TN 16 (10-01)

A. Introduction

Not all the questions on the accounting report are self-explanatory. Some payees may ask for assistance when completing certain responses.

B. Procedure

1. General

1. Use information in the GN 00605.010 which discusses the representative payee report forms, in conjunction with GN 00605.061 through GN 00605.069 and TSCOG TC 30001.020 if the payee asks for assistance or advice with responses.

2. Resolve unacceptable responses and develop any additional information necessary for “approving” the form.

2. Telephone Assistance

After helping the payee complete the report, urge the payee to mail it immediately.

If the payee does not have the preaddressed envelope, provide the appropriate WBDOC address:

• Title II SSA-623-OCR-SM(SP)
  P.O. Box 6232
  Wilkes-Barre, PA 18767-6232
• Title XVI SSA-623-OCR-SM
  P.O. Box 6236
  Wilkes-Barre, PA 18767-6236
• Title II SSA-6230-OCR-SM(SP)
  P.O. Box 6230
  Wilkes-Barre, PA 18767-6230
• Title XVI SSA-6230-OCR-SM
  P. O. Box 6239
  Wilkes-Barre, PA 18767-6239
• Title II SSA-6234-OCR-SM(SP)
  P.O. Box 6234
  Wilkes-Barre, PA 18767-6234
• Title XVI SSA-6234-OCR-SM
  P.O. Box 6235
  Wilkes-Barre, PA 18767-9909

3. Face-to-Face Assistance

After helping the payee complete the report, the FO should take the following actions:

1. Review the payee responses following GN 00605.066 through GN 00605.069 and resolve any unacceptable responses, etc. for approving the report. IMPORTANT: SSI eligibility is questionable if a recipient's resources equal or exceed $2,000. The FO must develop continued eligibility when a payee for title XVI (or concurrent) benefits indicates conserved funds of $2,000 or more.

2. Clear the title II system control and input conserved funds (see GN 00605.050B.).

3. Clear the title XVI (and concurrent) AR diary control. Input (or delete) conserved funds (see GN 00605.050B.) as appropriate.

4. Correct the MBR/SSR/eRPS mailing and beneficiary residence addresses, and the organization's physical location address, as appropriate.

5. Review and correct payee coding on the MBR/SSR/ePS as appropriate.

6. Stamp/mark the report APPROVED, sign and date.

7. Send the approved accounting report to the appropriate PC for retention following the instructions in GN 00605.055B.

C. References

• Correcting title XVI payee coding, SM 01301.625

• Correcting eRPS and MBR payee coding, MS INTRANETERPS 009.005 and MS INTRANETERPS 020.001