TN 24 (06-19)

GN 02610.049 How To Complete Sections II and III of SSA-4345-U2

A. Introduction

The FO completes section II of SSA- 4345-U2, Record of Manual Title II Offset Computation, to display the title II offset computed, the noncountable income and the trust funds from which the offset amount must be subtracted for transfer to the general fund.

NOTE: The e4345 was developed for the PC and FO to be able to exchange windfall-offset data electronically. It is a web-based application of the paper SSA-4345. For instructions on completing the e4345, see the Field Office User's Guide and the Processing Centers User's Guide.

B. Procedure

Complete Section II as follows:

1. Block A

Enter beginning and end of offset period.

2. Block B

Enter FOA and SOA from SSA-4346-U2 in RSI column if title II is RSI; DI column if title II is DI.

RESULT: TFR is amount of title II to be transferred from the RSI Trust Fund to the General Fund.

TFD is amount of title II to be transferred from the Disability Trust Fund to the General Fund.

3. Block C

Enter the differences between the retroactive title II due in the offset period and TFR or TFD. This is noncountable income.

4. Section III

PC and FO employees complete this section as needed to assist in identifying the FO and PC employees processing the offset.

 

C. Recomputations

When performing a recomputation of a windfall offset, check to see if the Title II monthly amounts currently provided by the PC are different than the Title II monthly amounts used in the initial windfall offset computation. If the Title II monthly amounts differ by less than $1.00 due to HI/SMI rounding:

  1. 1. 

    Use the Title II monthly amounts from the original windfall offset in your computations in eComps so you do not have to account for the $1.00 tolerance found in SM 03045.910 when calculating any difference in the original windfall offset amount and the recomputed windfall offset amount.

  2. 2. 

    Annotate that you used the Title II monthly amounts from the original windfall offset in the e4345 application to account for the $1.00 tolerance found in SM 03045.910.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0202610049
GN 02610.049 - How To Complete Sections II and III of SSA-4345-U2 - 06/11/2019
Batch run: 06/11/2019
Rev:06/11/2019