Program Operations Manual System (POMS)
TN 11 (09-87)
RM 03812.013 Benefit Estimate Requested
Consider a case to be a benefit estimate case where a NH, regardless of age, asks
how much money he/she will get from social security when he/she retires, or asks some
Request an updated SSA-7014 C1, Social Security Summary Statement of Earnings, (if
not previously associated with the case) to obtain accurate QC information.
NOTE: Accurate QC information must be provided to the FO for all benefitestimate cases.
At the present time, the QC information displayed on the MEF or SSA-1826 printout
is incomplete. Since the QC totals on an SSA-7014 C1 are accurate, the form must be
requested to ensure that correct information is provided.
Upon completion of all scouting, determine if the case is “incomplete” per RM 03803.022 or “complete” per RM 03803.013 If the case is:
Incomplete, take the following actions:
Correct the summary earnings record portion of the MEF or SSA-1826 printout by lining
through the affected annual earnings totals and QC information, and entering the new
figures based on any additional amounts located in suspense, transferred, etc.
Enter “Benefit Estimate” at the top of the page.
Place the summary earnings portion in front of the MEF or SSA-1826 printout.
Initiate an ED, and handle as appropriate per RM 03803.
Complete, take the following actions:
Prepare an undated closeout letter per 03803.071 disregarding the request for a benefit
Note the file copy of the closeout letter to show that the FO has been requested to
furnish a benefit estimate and to give our letter to the individual.
Prepare a copy of the incoming correspondence and the MEF or SSA-1826printout(s).
Correct the annual earnings totals and QC information on the summary earnings record
portion of the MEF or SSA-1826 printout(s) based on any additional amounts located
in suspense, transferred, etc.
Place the summary earnings record portion in the front of the MEF or SSA-1826 printout(s).
Forward the closeout letter, copy of the incoming correspondence, and the MEF or SSA-1826
printout(s) to the servicing FO under cover of an OF-41 requesting that a benefit
estimate be furnished, and that our letter be dated and given to the NH.
Send the original of the incoming and the copy of the MEF or SSA-1826 printout(s)
together with the official file copy of our letter, to the files for 4-year filing.