For claims adjudicated on or after January 10, 1992, windfall offset applies to the retroactive Title II benefits first even if we paid the Title II current monthly accrual (CMA) before the Title XVI benefits. Paying the Title XVI first will ensure that we protect a claimant’s Medicaid eligibility for months in the retroactive period. If the claimant insists payment of retroactive Title II benefits immediately, and understands the potentially adverse effect on Medicaid eligibility, obtain a withdrawal of the Title XVI application. For policy and procedures for withdrawal of a Title XVI application, see SI 00601.050.

Apply Title II windfall offset in all concurrent awards.

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  Complete the non-medical development of the Title XVI claim as quickly as possible to avoid undue delay in paying any retroactive Title II benefits remaining after offset. If the claimant has at least one representative who has not waived their fee for services, follow the instructions in EM-19010 SEN REV. For additional information about adjudicating Title XVI awards in Title II offset cases, see SI 02006.005B.

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  For information about how to process windfall offset diaries, if the FO determines the individual is not eligible for Title XVI benefits because we denied the Title XVI claim, see SM 01320.010. For specific information about the 8W and 9W diaries, see SM 00815.600 and SM 01320.016, respectively.

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  When the action to pay the retroactive Title II benefits is complete, the supplemental security record (SSR) will post the retroactive Title II benefits as type W unearned income.

For processing instructions for cases where we released the Title II retroactive benefits before applying offset, see GN 02610.050E.

EM-19010 Sen Rev Field Office Processing Instructions for Concurrent Cases Involving Unknown or Unresolved Representative Fees

GN 02610.064 Acquiescence Ruling (AR) On Offset (Mazza)

SI 00601.050 Withdrawal of Supplemental Security Income (SSI) Application

SI 02006.005 Adjudicating SSI Claims in Title II Offset Cases

SM 00815.600 Processing Diary Alerts

SM 01320.010 Windfall Offset Diaries and Alerts - W1, 3W, 4W, 5W, 6W, 7W, 8W, 9W

SM 01320.016 9W Diary Procedure