Whether the redetermination is processed on paper or in the SSI Claims System, obtain
the required documentation for the ISM issue that is being redeveloped.
Example 1: Non-MSSICS redetermination: rental subsidy
The CS is conducting a redetermination for a claimant who rents a house from their
adult child. Rental subsidy must be redeveloped for the redetermination. Redevelopment
requires contacting the landlord and documenting the new CMRV estimate on a Report
of Contact page in the SSI Claim. For non-MSSICS cases use the SSA-L5061 (Letter to
Landlord Requesting Rental Information). Fax the paper form in the appropriate electronic
folder. Do not retain the paper form after the issue is documented electronically.
For information on rental subsidy, see
SI 00835.380.
Example 2:
SSI
Claim
redetermination: loan of ISM (Seeding not required)
The LA pages in the SSI Claim indicate that the claimant has a continuing loan of
ISM that covers their pro rata share of household operating expenses. In this case,
the SSI Claim has no information about household expenses and contributions. Development
of the household expenses and contribution is needed beginning with the first month
of the review period to verify the claimant is contributing and to determine the countable
ISM amount, if any. See SI 00835.482I. for instructions on documenting loans of ISM. In certain sharing situations a statement
from a knowledgeable household member verifying the household expenses and contributions
is required on Report of Contact page. Refer to SSA-8011, Statement of Household Expenses
and Contributions, to ensure that all information is documented accordingly. For non-MSSICS
cases use the SSA-8011 and fax the paper form in the appropriate electronic folder.
Do not retain the paper form after the issue is documented electronically. For information
on developing sharing see SI 00835.160.
Example 3:
SSI
Claim
redetermination: rental subsidy (Seeding required)
The CS is conducting a redetermination for a claimant who rents a house from a parent.
By seeding an SSI Claim and contacting the claimant, the CS obtains the information
needed to complete the LA period. However, since rental subsidy is an issue that must
be redeveloped for the redetermination, the CS must contact the landlord to obtain
a new estimate of the CMRV as of the redetermination initiation month. Document the
rental subsidy amount on Report of Contact page within the SSI Claim. For non-MSSICS
cases use the SSA-L5061 (Letter to Landlord Requesting Rental Information). Fax the
paper form in the appropriate electronic folder. Do not retain the paper form after
the issue is documented electronically.