Example 1: Clyde Darrow is age 68. He telephones the field office (FO) on 2/15 to ask about SSI
payments for himself. The claims specialist (CS) documents his protective filing date
(2/15) in the enhanced Leads and Appointment System (eLAS). Mr. Darrow chooses to
visit the FO the same day and completes and signs a SSI application. Since the oral
inquiry date and the date the application was taken in the FO are the same day, the
filing date is 2/15.
Example 2: Sam Smith is age 70. He telephones the FO on 2/9 to ask about SSI payments for himself.
The CS documents his protective filing date in eLAS. Mr. Smith visited the FO on 3/18
and filed his application. In this situation, use 2/9, the date of the oral inquiry
as the application filing date. Using the protective filing date is important because
it gives Mr. Smith the earliest possible filing date and full appeal rights back to
the date he first contacted SSA about filing for SSI benefits.
Example 3: Will Farrow attains age 65 on 3/11. He is not blind or disabled. His social worker
telephones the FO on 2/13 to inquire about SSI payments for him. Mr. Farrow visits
the FO and completes and signs a SSI application on 3/3. Use 3/11, the date Mr. Farrow
attains age 65, as his filing date. When the application filing date is before the
date of attainment of age 65, the date the claimant attains age 65 must be input into
the system as the filing date. Mr. Farrow is eligible in March (E02 month). Payments
will begin 4/1. (See SI 00601.009B.2. for the coding instructions.)
Example 4: Mr. Mann calls the 800 Number on 4/5 to inquire about benefits for his neighbor, Mr.
Norwood. Mr. Norwood is disabled and needs help to meet his living expenses. The customer
service representative (CSR) explores eligibility for all benefits including SSI.
Since a potential loss of SSI benefits exists, the CSR documents the date of the oral
inquiry, 4/5, and notifies the FO the same day to obtain an application from Mr. Norwood.
The valid application is taken and received in the FO on 5/2. The FO will use the
date of Mr. Mann's oral inquiry, 4/5, as the application filing date.
Example 5: Ms. Roth calls the 800 Number on 10/1 to inquire about filing for SSI disability
benefits. The CSR documents the date of the inquiry 10/1 in eLAS and schedules a teleclaim
appointment for 10/15. The application is taken that date and sent to Ms. Roth for
her signature. The application is received in the FO on 10/30. The application filing
date is 10/01. Since Ms. Roth is eligible in October (E02 month), benefits will begin
11/1. (See SI 00601.015B for when the protective filing date is material.)