If an individual inquiring about HI filing is currently entitled to an RR annuity
or is being considered in computing an annuity under the SSA guaranty provision, he
should be informed that RRB should notify him shortly that he is automatically entitled
to HI as a QRRB. However, if an individual could be entitled to an RR annuity or could
be considered under the SSA guaranty provision but has not filed application with
RRB, he should be advised to apply at the servicing RRB district office. Where there
is any question about an individual's RR status and he is not eligible for monthly
RSDI benefits, obtain an SSA-18F5.
When an application for deemed insured HI is accepted but the individual is eligible
for HI as a QRRB, his claim must be formally disallowed. The notice of disallowance
will explain why he is ineligible for HI with SSA. If the claims file does not indicate
that he has filed an application with RRB, advise him to contact the servicing RRB
district office; he should be instructed to present his disallowance notice to that
office. Include in the notice a reference to the date the individual filed his HI
application since this date may establish an earlier filing date for the RR benefit.
If he requested enrollment for SMI, also refer to the date he filed his request. The
processing center will retain all claims material in the claims folder although photocopies
of this material may be prepared and sent to RRB upon request.