Decision Factor: Under the accounting selection program, if a beneficiary is concurrently entitled
to title II and title XVI payments, a single SSA-6230 is generated, which enables the payee to account for all payments received
on one form. In these cases the form is controlled under the title XVI system, and
the SSA-6230 is sent to the payee on the SSR.
NOTE: You can identify a concurrent accounting report by presence of computer printed data
in both the Identification (ID) and Beneficiary Identification Code (BIC) field in
the top portion of the form (see GN 00605.061C.).
Apply these instructions when you discover that the SSR and MBR show that different
payees have been appointed:
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•
Resolve the issue which causes the exception;
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•
Obtain an SSA-623(Representative Payee Report) from the title II payee for the accounting
period in question; and
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•
Develop for the appointment of the same payee for both claims.