Example 1: Clyde Darrow is age 68. They telephone the field office (FO) on 2/15 to ask about
SSI payments for themselves. The claims specialist (CS) documents their protective
filing date (2/15) in the enhanced Leads and Appointment System (eLAS). Clyde chooses
to visit the FO the same day and completes and signs an SSI application. Since the
oral inquiry date and the date the application was taken in the FO are the same day,
the filing date is 2/15.
Example 2: Sam Smith is age 70. They telephone the FO on 2/9 to ask about SSI payments for themselves.
The CS documents their protective filing date in eLAS. Sam visited the FO on 3/18
and filed their application. In this situation, use 2/9, the date of the oral inquiry
as the application filing date. Using the protective filing date is important because
it gives Sam the earliest possible filing date and full appeal rights back to the
date they first contacted SSA about filing for SSI benefits.
Example 3: Will Farrow attains age 65 on 3/11. They are not blind or disabled. Their social worker
telephones the FO on 2/13 to inquire about SSI payments for them. Will visits the
FO and completes and signs an SSI application on 3/3. Use 3/11, the date Will attains
age 65, as their filing date. When the application filing date is before the date
of attainment of age 65, the date the claimant attains age 65 must be input into the
system as the filing date. Will is eligible in March (E02 month). Payments will begin
4/1. (See SI 00601.009B.2. for the coding instructions.)
Example 4: Jack Mann calls the 800 Number on 4/5 to inquire about benefits for their neighbor,
Mark Norwood. Mark is disabled and needs help to meet their living expenses. The customer
service representative (CSR) explores eligibility for all benefits including SSI.
Since a potential loss of SSI benefits exists, the CSR documents the date of the oral
inquiry, 4/5, and notifies the FO the same day to obtain an application from Mark
Norwood. The valid application is taken and received in the FO on 5/2. The FO will
use the date of Jack Mann's oral inquiry, 4/5, as the application filing date.
Example 5: Lora Roth calls the 800 Number on 10/1 to inquire about filing for SSI disability
benefits. The CSR documents the date of the inquiry 10/1 in eLAS and schedules a teleclaim
appointment for 10/15. The application is taken that date and sent to Lora for their
signature. The application is received in the FO on 10/30. The application filing
date is 10/01. Since Lora is eligible in October (E02 month), benefits will begin
11/1. (See SI 00601.015B for when the protective filing date is material.)