PSY (Displayed on the NAME line)
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Payment status, possible concurrent case
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TITLE II ONLY CASE: If the DDS receives a Title II only claim and the PSY code starts with a “C”, “E”,
or “M”, this indicates a Title XVI entitlement and clarification with the FO is necessary,
see DI 28030.010D.6.
TITLE XVI ONLY OR CONCURRENT TITLE II/TITLE XVI CASE: If the PSY entry begins with "T" (associated with terminated status), see DI 28030.010D.3.
If the PSY code entry begins with "H", "N", "P", or "S", the DDS should contact the
FO to see if a CDR determination is needed, see DI 28030.010D.4.
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The PSY code is associated with current pay status for Title XVI recipients.
A PSY field code of C01, E01, E02, M01, or M02 indicates the Title XVI recipient is
eligible for Supplemental Security Income (SSI). Other corresponding PSY codes are
"T for terminated status, “H” for hold status, “N” for nonpayment, “P” is for nonpayment
but potentially eligible pending SGA involvement, and “S” which is for “suspended”
status.
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SM 01305.001G, SM 10802.130, SM 01601.805
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AUTH
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Appointed Representative (Attorney or Non-attorney)
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If there is a discrepancy with the information displayed in the authorized representative
(AUTH) query section (corresponds with appointed representative) for the current case
and the information in Disability Case Processing System (DCPS) or other documents
such as the SSA-454, see DI 28030.010D.2.
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Compare information in this field with additional documentation received in eView,
such as information on the SSA-454 and any appointed representative documentation,
such as the SSA-1696 and Fee Agreement. Do not contact the FO if the query only identifies
an appointed representative on a previous case and not the current case.
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SM 01601.490
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LAF (Displayed on RCRD segment in query)
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Payment status, possible concurrent case
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TITLE II ONLY CASE OR CONCURRENT TITLE II/TITLE XVI CASE: If the DDS receives a Title II only case and the LAF code starts with an “A”, “D”,
“S”, “T”, or “X”, this indicates a beneficiary that is not currently receiving Title
II monthly benefits. The DDS should review the code indicated and determine what the
payment status is as additional clarification or action by the FO may be necessary,
see DI 28030.010D.3. and DI 28030.010D.4.
TITLE XVI ONLY CASE: If the case is Title XVI only and the LAF code is "C" or "E", this indicates the
indicates the individual is receiving Title II benefits and clarification with the
FO is needed, see DI 28030.010D.6.
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The LAF code corresponds with Title II payment status.
A LAF code of “C” or “E” indicates a Title II beneficiary in insured current payment
status, receiving monthly benefits (i.e. in current pay status).
LAF code “A” corresponds with a withdrawn or adjusted status, “D” for deferred, “S”
for suspended, “T” for terminated, or “X” for other (e.g., beneficiary deported, uninsured
status).
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SM 00550.020, SM 01601.520C.8., SM 10802.120
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ADDR, TL, RADR
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Address and telephone numbers
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Review for information that differs from the information provided on the SSA-454 or
in DCPS, see DI 28030.010D.5.
The query may contain an indicator “Current Action Date” or “Address Change Date”
(ACD) that provides the last date the address was updated in the query field. If this
date is more than 12-months before the date the case is assigned to the adjudicator,
default to the information in DCPS. Additional clarification with the FO may be necessary,
depending on the evidence.
If the address in DCPS differs from the SSID query but the beneficiary or recipient
completed and returned any forms that were mailed to the address in DCPS, there is
no need to clarify this information with the FO. This also applies to telephone numbers
if the beneficiary or recipient is successfully contacted at the number in DCPS but
the SSID query indicates a different number. The DCPS information would be considered
the most up to date, unless information during case development suggests otherwise.
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The address (ADDR) segment of the SSID query provides mailing address data. If the
mailing address differs from the recipient’s residence address (RADR), a different
address displays in the RADR portion of the ADDR segment.
The beneficiary or recipient’s telephone number is in the ADDR segment in the telephone
(TL) field.
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SM 01601.535
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REPY, LEGG
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Representative Payee (Payee) or Guardian
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If this field is not displayed, this means there is not a representative payee or
guardian assigned to the case. If there is a discrepancy with the current information displayed in the query and
the information receipted electronically in DCPS or the SSA-454, see DI 28030.010D.1.
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Information describing a representative payee, including the telephone number, is
in the PAYEE or Representative Payee (REPY) Data segment.
Information describing a legal guardian, including the telephone number, is in the
Legal Guardian Data or LEGG segment.
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SM 01601.505, SM 01601.565
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DIAR
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Diary information
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The requirement to review this field only applies to lost folder cases.
If the date in the diary (DIAR) field has not matured and will not mature within the
next three months (and no other reason is identified for an earlier review), the CDR
may have been sent to the DDS for medical review prematurely, see DI 28030.010D.7.
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Review the file for accompanying documentation in the claim folder and DCPS to see
if additional correspondence was received providing a rationale to review the case
earlier (such as earnings record postings or potential fraud or similar fault, see
DI 13001.005 and DI 28003.005C).
NOTE: Generally, this information will be in the SSA-831, SSA-832, or SSA-833 in the comparison
point decision (CPD) folder and there is no need to review this field in the query.
If the case is a lost folder and the prior folder documents are not available, the
DDS adjudicator must review this field in the query.
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SM 01601.580
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UMIH
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Possible concurrent case
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If the case is Title XVI only and there is an entry of "A" in the Type (T) field of
the Unearned Income Data (UMIH) segment, this indicates the recipient may also receive
Title II benefits. Contact is needed with the FO for clarification to determine if
a Title II CDR review is also necessary, see DI 28030.010D.6.
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The UMIH segment of the SSID query shows receipt of various types of unearned income,
including Title II benefits and the associated claim number. Title II benefits are
coded as “A” type unearned income in the Type (T) field.
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SM 01601.760
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