GN 01061: Preparing Amended and Underpayment Awards in Processing Centers and Field Offices
TN 1 (06-88)
A. Introduction
This section describes the final authorizers instructions to BAs to pay the UP when not completing an award form.
B. Procedure
This table shows the steps to determine remarks to write on Forms SSA-559 or SSA-3601.
Step | Action | |
---|---|---|
1 |
Determine who receives the UP. |
|
IF you pay the UP to |
THEN |
|
|
identify the person(s) by BIC. Example: Pay AU to C1 |
|
AN ESTATE |
indicate the:
|
|
person(s) not entitled nor previously awarded the LSDP |
indicate the:
|
|
2 |
Determine the basis of payment of the UP |
|
IF basis of payment is |
THEN show as the check legend |
|
surviving spouse |
“ON ACCT OF (name of deceased) DECD” |
|
|
“ON ACCT OF (name of deceased) DECD” |
|
|
“EST OF (name of deceased) DECD” |
C. Examples
These examples present situations for instructing BAs on SSA-559 or SSA-3601 to pay the UP when you do not complete an award.
Example |
Instruction |
---|---|
RIB beneficiary, John C. Bol, dies, surviving spouse, Tina J. Bol receives the UP. She is not yet eligible for survivors benefits. LSDP was paid. |
Pay AU to Tina J. Bol ON ACCT OF John C. Bol DECD (Tina's address) |
Elaine D. Lake, widow, dies. Her daughter, May L. Pyn, receives the UP. May once was entitled to childs' benefits on that SSN. Court didnot appoint legal representative of estate. |
Pay DU to May L. Pyn ON ACCT OF Elaine D. Lake DECD (May's address) |
Court appointed Paul M. Tre executor of estate of Alan E. Cao, disability beneficiary. |
Pay HAU to Paul M. Tre EXEC EST OF Alan E. Cao DECD (Paul's address) |