Retention Date: 03/21/2023
|Originating Office:||DCO OPSOS|
|Title:||WorkTrack Enhancements for SSI Waiver and SSI Non-Medical Reconsideration Requests|
|Type:||EM - Emergency Messages|
|Program:||Title XVI (SSI)|
|Link To Reference:||See References at the end of this EM.|
This Emergency Message (EM) provides Field Offices (FOs) information and instructions regarding changes to WorkTrack profile and sort functions designed to better track and control SSI waiver and SSI non-medical reconsideration requests.
When the agency issues a Notice of Overpayment or a Notice of Planned Action (NOPA), the recipient has the right to file a reconsideration request using an SSA-561-U2 form or other writing or, in response to an overpayment notice, to request a waiver using the SSA-632-BK form (see SI 02260.001 and SI 04020.020). These documents are loaded into WorkTrack for review and processing.
The WorkTrack enhancements detailed in this EM allow for streamlined identification of these documents, which must be input timely to provide due process rights and continuation of payments or suspension of overpayment recovery until a decision is made on the reconsideration or waiver request.
C. New WorkTrack Functions
1. Mandatory Profiling Selections
NOTE: SSA-561s in “pending status” at the time of this release will also require this new identification.
a. Effective with the release of this EM, as part of the profiling process in WorkTrack, when management or designated staff identifies a document as a reconsideration request, they will specify if the reconsideration request is medical or non-medical by selecting:
- 561M – Request for Reconsideration (Medical)
- 561N – Request for Reconsideration (Non-Medical)
IMPORTANT: Per SI 04020.020, individuals do not need to submit form SSA-561-U2 in order to file a reconsideration. Consider any written disagreement with an initial determination as a request for reconsideration and identify it in WorkTrack as 561M or 561N.
NOTE: The main profiling elements required for a “Process Ready” document, also known as, a “Fully Profiled” document are: Page Selection, SSN, Last name, and Form Type. If any of these main elements are missing, the document will not appear as “Process Ready” because some of the elements necessary to electronically identify the document are missing. With this change, when Form Type 561M, 561N or 632 is selected, the document will not be considered “Fully Profiled” until the Title Field is also selected.
b. If the Form Type is 561M, 561N or 632, the Title Field becomes mandatory and management or designated staff must choose one of the following:
2. New Document Status Tab – “Spotlight”
These forms are time-sensitive and should be processed according to local FO instructions.
Technicians should follow current FO workflows for processing, including making necessary inputs and uploading the scanned image into NDRED or eView as appropriate. Once uploaded or otherwise processed, the document will be marked as “complete” and will no longer be on the FO pending list in WorkTrack.
Documents automatically stored under this tab include the following Form Types:
- T16 – 561N - Request for Reconsideration (Non-Medical)
- Concurrent – 561N - Request for Reconsideration (Non-Medical)
- T16 – 632 - Request for Waiver of Overpayment Recovery
- Concurrent – 632-Request for Waiver of Overpayment Recovery
Direct all program-related and technical questions to your Regional Office (RO) support staff 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.
SI 04020.020 Requests for SSI Reconsideration
SI 02260.001 Basic Requirements Concerning Supplemental Income (SSI) Overpayment Waiver
SI 02301.300 Due Process Protections – General
EM-21051 Mandating Use of the Dallas Appeals Application for Non-Medical Post Eligibility Supplemental Security Income Reconsideration Requests
WorkTrack User Guide
EM-21062 - WorkTrack Enhancements for SSI Waiver and SSI Non-Medical Reconsideration Requests - 09/21/2021