PROGRAM OPERATIONS MANUAL SYSTEMPart DI – Disability InsuranceChapter 521 – Workers' Compensation/Public Disability Benefit (WC/PDB) OffsetSubchapter 70 – Manual Computations for Workers' Compensation/Public Disability Benefit (WC/PDB) OffsetTransmittal No. 3, 07/14/2020
This is a Quick Action Transmittal (QAT) . This revision does not change or introduce new policy or procedure.
Summary of Changes
DI 52170.015 Form SSA-3643 (Offset Worksheet – Triennial Redetermination)
C. Form SSA-3643 exhibit - We updated the hyperlink for Form SSA-3643 (07/2020 version)
Use the SSA-3643 to compute increases in benefits resulting from a triennial redetermination. You may use the e2455+, a new tool for calculating amounts payable after workers’ compensation/public disability benefits (WC/PDB) offset, instead of the paper Form SSA-3643. The e2455+ can propagate offset rates into OREO (see DI 52165.020).
For more information, see DI 52150.080 – Triennial Redetermination (Redet) of Average Current Earnings (ACE).
Complete a paper SSA-3643 only when you cannot use an Interactive Computation Facility (ICF) program or e2455+ due to systems limitations.
for an example.
If the SSA-3643 cannot be stored or recorded in the Modernized Claims System (MCS), Modernized SSI Claims System (MSSICS), or the ICF, fax the form into the Non-Disability Repository for Evidentiary Documents (NDRED) or the electronic disability (eDIB) folder, as appropriate.
NOTE: If processing center (PC) action is required, the FO will also fax the form to the PC’s paperless fax number.
Enter the worker’s Social Security number.
Enter the amount payable to the family after offset in January of the year the redetermination is effective, (i.e., the amounts payable after offset that would be shown on a SSA-1203 (Determination of Benefits Payable after Offset) for the month of the redetermination).
Use those rates that are in effect before any increase, (e.g., recomputation) which may be applicable in the month of the redetermination.
Consider only the number of beneficiaries entitled in that month.
If a WC/PDB rate change occurs in the same month a redetermination (redet) is due, process the compute the WC/PDB rate first and then compute the redet. If a recomputation of the primary insurance amount (PIA) also applies in the same month after the WC/PDB rate change, compute the redet and then process the recomputation.
Enter the 100 percent ACE. This is the original 100 percent ACE, not a previously redetermined or recomputed ACE.
Show the year that the redetermination is effective. Refer to the chart in DI 52150.085 showing the year offset is first imposed, the effective year of the redetermination and the respective ratios. Use 5-digit ratios beginning January 2004.
Enter the product of the 100 percent ACE (line B) multiplied by the appropriate ratio (line C). Reduce to the nearest dollar.
Enter 80 percent of the amount in line D.
Enter the monthly amount of WC/PDB payable to the number holder in the effective month of the redetermination. Refer to DI 52150.035 for instructions on converting to a monthly amount.
If the amount on this line does not exceed Line A, a redetermination does not apply.
If a redetermination does not apply:
Circle total in line A..
..Scan or fax the form into the claims folder as documentation and annotate a message to the MBR. .
If a redetermination applies, continue to line H.
Enter the total amount of increases in auxiliary benefits not subject to offset because they are the result of a statutory increase, PIA recomputation, combining of maximums or a prior redetermination subsequent to the initial imposition of the offset. Include any AERO increase due in the redetermination month.
Enter amount to be distributed to the family.
Enter the number holder's PIA (unless reduced for age) that is in effect as of January of the year in which the triennial redetermination is effective. If the DIB PIA has been reduced for age, use the reduced MBA. Include any AERO increase due in the redetermination month but do not include any statutory increase that is effective after the effective month of the triennial redetermination (i.e., January).
Enter balance amount payable.
Enter the total sum. If unequal auxiliary amounts are involved, refer to Part 2 (Offset Computation) of the SSA-2455 (Offset Worksheet-DIB).
Divide the total payable to auxiliaries (line L) by the number of auxiliaries entitled in the effective month of the redetermination. This amount cannot exceed the unreduced monthly benefit amount. Follow the rounding rules in DI 52170.025.
Show all calculations in the bottom sections of the form.
Sign and date the form. Then, scan or fax into the claims folder.
Complete an ICF OREO (Online Records Entry Operations) datasheet if possible. If not, prepare a paper SSA-1203 to pay any increases per DI 52170.005.