Effective Dates: 06/02/2026 - Present Previous | Next

TN 99 (06-26)

SI 02305.110 Potential Eligibility for Title II Benefits - RZs

REMINDER: Use DISCO whenever there is potential entitlement to title II benefits for a SSI recipient.

A. Introduction

This section provides procedures for developing recipient allegations to potential eligibility for Title II benefits. The questions on the paper forms and SSI Claims System screens help identify recipients who are not receiving Title II benefits but are potentially eligible for them. It also identifies those who are already receiving Title II benefits but may be entitled to a higher or additional benefit amount on their own or another's account number.

B. Description of RZs Completed on MSSICS Screens

Opening a REDETERMINATION with or without RECAPs event in the SSI Claims System creates a path that will guide the interviewer to the appropriate screens to document allegations and evidence relating to potential eligibility for Title II benefits.

C. Description of Form SSA-8203-BK - Question 26

Question 14 on the SSA-8203-BK Please answer the following questions:

  1. a. 

    Are you age 62 or older?

  2. b. 

    If you are age 50 or older, are you a widow (er)?

  3. c. 

    If you are age 50 or older and divorced, is your divorced spouse deceased?

  4. d. 

    If you were disabled before age 22, do you have a parent who is age 62 or older or disabled, or deceased?

D. Policy

During the RZ process, the interviewer must explore potential eligibility for all classes of Title II entitlement on the recipient's SSN and the records of others. If the recipient is potentially eligible for Title II benefits or a higher Title II benefit than they are currently receiving, e.g., spouse's, survivors, or childhood disability benefits, the interviewer must explain the filing for other benefit requirements in SI 00510.001 - SI 00510.030 and ask the recipient if they intend to file. If the recipient intends to file for Title II see GN 00204.027 and SI 00601.035 for determining whether or not an open Title II application exists.

NOTE: If the individual files a Title II application, the claims adjudicator must review all protective filing documentation and determine the correct protective filing date, refer to GN 00204.010.

If the recipient does not wish to file for Title II benefits or files but does not elect full retroactivity, follow the filing for other benefit procedures in SI 00501.001 - SI 00510.030. If the individual does not comply with the filing for other benefit procedures, you must suspend SSI benefits.

E. Procedure

 

1. Recipients' allegations do not indicate potential eligibility for Title II

If recipients' allegations do not indicate potential eligibility for Title II,no further action is required to develop potential eligibility for Title II benefits. See GN 00203.025 for instructions on processing Medicare only applications.

2. Recipients' allegations indicate potential eligibility for Title II or potential for an increased Title II benefit

If recipients' allegations indicate potential eligibility for Title II or potential for an increased Title II benefiton another SSN, explain the filing for other benefit requirements and ask the recipient if they wish to file. If yes, take an application. If an application is not filed immediately, you must close out the proctive filing, refer to GN 00204.012. See SI 00510.001 - SI 00510.030 for when to issue the SSA-L8051 notice. If no, follow the filing for other benefit procedures. If the recipient does not comply with the filing for other benefit requirements, suspend SSI benefits.

3. If the SSI recipient is receiving Title II and is entitled to a higher benefit on another SSN but refuses to file for the higher benefit

If the SSI recipient is receiving Title II and is entitled to a higher benefit on another SSN but refuses to file for the higher benefit, follow the filing for other benefit procedures in SI 00510.00 - SI 00510.030. If the claimant does not comply, suspend SSI benefits.

F. References

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0502305110
SI 02305.110 - Potential Eligibility for Title II Benefits - RZs - 06/02/2026
Batch run: 06/02/2026
Rev:06/02/2026