Understanding Social Security Administration Information in the State Services Portal Moderated by:DeAnne Sandoval Statewide Training Branch Section Manager.
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Understanding Social Security Administration Information in the
State Services Portal
Moderated by: DeAnne SandovalStatewide Training Branch Section Manager
Presented by: Dee Price SandersOCSE FPLS Technical Support Liaison
Ellery BrownSSA Program Analyst
Understanding Social Security AdministrationInformation in the State Services Portal
History – Social Security’s Programs
1935Retirement Insurance
1939Survivors Insurance
1956Disability
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1965Medicare
1972Supplemental
Security Income
2003Medicare
Part D
History – Social Security’s Programs
Understanding Social Security AdministrationInformation in the State Services Portal
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Definition of a Child
■ Not married, under age 18✷ Under 19 if still in high school
■ Not married and disabled before age 22
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Categories of Children
■ Natural Child
■ Adopted Child
■ Child of Unwed Parents
■ Step Child
■ Grand Child/Grand Step Child
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Benefit Types Affecting Children
■ Retirement
■ Disability
■ Auxiliary/Survivors
■ SSI (Aged/Disabled/Blind)
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Social Security’s Disability Definition
A Medical Condition preventing substantial work for at least 12 months, or expected to end in death.
The determination also considers age, education, and work experience.
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Why is SSA information important?
■ Locating noncustodial parents (NCPs)✷ Establishing orders✷ Enforcing orders✷ Review and modification
■ Increasing performance measures✷ Paternity and order establishment✷ Collections – current and arrears
■ Identifying cases for closure
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What does SSA share with Child Support?
■ Pending Claim File
■ State Verification and Exchange System (SVES)
✷ Request driven✷ Proactive
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Where do I see this information?
■ OCSE sends information from SSA to:
✷ CSE✷ SSP
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SVES Response Information
SSA Title II (earned)
Aged, Retired, Survivors, Disabled
SSA Title XVI(needs tested)
Supplemental Security IncomeAged, Disabled
Prisoner Data Local, State, Federal Institutions
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Title II: Aged, Retired, Survivors, Disabled
■ Recipient information✷ Name✷ Address✷ Date of Birth
■ Claim Account Number (CAN)■ Beneficiary ID Code (BIC)■ Date and amount of entitlement■ Current pay status
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Title II: Aged, Retired, Survivors, Disabled
■ Historical record of benefits
■ Disability onset date
■ Verified date of death
■ Railroad retirement indicator✷ Send IWO to: Railroad Retirement Board
844 North Rush StreetChicago, IL 60611-1275
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Title II: Pending Claims
■ Proactive match on new claims
■ Send IWO when appropriate
■ SSA enters information into Court Order Garnishment System (COGS) and holds until benefits approved
■ SSA will contact Child Support when lump sum is being paid
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SSP SVES Response Information: Title II
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title II Response
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title II Response
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title II Response
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Title XVI: Supplemental Security Income (SSI)
■ Payment program based on “need”
■ Applicants must establish:✷ Limited income✷ Limited resources
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Who can get SSI?
■ Age 65 or older
■ Blind – any age✷ Including children
■ Disabled – any age✷ Including children
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Can you get both Social Security and SSI?
■ Work credits can entitle individual to social security benefits
■ Income and resources below established limits can qualify individual for SSI
■ Definition of disability is the same for both
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Title XVI: Data
■ Recipient name, address, date of birth
■ Date of benefit approval or denial
■ Current payment status and amount
■ Historical payment information
■ Benefit payee information
■ Verified date of death** Title XVI benefit indicatoron MSFIDM records **
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SSP SVES Response Information: Title XVI
Understanding Social Security AdministrationInformation in the State Services Portal
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title XVI Response
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title XVI Response
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Title XVI Response
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES
Title XVI Respons
e
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Understanding Social Security AdministrationInformation in the State Services Portal
SVESDependent
Information
(Same information as provided for adults)
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Effect of Prisoner Suspension
■ Worker’s benefits suspended if convicted and confined
■ Payments continue to auxiliaries on the account
✷ Unless auxiliary is convicted and confined
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Prisoner Data
■ Over 6500 correctional institutions
■ Information reported at time of incarceration
■ Release date – not updated
■ Facility address
■ Inmate number
■ Contact name and phone number
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SSP SVES Response Information: Prisoner
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Understanding Social Security AdministrationInformation in the State Services Portal
SSP SVES Prisoner Information
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Understanding Social Security AdministrationInformation in the State Services Portal
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SSP SVES Prisoner Information
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SSP SVES Prisoner Information
What and how to report to SSA?
■ What to Report✷ Work (as soon as possible)✷ Name, address, phone of employer✷ Estimated future earnings✷ When employment will end (if you know)✷ Notify each program from which payments
are received• Social Security and/or SSI
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What and how to report to SSA?
■ How to Report✷ Can be reported by mail, phone, fax,
or in person✷ Can include changes such as hours of work
or rate of pay✷ Keep records of what happened with
employment
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Garnishment Orders
■ Social Security benefits are protected from most assignment of benefits, except when a legal process is brought in a State Court for enforcement of a legal obligation to provide:
✷ Child Support and/or Alimony Payments✷ Court-Ordered Victim Restitution
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Court Order Garnishment System (COGS)
■ Automated system allows local social security field office to effectuate garnishment actions
■ Notice sent to garnishment beneficiary and the court
■ Individuals do not have any right of appeal to SSA
■ If garnishment is for percentage of payments:✷ COLA increase in benefits also increases
garnishment amount
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Collections from SSA
■ February 2015
50,044 IWOs$8,033,522.84
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Dee Price SandersOCSE, FPLS Technical Support Liaison 303-252-9829dee.pricesanders@ngc.com
Ellery BrownSocial Security Administration, Management and Program Analyst510-970-8243ellery.brown@ssa.gov
DeAnne SandovalState DCSS, Manager Statewide Training Branch916-464-5059deanne.sandoval@dcss.ca.gov
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