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ChapterTitleHere
TheSocialSecurityAdministration’s
BenefitsPlanningQuery
(BPQY)
Handbook
For
BeneficiariesandCounselors
Version1.08
RevisedJuly19,2007
Preparedby:
RonKonkol,StaffAssistant
SocialSecurityAdministration
6011OdanaRd
MadisonWI53719
Ron.Konkol@ssa.gov
608-270-1417ext.3070
July19,2007
TableofContents
Background–----------------------------Page3
SourcesofData----------------------Page3
IfErrorsAreDiscovered----------------Page4
BPQYUnavailable--------------------Page4
HowToGetTheBPQY–--------------------Page4
ReadingTheBenefitsPlanningQuery---------Page5
CASH------------------------------Page5
MEDICALREVIEWS-------------------Page7
REPRESENTATION-------------------Page7
HEALTHINSURANCE------------------Page8
SSDIWORKACTIVITY-----------------Page9
SSIWORKEXCLUSIONS---------------Page9
RECENTEARNINGSONRECORD--------Page10
CoverLetter-SSA-L634---------------------Page11
Summary--------------------------------Page11
Example–BenefitsPlanningQuery------------Page12/13
Example-ConsentForReleaseofInformation---Page14/16
Example-BenefitsPlanningInformationRequest-Page17
(SystemsLimitations)
ListofAllStatesandMedicaidStatus----------Page18
PossibleMedicaidEntries----------------------------------Page19
TheBenefitsPlanningQuery-BPQY(SSA-2459)
Background
TheBPQYhasimprovedtheSocialSecurityAdministration’s(SSA)effortstoinformSocialSecurityDisabilityInsurance(SSDI)beneficiariesandSupplementalSecurityIncome(SSI)recipientsabouttheirdisabilitybenefitsandtheuseoftheworkincentives.TheBPQYprovidesasnapshotofthebeneficiary'sbenefitsandworkhistoryasitisstoredinSSA'selectronicrecords.
SSA'sEffortsToShare&CorrectInformation
EveryyeartheSocialSecurityStatementissentto140millionworkers.Itlistsaperson'sworkearningsandprovidesinformationforlongrangefinancialplanning.ItalsoensuresthatreportedearningsandotherinformationsuchasnameanddateofbirtharecorrectonSSA’srecords.IndividualsareaskedtoidentifyanyproblemsandcontactSSAtoadjusttheirrecords.TheBPQYsimilarlycommunicatesinformationonSSArecordsspecificallyforbeneficiarieswithdisabilitiesandencouragesplanningforareturntowork.TheinformationisgenerallyaccuratebutifearningswerenotreportedbythebeneficiaryorifworkreportswerenotprocessedbySSA,thedatamustbeupdatedandcorrected.SimilartotheSocialSecurityStatements,everyBPQYwithadiscrepancyshouldbefixedassoonaspossible.
QualityReviewHelpsImproveAccuracy
Communicationaboutadisabilitybeneficiary’sSSAworkrecordbeginswithaBPQY.Accuracydependsonthedatabasesfromwhichtheinformationisdrawn.Everybeneficiaryorcounselororadvocateactingonabeneficiary’sbehalfshouldreviewtheBPQYdataandreportdiscrepanciestoSSA.DiscrepanciesorerrorsinanyitemontheBPQYmustberesolvedassoonaspossibletoavoidmisunderstandingsandoverpayments.
SourcesofData:
ElectronicRecords
∙SEQY(SummaryEarningsQuery)-storestheannualearningsasreportedbyemployersandself-employedindividualstotheIRSandtoSSA.
∙MBR(MasterBeneficiaryRecord)-storesthedateofentitlement,themonthlycashbenefitamount,MedicaredataandotherpertinentSSDIfinancialdata.
∙DCF(DisabilityControlFile)-storesthenumberofTrialWorkPeriodMonthsused,MedicalRe-examdatesandotherdecisionsaboutworkactivityandmedicalrecovery.
∙SSID(SupplementalSecurityIncomeDisplay)-SSIprogramdata,withacompleterecordofthecashbenefitspaid,scheduledmedicalreviewdates,andotherworkincentivesusedforbothSSIcashbenefitsandMedicaid.TheSSIDrecordprovidesamonthlylistingofestimatedorverifiedearnings.
IfErrorsorDiscrepanciesAreDiscovered...
ItisimportanttonotethattheBPQYisasnapshotintimeandmaynotreflectearningsorotherinformationthathaschangedsincethelasttimetheelectronicrecordwasupdated.AnydiscrepanciesshouldbebroughttotheattentionofSSAassoonaspossible.AlaterBPQYwillconfirmthecorrectionwasmade.
WhoCanGetABPQY?
TheBPQY(SSA-2459)anditscoverletteraregiventobeneficiarieswhorequestit.Withaproperwrittenauthorization,twoReleasesofInformation(seepages14–16)(SSA-3288)tocoverbothSocialSecurityandU.S.InternalRevenueServicerecords,aBPQYcanbegiventoarepresentative,advocateorotherorganization(e.g.,BenefitsPlanning,AssistanceandOutreachorganization).
BPQYUnavailable-AskforA"BenefitsPlanningInformationRequest"
IfaBPQYisneededforsomeonereceivingdisabilitybenefitsbutSocialSecurityisunabletoproduceone,amanualcertificationformisavailableonpage17ofthisBPQYHandbook.Followthisprocedure:
1.Printtheform"BenefitsPlanningInformationRequest"-page17
2.ThebeneficiaryshouldsigntwoConsentforReleaseofInformationforms,theSSA-3288’sshownonpages14-16,asexamples.
3.SendallthreeformstothelocalSocialSecurityofficewithareturnaddressorfaxnumberforthereply.
HowtogettheBPQY
Beginninginearly2004allSSAofficesnationwideincludingtheagentsatthetollfreenumber800-772-1213canprocessarequestforaBPQY.
IfyouareabeneficiaryinterestedingettingaBPQY,callyourSocialSecurityofficeor800-772-1213andaskforit.ItismailedtoyouraddressasshownonSSA'srecords.AsignedconsentisrequiredonlyiftheBPQYissenttosomeoneotherthanyou,thebeneficiary;yourRepresentativePayeeoryourAuthorizedRepresentative.TwosignedConsentforReleaseofInformation(SSA-3288)formsmustincludetheSocialSecurityNumber(SSN)ortheClaimNumberoftheworkerunderwhoseworkrecordthebenefitsarepaid.(TheClaimNumberappearsonthebeneficiary’sMedicarecard.)
Ifyouareacounselororadvocate,youmusthavethebeneficiarysigntwoConsentforReleaseofInformation(SSA-3288)formsseeabove.
Ifyoudon’tknowhowtoreachyourSSAoffice,call800-772-1213orgototheSocialSecuritywebsiteatwww.socialsecurity.govandclickonthe“FindyournearestSocialSecurityoffice”itemontheleftsideofthehomepage.Followtheinstructionsonthispageandyouwillbeprovidedwithinformationaboutthefieldofficethatisresponsibleforyourrecord.
ReadingtheBenefitsPlanningQuery
TheBPQYnameandSSNarealwaystheperson’sownSocialSecurityNumber(SSN)eventhoughbenefitsmaybepaidfromaparent’srecord.
Threeverticalcolumnsdescribe:
1-Thebenefitinformation,2-SSDIbenefitsand3-SSIbenefits
Cash:
Thisblockidentifiestheinformationinthe“CASH”section.
BenefitsPlanningQuery(BPQY)
ConfidentialSocialSecurityData
NAME:
EMILYCLAIMANTSSN:
123-45-6789
SocialSecurityDisabilitySupplementalSecurityIncome
Insurance(SSDI)(SSI)
RECORDSeeBelowSeeBelow
CASH
TypeofBenefitDisabledWorkerDisabledIndividual
CurrentStatusCurrentPayCurrentPay
StatutoryBlindnessNoNo
DateofDisabilityOnset7/1/0205/01/99
DateofEntitlement12/0205/99
FullAmount$292.70$331.00
NetAmount$292.00$331.00
OthersPaidOnThisRecordNoNo
TotalFamilyCashBenefit$292.70$331.00
OverpaymentBalance$0.00$0.00
MonthlyAmountWithheld$0.00$0.00
TypeofBenefit:
Showstheprimarybenefitthatthebeneficiaryreceives.NOTE:
InSSDIcases,abeneficiarymayreceivebenefitsonmorethanonerecord(SSN),butonlyonerecordistheprimaryrecord.
∙PossibleSSDIentriesareasfollows:
DisabledWorker,DisabledAdultChild,DisabledWidow,DisabledWidower,DisallowedClaim,DeniedClaim-MedicalDenial
∙PossibleSSIentriesareasfollows:
DisabledIndividual,DisabledSpouse,DisabledChild,BlindIndividual,BlindSpouse,BlindChild,DisabledStudent,BlindStudent
CurrentStatus:
Showswhetherthebeneficiaryisin“Currentpay”status(gettingacheck)orinadeferredstatus(suspendedorterminatedentitlement).
StatutoryBlindness:
ShowswhetherSSAdeterminedthattheindividual’svisualimpairmentmeetsthedefinitionofStatutoryBlindness,undertheSocialSecurityAct,forSSDI/SSIbenefitpurposes.Thisisimportantforhigherearningslimits.
DateofDisabilityOnset:
ShowsthemostrecentmedicaldisabilityonsetdateestablishedbySSAforthisperson.
DateofEntitlement:
ShowsthemostrecentdateofentitlementtoSSDIbenefitsandthemostrecentdateofeligibilityforSSI.Earlierperiodsofentitlementand/oreligibilityarenotdisplayed.
FullAmount:
ShowsthefullamountofthemonthlycashbenefitbeforeanydeductionsorreductionsforMedicarepremiums,overpaymentcollections,etc.
PossibleentriesforbothSSDIandSSIare:
$$$$.00,Suspended,DeferredorTerminated.
TheSSIamountincludesanyfederallyadministeredstatesupplement,butdoesnotincludeanystateadministeredstatesupplementpayment.
NetAmount:
ShowsthenetamountofcashbenefitspaidbycheckorelectronicfundstransfertotheSSDIorSSIbeneficiary’sfinancialinstitution.ThisistheactualcashamountafteranyMedicarepremiums,overpaymentrecovery,garnishments,etc.aresubtractedfromthe“FullAmount”.
OthersPaidOnThisRecord:
ShowsifotherpeopleareentitledtobenefitsonthisSSDIorSSIrecord.Otherindividuals'cashormedicalbe
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