This section provides procedures for developing recipient allegations to potential eligibility for Title II benefits. The questions on the paper forms and MSSICS screens help identify recipients who are not receiving Title II benefits but are potentially eligible for them. It also identifies those who are already receiving Title II benefits but may be entitled to a higher or additional benefit amount on their own or another's account number.

Opening a “REDETERMINATION with or without RECAPs” event creates a MSSICS “path” that will guide the interviewer to the appropriate screens to document allegations and evidence relating to potential eligibility for Title II benefits.

Question 14 on the SSA-8202-BK — Please answer the following questions:

1. a. 

   “Are you age 62 or older?”

2. b. 

   “If you are age 50 or older, are you a widow (er)?”

3. c. 

   “If you are age 50 or older and divorced, is your divorced spouse deceased?”

4. d. 

   “If you were disabled before age 22, do you have a parent who is age 62 or older or disabled, or deceased?”

Question 26 on the SSA-8203-BK duplicates Question 14 on the SSA-8202-F6.

During the RZ process, the interviewer must explore potential eligibility for all classes of Title II entitlement on the recipient's SSN and the records of others. If the recipient is potentially eligible for Title II benefits or a higher Title II benefit than they are currently receiving, e.g., spouse's, survivor’s, or childhood disability benefits, the interviewer must explain the filing for other benefit requirements in SI 00510.001 - SI 00510.030 and ask the recipient if theywish to file. If the recipient wishes to file for Title II see GN 00204.027 and SI 00601.035 for determining whether or not an open Title II application exists. If the Title II application resulting from the filing of the Title XVI application was properly adjudicated and the recipient is potentially entitled to Title II during the RZ process, the RZ serves to protect the Title II filing date. See GN 00204.015 for determining the filing date based on a RZ. Also, see GN 00204.012 for closing out the protective filing.

If the recipient does not wish to file for Title II benefits or files but does not elect full retroactivity, follow the filing for other benefit procedures in SI 00501.001 - SI 00510.030. If the individual does not comply with the filing for other benefit procedures, you must suspend SSI benefits.

If someone other than the claimant is named on the RZ and is potentially entitled to Title II benefits, see GN 00204.015 for when the RZ serves to protect the individual's filing date or if the naming of the individual should be treated as a lead. If the individual named is potentially eligible for SSI benefits, see SI 00601.025 for when the RZ can serve as a protective filing for SSI.

Protective filing and lead closeout procedure:

• •

  GN 00201.005 General Application Taking Practices

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  GN 00204.010 Protective Filing

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  GN 00202.020 Leads

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  GN 00204.012 How to Dispose of a Protective Writing