Effective Dates: 11/09/2023 - Present Previous | Next

TN 6 (11-23)

GN 03316.105 Disclosure Without Consent to Primary Claimant/Beneficiary about Auxiliary Claimant/Beneficiary Filing on Their Record

A primary claimant, applicant, beneficiary, or number holder (NH) is entitled to know certain information about individuals who are or who have been entitled on their Social Security record. The primary claimant, applicant, beneficiary, or NH is the person under whose Social Security number (SSN) a claim is filed.

NOTE: This does not include information about individuals whose claims are still pending.

A. Content of disclosure

We may disclose the following information about auxiliaries to a primary claimant, beneficiary, or NH:

  • •

    first and last name;

  • •

    collective benefit amount, (i.e., the amount of the benefit, the effective date of that benefit amount, and any changes in the benefit amount and the effective dates of those changes); and

    NOTE: This disclosure does not include the amount of any monthly check or the amount of any retroactive benefit check. The benefit amount does not mean the payment amount. The actual check amount could be different from the benefit amount due to a number of factors, such as a deduction for a Medicare premium, work deduction, or a deduction for an overpayment.

  • •

    date(s) and period(s) of entitlement, including date(s) benefits were terminated.

B. What not to disclose

Do not disclose any of the following information about auxiliaries to the primary claimant, beneficiary, or NH:

  • •

    auxiliary’s SSN;

  • •

    auxiliary address;

  • •

    whether or not benefits were paid (or were suspended, etc.);

  • •

    current payment status;

  • •

    amounts of individual benefit checks;

  • •

    first and last names of representative payees (payee), copies of payee applications, or payee accounting; or

  • •

    new first and last names of adopted children.

EXAMPLE: A NH inquires about his son's entitlement to benefits on his record. The NH requests information about the date his son became entitled, the amount of his benefit, and the amounts of the actual checks issued to his son, including any retroactive checks.

We may disclose the son’s entitlement date, the amount of the benefit awarded, any subsequent changes in the son’s benefit amount, and the effective dates of those changes. However, you may not disclose the amounts of any of the son’s checks.

IMPORTANT: For special actions that are required when special indicator (SPIN) 6 appears on the Numident record see RM 10215.230.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0203316105
GN 03316.105 - Disclosure Without Consent to Primary Claimant/Beneficiary about Auxiliary Claimant/Beneficiary Filing on Their Record - 11/09/2023
Batch run: 11/09/2023
Rev:11/09/2023