If a beneficiary reports an SCE to the N8NN staff, follow the instructions in TC 24020.080E.
REMINDER: If the caller is reporting a marriage and the new spouse is Extra Help eligible,
be sure to ask the caller if the report is also for the spouse.
If the caller reported a marriage and is reporting for both members of the couple,
be sure to enter the SCE on both records in MAPS to mail an SSA-1026-OCR-SM-SCE to
each member of the couple. Each member of the couple must return their form.
EXAMPLE 1: Beneficiary reports a divorce
Bill Jones calls the N8NN in February 2014 to report a divorce from a live-in spouse.
The technician should document this SCE on the Changing Event screen in MAPS. Bill
is not ready to complete the form immediately. The agent inputs the SCE in MAPS via
the Changing Event screen to issue a SSA-1026-OCR-SM-SCE redetermination form to Bill.
MAPS will recalculate the Extra Help amount. If Bill returns the form within the 90-day
period, any changes to Medicare Part D Extra Help will be effective March 2014.
EXAMPLE 2: Beneficiary reports a marriage
Mary Smith, a beneficiary, contacts SSA in May 2014to report a change in the household
composition due to marriage starting March 2014. This is an SCE. Mary says there is
no time to provide the necessary information immediately. The N8NN will take the following
actions:
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•
Input the event on the Changing Event screen in MAPS, which generates a redetermination
form.
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•
Ask Mary if the spouse is also eligible for Extra Help.
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•
If the spouse is eligible for Extra Help, ask if Mary is reporting the change for
the spouse as well.
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•
If Mary is reporting the change for the spouse, enter an SCE for the spouse. The spouse
also will receive a redetermination form.
Each member of the couple must return the redetermination form even though the information
collected on each form should be identical. If we receive the forms within the 90-day
period with the updated income and resource information, we will process them in MAPS
and the system will then determine the new Extra Help eligibility. The effective date
of change will be June 2014 for Mary and the new spouse.