Use the procedure below for determining title XVI past due benefits and title XVI
fee when title XVI paid first:
When you reach step 3.c., call up the eComps application to help you compute the “fictitious” title XVI past-due amounts.
Enter the required data for the SSI computation beginning with the first month of
SSI eligibility. Be sure to enter proration data and all income received. Include
title II that is actually received. Continue the computation through the month of
effectuation of the Title XVI benefits.
After all data are entered, trigger the RMA computation.
Next, select choice 5., “Windfall Offset Computation” from the RMA main menu. Then from the Windfall Offset Menu, select choice 1., “Enter a Windfall Offset Computation.” Follow the software instructions to indicate the beginning and ending dates of the
CAUTION: DO NOT enter any attorney fee amount when computing the “fictitious” past due benefits. Use the full amount of title II retroactive benefits for each
month of type W income (except for the last two months of the windfall period which
are always zero). After all data are entered, trigger the windfall offset computation.
Print the SSA-4346 SSI Offset Summary. Using the SSA-4346, total up the new FAM and
new SAM amounts for all months in the computation. Include all the months paid in
the title XVI retroactive payment in your total.
NOTE: If any months in the SSI retro are not part of the windfall period, the amount paid
for those months should be added to this total. Remember that you must reduce your
total by any payments that are not past due benefits for representation fee purposes
per GN 03940.001B.7. Once you have completed this step, you will have determined the correct amount
of title XVI past due benefits to be used in computing the title XVI fee.
Add the title XVI fee to the title II fee to determine the total representative fee.
When you reach step 7 of GN 03940.050C.7., adjust the title II income per SI 02006.210 and adjust the retroactive title II benefits for the total representative fee. The
eComps application can be used in many cases to complete an SSA-2894 for you. Follow
the third and fourth bulleted items above until you reach the screen which asks for
the attorney fee. Type in the total attorney fee and indicate that it is a title II
offset. Complete additional screens that give information on the representative fee
and the title II benefit rate changes that occurred in the windfall period. Then the
software will compute the adjusted “W” amounts for you. After all data is entered, trigger the windfall offset computation.
Print the SSA-2894 and the SSA-4346 for use in computing any underpayment due the
recipient. If the title II retroactive benefits have not been released, trigger an
automated windfall offset computation, unless a posteligibility change has occurred
on the SSR. Print the SSA-1719B input information on the eComps application.
Adjust only the title II income of those SSI recipients who are obligated for the
representative's fee. In fee agreement cases, only the person or persons who sign
the fee agreement are obligated for the fee. See SI 02006.202B.5. for additional information on determining who is obligated when auxiliary title
II benefits are involved and for instructions on windfall offset computations involving
an auxiliary who is not obligated.