The FO will trigger an automated computation whenever possible (SM 01320.100B.2.).
To compute the offset for the newly eligible member manually, the FO must:
| STEP |
ACTION |
|
1
|
Do an offset computation for the couple following steps 1 through 8 of GN 02610.035.
|
|
2
|
Subtract the offset previously computed for the other member from the results of Step
1. if offset periods overlap.
|
|
3
|
Subtract the results of step 2 from the newly eligible member's retroactive title
II benefits due.
|
|
4
|
If the results of step 3 are less than the retroactive benefits due the new member
in the offset period, this is the new member's NCI.
|
|
5
|
Post offset results to the SSR (SM 01320.204). If unable to post or the PC initiates
the request, call the PC with offset results and send them the worksheets with instructions
to “prong
file.”
|
| |
The PC will:
-
-
•
subtract the offset amount from the retroactive title II benefits due the newly eligible
beneficiary,
-
•
transfer the offset amount from the trust fund to the general fund,
-
•
subtract any SSI collectible overpayment - see SI
02220.021.
-
•
release any remaining title II benefits to the beneficiary.
|