The "past-due benefits payable" amount after a payment to a State/subdivision under
an IAR agreement is zero when the entire retroactive amount has been sent to the State,
even if the State/subdivision subsequently reimburses the claimant for part of the
first check, unless the mandatory installment provision applies. (See SI 02003.000, Interim Assistance Payments.)
If total “past-due benefits payable” exceed 3 times (Federal benefit + State supplement)
after reimbursement for IAR, the installment process must be used. With the installment
process, a one-time payment is sent to the State/subdivision for the exact requested
reimbursement amount. “The remaining “past-due benefits payable” are then issued to
the claimant in no more than 3 installment payments. Each payment is made at 6-month
intervals. Each of the first and second installments cannot exceed 3 times the Federal
benefit plus any State supplement (See SI 02101.020, Installment Payments of Large Past-Due Benefits – Individual Alive).
If the eligible SSI disabled/blind individual is under age 18 and total “past-due
benefits payable” (plus any federally administered State Supplement) after the IAR
payment to a State exceeds 6X the FBR plus any Federally administered State supplement,
SSA deposits the residual amount into a dedicated account. (See SI 02101.010, Past-Due Benefits Payable – Individual Alive Under Age 18 with Representative Payee
– Dedicated Account Required.)
NOTE: The above information regarding the IAR agreement is for use in addressing questions
from the public regarding how much money, if any, the claimant will be paid after
the offset deduction and/or any payment to a State/subdivision for IAR from the past-due
benefits amount. This definition of "past-due benefits payable" has no bearing on
the calculation of the title XVI past-due benefits amount for representative fee purposes.