TN 27 (01-23)
   NL 00720.065 BRR Beneficiary Reporting Responsibility
   
   
   
   
      BRR004 RIGHTS AND RESPONSIBILITIES RSI, DOMESTIC OR FOREIGN (G34)
      
      
      (System Generated)
      
      Caption: Your Responsibilities
      
       (1)  benefits are based on the information  (2)  gave us. If this information changes, it could affect  (3)  benefits. For this reason, it is important that you report changes to us right away.
      
      
      We have enclosed a pamphlet,  (4)  . It tells you what must be reported and how to report.  (5) 
      
      
      Fill-in values:
         
         Fill-in (1)
            
            
Choice 1: Mr. Beneficiary's Name possessive
            Choice 2: Ms. Beneficiary's Name possessive
            Choice 3: Beneficiary's Name possessive
            Choice 4: Your
         Fill-in (2)
            
            
Choice 1: he
            Choice 2: she
            Choice 3: you
         Fill-in (3)
            
            
Choice 1: his
            Choice 2: her
            Choice 3: you
         Fill-in (4)
            
            
Choice 1: "Your Payments While You Are Outside the United
               States"
            
            Choice 2: "What You Need To Know When You Get Retirement Or Survivors
               Benefits"
            
            Choice 3: "What You Need To Know When You Get Social Security Disability
               Benefits"
            
         Fill-in (5)
            
            
Choice 1: NULL
          
    
   
      BRR006 DISABILITY IMPROVEMENT INFORMATION (G12)
      
      
      (System Generated)
      
      Caption: Things To Remember
      
      If  (1)  health gets worse and you think  (2)  disabled before  (3)  full retirement age,  (4)   (5)   (6)   (7)  , you should contact us about applying again for disability benefits. Also, please
         get in touch with us three months before  (8)  age 62 to find out whether  (9)  for retirement benefits.
      
      
      
      Fill-in values:
         
         Fill-in (1)
            
            
Choice 1: Beneficiary's Last Name
            Choice 2: you
         Fill-in (2)
            
            
Choice 1: she is
            Choice 2: he is
            Choice 3: you are
         Fill-in (3)
            
            
Choice 1: she reaches
            Choice 2: he reaches
            Choice 3: you reach
         Fill-in (4)
            
            
Choice 1: full retirement age at which FRA is effective (without additional
               months, if applicable) in the format: 65
            
         Fill-in (5)
            
            
Choice 1: and
            Choice 2: null
         Fill-in (6)
            
            
Choice 1: If present, show additional FRA months in the format:
               2
            
            Choice 2: null
         Fill-in (7)
            
            
Choice 1: months
            Choice 2: null
         Fill-in (8)
            
            
Choice 1: she reaches
            Choice 2: he reaches
            Choice 3: you reach
         Fill-in (9)
            
            
Choice 1: she qualifies
            Choice 2: you qualify
            Choice 3: he qualifies
          
    
   
      BRRO06 INDIVIDUAL AGE 62-65 (NO RIB CLAIM FILED) (T26)
      
      
      (Requested)
      
      Caption: Things To Remember
      
      If  (1)  health gets worse and you think  (2)  disabled before  (3)  full retirement age,  (4)   (5)   (6)   (7)  , you should contact us about applying again for disability benefits. Also, please
         get in touch with us three months before  (8)  age 62 to find out whether  (9)  for retirement benefits.
      
      
      
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: Beneficiary's Last name
            Choice 2: you
         Fill-in (2) - Systems Generated
            
            
Choice 1: she is
            Choice 2: he is
            Choice 3: you are
         Fill-in (3) - Systems Generated
            
            
Choice 1: she reaches
            Choice 2: he reaches
            Choice 3: you reach
         Fill-in (4) - Systems Generated
            
            
Choice 1: full retirement age at which FRA is effective (without additional
               months, if applicable) in the format: 65
            
         Fill-in (5) - Systems Generated
            
            
Choice 1: and
            Choice 2: null
         Fill-in (6) - Systems Generated
            
            
Choice 1: If present, show additional FRA months in the format:
               2
            
            Choice 2: null
         Fill-in (7) - Systems Generated
            
            
Choice 1: months
            Choice 2: null
         Fill-in (8) - Systems Generated
            
            
Choice 1: she reaches
            Choice 2: he reaches
            Choice 3: you reach
         Fill-in (9) - Systems Generated
            
            
Choice 1: she qualifies
            Choice 2: you qualify
            Choice 3: he qualifies
          
    
   
      BRR016 RIGHTS AND RESPONSIBILITIES NON-DIB, RRB DOM. OR FOR (G35)
      
      
      (System Generated)
      
      Caption: Your Responsibilities
      
      The decisions we made on your claim are based on information you gave us. If this
         information changes, it could affect your benefits. For this reason, it is important
         that you report changes to us or to the Railroad Retirement Board right away. We have
         enclosed a pamphlet which tells you what must be reported and how to report.
      
      
      
      Fill-in values:
         
      
    
    
   
   NONE
   
   
      BRR026 REPORTING RESPONSIBILITIES - PROVISIONAL BENEFITS (P11)
      
      
      (Requested)
      
      Caption: Your Responsibilities
      
      You must tell us right away about any changes that may affect  (1)  benefits. You should tell us if:
      
      
      
         - 
            
         
- 
            
               • 
                   (3)  to work or  (4)  work hours;
                   
 
 
- 
            
               • 
                   (5)  doctor says  (6)  condition has improved;
                   
 
 
- 
            
               • 
                   (7)  to leave the United States for 30 days or more;
                   
 
 
- 
            
               • 
                   (8)  been convicted of a criminal offense; or
                   
 
 
- 
            
               • 
                   (9)  benefits have been reinstated as either a disabled widow/widower or a disabled adult
                     child.
                   
 
 
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: your
            Choice 2: his
            Choice 3: her
            Choice 4: null
         Fill-in (2) - Systems Generated
            
            
Choice 1: You change your
            Choice 2: He changes his
            Choice 3: She changes her
         Fill-in (3) - Systems Generated
            
            
Choice 1: You return
            Choice 2: He returns
            Choice 3: She returns
         Fill-in (4) - Systems Generated
            
            
Choice 1: you increase your
            Choice 2: he increases his
            Choice 3: she increases her
         Fill-in (5) - Systems Generated
            
            
Choice 1:Your
            Choice 2: His
            Choice 3: Her
         Fill-in (6) - Systems Generated
            
            
Choice 1:Your
            Choice 2: His
            Choice 3: Her
         Fill-in (7) - Systems Generated
            
            
Choice 1: You plan
            Choice 2: He plans
            Choice 3: She plans
         Fill-in (8) - Systems Generated
            
            
Choice 1: You have
            Choice 2: He has
            Choice 3: She has
         Fill-in (9) - Systems Generated
            
            
Choice 1: You marry and your
            Choice 2: He marries and his
            Choice 3: She marries and her
          
    
   
      BRR040 FACILITY OF PAYMENT WORKER'S RESPONSIBILITIES (G36)
      
      
      (System Generated)
      
      Caption: Your Responsibilities
      
      Please let us know if any of the following things happen:
      
      
         - 
            
               • 
                  The amount of money  (1)   (2)  to make changes; or
                   
 
 
- 
            
               • 
                  Another family member starts working; or 
 
 
- 
            
               • 
                  A family member moves out of the household. 
 
 
The way we pay benefits could change if any of these things happen.
      
      
      Fill-in values:
         
         Fill-in (1)
            
            
Choice 1: you
            Choice 2: she
            Choice 3: he
         Fill-in (2)
            
            
Choice 1: expects
            Choice 2: expects
          
    
   
      BRR057 RIB BENEFITS AT 62 MAY BE HIGHER FOR FAMILY THAN DIB (J72)
      
      
      (Requested)
      
      Caption: Things To Remember
      
      You should get in touch with us about 3 months before  (1)   (2)  age 62. At that time, you can find out whether  (3)  family would receive higher benefits if  (4)  for retirement benefits.
      
      
      
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: Beneficiary's Name
            Choice 2: you
         Fill-in (2) - Systems Generated
            
            
Choice 1: reach
            Choice 2: reaches
         Fill-in (3) - Systems Generated
            
            
Choice 1: your
            Choice 2: her
            Choice 3: his
         Fill-in (4) - Systems Generated
            
            
Choice 1: you file
            Choice 2: he files
            Choice 3: she files
          
    
   
      BRR075 REMINDER TO INCLUDE CLAIM NUMBER ON CORRESPONDENCE (G80)
      
      
      (System Generated)
      
      Caption: If You Disagree With The Decision
      
      Always give  (1)  Social Security claim number on any letter or notice you send about  (2)  claim.
      
      
      
      Fill-in values:
         
         Fill-in (1) Systems Generated
            
            
Choice 1: Beneficiary's Name possessive
            Choice 2: your
         Fill-in (2) Systems Generated
            
            
Choice 1: your
            Choice 2: his
            Choice 3: her
          
    
   
      BRR076 REMINDER TO KEEP LETTER AS PERMANENT RECORD (G81)
      
      
      (System Generated)
      
      Caption: If You Disagree With The Decision
      
      KEEP AS A PERMANENT RECORD – DO NOT DESTROY
      
      
      Fill-in values:
         
      
    
    
   
   NONE
   
   
      
      
      Caption:
      
      (System Generated)
      
      Because of  (1)  work and earnings, no benefits are payable to you at this time under the rules of
         the Benefit Offset National Demonstration (BOND) project. If  (2)  work or earnings change, we may be able to pay some benefits in the future.
      
      
      
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: BOND Beneficiary's Name possessive
         Fill-in (2) - Systems Generated
            
            
Choice 1: BOND Beneficiary's Name possessive
          
    
   
      
      
      Caption:
      
      (System Generated)
      
      Because of  (1)  work and earnings, benefits are payable to you at this time under the rules of the
         Benefit Offset National Demonstration (BOND) project. If  (2)  work or earnings change, some benefits may not be payable in the future.
      
      
      
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: BOND Beneficiary's Name possessive
         Fill-in (2) - Systems Generated
            
            
Choice 1: BOND Beneficiary's Name possessive
          
    
   
      BRR080 REMINDER TO REPORT CHANGES IN WORK OR EARNINGS (W67)
      
      
      (Requested)
      
      Caption: Your Responsibilities
      
      Please be sure to let us know right away if  (1)  work or earnings change, because changes could affect the amount of  (2)  benefits.
      
      
      
      Fill-in values:
         
         Fill-in (1) – System Generated
            
            
Choice 1: your
            Choice 2: Beneficiary's Name
               possessive
            
         Fill-in (2) – System Generated
            
            
Choice 1: your
            Choice 2: his
            Choice 3: her
          
    
   
      BRR084 REPORTING RESPONSIBILITIES FOR SUPPLEMENTAL MEDICAL INSURANCE PREMIUM IMMUNOSUPPRESSIVE
         DRUG BENEFICIARIES
      
      
      (Systems Generated)
      
      Caption: Your Responsibilities
      
      Call Social Security at 1-877-465-0355 between 8:30 a.m. – 6:00 p.m. EST, Monday through
         Friday, within 60 days of signing up for certain other health insurance coverage.
         You can’t keep the immunosuppressive drug benefit once your other coverage starts.
      
      
    
   
      BRRR13 CURRENT YEAR S.E.I. USED PENDING RECEIPT OF TAX RETURN (C06)
      
      
      (Requested)
      
      Caption: Your responsibility
      
       (1)  benefits are partly based on self-employment income for  (2)  . As soon as the taxable year is over,  (3)  should report this income on a Federal tax return.
      
      
      Then, you must send us a copy of the return. Also, send us a cancelled check or other
         proof to show that  (4)  filed the return. Otherwise, we will stop  (5)  benefits and ask you to return any money we have sent you.
      
      
      
      Fill-in values:
         
         Fill-in (1) - Systems Generated
            
            
Choice 1: Your
            Choice 2: Her
            Choice 3: His
         Fill-in (2) - Requested As A Year In Format CCYY
            
            
Choice 1: Year
         Fill-in (3) - Systems Generated
            
            
Choice 1: you
            Choice 2: he
            Choice 3: she
         Fill-in (4) - Systems Generated
            
            
Choice 1: you
            Choice 2: he
            Choice 3: she
         Fill-in (5) - Systems Generated
            
            
Choice 1: your
            Choice 2: her
            Choice 3: his