Decision Factor: Under the accounting selection program, if a beneficiary is concurrently entitled
to title II and title XVI payments, a single SSA-6230-OCR-SM is generated, which enables the payee to account for all payments
received on one form. In these cases the form is controlled under the title XVI system,
and the SSA-6230-OCR-SM is sent to the payee on the SSR.
NOTE: You can identify a concurrent accounting report by presence of computer printed data
in both the Identification (ID) and Beneficiary Identification Code (BIC) field in
the top portion of the form (see GN 00605.061C.).
In rare cases separate payees may have been appointed for each claim. In accordance with GN 00502.183B.4., one payee should be appointed for all benefits to which the beneficiary is entitled, unless
there is some compelling reason to appoint separate payees.
Apply these instructions when you discover that the SSR and MBR show that different
payees have been appointed:
Resolve the issue which causes the exception;
Obtain an SSA-623-F6 (Representative Payee Report) from the title II payee for the
accounting period in question; and
Develop for the appointment of the same payee for both claims.