When the claimant is potentially entitled to Title II and does not file a separate
Title II application, adjudicate and effectuate Title II by preparing a denial using
code 64 via EC processing or in MACADE. See MSOM MCS 009.003 for EC processing and
POMS sections SM 00380.040 and SM 00805.400 for MACADE processing. Annotate the MBR
with a SP MSG to explain the reason for denial such as: “064 failure to establish
other requirements for entitlement.”
When MCS is used, the NOT3 screen (see MSOM MCS 009.010) should be coded giving the
reason for the denial. If MACADE is used, the FO must input the denial and prepare
the denial notice on DOCS, specifying the reason for the denial (i.e., failure to
provide necessary information). The resulting MBR will be evidence that the Title
II application is no longer open.
If the claimant is still receiving SSI benefits, and entitled or potentially entitled
to Title II benefits, follow the procedures in SI 00510.001 through SI 00510.030 (Filing for Other Benefits) to suspend the SSI benefits.
If the claimant subsequently contacts SSA to complete the supplemental application,
treat the supplemental application as an implied request for reconsideration. If the
date of the contact is after the appeals period has expired, determine if there is
good cause for late filing and process the reconsideration request accordingly.