TN 14 (03-98)

SI 02006.220 Examples of Processing Representative Fee Adjustments of Title II Income

A. PROCEDURE - SUMMARY

  • Determine the title XVI portion of the fee per GN 03940.050.

  • Add the title II portion and title XVI portion of the fee to determine the total fee.

  • Use the SSA-2894, “Offset Case Authorized Fee Worksheet.” Follow steps in SI 02006.210.

B. PROCEDURE - CASE FILE

Linda S. Case: Automated Offset Using Adjusted “W's”. No Title XVI Fee Because No Title XVI Past Due Benefits.

NOTE: See starred (*) segments/fields on the following SSIDs and MBR.

COMPUTATION OF TITLE XVI PAST DUE BENEFITS FOR FEE DETERMINATION PURPOSES:

Final input on SSI claim made 08/95. SSI past due benefits (per GN 03940.050) are those that would have been due if the Title II had been paid on time for the period 04/93—08/95. Since no SSI would have been due if the title II benefits had been paid on time, there are no SSI past due benefits for fee determination purposes only.

MonthSSI Retro Paid (See PMTH)SSI Due if Title II Pd. on Time (See WCMP)
04/9353.600
05/93402.000
06/93402.000
07/93402.000
08/93402.000
09/93402.000
10/93402.000
11/93402.000
12/93402.000
01/94414.000
02/94414.000
03/94414.000
04/94414.000
05/94414.000
06/94414.000
07/94414.000
08/94414.000
09/94414.000
10/94414.000
11/94265.340
12/94265.340
01/95426.000
02/95426.000
03/95426.000
04/95426,000
05/95426.000
06/95426.000
07/95426.000
08/95426.000
 TOTAL 10,890.280

Title II Fee Portion:
Title XVI Fee Portion:
Fee:

$3,428.27 (See ATTY FEE on MBR)
0.00 (No Past Due Benefits)
3,428.27

G-SI 02006.220B-1

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G-SI 02006.220B-2

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G-SI 02006.220B-3

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G-SI 02006.220B-4

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G-SI 02006.220B-5

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G-SI 02006.220B-6

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C. PROCEDURE - CASE FILE

Vernon S. Case: Automated Offset Using Unadjusted “Ws.” Excess Offset Case Balanced by the System. AOTP Needed Due to Representative Fee Adjustment.

NOTE: See starred (*) segments/fields on the following SSIDs and MBR.

COMPUTATION OF TITLE XVI PAST DUE BENEFITS FOR FEE DETERMINATION PURPOSES:

Final input on SSI claim made 09/95. SSI past due benefits (per GN 03940.050) are those that would have been due if the title II had been paid on time for the period 01/95—09/95.

MonthSSI Retro Paid (See PMTH)SSI Due if Title II Pd. on Time (See WCMP)
01/95 398.9130.49
02/95458.0035.00
03/95458.0035.00
04/95458.0033.00
05/95458.0033.00
06/95458.0033.00
07/95458.0033.00
08/95458.0033.00
09/95458.0033.00

TOTAL   4,062.91

298.49

Title XVI Fee Portion:
Title II Fee Portion:
Fee:
$74.63
1000.75
1075.38

Windfall Period: 01/95—11/95
RSDI Withheld: 4,003.00

(EXHIBITS FOLLOW)

G-SI 02006.220C-1

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G-SI 02006.220C-2

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G-SI 02006.220C-3

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G-SI 02006.220C-4

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G-SI 02006.220C-5

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G-SI 02006.220C-6

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G-SI 02006.220C-7

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G-SI 02006.220C-8

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D. PROCEDURE - CASE FILE

Tonya C. Case: Automated Offset Using Adjusted “W's.” “A” Amounts Also Adjusted to Recover Balance of Representative Fee

NOTE: See starred (*) segments/fields on the attached SSIDS and MBR.

MonthSSI Retro Paid (See PMTH)SSI Due if Title II Pd. on Time (See WCMP)
06/95229.00229.00
07/95458.00458.00
08/95458.00458.00
09/95458.00458.00
10/95458.00458.00
11/95458.00458.00
12/95458.00458.00
01/96470.00470.00
02/96470.00301.00
03/96470.00301.00

TOTAL  4,387.00

4,049.00

Title XVI Past Due Benefits:

$4,049.00

Title II Fee Portion:
Title XVI Fee Portion:
Fee:

140.50
1,012.25
1,152.75

Windfall Period: 12/95—03/96
RSDI Withheld: $751.00

 

(EXHIBITS FOLLOW)

G-SI 02006.220D-1

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G-SI 02006.220D-2

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G-SI 02006.220D-3

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G-SI 02006.220D-4

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G-SI 02006.220D-5

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G-SI 02006.220D-6

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G-SI 02006.220D-7

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To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0502006220
SI 02006.220 - Examples of Processing Representative Fee Adjustments of Title II Income - 03/07/2005
Batch run: 01/27/2009
Rev:03/07/2005