TN 7 (06-09)

GN 02820.100 Individuals Selected for the Economic Recovery Payment (ERP) after May 2009 and through December 2010

A. Introduction

This section explains which Social Security and Supplemental Security Income (SSI) beneficiaries will receive an Economic Recovery Payment (ERP) after May 2009. SSA will perform regular “catch-up” runs throughout 2009 and 2010 to pay ERPs to newly eligible and payable individuals. SSA will send a catch-up notice about the payment to each individual selected to receive an ERP (see exhibit at GN 02820.100E).

B. When will individuals be selected for payment?

Individuals will be selected for payment in catch-up runs that will occur:

  • Each month, starting in June 2009; and

  • Bi-monthly in 2010 and ending December 31, 2010.

C. Who will be selected for payment?

Individuals who are eligible for an ERP will be selected in a catch-up run (for Title II, see GN 02820.010 and for Title XVI, see GN 02820.020).

  1. Individuals newly eligible in the 3-month period, November 2008 through January 2009, may be selected for one of these reasons:

    • There is a newly awarded claim. These cases will be selected in the next catch-up run after adjudication.

    • There is a favorable appeal decision.

    • An SSI record previously showed that the recipient did not meet the ERP requirements. For example, an SSI redetermination changes a period of ineligibility for a recipient during the 3-month period.

  2. Individuals who were previously excluded from payment may be selected for payment for one of these reasons:

    • A beneficiary without citizenship or lawful presence data on the MBR will be considered eligible for payment if they meet eligibility in the 3-month period.

      NOTE: Both citizenship and lawful presence coding must be absent on the MBR in this instance.

      Beneficiaries with multiple entitlements must have citizenship and lawful presence on at least one MBR to receive payment.

    • A record has an APO/FPO/DPO address.

    • An action has been taken to establish a U.S. address when a foreign address was previously listed. A beneficiary with multiple entitlements must have a U.S. domestic address on at least one claim to receive payment.

    • Any condition on the record which previously prevented payment such as an address or returned check is resolved (for Title II, see GN 02820.010C and for Title XVI, see GN 02820.020C)

    NOTE: All payment selections during a catch-up run remain subject to the eligibility requirements as listed in GN 02820.010 and GN 02820.020.

D. Procedure when the ERP is a returned check for an individual or individual with a representative payee

The following are instructions for situations when the ERP check has been returned to the Department of Treasury (DT) for address reasons:

Forward the address correction to the PC via Modernized Development Worksheet (MDW) for a MACADE action. The beneficiary will be paid an ERP.

  • Record in suspense status

    Correct the address via POS (SM 03005.170). The record processes to current pay status and the beneficiary is paid an ERP.

  • Record in terminated status with an overpayment on the record

    Correct the address via POS (SM 03005.170). The beneficiary will be paid an ERP.

  • Record in terminated status and no overpayment is on the record

    Forward the address correction to the PC via Modernized Development Worksheet (MDW) for a MACADE action. The beneficiary will be paid an ERP.

  • Record in suspense status for the representative payee address

    Correct the payee’s address via RPS(SM 03005.195). The beneficiary will be paid an ERP.

  • Payee address changes from foreign to domestic

    Forward the payee’s address correction to the PC via MDW for a MACADE action. The beneficiary will be paid an ERP.

  • Record in terminated status for the representative payee address

    Forward the payee’s address correction to the PC via MDW for a MACADE action. The beneficiary will be paid an ERP.

NOTE: All payments remain subject to the eligibility requirements as listed in GN 02820.010 and GN 02820.020.

E. Exhibit notice – Economic Recovery Payment (ERP) – Catch-Up Notice to Individuals Selected to Receive an ERP

Information About Your One-Time Payment Under the
American Recovery and Reinvestment Act

Good news! The economic recovery bill that President Obama signed into law in February 2009 provides for a one-time payment of $250 to Social Security and Supplemental Security Income (SSI) beneficiaries.

You should receive your one-time payment within the next 30 days. You do not need to take any action to get this payment.

Here is some helpful information about the one-time payment that you will receive:

  • Your one-time payment will be $250. Each person will get only one payment. If you receive both Social Security and SSI benefits, you will receive only one payment of $250.

  • If we directly deposit your Social Security or SSI payment to your financial institution, the $250 one-time payment will be deposited into your account. If we mail your Social Security or SSI payment to you, we will mail the $250 one-time payment to you.

  • We will not include the payment in your monthly Social Security or SSI benefit payment. You will receive the $250 payment separately.

  • If you are married and both you and your spouse receive Social Security or SSI, you will each receive a $250 payment. However, children under the age of 18 (age 19 if still in high school) who receive Social Security benefits are not eligible for the $250 payment. Since every family situation is different and the rules can be complicated, please visit www.socialsecurity.gov to learn more and review our frequently asked questions on the economic recovery payments.

  • The economic recovery legislation also provides for a one-time payment to recipients of Department of Veterans Affairs (VA) and Railroad Retirement Board (RRB) benefits. However, if you receive Social Security or SSI benefits and you also receive VA and/or RRB benefits, you will only receive one $250 payment. The Social Security Administration will send you this payment.

  • We will not count the one-time payment as income for SSI purposes. If you keep the one-time payment for 9 months or more, it will count toward your SSI resource limit.

  • The law requires the Department of the Treasury to offset these one-time payments to collect delinquent child support and debts owed to state and federal agencies.

Again, you do not need to do anything to receive this payment. Do not provide your personal information to someone who contacts you requesting it to process your payment.

For more information, please visit www.socialsecurity.gov.

Michael J. Astrue

  

Commissioner

F. References

  • GN 02820.001 – The American Recovery and Reinvestment Act of 2009 (ARRA): Introduction

  • GN 02820.010 – Title II Eligibility under the American Recovery and Reinvestment Act of 2009 (ARRA)

  • GN 02820.020 – SSI Eligibility under the American Recovery and Reinvestment Act of 2009 (ARRA)


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0202820100
GN 02820.100 - Individuals Selected for the Economic Recovery Payment (ERP) after May 2009 and through December 2010 - 06/03/2009
Batch run: 06/03/2009
Rev:06/03/2009