If an individual inquiring about HI filing is currently entitled to an RR annuity
or is being considered in computing an annuity under the SSA guaranty provision, inform
the individual that shortly RRB should send notification they are automatically entitled
to HI as a QRRB. However, if an individual could be entitled to an RR annuity or could
be considered under the SSA guaranty provision but has not filed application with
RRB, advise them to apply at the servicing RRB district office. Where there is any
question about an individual's RR status and is not eligible for monthly RSDI benefits,
obtain an SSA-18F5.
When an application for deemed insured HI is accepted but the individual is eligible
for HI as a QRRB, the claim must be formally disallowed. The notice of disallowance
will explain why ineligible for HI with SSA. If the claims file does not indicate
the individual has filed an application with RRB, advise them to contact the servicing
RRB district office; they should be instructed to present the disallowance notice
to that office. Include in the notice a reference to the date the individual filed
HI application since this date may establish an earlier filing date for the RR benefit.
If one requested enrollment for SMI, also refer to the date of the filed request.
The processing center will retain all claims material in the claims folder although
photocopies of this material may be prepared and sent to RRB upon request.