The role of the technician is to review the claimant’s information to determine his
or her eligibility options for benefit decisions. We should not attempt to persuade
the claimant about benefit decisions. Instead, we should provide the claimant with
Social Security program information based on the following:
benefits for which the claimant may be eligible;
monthly benefit amount (MBA) for the earliest possible MOEL, at full-retirement age
(FRA), age 70, and any other months requested by the claimant;
applicability of the MOEL options to the claimant’s situation; and
information requested by the claimant.
If the claimant has decided when to begin receiving benefits and he or she does not
wish to obtain further information, the technician should not pursue other options
for the claimant.
If the claimant files an Internet claim (iClaim), the technician may need to contact
the claimant for clarification purposes to discuss MOEL options. For iClaim procedures,
see GN 00204.055K.
IMPORTANT: Every interview must include an explanation to the claimant about the situations
(i.e., codes “A” and “B”), where earnings are involved and the MOEL selected is conditional
and subject to change through the earnings enforcement process. For more information
about material earnings, see GN 00204.040A. For MOEL options codes, see GN 00204.041.