TN 1 (06-88)

GN 01061.050 Completing Item 12 of the SSA-101-U3 for Underpayments

A. Introduction

This section describes how to complete item 12 of the SSA-101-U3 for UP awards

B. Exhibit

G-GN 01061.050B

Printer Friendly Version

 

C. Procedure

This chart shows how to complete fields in item 12 for UPs.

Note:Do notenter UP data in item 12 if UP is combined with a survivors monthly benefit award.

Key:The #is the number of the field in the exhibit above.

#FULL FIELD NAMEHOW TO COMPLETE

1

SYMBOL

  • Show BIC of deceased plus letter U

    Example:Deceased received DIB. Show HAU.

  • Assign subscripts to multiple UP payees. Enter symbols vertically.

    Example:HAU1
             HAU2

   
   

2

NAME AND
ADDRESS

For each SYMBOL, enter

  • name

  • basis of payment

  • address

    Note:When paying a divided UP when address is unknown for a UP recipient, show “UNKNOWN” as address.

    Reference:GN 01061.025, How to Instruct BAs to Pay Underpayments

   
   

3

DATE OF ENTITLEMENT

Leave blank

   
   

4

MONTHLY BENEFIT

  • Enter total shareof total UP

  • Round to nearest penny.

  • Allocate any extra pennies to lower subscripts

    Example:UP payees are AU1, AU2, AU3. Total UP = $740.00. One-third of $740.00 = $246.666. Enter 246.67 eachfor AU1, AU2 and 246.66 for AU3.

   
   

5

LUMP-SUM DEATH

Is the UP recipient also entitled to the LSDP?

  • If yes, enter 255.00

  • If no, leave blank

   

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0201061050
GN 01061.050 - Completing Item 12 of the SSA-101-U3 for Underpayments - 05/01/1990
Batch run: 01/27/2009
Rev: