Retention Date: 02/01/2026
A. Purpose
This emergency message (EM) informs technicians of a change to the Immediate Payment (IP) process in RS 02801.010. Effective immediately, field office (FO) technicians will no longer use the pre-filled Form SSA-795 (Statement of Claimant or Other Person) to document the receipt of IPs. This EM announces the revised Form SSA-8102 (Advance Payment or Immediate Payment Receipt and Notice).
B. Background
Current instructions require FO technicians to pre-fill Form SSA-795 from RS 02801.500 acknowledging the receipt of an IP. Subsequently, technicians will have the beneficiary or their representative payee (payee) sign the pre-filled SSA-795. The blank free format SSA-795 will no longer be used for this purpose because we have revised the SSA-8102 for use in this specific workload.
C. Current Policy
FO technicians may make an IP through the third-party payment system (TPPS) and record the payment in the Critical Payment System (CPS) if a case meets these requirements:
1. A payment is due because of a stop payment action taken, nonpayment, or a newly processed claim;
2. The critical case criteria outlined in RS 02801.001 (for Title II) and/or SI 02004.100 (for Title XVI); and
3. The beneficiary must have an immediate financial need for payment (i.e., a need for food, shelter, medical treatment, etc.) that cannot be reasonably met through other resources available in the community.
NOTE: Technicians currently use Form SSA-8102 to document Title XVI IPs and Emergency Advance Payments (EAP) (refer to SI 02004.010 and SI 02004.060).
D. New Procedure
Effective immediately, FO technicians will use the revised Form SSA-8102 to document the receipt and notification for both EAPs for Title XVI and IPs for Title II and Title XVI. For more information on EAPs, refer to SI 02004.005.
We will incorporate the revised Form SSA-8102 into the respective policies.
Direct all program-related and technical questions to your Regional Office (RO) support staff using vHelp or Program Service Center (PSC) Operations Analysis (OA) staff. RO support staff or PSC OA staff may refer questions, concerns or problems to their Central Office contacts.
References:
RS 02801.010 Immediate Payment (IP) Criteria and Process
RS 02801.500 SSA-795, Statement of Claimant or Other Person – For Immediate Payment Cases – Required Language
RS 02801.001 Critical Case Criteria and Exclusions
SI 02004.100 Immediate Payments (IPs)
SI 02004.010 Field Office Procedures for Emergency Advance Payments
SI 02004.060 Advance Payment or Immediate Payment Receipt and Notice, Form SSA-8102
SI 02004.005 Emergency Advance Payments