TN 13 (11-10)

SI 02003.022 Processing eIAR Field Office Intervention Cases

The eIAR system can process most reimbursement cases without field office (FO) intervention. However, a small percentage of cases require FO intervention because the system does not have all the information it needs to process the reimbursement. The FO intervention process allows the CR to input the information needed by eIAR to complete the reimbursement.

This section:

  • lists the types of cases that need FO intervention;

  • provides a description of how these cases are processed; and

  • provides cross-references to POMS sections where you will find additional processing instructions.

A. List of case types that require FO intervention

The case types that require FO intervention are:

  1. start date records where the SSI date of entitlement is more than one month prior to a start date month, and the State IAR agency paid IA for a month prior to the start date month;

  2. couples cases where the SREW offset computation was needed but was not done. For more information about SREW, see SM 01310.100, (Special Couple’s Offset Computation). NOTE: If a case was restructured instead of having SREW offset applied, the claimant will have an overpayment and the spouse will have an underpayment;

  3. couples cases where each spouse has different dates of eligibility;

  4. force pay cases (M01) or cases with a force flag (FFL: F); and

  5. terminated records with IAR involved and the terminated record has a UPX greater than $0.99 and a UPV: V.

B. Description of FO Intervention Process

Here is a description of the FO intervention process:

  1. the CR adjudicates the SSI claim and inputs the allowance;

  2. the CR performs a prepayment review if needed;

  3. the system sets the UPV to V to hold the underpayment;

  4. the State IA agency inputs the IA payment information which triggers a computation;

  5. if the system cannot compute the amount of SSI due for all months, the system selects the case as a FO intervention case;

  6. the system sets an I9 diary on the SSR and sends an I9 alert to notify the FO that intervention is needed to complete the IAR reimbursement.

  7. The CR:

    • reviews the SSR to determine any months that require a manual SSI payment computation;

    • inputs the required information about the claim using the screens under the Special Payments Menu (UPSP) in Direct SSR Update (UMEN);

    • inputs on the UPSP screen that an A-OTP is required, and inputs on the One Time Payment screen (UPOT) that the reason is “interim assistance reimbursement;”

  8. The system pre-fills the One Time Payment Amount screen (UPOP) with the months for which the State is requesting reimbursement and the SSI federal and State SSI benefit amount due for any months that the system can compute correctly.

  9. The CR:

    • completes the UPOP screen by inputting the SSI federal and State amounts due for the months in the IAR period that the system cannot pre-fill;

    • inputs on the UPOP screen the amounts of SSI, if any, already paid to the claimant for any months in the IAR period that the system cannot pre-fill;

    • reviews and changes any of the SSI federal and State amounts