A work report is a report of a change in work activity or earnings for a beneficiary receiving title II or title XVI disability benefits. We receive work reports by phone, fax, mail, or in person.

The report may include documentation of earnings, such as:

• •

  pay stubs,

• •

  a W2,

• •

  a tax return, or

• •

  a written or verbal statement that work activity has started, stopped, or changed in some way (i.e., a reduction, or increase in pay or hours).

Take every opportunity to tell beneficiaries or their representative payees to promptly report any changes in work activity. Remind them that work activity and earnings may affect benefits, and they must tell us right away if:

• •

  work starts or stops;

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  duties, hours, or pay changes; or

• •

  they stop paying for items or services needed for work due to the disability.

Remind title XVI and concurrent beneficiaries, deemors, and representative payees to report monthly earnings as soon as possible.For more information on SSI monthly wage reporting, see SI 00820.143.

See also:

DI 10505.005 Determining and Verifying Gross Earnings from Employment

Establish a work report in eWork when you receive information that work and earnings has started, stopped, or changed for a title II or title XVI beneficiary who receives benefits based on disability.

From the eWork main menu:

1. 1. 

   Select Initiate/Update Work Report.

2. 2. 

   Review the Development Summary block. If there is a pending work review, go to DI 13010.020F in this section.

3. 3. 

   Review the list of employers. If the work report is from an employer already listed, select “Add” beside the employer to update the work activity information. CAUTION: Do not select “Edit” or this will bring in prior work reports showing the earlier initiation date for the same employer.

4. 4. 

   If eWork does not list the employer, select “New Employer” at the bottom of the list.

5. 5. 

   Complete the Employment Input Screen with as much information as the beneficiary can provide about the work activity. Select “Submit and Close.”

6. 6. 

   For title XVI and concurrent cases, the “PushT16WrkRpt” screen appears next. Complete the screen with the additional information requested, and to establish a modernized development worksheet (MDW) or development worksheet (DWO1) issue, select one of the following:

   • •

     “READY”: Send to PCOM”

   • •

     “SKIP”: No MDW, or MSSICCS input needed

You cannot enter a work report for a title XVI deemor into eWork. If a title XVI deemor is reporting their own monthly earnings, follow SI 00820.143.

Use SSI Monthly Wage Verification (SSIMWV) to record the deemor’s wages and issue a receipt to the beneficiary or the beneficiary’s representative payee as appropriate.

If the title XVI deemor reports that they will soon start working and does not yet have paystubs, or the case is an SSIMWV exclusion, use DPS to issue a SSA-L724 (Work Report Receipt) to the beneficiary or representative payee. For the fill-in information, provide a brief, one sentence summary of the work report information.

If a work report for the same employer is pending in eWork:

1. 1. 

   Determine if the current report will change the information from the prior report, or is a report for a new period of employment. If the report:

   • •

     is for a new period of employment, select “Add”; or

   • •

     involves work from the same period of employment that is already shown, select “Edit.”

2. 2. 

   Issue a new receipt if the reporter is the beneficiary, the representative payee, or appointed representative.

If the Development Summary block shows that a work review is pending, establish the work report. eWork automatically assigns the work report to the office with jurisdiction of the pending work review.

IMPORTANT: If the beneficiary indicates that they have moved, or wants your office to handle the work review, contact the office with jurisdiction and ask them to transfer the work review to you. After you transfer jurisdiction in eWork, the system automatically transfers the work review in the disability control file (DCF).

When a technician has already established the employer in eWork with a work report, the “Pay Stub Report” feature is only available to input earnings for title II beneficiaries. The pay stub report does not evaluate the affect that earnings have on benefits or provide controls similar to the work report.

To avoid incorrect payments for both title II and title XVI, make sure you evaluate regular, ongoing pay stub reports for a change that could affect the beneficiary’s eligibility to disability.