When a claimant, or proper applicant on the claimant’s behalf, reports information
that is not a change or correction to an application summary, the Service Representative
(SR) should address the inquiry and take necessary action to update the record.
When a claimant, or proper applicant on the claimant’s behalf, calls or sends in new
or revised information regarding an application summary, follow these instructions:
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•
Query the systems (e.g. Modernized Claims System (MCS), Modernized Supplemental Security
Income Claims System (MSSICS), etc.) to determine if the claim is still pending.
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•
If the claim is pending, follow these steps:
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a.
If pending at the FO, refer to the appropriate Claims Representative (CR) to take
the action.
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b.
If pending at the Workload Support Unit (WSU);
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1.
Fax the revisions or new information to the appropriate WSU; and
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2.
Notify the WSU via phone or email about the incoming information.
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•
If the claim is not pending, take the appropriate action such as processing a change
of address, inputting a direct deposit, or processing a work report as a post-entitlement
action. If a change is for the MOEL, refer the information to the appropriate CR in
the office.
CR and Claims Taker should:
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•
Determine if the new or revised information will have a material effect on an adjudicated
application. If so, take the appropriate post entitlement corrective action (e.g.,
obtain an SSA-795 (Statement of Claimant or Other Person) to document a change a month
of entitlement (MOE), get additional applications, etc.).
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•
Follow applicable instructions for updating the new or revised information to the
application as well as in the Electronic Disability Collection System (EDCS) using
the Update After Transfer (UAT) input, if appropriate. For more information on the
UAT utility, see DI 81010.095.
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•
Print out and send the claimant, or proper applicant on the claimant’s behalf, a new
summary application or amendment under the appropriate attestation notice.
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•
Contact the claimant, proper applicant on the claimant’s behalf, or reporting individual
if you need clarification on the reported changes.
Document changes on an application as follows:
If the change is:
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then use a:
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related to factors of entitlement
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•
Remarks Screen (RMKS) in MCS,
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Person Statement (DPST) screen in MSSICS,
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•
MCS or MSSICS Amended Application,
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Supplemental application, or
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Any other statement signed by the claimant, or proper applicant on the claimant’s
behalf.
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not related to factors of entitlement, is informational, or requires verification
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•
SSA-5002 (Report of Contact)
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MCS Report of Contact (RPOC) screen, or
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•
MSSICS Report of Contact (DROC) screen.
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