The SSA-7014G letter advises the requester to contact the local FO to resolve the
processing limitation. The FO address and telephone number are shown on the letter.
If the requester calls the 800 number instead, TSRs/Spikes should refer SSA-7014G
inquiries to the FO via MDW.
FO personnel should request a PEBES Online Query (PBQY), which will encounter the
same processing limitation as MCS (unless the record has been updated since the Statement
request was processed). The query response will show the message PBRS NOT AVAILABLE-MCS
PROC LIM-CHECK MBR.
The FO should review the MBR to determine the reason for the processing limitation
and explain the situation to the requester.
If there is bad data on the MBR, FO personnel should follow normal procedures to correct
it. This will allow us to process any future on-request or automatic Statements for
the requester properly through the system. (In some instances, there may be nothing
wrong with the MBR; the Statement requester may simply have used the wrong vehicle
for the action he or she wanted to take. For example, the requester may have thought
a Statement was necessary to re-apply for disability benefits).
After considering the requester's record and needs, it may be possible to use the
Interactive Computation Facility to produce benefit estimates. In many instances,
FOs will also be able to create the Statement earnings information for the requester
using the PEBES Online query process (see MSOM QUERIES 003.011):
Individual is in claims status – In the Statement 2001 system, individuals in claims status who request a Statement
receive their complete earnings history. They do not get benefit estimates because
their actual benefit amount have already been established. We are not certain why
the Title II processing limitations prevent the Statement 2001 from issuing this kind
of Statement in the SSA-7014G cases, but the PEBES Online query process will produce
it for the requester.
PEBES Online cannot produce a Statement – If a Statement cannot be produced through this method, the FO will receive an alert
“PEBES ONLINE NOT AVAILABLE”. INVESTIGATE OTHER REASONS.”
This alert will result if:
Item Correction is Pending.
Negative earnings for covered and/or MQGE earnings are posted to the MEF.
Duplicate postings exist for covered and/or MQGE earnings.
Obtain a Detailed Earnings Query (DEQY) in these situations and correct the error
condition using Item Correction.
If none of the above conditions is apparent, OCO intervention will be necessary. Because
PEBES Online does not provide the OCO intervention, use the Interactive Computation
Facility to obtain the benefit estimate and respond to the requester. Then use a earnings
modernization query to refer the case to OCO for subsequent resolution so that future
Statements can be processed properly through the system.