In the offset processing, suppress the systems-generated notice and prepare the required
initial determination notices to both the claimant and the representative. Include
the following paragraphs in each of the notices.
“You have monthly income which must be considered in figuring your payment as follows:
You will soon get social security money for past months. When we figure your SSI payment,
we count this social security money as if we paid it to you during each of the months
it was due. You were due $$$.00 a month for MM/YY through MM/YY.
Since a lawyer represents you in your social security claim, the amounts we used above
for your social security may change. When fees to pay your lawyer are approved, we
will subtract these fees from your social security income for any month. Then you
may get more supplemental security income.
Your local social security office will be told when fees for your lawyer are approved,
but you may be told sooner. Please contact your local social security office when
you get the letter about approved legal fees. This may help us decide sooner if you
should get more supplemental security income. If you go to your office, please bring
the letter about the legal fees with you.”
When sending the notice to a representative payee, use the claimant's name and subsequently
the appropriate pronouns (she/he) instead of you, and her or his instead of your above.
In the second paragraph, enter the amount or amounts and the month(s) and year(s)
applicable for the retroactive title II benefits due. In the last sentence, if “you” is changed, correct “were” to “was.”
In the third paragraph, do not use the word “more” in the last sentence if the notice used is SSA-L8030-U2 (SSI Notice of Disapproved
Claim). Also, delete “more” in the fourth paragraph.
NOTE: Follow the special notice procedures in NL
01001.010 if the notice will be sent to a claimant, beneficiary, or representative payee who
alleges being blind or visually impaired.