion in the front of the MEF or SSA-1826 printout(s).
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f.
Forward the closeout letter, copy of the incoming correspondence, and the MEF or SSA-1826
printout(s) to the servicing FO under cover of an OF-41 requesting that a benefit
estimate be furnished, and that our letter be dated and given to the NH.
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g.
Send the original of the incoming and the copy of the MEF or SSA-1826 printout(s)
together with the official file copy of our letter, to the files for 4-year filing.