We require the FO to manually compute the offset amount when:
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The Processing Center (PC) sends an SSA-e4345, Record of Manual Title II Offset Computation
to the FO, or the FO receives a system diary for an offset computation and the FO
cannot trigger an automated computation due to one of the limitations described in
SM 01320.120. For additional information on how to trigger an automated title II offset
computation, see SM 01320.100.
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Dual entitlement exists and the FO cannot trigger an automated computation. For additional
information on 7W diaries associated with dual entitlement cases, see SM 01320.013B.
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A recomputation of the offset applies. For additional information on the recomputation
of title II offset, see GN 02610.016, SI 02006.200, and SM 01320.400.
Reference information the FO needs to compute manual offset
For information about:
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How to process windfall offset, see GN 02610.016 and SM 01320.005.
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eComputations, see SSI eComputations User Guide.
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Using the SSA-4968, Retrospective Monthly Accounting (RMA) Payment Worksheet, see
SI 02005.090.
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Using the SSA-4346, Supplemental Security Income (SSI) Offset Summary Form to compute
the offset amount, see GN 02610.045.
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The meaning and resolution of windfall offset diaries and alerts, see SM 01320.010C.
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Situations where the FO initiates the record of manual title II offset computation,
SSA-e4345, see GN 02610.010C.
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Windfall offset data on the Master Beneficiary Record (MBR), see SM 00510.150.
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How to post results of a manual title II offset computations to the Supplemental Security
Record (SSR), see SM 01320.201.
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How to process cases when we release the title II retroactive benefits erroneously
before applying windfall offset, see GN 02610.050.
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How to compute manual title II offset for both members of an SSI couple simultaneously,
see GN 02610.040.
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How to post a manual title II offset result to a couple’s record, see SM 01320.204.
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How to process a negative or excess manual title II offset computation, see SM 01320.206.