For offset purposes, use the dates and amounts actually paid.
Although SIF stops PP payments when PT is awarded, sometimes SSA will still be prorating
the PP LS award amount when PT is awarded. In this case, we should continue to prorate
the amount of PP actually paid by SIF; this could overlap the PT monthly payments
for a period of time. However see note below if an investment is paid.
EXAMPLE: Suppose a PP award of $5000 is made in 2003. The initial payment is $1,800-- $1,500
+ $300 (two months of retroactive entitlement) on 05/01/2003. Normally SIF would continue
to pay $150 per month after that until a total of $5000 is paid. The NH is awarded
PT on 03/01/2004, so SIF stops making payments. SSA starts prorating the PP award
based on the date specified in DI 52120.215B.2.c. Assume this date is 03/01/2003.
SIF has paid a total of $3,150 ($1,800 initial payment + $150 per month from 06/2003 through 02/2004).
SSA has offset for $1800 ($150 per month from 03/2003 through 02/2004)
We must continue to offset for the remaining $1,350 paid by SIF (at $150 per month)
for 03/2004 through 11/2004. This would be in addition to the PT monthly payments
for those months.
Previously our instructions were to stop offsetting for PP when the PT was awarded
so that there would not be an overlap. The revised instructions (to continue to charge off any PP paid by SIF even after
PT is awarded) are considered a change-of-position (COP) effective 09/30/2008. Cases
processed under the previous rule should not be re-opened prior to the 09/30/2008
COP effective date.
NOTE: If an investment is paid, the PP and PT will not overlap. Stop the PP proration when PT payments start and see DI 52120.215.C.3.b below for instructions on handling the investment.