TN 87 (11-23)

SI 02305.037 Exploring Potential Entitlement to Other Benefits

A. Introduction

An RZ may be the only posteligibility contact a recipient has with SSA. Therefore, interviewers need to be alert to recipients' potential eligibility to other benefits at the time of the RZ contact.

B. Policy

SSI recipients must file for other benefits to which they may be entitled. Any allegations or statements made by recipients or their representative payees during the RZ interview which indicate potential entitlement to other benefits must be explored.

Interviews must explore potential eligibility for all classes of Title II benefits. If the recipient appears eligible for Title II, the interviewer must determine if the Title II application that resulted from the filing of the Title XVI application was properly adjudicated per GN 00204.027 and SI 00601.035. If the application was properly adjudicated, an RZ can be used to protect the claimant’s filing date for Title II benefits. See GN 00204.015 for the policy and procedures.

C. List of other benefits

Following are examples of other benefits to which recipients may be entitled:

  1. a. 

    Title II (e.g., retirement, disability, survivor, parents) benefits;

  2. b. 

    Federal employment

  3. c. 

    Military service;

  4. d. 


  5. e. 

    State or local government;

  6. f. 


  7. g. 

    Private employer; or

  8. h. 

    Foreign government

  9. i. 

    Special Veterans Benefits – Title VIII.

D. Procedure

See SI 02305.110 for exploring Title II entitlement.

The following are indicators for potential eligibility to Title II benefits:

  1. a. 

    Insured status (KZ) diary is in the DIAR segment of a SSID;

  2. b. 

    KP diary is in the DIAR segment of a SSID to indicate that one member of a couple is not receiving Title II spouse’s benefits

  3. c. 

    Recipient is divorced or widowed and may be eligible for benefits based on divorced/deceased spouse's records;

  4. d. 

    Widow(er) recipient is receiving benefits on spouse's record, is age 62 or older, and may be eligible for to retirement benefits on their own record; and

  5. e. 

    Disabled children may be eligible for benefits on their parents' records if the parents are collecting benefits.

NOTE: Use DISCO whenever developing potential eligibility for Title II benefits.

E. References

To Link to this section - Use this URL:
SI 02305.037 - Exploring Potential Entitlement to Other Benefits - 11/21/2023
Batch run: 11/21/2023