1

Determine the offset period following the instructions in GN 02610.022. If the PC sends an SSA-e4345 requesting a manual computation by the FO:

• FO records the offset period in Section II. of the SSA-e4345 and go to step 2.

• Otherwise, go to step 2.

NOTE: When processing a manual computation, the PC and FO exchange windfall offset results using the SSA-e4345.

2

Identify the title II benefits due in each month of the offset period using information on the SSA-e4345 or obtained from an AACT or PHUS query.

3

Enter monthly title II benefits due in the offset period using eComputation (eComps) or an SSA-4968-U2 or equivalent to compute the title XVI amount that is due for each month counting title II benefits, as if paid when due.

NOTE: eComps is an intranet application that will perform manual computations for title XVI records in situations where the automated system cannot complete the computation.

4

Subtract the results of step 3 from the title XVI amount that was due on the SSR SSID FAM for each month. Review the Federal Amount Due (FAM) field in the Computation History (CMPH) segment of the SSID query for each month.

RESULT: This amount is the windfall federal offset amount (WFO).

5

Enter the WFO on the SSAe4345, as follows:

• If the title II benefit is a disability benefit, use column 2, “DIB.”

• If the title II benefit is a retirement or survivors benefit, use column 3, “RSI.”

6

If there is State supplementation involved, follow steps 4 and 5 to compute the windfall state offset amount (WSO).

7

Enter the WFO and WSO results in Columns 4 or 5 on the SSA-4346-U2 following rules in step 5.

8

Total all WFO and WSO amounts and enter in the “Total” blocks on the SSA-4346-U2. Also, enter those amounts in section II. of the SSA-e4345.

If the total WFO and WSO is greater than the title II benefit due, enter the title II amount in section II.

9

Subtract results of step 8 from retroactive the title II benefits due in the offset period.

RESULT:  This amount is the non-countable income (NCI). NCI does not count as income in the month of receipt for title XVI.

10

Record the NCI in section II.C. of the SSA-e4345. Fax copies of the SSA-4346-U2 and SSA-e4345 to the Electronic Folder (EF) or the Non Disability Repository for Evidentiary Documents (NDRed).

11

Post offset data to the SSR following the instructions in SM 01320.201B. If you are unable to post offset results to the record establishment date (RCRD) segment of the current SSR for the complete windfall period, send an SSA-e4345 to the PC with computation results. Also, provide the offset results on the e4345 if the PC established an e4345 to provide the pending offset information.

12

The PC:

• Posts data from Section II on the SSA-e4345 to the MBR. For more information on posting data to the MBR, see SM 00815.500.

• Subtracts the offset amount from the retroactive title II benefits.

• Subtracts any collectible title XVI overpayment. For more information on cross-program recovery of title XVI overpayments from title II underpayments, see SI 02220.021.

• Releases any remaining title II benefits to the beneficiary.

• Transfers the offset amount from the appropriate trust fund to the general fund.