If a recipient contacts SSA to report any of the above-mentioned settlement payments,
document the information on a Report of Contact page screen, including:
the type of settlement fund;
the date of receipt (i.e. If the settlement payment was received on 10/15/2011 it
would be countable as a resource as of 11/01/2012).
NOTE: If the recipient does not provide evidence, accept the recipient’s allegation without
further development and document on a Report of Contact page. However, if the recipient
provides evidence such as an award notice, please state “Evidence provided” on the
Report of Contact page and fax a copy of the evidence into the electronic folder.
Verifying the date and amount of a settlement payment may be useful for a future redetermination.
EXAMPLE: On a Report of Contact page the claims representative inputs, “The recipient reported
receipt of a $1,000 Cobell settlement payment on December 21, 2011. Exclude this money
from income. Exclude this money from resources for 1 year from the date of receipt.
Recipient provided copy of award notice.”