TN 16 (09-95)

GN 02610.049 How To Complete Sections II and III of SSA-4345-U2

A. Introduction

The FO completes section II of SSA- 4345-U2, Record of Manual Title II Offset Computation, to display the title II offset computed, the noncountable income and the trust funds from which the offset amount must be subtracted for transfer to the general fund.

B. Procedure

Complete Section II as follows:

1. Block A

Enter beginning and end of offset period.

2. Block B

Enter FOA and SOA from SSA-4346-U2 in RSI column if title II is RSI; DI column if title II is DI.

RESULT: TFR is amount of title II to be transferred from the RSI Trust Fund to the General Fund.

TFD is amount of title II to be transferred from the Disability Trust Fund to the General Fund.

3. Block C

Enter the differences between the retroactive title II due in the offset period and TFR or TFD. This is noncountable income.

4. Section III

PC and FO employees complete this section as needed to assist in identifying the FO and PC employees processing the offset.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0202610049
GN 02610.049 - How To Complete Sections II and III of SSA-4345-U2 - 07/12/2012
Batch run: 07/12/2012
Rev:07/12/2012