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 representative (CR) documents his protective filing
date (2/15) on the 800 Number System. 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 CR documents his protective filing date on the 800 Number System. 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 teleservice
representative (TSR) explores eligibility for all benefits including SSI. Since a
potential loss of SSI benefits exists, the TSR 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 TSR documents the date of the inquiry 10/1 on the 800 Number System
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.)