If the application was filed on Form SSA-8001-BK (Application for SSI) or the application was filed on MSSICS but the claim is locked, obtain a supplemental Form SSA-8000-BK (Application for SSI) and all necessary related forms. (See SI 00604.001 for instructions on completing the SSA-8000-BK.)

Ask questions on the SSA-8000-BK that were not asked before or that elicit information about factors subject to change. For example, do not ask about other names or social security numbers (SSNs), date of birth, place of birth, disability.

Conduct the PERC via MSSICS if the claim on MSSICS is not locked. As long as the disability allowance has been posted, you will be guided automatically through the full claims path to answer the unanswered questions when you access the claim in UPDATE mode.

If you are conducting the PERC in response to an early alert notification, change the application type to FULL to complete the claims path.

CAUTION: Do not input the disability decision on the CDIB screen upon receipt of the early notification because the decision is not yet final.

Compare information on the SSA-8000-BK to the SSA-8001-BK or the MSSICS record of the initial application. Resolve any conflicts.

Review with the individual answers given previously to questions whose answers are subject to change. (For example, there is no need to review other names or SSNs, date of birth, place of birth, or disability.) Record any changes since the application was filed.

Transmit the PERC Code and Date, to the PERC - Update (PC) field (SM 01005.660). See SI 00603.030 for the definition of PERC date. See SI 00603.033A.2. if the PERC date is more than 4 calendar months prior to the current month.

Enter Y in answer to CLOSE OPEN EVENT on the DSSR screen and enter the INITIAL CLAIM DECISION on the DADJ screen.