-
•
Determine if RR earnings will increase the primary insurance amount (PIA) and benefit
rates,
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•
Develop for potential survivor benefits or lump sum death payment (LSDP), when applicable,
and
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•
Route the case to the benefit authorizer (BA) for processing.
REMINDER: When developing for potential entitlement to survivor benefits or a LSDP, prior to
sending the case to the Development Holding File (DHF) (DHF or DEV depending on the
PC) location, route the case to the BA to process any necessary actions on the survivor's
own record. For example, the BA may need to change the LAF from E to C and transfer
Medicare to SSA. The action should go to the DHF (DHF or DEV) location after BA processing.
If no social security benefits are payable, and item 6 contains Medicare (HI/SMI)
information, request FO development to obtain a HI/SMI only application. Include the
following in the FO development request:
-
•
the HI/SMI dates of entitlement (DOE),
-
•
premium paid through date,
-
•
State buy-in information,
-
•
advise the FO to process the case via the A101 procedure.
For additional information on HI leads from RRB, see HI 00801.116.