Identification Number:
DI 14510 TN 6
Intended Audience:See Transmittal Sheet
Originating Office:ORDP ORDES
Title:Procedures for Cases Involving Participation in a VR or Similar Program
Type:POMS Transmittals
Program:Title II (RSI),Title XVI (SSI)
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part DI – Disability Insurance
Chapter 145 – Continued Payments to Individuals Participating in a Vocational Rehabilitation or Similar Program
Subchapter 10 – Procedures for Cases Involving Participation in a VR or Similar Program
Transmittal No. 6, 02/10/2020

Audience

PSC: BA, CA, CS, DE, DEC, DPS, DS, DT, DTE, FLC, ICDS, IES, ILPDS, ISRA, PETE, RECONR, SCPS, TSA, TST;
OCO-OEIO: BET, BIES, CAQCR, CC, CR, CTE, ERE, FCR, FDE, PETL, RECONE, RECONR, RECOVR;
OCO-ODO: BET, BTE, CCE, CR, CST, CT, CTE, CTTA, DE, DEC, DS, DSE, PCS, PETE, PETL, RCOVTA, RECONE, RECOVR;
ODD-DDS: ADJ, DHU;
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, DRT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

ORDES

Effective Date

Upon Receipt

Background

This update includes reminders and instructions for field offices (FO), Disability Determination Services (DDS), and Office of Disability Operations (ODO) technicians regarding the policies and procedures for continuing Title II or Title XVI disability payments to individuals participating in vocational rehabilitation (VR) or similar services under Section 301. This also includes updated procedures for ODO to email FOs for notification of Section 301 Title XVI decisions and updated instructions for ODO to email notification of Section 301 approval decisions involving State VR agencies to the VR Payment Team.

 

Summary of Changes

DI 14510.007 Field Office (FO) Procedures for Section 301 Cases after Office of Disability Operations (ODO) Determination

Sections A, B, C, D, and J update the name of the claims folder records management system from CFRMS to the current name CFUI (Claim File User Interface).

Subsection B.2. and C2 change the procedure for ODO to send Section 301 case flags to the FOs via email instead of using faxes and MDWs. Follow-ups will also be sent by email instead of calling the FO. ODO will send Vocational Rehabilitation Plan (VP) diary follow-ups by email as well. This subsection also removes some redundant VP diary instructions.

Section F instructs ODO technicians to send Requests for Assistance to FOs via email instead of MDW.

 

DI 14510.025 Office of Disability Operations (ODO) Procedures for Processing Allowances, Closed Periods, and Denials of Section 301 Payments

Section A updates the name of the claims folder records management system from CFRMS to the current name CFUI (Claims File User Interface).

Section A, C, E and G instruct ODO technicians to email notification of Section 301 approval decision involving State VR agencies to the VR Payment Team. ODO will also send follow-ups to the FO via email instead of calling the administrative line.

DI 14510.007 Field Office (FO) Procedures for Section 301 Cases after Office of Disability Operations (ODO) Determination

A. Identifying a Section 301 determination

You can identify Section 301 cases in several ways:

  • Remarks on the Master Beneficiary Record (MBR);

  • A “Y” in the 301 indicator of the Disability Determination Section Query (DDSQ);

  • A Disability Control File (DCF) event indicating “301 case” on the query CDR screen (QCDR) or the CDR Entitlement (ECDR) screen (Title II cases); and

  • A copy of the Section 301 decision in the Claims File User Interface (CFUI).

B. Procedure when ODO approves Section 301 payments

1. Title II cases

The Section 301 provision allows continued benefits (including Medicare and Medicaid) to the beneficiary and any auxiliaries on the record following medical cessation until the beneficiary stops participating in the vocational program, or ODO determines that continued participation will not increase the likelihood of permanent removal from the disability rolls. ODO will annotate the decision in the special message field of the MBR. The FO will check CFUI for the Section 301 decision, and update the 301DEC tickle accordingly when the 301DEC tickle on the DCF CDRW matures.

2. Title XVI cases

The FO will receive Title XVI and concurrent Section 301 payment continuation cases with the Section 301 flag from ODO via email with the subject line “Action: Section 301 VP Diary Update Needed”. The FO should take the following actions:

  • Input or update the Vocational Rehabilitation Plan (VP) diary via the diaries (UDIA) function in Direct SSR Update. The VP diary prevents the case from updating to an N07/N08 payment status;

  • Update the 301DEC issue on the DCF; and

  • Annotate the SSR remarks with “Section 301 payment continuation. Program participation expected to end MM/YY”

ODO will review the SSR for the updated VP diary. ODO will follow up by email (accessing the Detailed Office/Organization Resource System (DOORS) to identify the appropriate email address) if the FO has not updated the VP diary within 15 days.

NOTE: If N07/N08 termination occurred, reinstate benefits effective with the N07/N08 month. If N07/N08 termination has not occurred, the FO will remove the N07/N08 future action.

C. Procedure when ODO approves Section 301 payments for a closed period

1. Title II cases

ODO will process the termination action, send the closed period notice, and annotate the decision in the special message field of the MBR. The FO will check CFUI for the Section 301 decision, and receipt in the 301DEC tickle when the 301DEC tickle on the DCF CDRW matures.

2. Title XVI cases

ODO will send the closed period notice and email the FO advising them to:

  • Delete the VP diary;

  • Receipt in the 301 issue on the DCF;

  • Input N07/N08, effective with the month after the month shown in item 9C of the SSA-832 (Cessation Or Continuance of Disability or Blindness Determination and Transmittal - Title XVI); and

  • Annotate the SSR remarks with “Section 301 closed period mm/yy-mm/yy.”

ODO will review the SSR for the N07/N08 input. ODO will follow up by email if the FO has not updated the diary within 15 days.

D. Procedure when ODO denies Section 301 payments

1. Title II cases

ODO will process the termination action, send the denial notice, and annotate the decision in the special message field of the MBR. The FO will check CFUI for the Section 301 decision and receipt in the 301DEC tickle when the 301DEC tickle on the DCF CDRW matures.

2. Title XVI cases

ODO will send the denial notice and email the FO advising them to:

  • Delete the VP diary;

  • Receipt in the 301 issue on the DCF;

  • Input N07/N08, effective with the month after the month shown in item 9C of the SSA-832; and

  • Annotate the SSR remarks with “Section 301 denial.”

ODO will review the SSR for the N07/N08 input. ODO will follow up by email if the FO has not updated the diary within 15 days.

E. Procedure for work reported while receiving Section 301 payments

When you receive a work report for a beneficiary receiving Section 301 payments, issue a receipt per DI 13010.020.

Contact the beneficiary to determine if he or she is still participating in a program of VR, employment, training, educational, or other support services. Document the above information, including the name and address of the service provider (if any), on an SSA-795 (Statement of Claimant or Other Person) and fax it to ODO at:

Section 301 Disability Examiner
FAX: 1-877-385-0643
ATTN: DE review needed

1. Title II cases

Do not create a work review in eWork. Do not process a work CDR or a substantial gainful activity (SGA) determination for beneficiaries receiving Section 301 payments. Such beneficiaries are not entitled to a Trial Work Period (TWP), or Extended Period of Eligibility (EPE). If the beneficiary files an appeal with payment continuation, the FO will suspend Section 301 development. If this suspension is due to SBC, the FO should refer to DI 12027.050. The FO will determine if the TWP has been completed and the claimant would be placed in S9 if SGA in EPE.

2. Title XVI cases

Non-disability provisions, such as income counting and resource limits, continue to apply to beneficiaries receiving Section 301 payments. Apply the earned and unearned income exclusions to the work and earnings of these beneficiaries as appropriate. This includes Impairment-Related Work Expenses (IRWE), Blind Work Expenses (BWE), Student Earned Income Exclusions (SEIE), and the Plan to Achieve Self-Support (PASS). We can modify a PASS while a beneficiary is receiving Section 301 payments; however, we cannot approve a new PASS after we determine that the beneficiary is no longer disabled.

F. Procedure when ODO requests assistance from the FO

ODO may request assistance from the FO via email to:

  • Obtain information about the service provider, or

  • Determine the status of a beneficiary’s participation in a VR or similar program, or

  • Determine whether such program ended,

If ODO requests FO assistance, obtain an updated SSA-4290-F5 (Development of Participation in Vocational Rehabilitation or Similar Program) and complete parts I and II. Return the SSA-4290-F5 to ODO via fax .

G. Procedure when Section 301 payments terminate

When a beneficiary completes or stops participating in his or her program, benefits terminate effective the month after the month of completion, or the month after the month participation stopped.

EXAMPLE: If the beneficiary completes the VR or similar program during October 2019, payments terminate effective November 2019.

1. Title II cases

ODO sends the required notices, updates the remarks on the MBR and terminates benefits. If ODO does not receipt the DCF tickle, the FO will complete this action.

2. Title XVI cases

ODO releases the termination notice, annotates the DCF, and sends an email to the FO requesting immediate action to terminate benefits with the effective date. The FO processes the termination with a two-day action:

Day 1 - use MSSICS Direct SSR Update:

  • Delete the VP diary;

  • Transmit the MG code of T with the disability cessation date (if not already on the record) via the Continuing Disability Review (UDCR) screen;

  • Input a Remark indicating the period of Section 301 eligibility and termination date; and

  • Suppress all notices per SM 01301.675.

Day 2 - use SSI Data Inputs – SPE1 (PE Single Input):

  • Input N07/N08 or an SZ code of N per SM 01305.005 for the month benefits terminate per ODO's instructions; and

  • Suppress all notices.

NOTE: Check all inputs for the proper C01 and N07 months to ensure the overpayment or underpayment is correct.

ODO will review the SSR for the N07/N08 input. ODO will follow up by email if the FO has not updated the diary within 15 days.

H. Procedure when FO learns that participation in VR or similar program ceased or the program ended

The FO may receive new or revised information about the beneficiary’s participation in a VR or similar program from the beneficiary or the service provider during a Redetermination (RZ) or other Post-Entitlement (PE) actions.

1. Title II cases

During any PE discussions, ask the beneficiary or representative payee if he or she is still participating in VR or a similar program if the MBR has a 301 indicator or 301 payment remarks. If the beneficiary stopped participating or the program ended, accept the allegation and:

  • Obtain a statement from the beneficiary on an SSA-795 showing the date the program ended or the date participation ceased and fax it into eView or NDRED;

  • Send a manual due process notice. Follow the instructions in DI 14510.007G3;

  • Wait 15 days for a response to the due process notice;

If there is no response or the information you receive does not change the decision to suspend benefits, input an S9 suspension the month after participation ended and:

  • Input a 60-day diary (301DEC) using the CDRW on the DCF for case control;

  • Fax the Potential Section 301 Case Flag to the Paperless Processing Center (PPC) system using the paperless fax number 1-877-385-0643;

  • Check the block “Case S9.” Provide the effective S9 date and the date participation stopped or the program ended;

  • Update the remarks on the MBR, “Section 301 participation ended. Sent to ODO mm/dd/yy;” and

  • Fax a copy of the flag and the SSA-795 to:

Operations Support Branch
Fax 410-965-8278
Attn: 301 Analyst

2. Title XVI cases

During an RZ or any other PE event, if the case has a VP diary, ask the beneficiary or representative payee if he or she is still participating in VR or a similar program. If the beneficiary states that the program ended for any reason, accept the beneficiary’s allegation, and:

  • Obtain a statement from the claimant on an SSA-795 or on the Person Statement Screen (DPST) in MSSICS, showing the date the program ended or the date participation ceased and fax it into eView or NDRED;

  • Send a manual due process notice. Follow instructions in DI 14510.007H3; and

  • Wait 15 days for a response to the due process notice.

If you receive no response, or the information you receive does not change the decision to suspend benefits:

  • Input payment status N05 with the next Current Operating Month (COM) to avoid multiple overpayments;

  • Establish a tickle on the DCF or MSSICS for case control;

  • Suppress the systems-generated notice;

  • Add the Remark,” N05 due to pending 301 determination, participation ended MM/YY” to the SSR;

  • Fax the Potential 301 Flag to ODO’s paperless fax number 1-877-385-0643;

  • Check the block “Case N05.” Provide the effective N05 date and the date participation stopped or the program ended; and

  • Fax a copy of the flag and the SSA-795 or DPST to:

Operations Support Branch
Fax 410-965-8278
Attn: 301 Analyst

3. Due process notice

For Title II cases, send the SSA-L951-U2 (Social Security Notice Letterhead). For Title XVI cases, send an SSA-8165-U2 (Important Information) notice to the beneficiary and the representative payee using the following language:

“We plan to suspend your benefits, effective MM/YYYY, because you told us that you are no longer participating in your approved program of vocational rehabilitation, employment training, educational, or other support services.

On <fill in date of previous notice>, we notified you that your disability had ended, but we would continue to pay you because you were participating in an appropriate program of vocational rehabilitation, employment training, or educational or other services.

You told us that you stopped participating in your program in MM/YYYY.

Another office will make the special decision about whether you are eligible for payments for the month your disability ended through the month your participation in the program ended. We will notify you of their decision in another letter.

If you have any questions, you may contact your local Social Security office. The address and telephone number are printed at the top of this notice. If you call or visit a Social Security office, please have this notice with you. It will help us answer your questions.”

I. Beneficiary responds to due process notice regarding the suspension

If the beneficiary disagrees with the suspension:

  • Ask if the information we have is correct.

  • If the beneficiary has information that proves he or she is still in VR or a similar program, document the response on an SSA-795.

  • If the beneficiary does not have proof, but claims he or she is participating in VR or a similar program, use form SSA-4290-F5 and SSA-827 (Authorization to Disclose Information to the Social Security Administration) to obtain evidence from the service provider.

  • If the beneficiary states our information is correct, explain the suspension of benefits and explain that it is a terminating event, since the DDS determined that the beneficiary is no longer disabled and no longer eligible for Section 301 benefits.

  • If the claimant agrees with the suspension, but indicates that he or she is still disabled and wants to file a new claim, establish protective filing for the new claim to be taken after the record has been terminated.

J. Past due VP diaries

ODO follows up on matured VP diaries and no FO action is required. However, if you discover a past due diary during an RZ or PE event, check eView or CFUI for recent development requests and denial or allowance notices. If there is no recent case activity, send a fax alerting ODO of the past due VP diary to:

Operations Support Branch
410-965-8278
Attn: 301 Analyst

K. Policy for overpayments resulting from continuing payments

A beneficiary who is overpaid because he or she received continued payments while awaiting a Section 301 determination can be found without fault for the overpayment if the person acted in good faith in believing he or she was participating in a qualified program, and cooperated with our development of his or her participation. However, this does not mean that an automatic waiver applies. You must develop for a full waiver (defeats the purpose or against equity and good conscience).

The following are examples of when a person may not have acted in good faith:

  • The beneficiary knew he or she did not begin participating in a program before the medical cessation or that participation did not continue for at least two months after cessation.

  • The beneficiary did not cooperate with Section 301 development requests from the Social Security Administration (SSA) or DDS.

  • The beneficiary withheld information about income or resources causing an overpayment for another reason.

 

IMPORTANT: If you must make a 'fault' determination, consider any physical, mental, educational, or linguistic limitations the beneficiary has that affect his or her ability to act in good faith. For instructions on making ‘fault’ or ‘without fault’ findings, see SI 02260.010 and GN 02250.005C.

 

DI 14510.025 Office of Disability Operations (ODO) Procedures for Processing Allowances, Closed Periods, and Denials of Section 301 Payments

Document the allowance, closed period, or denial determination on an SSA-553 (Special Determination). The documentation should identify the facts of the case, including:

  • The type of program the beneficiary is participating in;

  • The name and address of the service provider;

  • The basis for the decision; and

  • The diary date for review of the case if benefits are continued.

The diary date is generally set for one year. If the beneficiary expects to complete the program of services in less than one year, or if there are indications that the beneficiary may not complete the program, it may be earlier. A diary date of less than one year may also be appropriate if there is an indication that the beneficiary will acquire the education, work skills, or work experience that was the basis for the initial likelihood determination, in less than one year and prior to the beneficiary completing the program.

A. Procedure for Section 301 payment allowances

1. Both Title II and Title XVI cases

  • Print the SSA-833 (Cessation or Continuance of Disability or Blindness Determination and Transmittal) or SSA-832 (Cessation or Continuation of Disability or Blindness Determination and Transmittal) from CFUI or eView and annotate in the remarks section of the document, “DO NOT PROCESS — SECTION 301 PAYMENT CONTINUATION.”

  • Scan the SSA-553 and SSA-833 or SSA-832 into eView or NDRED.

  • Prepare and send a notice of allowance of the Section 301 payment continuation due to participation in a VR or similar program.

  • Complete the Web-Based Section 301 Data Sheet at http://ocoweb/data301 .

IMPORTANT: If the Title II beneficiary is participating in a State VR agency program, the State VR agency may be eligible for VR reimbursement under certain circumstances. E-mail a copy of the SSA-4290-F5 (Development of Participation in a Vocational Rehabilitation or Similar Program), the SSA-553, and the SSA-833 or SSA-832 to the ORDES OES VR Team at VR.301.Claims@ssa.gov.

2. Title II cases

  • Do not process the disability cessation;

  • Annotate the Master Beneficiary Record (MBR) with a special message: “Section 301 payment case - do not process any reported work;”

  • Post the Section 301 payment continuation event (see MS CDR 001.005 CDR PC Input Screen (IPCA)); and

  • Diary the case for one year from the current month or earlier for review on the Disability Control File (DCF) (see DI 14510.025A).

The latest event on the DCF should be the medical cessation posted by the Disability Determination Services (DDS) to the Disability Determination Services Query (DDSQ). If DDS does not post the cessation to the DCF, review the Disability Determination Service Query (DDSQ/HA04) to determine if DDS reversed the cessation to a continuance. (If DDS reversed the cessation, Section 301 payment continuation is no longer applicable.)

If DDS did not reverse the cessation, manually annotate the cessation determination to DCF (MS CDR 001.005 (CDR PC Input Screen (IPCA)). Once you post the cessation, enter the Section 301 event on the DCF.

  • On the MCDR screen, select 3=PC Update (MS CDR 001.005).

  • On the ECDR screen, select 5=T2 Medical.

  • On the IPCA screen, select 15=301 Case–VOC REHAB.

  • Use the worksheet (CDRW screen) to diary the case for review (MS CDR 001.013 (CDR Development Worksheet (CDRW)).

3. Title XVI cases

  • Add a remark to the DCF: “301 Allowance mm/dd/yy;”

  • Email (FO e-mail addresses are listed in the Detailed Office/Organization Resource System (DOORS)) the Section 301 flag to the servicing Field Office (FO) with instructions to annotate the Section 301 approval to the Supplemental Security Record (SSR) remarks and to establish or update the VP diary; and

  • Place the case in Development Hold File (DHF) for 15 days.

  • After 15 days, review the SSR to verify that the FO updated the VP diary and that the payment status is C01 and/or N07/N08 has been removed.

If the FO has not taken action, follow up by emailing the appropriate FO with the subject line “Follow-Up Request Action Needed: Section 301 VP Diary Update Needed.”.

B. Example of allowance documentation for SSA-553

This is an example of a properly completed SSA-553 for an allowance:

Issue:

Is Richard Martin eligible for continued payments under Section 225(b) of the Social Security Act?

(NOTE: Substitute “section 1631(a)(6)” for Title XVI-only cases and “sections 225(b) and 1631(a)(6)” for concurrent Title II/Title XVI cases.)

Facts:

The DDS established a period of disability beginning 06/26/2002 for Mr. Martin based on hypertensive cardiovascular disease.

The DDS determined his disability ceased effective 05/2019.

Mr. Martin is currently participating in a program of training and services with a vocational goal of engraver apprentice under an individual work plan with the ABC Agency, 123 Street, City, ST 45678. ABC Agency is an Employment Network under the Ticket to Work Program.

He has been participating in the program since at least 04/2019.

He has not yet completed the required training to be an engraver apprentice. He continues to participate in work skills training under his program and receives counseling and guidance.

Upon completion of his training, he will have the skills to perform the job of engraver apprentice.

He can perform this occupation at the substantial gainful activity level, and he will be able to meet the demands of this occupation despite a possible future reduction in a residual functional capacity.

Determination:

We have determined that Mr. Martin is participating in an appropriate program, the completion of which will increase the likelihood that we will permanently remove him from the disability rolls.

Expected Completion Date of Training Program: 03/31/2021

Diary for review: 05/01/2020

C. Procedure for Section 301 payments closed period

1. Both Title II and Title XVI cases

  • Print the SSA-833 or SSA-832 and update the termination date;

  • Annotate “301 Closed Period Payment” to the notes field of the SSA-833 or SSA-832;

  • Scan the SSA-553 and the SSA-833 or SSA-832 into eView or NDRED;

  • Prepare and send a notice of the closed period of the Section 301 participation;

  • Complete the Web-Based Section 301 Data Sheet in http://ocoweb/data301 .

2. Title II cases

  • Forward the folder to the benefit authorizer for termination action; and

  • Annotate the “301 Closed Period Payment” to the special message field of the MBR.

3. Title XVI cases

  • Add a remark to the DCF “301 Closed Period mm/dd/yy-mm/dd/yy;”

  • Email the flag to the servicing FO to instruct them to delete the VP diary; and

  • Place the case in DHF for 15 days.

  • After 15 days, review the SSR to verify that the FO deleted the VP diary and that the C01/N07 months are correct.

If the FO has not taken action, follow up by emailing the appropriate FO with the subject line “Follow-Up Request Action Needed: Section 301 VP Diary Update Needed.”.

D. Example of closed period documentation for SSA-553

This is an example of a properly completed SSA-553 for an allowance.

Issue:

Is Richard Johnson eligible for payments under section 225(b) of the Social Security Act?

(NOTE: Substitute “section 1631(a)(6)” for Title XVI-only cases and “sections 225(b) and 1631(a)(6)” for concurrent Title II/Title XVI cases.)

Facts:

The DDS established a period of disability beginning 06/26/2002 for Mr. Johnson based on hypertensive cardiovascular disease.

The DDS determined his disability ceased effective 05/2018.

Mr. Johnson has completed the program of training and services with a vocational goal of engraver apprentice under an individual work plan with the ABC Agency, 123 Street, City, ST 45678. ABC Agency is an Employment Network under the Ticket to Work Program.

He was participating in the program from 04/2018 through 04/2019.

He completed the required training to be an engraver apprentice.

He can perform this occupation at the substantial gainful activity level, and he will be able to meet the demands of this occupation despite a possible future reduction in residual functional capacity.

Determination:

We determined that Mr. Johnson is eligible for a closed period of Section 301 benefits since he was participating in an appropriate program before his disability ceased and through the grace period.

Graduation date: 04/2019

Termination date: 05/2019

E. Procedure for Section 301 payment denials

1. Both Title II and Title XVI cases

  • Print the SSA-833 or SSA-832 and annotate with the termination date;

  • Scan the SSA-553, and the SSA-833 or SSA-832 into eView or NDRED.

  • Prepare and send a notice of the denial of the Section 301 participation.

  • Complete the Web-Based Section 301 Data Sheet in http://ocoweb/data301 .

2. Title II cases

  • Forward the folder to the benefit authorizer for termination action; and

  • Add a special message to the MBR stating “Section 301 denial mm/dd/yy.”

3. Title XVI cases

  • Add a remark to the DCF: “Section 301 denial mm/dd/yy;”

  • Email the flag to the servicing FO to instruct them to delete the VP diary; and

  • Place the case in DHF for 15 days.

  • After 15 days, review the SSR to verify that the FO deleted the VP diary and input the N07/N08 for the appropriate months.

If diary is still pending, follow up by emailing the appropriate FO with the subject line "Follow-Up Request Action: Section 301 VP Diary Update Needed".

F. Example of denial documentation for SSA-553

This is an example of a properly completed SSA-553 for a denial:

Issue:

Is Richard Smith eligible for continued payments under section 1631(a)(6) of the Social Security Act? (NOTE: Substitute “section 225(b)” for Title II-only cases and “sections 225(b) and 1631(a)(6)” for concurrent Title II/Title XVI cases.)

Facts:

Mr. Smith was determined to be disabled beginning 02/01/00 based on chronic pulmonary insufficiency and was considered eligible for Supplemental Security Income (SSI) payments.

The DDS determined his disability ceased effective 07/2019.

On 01/10/19, we found Mr. Smith eligible for services with the Illinois State VR agency at 245 Street, City, ST 67890, who developed a rehabilitation plan for him. He stopped participating in the rehabilitation plan on 07/25/19.

Determination:

It is determined that Mr. Smith is not eligible for Section 301 payments because he was not in an appropriate program after 07/2019, the month his disability ceased.

G. Exhibit of flag for transmitting title XVI case to the FO

  

SECTION 301 CASE APPROVAL

Immediate Action Required

    

To FO____________________________

FO Email __________________________

ATTN: Title XVI Claims Representative

    

    

SSN: ______________________________

Section 301 payments approved.

  • Annotate '301 approval' to SSR Remarks.

  • Establish/update VP diary per DI 14510.007B.2.

  • Diary date:________________________

  • Retain folder until Section 301 payments terminate.

    

    

From ODO Unit ___________________

Name ___________________________

Phone ___________________________

H. Exhibit of cover sheet for transmitting title XVI case to FO

  

SECTION 301 CASE for CLOSED PERIOD

Immediate Action Required

  

To FO ____________________________

FO Email __________________________

ATTN: Title XVI Claims Representative

  

  

SSN : ______________________________

Section 301 payments allowed for a CLOSED PERIOD.

  • Annotate '301 closed period' to SSR Remarks.

  • Delete the VP diary per DI 14510.007C.2.

  • Input N07 or N08 effective with the month after the month shown in item 9C of the SSA-832; unless the individual or someone on his or her behalf files an appeal of the medical cessation and elects Statutory Benefit Continuation (SBC).

  

  

From ODO Unit ___________________

Name ___________________________

Phone ___________________________

I. Exhibit - Cover Sheet for Transmitting SSA-832 to the FO via email

  

SECTION 301 CASE DENIAL

Immediate Action Required

    

To FO___________________________

FO Email __________________________

ATTN: Title XVI Claims Representative

    

    

SSN: _____________________________

Section 301 payments denied.

  • Annotate '301 denial' to SSR Remarks.

  • Delete VP diary per DI 14510.007D.2.

  • Input N07 or N08 effective with the month after the month shown in item 9C of SSA-832 unless appeal of medical cessation filed and statutory benefit continuation elected.

    

    

From ODO Unit __________________

Name ___________________________

Phone ___________________________


DI 14510 TN 6 - Procedures for Cases Involving Participation in a VR or Similar Program - 2/10/2020