PROGRAM OPERATIONS MANUAL SYSTEMPart SI – Supplemental Security IncomeChapter 023 – Posteligibility EventsSubchapter 05 – Redeterminations of Eligibility and/or Payment AmountTransmittal No. 68, 09/05/2019
This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.
Summary of Changes
SI 02305.001 General Information About Redeterminations
Deleted the fourth bullet to remove a link to an internal SSA site. Replaced it with: "Death Information Processing System (DIPS) User Guide"
A redetermination (RZ) is a review of a recipient's/couple's non-medical eligibility factors (i.e., income, resources, and living arrangements) to determine whether the recipient/couple is still eligible for and receiving the correct SSI payment.
In order to avoid payment errors and to identify existing payment errors as soon as possible, it is extremely important to:
Complete RZs accurately;
Maintain the required documentation; and
Update the Supplemental Security Record (SSR).
Scheduled RZs are selected and conducted at periodic intervals. Intervals vary depending on the likelihood of payment error.
Unscheduled RZs are conducted based on a report of change in a recipient's/couple's circumstances that may affect eligibility and payment amount. Instructions for unscheduled RZs are in SI 02305.022.
Review all factors of eligibility
In general, the following eligibility factors are not reviewed.
Age, unless the FO questions the previous determination.
Citizenship, unless the recipient is identified on the SSR as a non-citizen (AR code is other than A, C, or D with a date of eligibility of 01/01/82 or later, or M, N, or Q) or if the previous determination is questionable.
A disability redetermination is due per DI 11070.001.
NOTE: A disability redetermination is always required upon attainment of age 18
Continuing disability/blindness is an issue per DI 13005.001, or
An aged individual potentially qualifies under 1619(b) per SI 02305.030C.5.1.
NOTE: Section 1619 cases may require a continuing disability review (CDR). See DI 13005.018B to determine when a CDR is necessary.
Conduct RZ interviews using appropriate forms or by completing the appropriate RZ path in the Modernized SSI Claims System (MSSICS).
The Modernized System Operations Manual (MSOM) Modernized SSI Claims System (MSSICS), MSOM MSSICS 001.001 through MSOM MSSICSCOMPS 002.001
RZ Forms or MSSICS, SI 02305.032
Systems Processing for SSI Redeterminations, SM 01501.000 ff.
Death Information Processing System (DIPS) User Guide
RZ for Non-qualified Grandfathered Aliens, SI 00502.153E.
Accessing PE ODS, PE ODS RZ/LI User's Guide