TN 35 (12-24)

GN 03930.050 List of Claim Specialist (CS) Responsibilities for Adjudicating Title II Post-Entitlement Actions Involving Representatives Who May Petition for Fees

Claims specialists (CS) adjudicate Title II post-entitlement actions involving representatives who may petition to obtain our approval of fees for their services. The key CS responsibilities are the same as for claims actions:

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  Ensure that we withhold from any past-due benefits for possible direct payment, when required;

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  Provide correct notice to the claimant and the claimant's representative; and

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  Set the diary for receipt of the fee petition or fee authorization when we are withholding past-due benefits for possible direct payment.

  However, the claims authorizer (CA)/claims technical examiner (CTE) designates either Manual Adjustment, Credit and Award Process (MADCAP) or manual paragraphs because post-entitlement actions are not processed through the Modernized Claim System (MCS).

Even if there is a valid assignment on the case, we generally do not send a copy of the notice to the entity's point of contact (POC) or other individual without the claimant's express written consent. We will only send this notice to the POC or other individual listed in GN 03930.020A when we have information confirming that the representative has died. For information about the assignment of direct payment fees to an entity, including the roles and responsibilities of POCs, see GN 03920.021.