TN 23 (12-04)
GN 02605.015 Direct Input of COA by TSCs and FOs
Input most title II COAs per MSOM T2PE 003.002, including those received from PCs for audit development.
Retain COA source documents for 3 months after input and acceptance for audit and assessment purposes. Do not interfile source documents reporting other events, because destruction dates may differ.
Input COA requests as soon as possible even though the input may not be in time to redirect the next payment. Input changes to both the MBR and SSR, if necessary. Follow GN 02605.035 if the individual is also receiving SSI.
B. LIST OF EXCLUSIONS
Exclusions from the Address Change/Name Correction process are:
Certain changes to or from a foreign address, for SSI purposes this includes Puerto Rico and the Virgin Islands;
Requests where no entitlement exists;
Change of payee;
Prouty beneficiaries/recipients to an address outside the 50 states or the District of Columbia.
For a detailed description of the Address Change/Name Correction process via the Title 2 Redesign program, see SM 03005.170
For a complete discussion of exclusions from the Address Change/ Name Correction process, see MSOM T2PE 003.001 and MSOM T2PE 003.002.
For a detailed description of the COA process via the PEAD screen and for inputting the COA action, see MSOM T2PE 003.002.