Identification Number:
NL 00702 TN 4
Intended Audience:See Transmittal Sheet
Originating Office:Systems
Title:Aurora-General
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part NL – Notices, Letters and Paragraphs
Chapter 007 – Letters and Paragraphs for Title II, Title XVI, and Title XVIII
Subchapter 02 – Aurora-General
Transmittal No. 4, 11/24/2020

Audience

PSC: BA, CA, CS, DS, ICDS, IES, ILPDS, IPDS, ISRA, NPR, PETE, RECONR, SCPS, TSA, TST;
OCO-OEIO: BET, BIES, BTE, CC, CDT, CR, EIE, PETL, RECONR, RECOVR;
OCO-ODO: BTE, CCE, CR, CST, CT, CTE, CTE TE, DE, DEC, DS, DSE, PAS, PETL, RCOVTA, RECONE, RECOVR;
FO/TSC: CS, CS TII, CSR, FR, OA, OS, RR, TA;

Originating Component

OSE

Effective Date

Upon Receipt

Background

QAT for minor change

Summary of Changes

NL 00702.135 Initiating an Exhibit or Form Letter

add another Type of Notice and remove the following sentence "No other options are acceptable for type of notice".

NL 00702.136 Initiating a Completely Dictated/Manual Letter

add another Type of Notice and remove the following sentence "No other options are acceptable for type of notice".

NL 00702.135 Initiating an Exhibit or Form Letter

A. Introduction

If UTIs must be added to exhibit or form letters, technicians may select UTIs from any program source processed by M/TEXT.

B. Procedure

To initiate an exhibit or form letter, first enter the I Queue. Use PF20 to initiate a new document. The screen will prompt you for SSN, BIC/PIC and exhibit/form/UTI. Then press ENTER. The next screen, prompts - “01 Press enter to time stamp.” Press ENTER. The next screen asks for a batch number, type of notice, PSC address, date of notice, claim number/ref, BIC/PIC, L1041 and L1041 reference. Ignore the prompts for L1041 and L1041 reference. This entire screen is optional, all of the prompts can be left blank.

For letters responding to inquiries, it may not be appropriate to show a “type of notice” on the third line of the heading. In these cases the SSA-573 or other instruction will indicate “DELETE TYPE OF NOTICE.” Use the SHIFT/6 key to hold the space instead of entering a type of notice. This will allow the third line to remain blank.

For Black Lung Award Certificates and Health Insurance Award Certificates, enter “Notice of Award.”

On the subsequent screens, just complete the prompts. Then, using PF17 to view the document, if there are any error messages, go back to the edit screen and use the head command “E” to go through the prompt screens again.

C. List of types of notices

This is a sample list of different types of notices:

Authorization to Charge and Receive a Fee
Claim Information
Important Information
Notice of Award
Notice of Change in Benefits
Notice of Change in Payment
Notice of Continuing Disability Review
Notice of Disability Cessation
Notice of Disapproved Claim
Notice of Dismissal
Notice of Overpayment
Notice of Planned Action
Notice of Reconsideration
Overpayment Information

If no entry is made, M/ TEXT will default to “Important Information.”

NL 00702.136 Initiating a Completely Dictated/Manual Letter

A. Policy

When constructing dictated/manual letters, technicians may select UTIs from any program source processed by M/TEXT.

B. Procedure

To initiate a completely dictated or manual letter, first enter the I Queue. Use PF20 to initiate a new document and follow the prompts to complete the letter. Answer the screen prompt for SSN, BIC/PIC. The exhibit/form/UTI prompt will be left blank unless a specific UTI is used when preparing a manual notice. In this case, the UTI may be entered. Then press ENTER.

The next screen asks for a batch number, type of notice, PSC address, date of notice, claim number/ref, L1041 and L1041 reference. Ignore the prompts for L1041 and L1041 reference. The batch number, type of notice, date of notice (see NL 00702.184), claim number/ref and BIC/PIC are optional.

For letters responding to inquiries, it may not be appropriate to show a “type of notice” on the third line of the heading. In these cases the SSA-573 or other instruction will indicate “DELETE TYPE OF NOTICE.” Use the SHIFT/6 key to hold the space instead of entering a type of notice. This will allow the third line to remain blank.

For Black Lung Award Certificates and Health Insurance Award Certificates, select “Notice of Award.”

If the letter consists of UTIs enter the line command “A” in the line edit margin on the line above the #SIGNATURE model, followed by the number of blank lines needed to enter the UTIs and press ENTER. Enter the UTIs preceded by a “#” and press ENTER.

You will be automatically prompted for the fill-ins of the UTIs included in the document. If the prompts do not appear then enter “E” on the head command line and press ENTER or enter “E” in the line edit margin next to each new UTI with fill-ins and press ENTER.

If the letter consists of dictated text, see NL 00702.122.

C. List of types of notices

This is a sample list of different types of notices:

Authorization to Charge and Receive a Fee
Claim Information
Important Information
Notice of Award
Notice of Change in Benefits
Notice of Change in Payment
Notice of Continuing Disability Review
Notice of Disability Cessation
Notice of Disapproved Claim
Notice of Dismissal
Notice of Overpayment
Notice of Planned Action
Notice of Reconsideration
Overpayment Information

If no entry is made, M/ TEXT will default to “Important Information.”


NL 00702 TN 4 - Aurora-General - 11/24/2020