TN 23 (12-17)

NL 00725.140 “BRR” UTIs – Beneficiary Reporting Responsibilities

BRR004 RSI Responsibilities Information

 (1)  benefits are based on the information  (2)  gave us. If this information changes, it could affect  (3)  benefits. For this reason, it is important that you report changes to us right away.

We have enclosed a pamphlet,  (4)  . It tells you what must be reported and how to report.  (5) 

Fill-ins:

(1) “Ms.” plus BLN possessive/”Mr.” plus BLN possessive/null plus BGN possessive/null plus FN possessive/“Your”

(2) “she”/“he”/“you”

(3) “her”/“his”/“your”

(4) “Your Payments While You are Outside the United States” (Pub #05-10137)/ “What You Need To Know When You Get Retirement Or Survivors Benefits: (Pub #05-10077)

(5) null

BRR005 Student Responsibilities Information

Please let us know right away if  (1)  no longer a full-time student at an elementary or secondary level school.

Fill-ins:

(1) “you are”/“she is”/“he is”

BRR006 Closed Period

If  (1)  health gets worse and you think  (2)  disabled before  (3)  full retirement age,  (4)   (5)   (6)   (7)  , you should contact us about applying again for disability benefits. Also, please get in touch with us three months before  (8)  age 62 to find out whether  (9)  for retirement benefits.

Fill-ins:

(1) Ms. plus beneficiary's last name, possessive/Mr. plus beneficiary's last name, possessive/your

(2) “you are”/“she is”/“he is”

(3) “you reach/she reaches/he reaches”

(4) full retirement age, in the format “65”

(5) and/NULL

(6) additional FRA months/NULL

(7) months/NULL

(8) “you reach/she reaches/he reaches”

(9) “you qualify/she qualifies/he qualifies”

BRR008 Representative Payee Appointed

As a representative payee, you have additional responsibilities. They are discussed in the enclosed pamphlet, “A Guide for Representative Payees.”

If you have any questions related to your duties as a representative payee, we invite you to visit our website at  (1)  on the internet.

BRR010 Government Pension Responsibilities

If the amount of  (1)  government pension changes, it may affect  (2)  Social Security benefit. Please let us know about any change right away.

Fill-ins:

(1) “your”/“her”/“his”

(2) “your”/“her”/“his”

BRRR13 SEI Used, Return Not Yet Filed

 (1)  benefits are partly based on self-employment income for  (2)  . As soon as the taxable year is over,  (3)  should report this income on a federal tax return.

Then, you must send us a copy of the return. Also, send us a cancelled check or other proof to show that  (4)  filed the return. Otherwise, we will stop  (5)  benefits and ask you to return any money we have sent you.

Fill-ins:

(1) “your”/“her”/“his”

(2) year *

(3) “you”/“she”/“he”

(4) “you”/“she”/“he”

(5) “your”/“her”/”his”

(*) indicates that the fill-ins are manual

BRR014 RRB Earnings Included

We used  (1)  past railroad work to figure  (2)  Social Security benefit. If  (3)  for the railroad again, please tell us right away if:

 (4)  total railroad work adds up to 120 months, or

 (5)  for the railroad 60 months after 1995.

Fill-ins:

(1) name, possessive/“your”

(2) “your”/“his”/“her”

(3) “you work”/“he works”/“she works”

(4) “Your”/”His”/”Her”

(5) “You work”/“He works”/“She works”

BRR016 Reporting Responsibilities to RRB

The decisions we made on your claim are based on information you gave us. If this information changes, it could affect your benefits. For this reason, it is important that you report changes to us or to the Railroad Retirement Board right away. We have enclosed a pamphlet which tells you what must be reported and how to report.

BRR040 Reporting Responsibilities - General

Please let us know if any of the following things happens:

The amount of money  (1)   (2)  to make, changes; or

Another family member starts working; or

A family member moves out of the household.

The way we pay benefits could change if any of these things happens.

Fill-ins:

(1) “you”/“she”/“he”

(2) “expect”/“expects”

BRR055 DWB Closed Period

If  (1)  health gets worse and you think  (2)  disabled before  (3)  age 60, you should contact us about applying again for disability benefits.

Fill-ins:

(1) FN possessive

(2) “you were”/“she was”/“he was”

(3) “you reach”/“she reaches”/“he reaches”

BRR057 Number Holder Age 55 to Within 4 Months of Age 62, MOE After 6/80 Based on Onset After 1978 – Auxiliary Benefits Reduced Due to DIB Family Maximum

You should get in touch with us about 3 months before  (1)   (2)  age 62. At that time, you can find out whether  (3)  family would receive higher benefits if  (4)  for retirement benefits.

Fill-ins:

(1) FN

(2) “reach”/“reaches”

(3) “your”/“her”/“his”

(4) “you file”/“she files”/“he files”

BRR059 Rights and Responsibilities of People Receiving DIB Benefits

We based our decision on information you gave us. If this information changes, it could affect  (1)  benefits. For this reason, it is important that you report changes to us right away.

We have enclosed a pamphlet, “What You Need To Know When You Get Social Security Disability Benefits.” It tells you what you must report and how to report. Please be sure to read the parts of the pamphlet that tell you what to do if  (2)  to work or if  (3)  health improves.

Fill-ins:

(1) “your”/“his”/“her”

(2) “you go”/“he goes”/“she goes”

(3) “your”/“his”/“her”

BRR060 Medical Improvement – Mother's/Father's Benefits – Rights and Responsibilities

The decisions we made on your claim are based on information you gave us. If this information changes, it could affect your benefits. For this reason, it is important that you report changes right away. We have enclosed a pamphlet, “When You Get Social Security Disability Benefits...What You Need To Know.” It will tell you what must be reported and how to report. Be sure to read the parts of the pamphlet about what to do if your child goes to work or if your child's health improves. Also, remember to tell us if your child is no longer in your care.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900725140
NL 00725.140 - "BRR" UTIs - Beneficiary Reporting Responsibilities - 12/21/2017
Batch run: 12/21/2017
Rev:12/21/2017