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SI 02305.117: Informing Recipients of their Reporting Responsibilities - RZs

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  • Effective Dates: 07/27/2017 - Present
  • Effective Dates: 11/13/2017 - Present
  • TN 54 (11-06)
  • SI 02305.117 Informing Recipients of their Reporting Responsibilities - RZs
  • A. Introduction
  • This section provides procedures on informing recipients of their reporting responsibilities.
  • B. Policy
  • Recipients are required to report changes in their circumstances that may affect their eligibility for and the amount of their SSI payments.
  • SSA personnel discuss reporting responsibilities during personal contact interviews. Written instructions are provided for RZs mailed by the FO.
  • SSA provides written instructions on several paper forms and MSSICS applications and RZ printouts.
  • C. Procedure
  • 1. Face-To-Face Interviews
  • Review recipient reporting responsibilities and provide the recipient with a tear-off sheet and a recordkeeper at the end of a face-to-face interview, as follows:
  • Review recipient reporting responsibilities and provide the recipient with a tear-off sheet at the end of a face-to-face interview, as follows:
  • * When using paper forms detach the tear-off sheet and print the recipient's name/SSN and the date on the tear-off sheet. MSSICS prints this information on the first page of the reporting responsibilities pages of the RZ printout.
  • * Review the reporting responsibilities. See instructions in SI 02301.005D.
  • * When using paper forms print the FO number (or “800” number) and the FO address on the tear-off sheet. MSSICS prints this information on the first page of the reporting responsibilities pages of the RZ printout.
  • * Explain how the recipient may report changes.
  • * Give the recipient the SSA-4122, Your Supplemental Security Income Folder (see SI 02305.038). Tell him/her to use it to keep SSI information and records.
  • * Give the recipient the tear-off sheet from the paper forms or the MSSICS reporting responsibilities pages of the RZ printout.
  • 2. Telephone Interviews
  • Review recipient reporting responsibilities and provide the recipient with a tear-off sheet and a recordkeeper after a telephone interview, as follows:
  • Review recipient reporting responsibilities and provide the recipient with a tear-off sheet after a telephone interview, as follows:
  • * When using paper forms detach the tear-off sheet and print the recipient's name/SSN and the date on the tear-off sheet. MSSICS prints this information on the first page of the reporting responsibilities pages of the RZ printout.
  • * Review the reporting responsibilities. See instructions in SI 02301.005D.
  • * When using paper forms print the FO number (or “800” number) and the FO address on the tear-off sheet. MSSICS prints this information on the first page of the reporting responsibilities pages of the RZ printout.
  • * Explain how the recipient may report changes.
  • * Mail the tear-off sheet and a copy of the SSI recordkeeper folder with the MSSICS RZ printout, SSA-8203-BK, or SSA-8202-BK when they are sent to recipients for signature. Include a brief covering note explaining what the tear-off sheet and recordkeeper are.
  • * Mail the tear-off sheet with the MSSICS RZ printout, SSA-8203-BK, or SSA-8202-BK when they are sent to recipients for signature. Include a brief covering note explaining what the tear-off sheet is.
  • EXAMPLE: You are responsible for reporting changes in your circumstances that may affect the amount of your SSI payment. The enclosed form lists the things you have to report. If any of these things change, call or write your Social Security office. The address and phone number are written on the form. Also enclosed is “Your Supplemental Security Income Folder.” This yellow folder is for your use in keeping SSI- related information, like copies of your bills, and pay stubs.
  • EXAMPLE: You are responsible for reporting changes in your circumstances that may affect the amount of your SSI payment. The enclosed form lists the things you have to report. If any of these things change, call or write your Social Security office. The address and phone number are written on the form.
  • 3. Mail out RZs — SSA-8202-BK
  • Follow the procedure below for providing the recipient with a tear-off sheet and a recordkeeper for mail out RZs.
  • Follow the procedure below for providing the recipient with a tear-off sheet for mail out RZs.
  • * Detach the tear-off sheet. Print the recipient(s)' name(s), SSN(s), date, FO phone, and FO address on the tear-off sheet.
  • * Mail the tear-off sheet and a copy of the SSI recordkeeper folder to the recipient when the SSA-8202-BK is sent for completion and return. Include a brief covering note (see SI 02305.117C.2.e for an EXAMPLE).
  • * Mail the tear-off sheet to the recipient when the SSA-8202-BK is sent for completion and return. Include a brief covering note (see SI 02305.117C.2.e for an EXAMPLE).
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