Have any individual who is filing for HI based on GEQCs file an unrestricted monthly
title II benefit application with the following exceptions:
The applicant is an aged person who does not want monthly title II benefits even if
potentially eligible (e.g., the person is still working or does not want to file for
title II benefits because he/she will be in total government pension offset (GPO)
and wants SMI premiums withheld from his/her OPM annuity as discussed in HI 01001.190); or
It is clear the individual is not insured for monthly title II benefits (if in doubt,
take an unrestricted monthly benefit application); or
The applicant is a Federal employee insured for title II benefits only through use
of military service wage credits which, if used to compute an OPM annuity, would result
in loss of title II insured status and the individual does not wish to file for title II benefits.
In these situations, restrict the application to HI only. However, develop HI eligibility
based on SSQCs alone before developing GEQCs.
Also, if an individual is requesting HI entitlement solely on the basis of Federal
employment or is not insured for title II benefits based on SSQCs, but there is an
indication of Federal employment and the individual would need deemed GEQCs to be insured for HI, have the individual complete
a HCFA-565. (See HI 00801.905 for an exhibit of this locally reproducible form.) Only the NH need complete the
form if a NH and auxiliary are concurrently filing.