MSOM ICFT2 036.004
When a lump sum (LS) has excludable expenses, the WCWE screen comes into the path.
The system displays the computation for all three LS methods and selects the method
it determines is the most advantageous. If the amounts are equal, the selection defaults
to method A.
The system calculates the most advantageous method without consideration for future
events that may affect the proration. The following are examples of events occurring
during the period of lump sum proration which may require you to override the method
selected by system:
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future termination of an auxiliary’s benefits
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triennial redetermination
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terminal illness may cause method A to be advantageous
If you choose a proration method different from the system determination, document
your reason on the Remarks screen.
NOTE: Help screens are available.