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RS 02510: Annual Reports

Effective Dates: 03/20/2006 - Present

TN 26 (03-06)

A. Policy

Certain categories of beneficiaries receive a letter during the year asking for a revised estimate, and a future year estimate (FYE) if they are under full retirement age (FRA).

B. Description Of Letters – MYM

The following explains the types of MYM:

Letters

Explanation

1. SSA-L9778-SM-SUP

Estimate is more than the exempt amount but is equal to or less than the prior year's estimate. The monthly earnings test is not applicable.

2. SSA-L9779-SM-SUP

Estimate is over the exempt amount and is equal to or less than the prior year's earnings or no prior year estimate. The monthly earnings test is applicable.

3. SSA-L9781-SM

First year retirement case paid on the basis of nonservice months (NSM) and December is a NSM. These notices are mailed on a monthly basis August through November.

4. SSA-L9784-SM

This letter is used to obtain a current earnings year estimate for months prior to FRA when the estimate of record is more than the exempt amount, and the monthly earnings test is not applicable.

5. SSA-L9785-SM

This letter is used to obtain a current earnings year estimate for months prior to FRA when the estimate of record is over the exempt amount, and the monthly earnings test is applicable.

C. Process

1. Future Year Question

We request a future year estimate on the SSA-L9778, SSA-L9779 and SSA-L9781 MYM letters. A response to the SSA-L9778 and the SSA-L9779 is mandatory. If the beneficiary does not respond to the notice, we use the current year estimate (CYE) to impose deductions beginning in January of the following year.

2. Data Operation Center (DOC)

The MYM is returned to the Wilkes-Barre DOC. The DOC sends any MYM it cannot process to the payment center (PC) for development and processing.

D. Procedure

1. PC

Process any work notice that has been forwarded by the DOC through AJS-3. If the report is not processed before the close of the operating year it should not be processed.

2. Field Office (FO)

If the beneficiary visits the FO:

  1. Determine the proper estimate and input the work notice, including non-services months (NSMs) and FYE for the SSA-L9778, SSA-L9779 and L9781 notices. If you fail to input the FYE for the SSA-L9778 and SSA-L9779 notices, the system will use the CYE for the FYE. Do not send any reports to the DOC.

  2. If a special payment (SP) is involved determine if the SP and the correct earnings estimate have already been posted by reviewing the Special Message field and the Annual Report Data (ARD) field on the Master Beneficiary Record (MBR) and Detailed Earnings Query (DEQY). If the amounts are correctly posted, no further action is necessary. If the amounts are incorrect or no amounts are shown:

    • Input the SP amount to the Master Earnings File (MEF) and the MBR in accordance with RS 02510.017; and

    • Process the work notice through AJS-3.

3. Teleservice Center (TSC)

The Teleservice Representative (TSR) may process any timely received work notice. TSRs should be sure to request and input any NSM for the current year as well as the future year estimate if applicable. TSRs may also input certain special wage payments. Follow the instructions in the Teleservice Center Operating Guide (TSCOG) when handling SP situations.

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RS 02505: Variances in and Types of Earnings and Retirement
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RS 025: Annual Earnings Test
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