TN 9 (05-90)
RS 02505.150 DO Processing of Annual Reports and Current Year Estimates in SEI Exclusion Cases
1. DO Action When Approving SEI Exclusion In Postentitlement Cases
Secure and input an AR (original or amended) orwork report for the applicable TY;
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
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.
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.