Do not conduct a PERC when the claimant becomes ineligible for benefits within the
4 calendar months following the latest of:
-
•
the month of first eligibility, (PRSN segment, DOE field on SSR), or
-
•
the date the initial application was received, (PSRN segment, DF field on SSR), or
-
•
the date the SSA-8000-BK or full MSSICS application was completed when the claim was
switched from deferred to simultaneous development prior to receipt of the medical
allowance,
and ineligibility is expected to continue through the end of the evaluation period (see
SI 00601.008B. for the definition of evaluation period).
EXAMPLE: After contacting the teleservice center on January 15, an appointment was set up for
Jeff Jones to take their disability claim by phone. The FO received Jeff's application
in the mail on February 10. The claim was handled as a simultaneous development claim.
On May 20, Jeff called the FO to report that they started to receive monthly Veterans
benefits in May in an amount that would make them ineligible for SSI. On June 22,
the FO received a notice of disability allowance on the claim. Although more than
120 days had elapsed since the date the application was received, no PERC is required
since Jeff ineligible within 4 months of the date the application was received and
ineligibility is expected to continue through the end of the evaluation period.