POMS Reference

Table of contents Recent changes
Contact
Back

SI 02305: Redeterminations of Eligibility and/or Payment Amount

Effective Dates: 06/04/2013 - Present

TN 54 (11-06)

A. Introduction

This section provides procedures for developing recipient allegations about changes in household composition during the RZ interview.

B. Description of RZs Completed on MSSICS Screens

Opening a “REDETERMINATION with or without RECAPs” event creates a MSSICS “path” which guides the interviewer to the appropriate screens to document allegations and evidence relating to changes in household composition, as necessary.

C. Description of Form SSA-8202-BK - Question 3

Question 3 on the form SSA-8202-BK— Since the date above, has anyone moved into or out of the place where you live? (also, report births and deaths of people living with you)

D. Description of Form SSA-8203-BK - Question 6

Question 6 on form SSA-8203-BK — Since the date above, has anyone moved into or out of the place where you live (including births and deaths)?

E. Policy

The number, relationship and ages of persons who share the household affect LA/ISM development.

Ages of people in the household are important.

EXAMPLE: A child's age can be a factor in developing LA, inside ISM, or deeming.

F. Procedure - General

Skip question 3 on the SSA-8202-BK or question 6 on form SSA-8203-BK if the recipient's permanent residence is an institution.

G. Procedure - Developing Allegations

Developing allegations about changes in household composition as follows:

1. Recipient alleges no change in Household composition

If the recipient alleges no change in household composition and other information in SSA records agrees, do not develop changes in household composition further.

2. Recipient alleges a change in household composition or no change

If the recipient alleges a change in household composition or no change and other information in SSA records conflicts, develop, as necessary per:

NOTE: Accept allegations of ineligible child status, unless there is reason for doubt, and ineligible child's student status, unless the student child is under 21 and alleges earnings.

Consider possible changes in ineligible child allocations.

H. Procedure - Documenting Allegations

Document information as required by POMS instructions for the issues listed in SI 02305.088J.

  • SSA-8202-BK - List individuals who move into or out of the household and document material information in REMARKS section of the form.

  • SSA-8203-BK - complete the fill-in spaces on the form. If necessary, use the REMARKS section of the form, too.

  • SSA-8006-F4 - Complete an SSA-8006-F4 for RZs completed on paper forms, if necessary per SI 00835.600.

  • MSSICS — Document material information on the LHHC and associated screens. See MSOM MSSICS 010.013 for instructions on completing the LHHC screen.

I. Procedure - Determining Protective Writing

Determine if protective writing (also known as protective filing) exists for any individuals who moved into the household (i.e., they are age 65, blind, or disabled) per the following instructions:

J. References

Previous:
SI 02302: Continuing Benefits and Recipient Status Under Sections 1619(A) and 1619(B) for Individuals Who Work
Up:
SI 023: Posteligibility Events
Next:
SI 02306: Miscellaneous Posteligibility Issues
The materials available at this web site are provided free of charge, for informational purposes only, and without warrant by True Link Financial, Inc., and are not legal advice or Social Security benefits advice. You should contact your attorney to obtain advice with respect to any particular issue or problem, or the Social Security Administration with any general inquiries. Click here to view this section of the POMS on the Social Security Administration website.