TN 1 (10-99)

RM 01352.002 Individual Disagrees with QC Data Previously Furnished

A. Introduction

Receive requests referred from the Wilkes-Barre Direct Operations Center (WBDOC) or from other operating components regarding individuals who disagree with the number of quarters of coverage amounts previously furnished.

B. Policy

If the request is received from the WBDOC, it should have a current SSA-7014 (SS Summary Statement of Earnings) and an exception Form 7014 attached.

1. Insured Status paragraph on SSA-7014 Indicates: OUR RECORDS SHOW YOU NOW HAVE MET THIS REQUIREMENT

  1. This paragraph indicates that the individual is insured based on covered Social Security Earnings only.

  2. Prepare a dictated reply to the individual apologizing for any previously furnished incorrect information.

  3. Include an explanation of the requirements for fully insured status, and of how quarters of coverage are acquired. (See RM 01301.000)

  4. Inform the individual that he/she has worked long enough under Social Security to qualify for benefits at age 62 or later.

  5. Prepare dictated reply and return the incoming correspondence. Review and release the material for mailing per RM 01352.008. Destroy the exception form 7014.

2. Insured status paragraph on SSA-7014 indicates: OUR RECORDS SHOW YOU NOW HAVE MET THIS REQUIREMENT. (NUMBER) QUARTERS WERE BASED ON RAILROAD EARNINGS.

  1. This paragraph indicates that the individual is insured based on combined railroad compensation and covered Social Security earnings.

  2. Prepare a dictated reply to the individual apologizing for previously furnishing any incorrect information.

    Include an explanation of the requirements for fully insured status, and of how quarters of coverage are acquired. (See RM 01301.000)

    • Include a statement that pay for railroad work ordinarily is not counted for Social Security purposes. But, if an individual has less than 10 years of railroad service, the earnings are transferred to Social Security and count toward determining quarters of coverage for Social Security benefits. The earnings statement will not show any money earned from a railroad employer; however, if railroad earnings were used to figure the quarters of coverage, the number of quarters derived from any railroad earnings are shown. Refer the individual to the Railroad Retirement Board for more information about his/her railroad earnings.

    • Inform the individual that he/she has enough quarters of coverage to qualify for Social Security benefits at age 62 or later.

    • Enclose the current Form SSA-7014 with the reply and return the incoming request. Review and release the material for mailing per RM 01352.008.

3. Insured Status Paragraph on SSA-7014 Indicated: OUR RECORDS SHOW YOU NOW HAVE (NUMBER).

  1. This paragraph indicates the individual is not insured based on covered Social Security earnings only.

  2. Prepare a dictated reply to the individual apologizing for previously furnishing any incorrect information, if appropriate.

  3. Inform the requester that the enclosed earnings statement shows the correct number of QC's credited to the earnings record.

  4. Examine the QC pattern to determine the breakdown of QC's credited to the earnings record.

  5. Explain that our records show he/she has not worked long enough to qualify for benefits at age 62 or later. Include an explanation of the requirements for fully insured status and of how quarters of coverage are acquired. (See RM 01301.000.)

  6. Advise that if there is still a disagreement with the QC's credited to the earnings record, to submit the enclosed statements to any Social Security office with evidence of wages for the years in question (such as forms W-2, pay slips or Federal income tax return). Refer the individual to the Railroad Retirement Board for information concerning railroad service.

  7. Review and release the request for mailing per RM 01352.008.

4. Insured Status Paragraph on SSA-7014 Indicates: “OUR RECORDS SHOW YOU NOW HAVE (NUMBER). (NUMBER) QUARTERS ARE BASED ON SOCIAL SECURITY EARNINGS, AND (NUMBER) ARE BASED ON RAILROAD EARNINGS”.

  1. This paragraph indicates that the individual is NOT insured based on combined railroad compensation and covered Social Security earnings.

  2. Prepare a dictated reply to the individual apologizing for previously furnishing any incorrect information, if appropriate.

  3. Inform the requester that the enclosed earnings statement shows the correct number of QC's credited to the earnings record.

  4. Examine the QC pattern to determine the breakdown of QC's credited to the individual's record (see RM 01301.000). Include a breakdown of the QC's credited to the individual's record for each year.

  5. Explain that our records show he/she has not worked long enough to qualify for benefits at age 62 or later. Include an explanation of the requirements for fully insured status and of how quarters of coverage are acquired. (See RM 01301.000)

  6. Advise that there is still disagreement with the QC's credited in the earnings record, to submit the enclosed statement of earnings in any Social Security office with evidence of wages of the years in question (such as Forms W-2, pay slips or Federal Income tax return).

  7. Advise if there is still disagreement with the QC's credited to the earnings record, to submit the enclosed statements to any Social Security office with evidence of wages for the years in question (such as Forms W-2, pay slips, or Federal income tax return). Refer the individual to the Railroad Retirement Board for information concerning railroad service.

  8. Review and release the request for mailing per RM 01352.008.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0101352002
RM 01352.002 - Individual Disagrees with QC Data Previously Furnished - 08/25/2016
Batch run: 08/25/2016
Rev:08/25/2016