If an RR annuitant requests repayment of SSA benefits through an adjustment of the
accrued amount of annuity due from the RRB, the PC will:
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Obtain a request and consent statement on an SSA-795 Statement of Claimant or Other
Person (if the FO did not previously secure one).
EXAMPLE: “In order to repay benefits owed as a result of my WD of an application for SSA benefits,
I request that the Social Security Administration repayment due in the amount of ($ FILL IN) be withheld from the accrued amount that will be due me from the Railroad Retirement
Board.”
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Email a copy of the request for WD and the applicant's request and consent statement
to the Director of Retirement Claims, Railroad Retirement Board at RSB-InquiriesFromSSA@rrb.gov. The documentation must include:
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Both RRB and SSA claim numbers;
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The trust fund to be credited; and
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A request that the RRB furnish SSA with a copy of the adjustment letter sent to the
annuitant.
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Upon receipt of the adjustment letter, notify the claimant that we have approved the
request for WD.
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Set a diary for verification of the transfer after we have notified the claimant of
the approval of the WD request. The PC must diary these cases for 60 days. If no response,
prepare a 30-day follow up and email it the RRB. If we do not receive a response after
the 30 days, deny the WD request for no repayment and send a copy of the denial to
the RRB at RSB-InquiriesFromSSA@rrb.gov.
NOTE: If the accrued amount of RR benefits is not enough to offset the Title II benefit
repayment, request a direct refund of the balance before final approval of the WD.