Effective Dates: 09/22/2025 - Present Previous | Next

TN 27 (09-25)

SI 00603.036 Full Preeffectuation Review Contact for Simultaneous Development Claims

A. Introduction

The procedures in this section are for conducting a full preeffectuation review contact (PERC) upon receipt of the first notice of disability allowance (see SI 00603.030 for the definition of a notice of disability allowance) on a simultaneous development claim. The following procedures are divided into instructions for non-MSSICS processing and processing via MSSICS.

B. Procedure - non-MSSICS processing

Follow the instructions below for claims completed on paper or claims completed on MSSICS but the MSSICS record is locked.

1. Obtain SSA-8203-BK

Obtain Form SSA-8203-BK (Statement for Determining Continuing Eligibility for SSI Payments) following directions in SI 02305.071 ff. and the following special instructions.

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    Annotate “PERC” in the upper right-hand corner of page 1 of the form.

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    Enter the reference date (see SI 00603.030 for a definition of reference date).

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    Answer all resource questions as of the first moment of the month the SSA-8203-BK is completed.

2. Review previous answers

Compare the responses on the SSA-8203-BK with Form SSA-8000-BK (Application for SSI) in file or the MSSICS record of the claim. Resolve any conflicts.

REMINDER: You may have to wait to complete this step if the SSA-8000-BK is unavailable either because you are processing the claim under the ODAR EDN procedure or because the case has been selected for Appeals Council own motion review.

Ask the Supplemental Nutrition Assistance Program (SNAP) questions again, if appropriate. For detailed information, see Screening Individuals for SNAP Eligibility or Application Status (SI 01801.010).

3. Summarize changes

Consider income and resource fluctuations for every month from the reference date to the month of contact. If there have been material changes, summarize them on an SSA-5002. Include the dates the changes occurred and the effects of the changes.

4. Systems input

Transmit the PERC code and date to the PERC-Update (PC) field when all nondisability development is complete (SM 01005.660). See SI 00603.033A.2. if the PERC date is more than 4 calendar months prior to the current month.

C. Procedure - MSSICS processing

1. Bringing up PERC path

a. Early Alert Notification Received

If you are initiating the PERC as a result of an early alert notification, access the Preeffectuation Review Contact page by selecting it on the Person Status page. Once all development is complete, adjudicate the claim.

CAUTION: Do not input the disability decision on the Disability Clearance page upon receipt of the early notification because the decision is not yet final.

b. Final Decision Received

If you are initiating the PERC upon receipt of a final medical allowance, and more than 120 days have elapsed since the application file date, the Preeffectuation Review Contact page will come up in the path as long as the medical allowance has been posted when you enter the claim in UPDATE mode.

2. Completing the PERC

Once you are on the Preeffectuation Review Contact page, you may choose between a PERC with RECAP screens or a PERC without.

Complete the screens by telling the claimant what was previously reported or verified and ask if there have been any changes in the information since the PERC reference date. If so, enter the changes. Ask the SNAP questions again.

Print the PERC from the Print page. If a critical field was changed in the income and/or resources of a parent or sponsor, request an AMENDED STATEMENT OF INCOME AND RESOURCES for that individual. If a critical field was changed in the income of an ineligible child, request an AMENDED STATEMENT OF INCOME for that child.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0500603036
SI 00603.036 - Full Preeffectuation Review Contact for Simultaneous Development Claims - 09/22/2025
Batch run: 09/22/2025
Rev:09/22/2025