This section provides procedures for developing recipient allegations about ownership of burial spaces and burial funds during an RZ interview.

Opening a “REDETERMINATION” event in the SSI Claims system creates a “path” which guides the interviewer to the appropriate screens to document allegations and evidence relating to burial spaces and burial funds, as necessary.

Question 22 on the SSA-8203-BK is a two-part question:

1. a. 

   Do you, or your spouse living with you, own any headstones or markers, or cemetery lots, crypts, urns, mausoleums, or other repositories for burial?

   • •

     Name of owner

   • •

     For whose burial

   • •

     Relationship to you or your spouse

   • •

     Description and value

2. b. 

   Do you, or your spouse living with you, have any money or other assets, such as burial contracts, trusts, insurance policies, agreements, or anything else you intend to use for your burial expenses? (Include assets listed in items 16 through 21 if appropriate.)

   • •

     Describe what you have set aside

   • •

     Value

   • •

     When did you set it aside (MM/DD/YYYY)

   • •

     Will interest earned or appreciation in value remain in the burial fund

   • •

     Is it irrevocable

   • •

     Name of owner

   • •

     For whose burial

Develop allegations of burial spaces, as follows:

1. 1. 

   If recipients allege no burial spaces and other information in SSA records agrees, do not develop burial spaces any further.

2. 2. 

   If recipients allege no burial spaces and other information in SSA records conflicts, did the recipient dispose of a resource which we have on record?

   1. a. 

      If so, develop as appropriate for an increase/decrease in the value of resources per SI 01110.600. If it appears the resource was disposed of for less than the fair market value, see SI 01150.110.

   2. b. 

      If not, develop as in SI 02305.106F.3.

3. 3. 

   If recipients allege burial spaces, develop, as necessary, per SI 01130.400.

Develop allegations of burial funds, as follows: