If the requester disagreed with the calculation of the amount of past-due benefits
on which the fee under the agreement is based, the reviewer refers the claim(s) file
with a copy of the administrative review request for consideration as an appeal or
as a request to reopen and revise the determination or decision about the amount of
past-due benefits. Generally, a RECONR then processes the request.
NOTE: GN 03960.040C.2.a. and GN 03960.040C.2.b. explain why a reviewer may refer a case for a recalculation.
EXCEPTION ONE: Both GN 03960.045D and GN 03960.047D apply when the requester does not disagree with SSA's revision of the amount of past-due
benefits or past-due benefits payable, made after SSA notified the claimant and the
representative of the amount of the fee under the agreement.
EXCEPTION TWO: If the reviewer receives a request for administrative review in which SSA used unverified
WC or PDB amounts to calculate the offset, the past-due benefits amount, and the amount
of the representative's fee under the fee agreement process, he/she should return
the claim file to the PC module and ask the CA to recalculate the past-due benefits
amount and representative's fee using verified WC or PDB payment amounts.