Applications under title II cover all classes of title II benefits, (e.g., the benefit types described in 202(a)-202(l) and 223 of the Social Security Act for which the claimant is eligible on all Social Security numbers (SSNs). In addition, a claimant is "deemed" to have filed an application for both reduced retirement insurance benefits (RIB) and reduced spouse's benefits if eligibility for both exists in the first month of entitlement (MOET). Refer to GN 00204.020 for the scope of the application and GN 00201.005 for determining when a separate application is needed.

The claims adjudicator is responsible for reviewing the claimant’s information to determine if multiple entitlements apply. Multiple entitlements refer to claimants who are entitled to more than one Social Security benefit at the same time. For example, a claimant may be entitled (RIB) on their own SSN and as a spouse on another SSN (dual-entitlement). In some situations, a claimant may be entitled to benefits on more than two SSNs (i.e., triple-entitlement).

Example 1:

If a claimant for auxiliary or survivors benefits has an SSN and is within four months of the month of age 62 attainment or older, make a determination concerning entitlement to RIB unless the scope of the application has been restricted. If a claimant is not eligible for benefits on their own SSN, the adjudicator must review the records to consider if the claimant is eligible for benefits on another SSN.

Example 2:

When an claimant is within four months of the month of age 65 at the time the claim is to be denied, consider possible entitlement to Hospital Insurance (HI) under the deemed insured Premium-HI provisions or Supplemental Medical Insurance (SMI) (CMS-4040), including a possible deemed enrollment period.

1. 1. 

   Make a determination on all the types of benefits within the scope of any application in file (see GN 00204.020). However, it is not necessary to make these determinations simultaneously. Process the appropriate disallowance or denial after completion of the pending development and delay any other determination until development is completed. See GN 01010.110 and GN 01010.120 on when to partially adjudicate.

2. 2. 

   If one disallowance or denial has been processed but subsequent development for a separate issue or claim is pending, do not process the second disallowance or denial until all issues are resolved and entitlement is determined not to exist.

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     When development is complete, document the claims file using the report of contact (RPOC) screen with the reason for the second disallowance denial.

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     If RPOC is not available, use a paper SSA-553 Special Determination to annotate the disallowance or denial data and store it in the Non Disability Repository (NDR) or electronic DIB folder (eDIB) as per GN 00301.322.

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     Process the disallowance or denial using Modernized claims system (MCS) whenever possible. If the claim needs manual processing, route the claim to the processing center (PC) via manual adjustment, credit and award process (MADCAP) as “SUBSEQUENT DISALLOWANCE” or “SUBSEQUENT DENIAL.” See SM 00380.001 for input instructions.

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  GN 00204.028 Duplicate Applications

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  GN 00301.313 The Inter-Relationship of the Non Disability Repository for Evidentiary Documents (NDRed) Application as it Relates to the Non Disability Repository (NDR) and the Claims File Records Management System (CFRMS)

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  SM 00380.001 Overview of Disallowances and Abatements

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  SM 00380.500 Overview of MACADE Disallowance Function