Advise the claimant of the following:

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  Payments can only be made beginning with the application effective date.

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  They still have the right to withdraw the application and file a new one if doing so would result in a more advantageous payment.

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  The approximate date they can receive the award/denial notice.

If the claimant is eligible for 1 month during the evaluation period and ineligible for all remaining months, complete all development and documentation to confirm eligibility for the E02 month even though no payment is possible (including a disability decision if the claimant is filing for disability benefits). If the claimant's circumstances change within 12 months, a new application is not required. Include the appropriate automated paragraphs on the notice of award that explain no payments are possible for the first month of eligibility and that a new application is not required if eligibility is possible within 12 months.

If the claimant is applying for disabled child's benefits in the month they attain age 18 and parental deeming applies which makes the claimant ineligible for SSI, take the disabled child's claim on MSSICS. Enter the date the application is filed in EFFECTIVE FILING DATE on the ACLM screen. MSSICS will change the claim type to disabled individual in the month following the month of attainment of age 18 when deeming no longer applies. The system will correctly show N01 for the month of filing and E02 for the first month of eligibility.

For non-MSSICS inputs, take the disabled child's claim and input the date the application is filed in the AP field on the SSA-450-SI. Also enter the parental deeming information for the filing date month. Once the SSA-450-SI is input, follow the instructions in SM 01305.770 for changing the record composition on the system to disabled individual for the month following the month of attainment of age 18.

NOTE: Please refer to SI 00515.010 for Processing Certain Financial Permission Cases When a Deemor Refuses Permission and the Claimant Turns Age 18.

Elliot Smith files an SSI application in the field office (FO) on 9/15. They will attain age 65 on 9/29 and the FO determines that they meet all other factors of eligibility for September. Their first payment will be on 10/1.

For MSSICS inputs, enter 9/29 in EFFECTIVE FILING DATE on ACLM and 9/15 in RECEIVED on the Development Worksheet (DW01) for application.

For non-MSSICS inputs, enter on the SSA-450-SI, 9/29 in AP and 9/15 in Date of Filing (DF).

If Elliot Smith had excess resources in September and spent down in September, they would be eligible for SSI benefits 10/1. Assuming they meet all other factors of eligibility for October, their first payment would be on 11/1.

For MSSICS inputs enter 9/29 in EFFECTIVE FILING DATE on ACLM and enter 9/15 in RECEIVED on DW01 for application. The Adjudicative Decision (DADJ) screen should reflect the payment status (PS) codes: N04, EFFECTIVE DATE 09/01 and C01, EFFECTIVE DATE 10/01.

For non-MSSICS inputs on the SSA-450-SI, enter AP 9/29, DF 9/15, PS N04 09/01 and C01 10/01.

Robert Bowman files an SSI application in the FO on 9/5. They will attain age 65 on 10/19 and the FO determines that they meet all other factors of eligibility for October. The E02 month is October and their first payment will be on 11/1.

For MSSICS inputs, enter 10/19 in EFFECTIVE FILING DATE on ACLM and 9/5 in RECEIVED on DW01 for application.

For non-MSSICS inputs, enter 10/19 in AP and 9/5 in DF on the SSA-450-SI.

Barb Jones contacts the Teleservice Center (TSC) on 8/18. They appear eligible for SSI in August and September. The teleservice representative (TSR) establishes a lead in the enhanced Leads and Appointment System (eLAS) to protect their filing date as of 8/18, makes the appropriate referral to the FO and schedules a teleclaim appointment for 9/12. A disability application is taken that day. The FO receives their signed application 10/12. The DDS determines that Barb Jones is disabled as of 10/3. Since they first meet all of the eligibility requirements on 10/3, their E02 month is October and their first payment will be for 11/1. The system will derive the correct date payment will begin based on the FO input and the DDS input of the onset date determination.

For MSSICS inputs, enter 8/18 in PROTECTIVE FILING DATE and EFFECTIVE FILING DATE on ACLM and 10/12 in RECEIVED on DW01 for application.

For non-MSSICS inputs enter 8/18 in AP and 10/12 in DF on the SSA-450-SI.

Laura Harris contacts the TSC on 5/10. They will attain age 65 on 5/12. They appear eligible for May and June. The TSR establishes a lead in eLAS to protect their filing date. A teleclaim appointment is scheduled for 5/15. The application is taken that date and mailed to the claimant for signature. The application is received in the FO on 5/31. Their E02 month is May and their first payment month is June.

For MSSICS inputs, enter 5/10 in PROTECTIVE FILING DATE and EFFECTIVE FILING DATE on ACLM. When the application is received, enter 5/31 in EFFECTIVE FILING DATE and 5/31 in RECEIVED on DW01.

For non-MSSICS inputs, enter 5/31 in AP on the SSA-450-SI. No DF entry is required.

Donald Filer contacts the TSC on 2/3. They attain age 65 on 2/15. The TSR documents the protective filing date in eLAS and schedules a teleclaim appointment for 2/5. The teleclaim is taken that day and sent to Donald Filer for their signature. They sign and mail the application to the FO the same day and it is received in the FO on 2/9. Their E02 month is February and their first payment month is March.

For MSSICS inputs, enter 2/3 in PROTECTIVE FILING DATE and EFFECTIVE FILING DATE. When the application is received on 2/9, enter 2/15 (date of age 65 attainment) in EFFECTIVE FILING DATE and 2/9 in RECEIVED on DW01.

For non-MSSICS inputs, enter 2/15 in AP and 2/9 in the DF field on the SSA-450-SI.

Wally Paddington, who is 68 years old, contacts the TSC on 5/10. They appear eligible for May and June. The TSR establishes a lead in eLAS to protect their filing date. The teleclaim appointment is scheduled for 5/25. The application is taken that date and mailed to the claimant for their signature. The application is received in the FO on 5/31.

For MSSICS inputs, enter 5/10 in PROTECTIVE FILING DATE and 5/10 in EFFECTIVE FILING DATE on ACLM.

For non-MSSICS inputs, enter 5/10 in AP and 531 in the DF field on the SSA-450-SI.

Alan Davidson files SSI disability application in the FO on 10/15. They attain age 18 on 10/24. The DDS determines that Alan Davidson is disabled as of October. Since their parents' resources are deemed to them in the month of attainment of age 18, they are ineligible for SSI for October and eligible for November as a disabled individual when deeming no longer applies. Their E02 month is November and their first payment month is December.

For MSSICS inputs enter 10/15 in EFFECTIVE FILING on ACLM and on DW01 in RECEIVED. Include the parental information on the appropriate MSSICS screens so that the system can compute the correct payment month.

For non-MSSICS inputs first establish the disabled child's claim entering 10/15 in AP, PS N04 for 10/01 and C01 for 11/01 on the SSA-450-SI. No DF entry is required. The system will overlay C01 with E02 for 11/01. Once the disabled child's record is established, follow SM 01305.770 for changing the record composition to disabled individual for November. NOTE: Please refer to POMS SI 00515.010 for Processing Certain Financial Permission Cases When a Deemor Refuses Permission and the Claimant Turns Age 18.