TN 11 (09-87)

RM 03803.034 Completing the Handling of Cases Where the Itemization Shows a “CA” Item

  1. The letter, “C,” “A,” “B,” “D,” “E,” or “F,” may sometimes be shown in the “quarter code” space (“C” in the annual code space for SEI) of the SSA-1826. These letters indicate that a “CA” item has been processed and signify that the amount was included in a claim action or a previous earnings statement although not posted at the time. “CA” earnings amounts have not been added into the amount shown on the SSA-1826.

  2. The letters “CA”, may sometimes be shown before an amount in the “Amounts Reported” column of an SSA-7009. The letters “CA” signify that the amount was included in a claim action or a previous earnings statement although not posted at the time.

  3. The phrase “Claims Adjustment of Earnings” may be shown as the Earnings Report type on the detailed earnings information part of the MEF printout. This item was included in a claims action or previous earnings statement although not posted at the time.

  4. When a “CA” item is shown with no corresponding regular earnings item, take one of the following applicable actions:

    1. IF THE CASE MUST BE SENT TO A PROGRAM SERVICE CENTER OR FIELD OFFICE:

      1. Enter the amount of the “CA” in the appropriate space on the statement portion of the SSA-1826, or

      2. Line through the letters “CA” on the SSA-7009 before releasing the case.

    2. IF THE CASE IS “COMPLETE” AND CAN BE CLOSED:

      1. Include the amount of the “CA” item (but not the letters “CA” ), in the itemization furnished in the closeout letter, or exclude it, depending upon whether it is for a period that must be itemized in accordance with procedure.

      2. If there is no previous correspondence pertinent to the “CA” item, and a "CA” indication does not appear in the remarks part of the MEF printout, request scouting of all sources to determine if the “CA” posting is correct, and if not, to explain fully the reason it is erroneous. If the:

        1. “CA” entry is incorrect, correct the “CA” item per RM 03600ff.

        2. “CA” entry is correct, handle per 2.a. above.

  5. If a “CA” item and a corresponding regular earnings item that agrees exactly are shown line through the “CA” item, and handle the case per regular procedure.

  6. If a “CA” item and an apparently related regular item, that does not agree exactly, are shown, request scouting to determine if the items are related and further handle per the appropriate instructions above.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103803034
RM 03803.034 - Completing the Handling of Cases Where the Itemization Shows a "CA" Item - 03/01/1999
Batch run: 01/27/2009
Rev:03/01/1999