TN 78 (01-24)
Individual loses EP status permanently if for any month after December 1973 does not
meet each of the criteria in SI 00501.100B.2.
No longer an EP beginning the month they become eligible for SSI.
A qualified individual may request in writing that SSA determine the FBR without the
addition of an EP increment even if the deeming of income and resources from the EP
does not cause a reduced payment or ineligibility.
SSA must explain to the individual how the EP increment works (i.e., it may either
lower or increase the monthly payment depending upon what income the EP has).
The request is irrevocable and results in the permanent loss of EP status for any
person excluded by the request.
The loss of EP status is effective the month following the month of the written request.
EP remains an EP if:
Intends to return; and
Facts support intention; and
There is a likelihood of return; and
Absence does not exceed 90 days.
If a qualified individual is temporarily absent from their home (e.g., hospitalization), the EP increment continues if:
Absence does not exceed 6 months.
Determine eligibility without consideration of that EP. The EP loses that status permanently
and the increment no longer applies.
A qualified individual loses the EP increment(s) effective with the earlier of the
month following the month in which:
Qualified individual's absence exceeds 6 months; or
EP's absence exceeds 90 days; or
EP or qualified individual changes intent and the absence becomes permanent; or
EP or qualified individual indicates prior to leaving the home they will not return
If a qualified individual becomes ineligible (e.g., because of their own excess income
or resources) and subsequently reestablishes eligibility, EP status may resume as
well, if they meet all requirements.
Contact the qualified individual and the EP or authorized representative to see whether the
qualified individual intends to return to reside with the EP. (Use telephone contact
Record the information on a report of contact (RC).
Control the case via diary or listing procedures (see SM 01301.200 ff.) for recontact with
the individual prior to the expiration of the time period (i.e., 6 months for the
qualified individual and 90 days for the EP).
Recontact the individual before the expiration of the time period (see SI 00501.110B.). If the absence will exceed the time period, document the file and make input to
end the EP increment the following month. (See SM 01301.525F.4.)
The same procedures explained above apply.
Any month or months the qualified individual receives an EP increment and we subsequently determine the EP is an ES is not an overpayment.
No underpayment is due the newly determined ES.
Any payment made to the eligible (qualified) individual for the month represents payment to both
the individual and eligible spouse.
Make payments to the eligible couple in accordance with SI 02001.005.
CAUTION: An overpayment may exist in a. above if we otherwise pay the qualified individual
When a person is no longer an EP, notify the qualified individual or the representative
of the proposed reduction in the payment amount. Suppress the systems-generated notice
following SM 01301.675 and send an SSA-L8155-U2 (see NL 00803.030).