Do not conduct a PERC when the claimant becomes ineligible for benefits within the
4 calendar months following the latest of:
the month of first eligibility, (PRSN segment, DOE field on SSR), or
the date the initial application was received, (PSRN segment, DF field on SSR), or
the date the SSA-8000-BK or full MSSICS application was completed when the claim was
switched from deferred to simultaneous development prior to receipt of the medical
and ineligibility is expected to continue through the end of the evaluation period (see
SI 00601.008B. for the definition of evaluation period).
EXAMPLE: After contacting the teleservice center on January 15, an appointment was set up for
Mr. Jones to take his disability claim by phone. The FO received Mr. Jones' application
in the mail on February 10. The claim was handled as a simultaneous development claim.
On May 20, Mr. Jones called the FO to report that he started to receive monthly Veterans
benefits in May in an amount that would make him ineligible for SSI. On June 22, the
FO received a notice of disability allowance on the claim. Although more than 120
days had elapsed since the date the application was received, no PERC is required
since Mr. Jones is ineligible within 4 months of the date the application was received
and ineligibility is expected to continue through the end of the evaluation period.