Any BOND beneficiary may request a reconciliation based on evidence submitted through
Abt, per instructions in DI 60099.005D. If a beneficiary requests a reconciliation prior to the scheduled MEF run in August,
Abt obtains proof of earnings such as a W-2 or tax returns, proof of any non-countable
income deductions, and a brief statement on an SSA-795 that the beneficiary would
like SSA to perform an end of year reconciliation. We will not accept beneficiary
initiated reconciliation requests after the MEF EOYR process. This does not preclude
them from the MEF EOYR process. If the final decision matches the BIR, no action is
taken on the record.