TN 11 (11-00)

RM 03870.025 Discrepancy Between NH's Allegation and Employer's Statement or W-2c

A. PROCEDURE

1. NH Disagrees With SSA-7011

If there is a discrepancy between the NH's allegation and the employer information on the SSA-7011-F4, then:

  • Recontact the NH and inform him/her of the employer information on the SSA-7011-F4.

  • Ask the NH if he/she agrees or accepts the employer statement. If yes, correct the MEF using IC indicating in the remarks section on the Earnings Adjustment Rationale (EART) screen (MSOM EM 026.001) that the NH accepted the employer statement.

  • If the NH disagrees with the SSA-7011-F4, request additional evidence from the NH in support of his/her allegation.

    If the evidence is sufficient to support the NH's allegation, process the correction in IC. Indicate on the Earnings Adjustment Rationale (EART) screen the basis for the decision (MSOM EM 026.001).

  • If the evidence is sufficient to establish some basis for the NH's allegation, but not sufficient to establish the amount of wages, recontact the employer. If necessary, request examination of the employer's records. Upon completion of all development, correct the ER via IC.

2. NH Disagrees With W-2c

If the NH submits a W-2 and SSA records, i.e., DEQY, scouting, etc., show that the employer submitted a W-2c, question the NH to verify whether he/she has knowledge or receipt of a second W-2 (W-2c) from the employer for the year in question.

If NH insists that the W-2 is correct:

  • Request the employer to complete a Form SSA-7011-F4 and verification of why the W-2c was submitted.

If the employer response on the SSA-7011-F4 indicates that the W-2c was incorrect or the development supports a finding that the W-2c was in error take the appropriate action to correct the NH's ER.

If the employer response on the SSA-7011-F4 indicates that the W-2c is correct, i.e., the NH's ER is correct as posted and the NH agrees with the employer's explanation, document the NH's agreement with the ER on the Earnings Report of Contact (EROC) screen or the Earnings Remarks (ERMK) screen in IC and clear the case.

B. REFERENCES


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103870025
RM 03870.025 - Discrepancy Between NH's Allegation and Employer's Statement or W-2c - 03/21/2012
Batch run: 03/21/2012
Rev:03/21/2012