Effective Dates: 05/15/2019 - Present Previous | Next

TN 22 (05-19)

SI 01320.700 Monthly Deeming Worksheet (SSA-8015/8017)

A. Procedure

1. When to Use

Use the appropriate deeming worksheet to compute deemed income from a parent or spouse. You can use these worksheets instead of the on-line deeming computations.

2. Which Form to Use

IF CLAIMANT IS . . . AND . . . THEN USE FORM
An eligible child living with parent(s) ​ SSA-8017 (or SSA-8016 for periods prior to November 1, 1992)
An eligible individual living with a spouse No optional State supplement (OSS) is involved SSA-8015
An eligible individual living with a spouse OSS is involved* SSA-3123

*EXCEPTION: For months prior to October 1988, use form SSA-8015 and follow the instructions at SI 01320.710 B. (For residents of California and Massachusetts for months prior to October 1988, see regional POMS instructions.)

3. Saving Deeming Worksheets

Once you have computed deemed income, post that income to the system. You do not need to retain the worksheets in the claims file.

If the individual is paid by force payment or one-time payment, file the worksheets in the claims folder to show the payment computation.

B. References

SI 01320.710 Completion of Form SSA-8015 (Spouse to Spouse)

SI 01320.720 Exhibit of Form SSA-8015

SI 01320.730 Completion of Form SSA-8017 (Parent-to-Child)

SI 01320.740 Exhibit of Form SSA-8017

OS 15030.270 SSA-8015, Monthly Deeming Worksheet (Spouse to Spouse)

OS 15030.275 SSA-8016, Monthly Deeming Worksheet (Parent to Child)

OS 15030.280 SSA-8017, Monthly Deeming Worksheet (Parent to Child)

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0501320700
SI 01320.700 - Monthly Deeming Worksheet (SSA-8015/8017) - 05/15/2019
Batch run: 10/15/2024
Rev:05/15/2019