SI BOS00870.025 Plan for Achieving Self-Support (PASS) (TN 5-187 – 2/2000)

A. General

Effective December 1, 1997, PASS procedures were revised, one PASS policy change was implemented, and many policy clarifications were made. The biggest change to the PASS process is that after a PASS is submitted to the SSA FO, the regional cadre will undertake development directly with the PASS applicant. Also, the cadre will conduct progress checks and reviews and deal with PASS participants on other PASS related post-eligibility events. FO assistance with development will be requested by the cadre if the situation warrants local contact with the PASS applicant/participant. Emergency Message - EM 97191 and EM 98109 detail the December 1997 changes.

B. Regional PASS cadre

The regional PASS cadre is located in the Lynn, MA field office. The address and telephone numbers are:

Boston Regional PASS Cadre
Social Security Administration
140 Union St.
Lynn, MA 01901

(866) 467-9731 (Toll Free)

(781) 581-1702 (FAX)

PASS Cadre Members:

Anthony Fama

Ext. 11318

Anthony.Fama@ssa.gov

Pamela Puglisi

Ext. 11315

Pamela.Puglisi@ssa.gov

C. Role of the claims representative in the PASS process

The following highlights the role of the CR in the PASS process:

  • Be knowledgeable about PASS policy/procedures so that general questions can be answered.

  • Be able to identify potential PASS applicants.

  • Provide the cadre with any assistance they request in adjudicating the PASS.

  • Accept the PASS (SSA-545) including any documentation the individual can provide at the time of application, and ensure that the SSA-545 is fully completed before submitting it to the cadre.

  • Fax or route a copy (not the original) of the PASS and all related PASS material on the day it is received, or the following work day, using the PASS ROUTING SHEET (Exhibit 1). Note: Keep a copy of the route sheet in file.

  • Accept PASS reconsideration requests and determine if appellant wants a case review, face-to-face or telephone conference. If face-to-face, conduct the reconsideration conference and make the reconsideration decision. Otherwise, refer the request to the PASS cadre.

  • Route copies of ALJ reversals of PASS determinations to the cadre for effectuation.

  • Take a FULL initial SSI application if the PASS applicant is currently entitled to Title II benefits only. DO NOT take an abbreviated application. A full application captures both income and resource information needed to determine if any PASS exclusions apply.

  • Make systems input, issue notices, etc. as described in POMS if the PASS is associated with an initial claim.

  • Direct Congressional inquiries pertaining to PASS decisions to the Lynn District Manager (DM), not directly to the cadre. It is preferable that these inquiries be in writing.

  • Direct requests for PASS training from advocates and organizations that serve the disabled community to the Lynn DM.

D. Role of the PASS cadre

The following highlights the role of the PASS cadre:

  • Review and evaluate the initial PASS and all amendments, modifications, progress reviews, progress checks, and final accountings.

  • Contact PASS applicant/participant to obtain additional information/documentation to resolve outstanding issues.

  • Contact PASS applicants to discuss possible modifications to the PASS if the PASS does not have a feasible goal; i.e., clearly identifiable goal, or is not viable.

  • Make initial PASS determinations and reconsideration determinations if the request is for a case file review or a conference conducted by phone.

  • Provide the servicing FO with systems input instructions and notice language if the PASS is associated with an initial claim.

  • Make systems input and issue notices if the PASS is not associated with an initial claim.

  • Conduct PASS progress checks, in addition to progress reviews.

  • Collect management information about PASS.

  • Provide training, upon request, to advocates and organizations that serve the disabled community.

  • Provide training to FO staff as needed.

E. Summary

All SSA staff should treat PASS applicants and participants courteously. PASS decisions, including issuance of notices, should be made within 30 days after receipt of all necessary documentation. If a decision and notice cannot be released within this time frame the FO or cadre, whichever component has responsibility for the pending action, should send an informational letter explaining the PASS status to the claimant. This will avoid unfavorable public relation issues stemming from delays in the PASS process.

(Exhibit 1)

PASS ROUTING SHEET

           

TO:      Social Security Administration

ATTN:  PASS REVIEW CADRE                                                          DATE:

            140 Union St.

            Lynn, MA 01901

FAX: (781) 581-1702

(ATTN): _______________________________

RE:        _________________________________

                      Claimant Name

             __________________________________

                                 SSN

_______________________________________________________________

Type:         Initial            Recon          ALJ Reversal

              

Recons only:   ___case review    ____face-to-face      ___telephone

                    

ATTACHMENTS:

______ Copies of PASS plan(s)

______ Documentation provided to FO

______________________________________________________________

FROM:  DO CONTACT:       ____________________________

            TELEPHONE:           ____________________________

              FAX #:                   ____________________________

             DO Name & Code     ____________________________

OBSERVATIONS/REMARKS/COMMENTS


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0500870025BOS
SI BOS00870.025 - Plan for Achieving Self-Support (PASS) (TN 5-187 - 2/2000) - 05/15/2015
Batch run: 05/15/2015
Rev:05/15/2015