If the file does not show that there is a surviving spouse in the first order of priority,
the BA can pay the underpayment to an eligible recipient(s) in categories 2 through
6 of the order of priority list in GN 02301.030 if:
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•
the evidence shows there is no one in a higher class;
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•
for children and parents, it is known how many there are in that class; and
-
•
for categories 4 through 6, the underpayment equals three months’ MBP or less.
For information on the application process and evidence needed to receive a Title
II underpayment due a deceased beneficiary, see GN 02301.050 and GN 02301.055, respectively.
NOTE: For categories 4 through 6, if the underpayment exceeds three months’ MBP, refer
the case to a CA for any necessary development and authorization of payment.
After we determine the proper recipient(s), pay the underpayment following the instructions
in GN 01061.020B.2.a.
IMPORTANT: Once processing of the underpayment is complete, refer SSA-1724 forms to the CA
for development of potential survivors claims. For instructions on handling the SSA-1724
as a lead for survivors claims, see GN
00202.020.