When the PC calls the FO to request a manual offset computation, it will inform the
FO if there is a fee agreement or fee petition and give the FO the amount of the fee.
The FO will adjust the title II income for the fee amount and use the adjusted amount
in the offset computation. See GN 03940.050 for fee amounts in concurrent title II/title XVI claims with fee agreements. See
GN 03930.001 and GN 03930.010 for fee amounts in concurrent Title II/Title XVI claims with fee petition.
If the FO recognizes the need for a manual computation because there is a 5W diary
on the SSR, if will query the MBR. If there is a WIN of L or an entry in the LPDD
field, or there is a representative’s name and address present on the SSR, the FO
will contact the PC to obtain the amount of the approved fee. The PC will advise the
FO if there is a fee agreement, and the amount of the approved fee.
If the fee amount is unknown, the PC will tell the FO to compute the offset using
all the retroactive title II benefits. See MSOM BUSSR 002.016 for instructions. After
the fee authorization is received, the FO will adjust the SSI payments according to
SI 02006.200, SI
02006.202, and SI 02006.203.