Effective Dates: 08/13/1990 - Present Previous | Next

TN 9 (05-90)

RS 02505.150 DO Processing of Annual Reports and Current Year Estimates in SEI Exclusion Cases

PROCEDURE

1. DO Action When Approving SEI Exclusion In Postentitlement Cases

  1. a. 

    Secure and input an AR (original or amended) orwork report for the applicable TY;

  2. b. 

    Note on route slip “Coding for Special Payment - Form SSA-2630 Necessary” and forward all documentation to the PC for including in the file.

2. DO Denies Exclusion

  1. a. 

    Beneficiary Previously Filed AR or Work Report and Total Earnings Not Changed Because SEI Exclusion Denied:

    Forward the required denial documentation to the PC for filing.

  2. b. 

    PC Notice Action:

    Include a reconsideration paragraph.

NOTE: The denial of the use of the SEI exclusion provision in the current year is an initial determination subject to full appeal rights.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0302505150
RS 02505.150 - DO Processing of Annual Reports and Current Year Estimates in SEI Exclusion Cases - 08/13/1990
Batch run: 07/09/2013
Rev:08/13/1990