1、6011 Odana RdMadison WI 53719Ron.Konkolssa.gov608-270-1417 ext. 3070July 19, 2007Table of ContentsBackground - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 3 Sources of Data - - - - - - - - - - - - - - - - - - - - - - Page 3 If Errors Are Discovered - - - - - - - - - - - - - - - - Page
2、 4 BPQY Unavailable - - - - - - - - - - - - - - - - - - - - Page 4 How To Get The BPQY - - - - - - - - - - - - - - - - - - - - Page 4Reading The Benefits Planning Query - - - - - - - - - Page 5CASH - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 5 MEDICAL REVIEWS - - - - - - - - - -
3、 - - - - - - - - - Page 7REPRESENTATION - - - - - - - - - - - - - - - - - - - Page 7HEALTH INSURANCE - - - - - - - - - - - - - - - - - - Page 8 SSDI WORK ACTIVITY - - - - - - - - - - - - - - - - - Page 9 SSI WORK EXCLUSIONS - - - - - - - - - - - - - - - Page 9 RECENT EARNINGS ON RECORD - - - - - - -
4、 - Page 10Cover Letter-SSA-L634 - - - - - - - - - - - - - - - - - - - - - Page 11Summary - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 11Example Benefits Planning Query - - - - - - - - - - - - Page 12/13Example - Consent For Release of Information - - - Page 14/16Example - Ben
5、efits Planning Information Request - Page 17(Systems Limitations)List of All States and Medicaid Status - - - - - - - - - - Page 18Possible Medicaid Entries - Page 19The Benefits Planning Query - BPQY (SSA-2459)BackgroundThe BPQY has improved the Social Security Administrations (SSA) efforts to info
6、rm Social Security Disability Insurance (SSDI) beneficiaries and Supplemental Security Income (SSI) recipients about their disability benefits and the use of the work incentives. The BPQY provides a snapshot of the beneficiarys benefits and work history as it is stored in SSAs electronic records. SS
7、As Efforts To Share & Correct InformationEvery year the Social Security Statement is sent to 140 million workers. It lists a persons work earnings and provides information for long range financial planning. It also ensures that reported earnings and other information such as name and date of birth a
8、re correct on SSAs records. Individuals are asked to identify any problems and contact SSA to adjust their records. The BPQY similarly communicates information on SSA records specifically for beneficiaries with disabilities and encourages planning for a return to work. The information is generally a
9、ccurate but if earnings were not reported by the beneficiary or if work reports were not processed by SSA, the data must be updated and corrected. Similar to the Social Security Statements, every BPQY with a discrepancy should be fixed as soon as possible.Quality Review Helps Improve AccuracyCommuni
10、cation about a disability beneficiarys SSA work record begins with a BPQY. Accuracy depends on the databases from which the information is drawn. Every beneficiary or counselor or advocate acting on a beneficiarys behalf should review the BPQY data and report discrepancies to SSA. Discrepancies or e
11、rrors in any item on the BPQY must be resolved as soon as possible to avoid misunderstandings and overpayments. Sources of Data: Electronic Records SEQY (Summary Earnings Query) - stores the annual earnings as reported by employers and self-employed individuals to the IRS and to SSA. MBR (Master Ben
12、eficiary Record) - stores the date of entitlement, the monthly cash benefit amount, Medicare data and other pertinent SSDI financial data. DCF (Disability Control File) - stores the number of Trial Work Period Months used, Medical Re-exam dates and other decisions about work activity and medical rec
13、overy. SSID (Supplemental Security Income Display) - SSI program data, with a complete record of the cash benefits paid, scheduled medical review dates, and other work incentives used for both SSI cash benefits and Medicaid. The SSID record provides a monthly listing of estimated or verified earning
14、s.If Errors or Discrepancies Are Discovered.It is important to note that the BPQY is a snapshot in time and may not reflect earnings or other information that has changed since the last time the electronic record was updated. Any discrepancies should be brought to the attention of SSA as soon as pos
15、sible. A later BPQY will confirm the correction was made.Who Can Get A BPQY?The BPQY (SSA-2459) and its cover letter are given to beneficiaries who request it. With a proper written authorization, two Releases of Information (see pages 14 16) (SSA-3288) to cover both Social Security and U.S. Interna
16、l Revenue Service records, a BPQY can be given to a representative, advocate or other organization (e.g., Benefits Planning, Assistance and Outreach organization).BPQY Unavailable - Ask for A Benefits Planning Information RequestIf a BPQY is needed for someone receiving disability benefits but Socia
17、l Security is unable to produce one, a manual certification form is available on page 17 of this BPQY Handbook. Follow this procedure:1. Print the form -page 172. The beneficiary should sign two Consent for Release of Information forms, the SSA-3288s shown on pages 14 - 16, as examples.3. Send all t
18、hree forms to the local Social Security office with a return address or fax number for the reply.How to get the BPQYBeginning in early 2004 all SSA offices nationwide including the agents at the toll free number 800-772-1213 can process a request for a BPQY .If you are a beneficiary interested in ge
19、tting a BPQY, call your Social Security office or 800-772-1213 and ask for it. It is mailed to your address as shown on SSAs records. A signed consent is required only if the BPQY is sent to someone other than you, the beneficiary; your Representative Payee or your Authorized Representative. Two sig
20、ned Consent for Release of Information (SSA-3288) forms must include the Social Security Number (SSN) or the Claim Number of the worker under whose work record the benefits are paid. (The Claim Number appears on the beneficiarys Medicare card.)If you are a counselor or advocate, you must have the be
21、neficiary sign two Consent for Release of Information (SSA-3288) forms see above. If you dont know how to reach your SSA office, call 800-772-1213 or go to the Social Security website at www.socialsecurity.gov and click on the “Find your nearest Social Security office” item on the left side of the h
22、ome page. Follow the instructions on this page and you will be provided with information about the field office that is responsible for your record.Reading the Benefits Planning QueryThe BPQY name and SSN are always the persons own Social Security Number (SSN) even though benefits may be paid from a
23、 parents record. Three vertical columns describe:1-The benefit information, 2-SSDI benefits and 3-SSI benefitsCash: This block identifies the information in the “CASH” section.Benefits Planning Query (BPQY)Confidential Social Security Data NAME: EMILY CLAIMANT SSN: 123-45-6789 Social Security Disabi
24、lity Supplemental Security Income Insurance (SSDI) (SSI) RECORD See Below See Below CASH Type of Benefit Disabled Worker Disabled Individual Current Status Current Pay Current Pay Statutory Blindness No No Date of Disability Onset 7/1/02 05/01/99 Date of Entitlement 12/02 05/99 Full Amount $292.70 $
25、331.00 Net Amount $292.00 $331.00 Others Paid On This Record No No Total Family Cash Benefit $292.70 $331.00 Overpayment Balance $0.00 $0.00 Monthly Amount Withheld $0.00 $0.00Type of Benefit: Shows the primary benefit that the beneficiary receives. NOTE: In SSDI cases, a beneficiary may receive ben
26、efits on more than one record (SSN), but only one record is the primary record. Possible SSDI entries are as follows:Disabled Worker, Disabled Adult Child, Disabled Widow, Disabled Widower, Disallowed Claim, Denied Claim-Medical Denial Possible SSI entries are as follows:Disabled Individual, Disable
27、d Spouse, Disabled Child, Blind Individual, Blind Spouse, Blind Child, Disabled Student, Blind StudentCurrent Status: Shows whether the beneficiary is in “Current pay” status (getting a check) or in a deferred status (suspended or terminated entitlement).Statutory Blindness: Shows whether SSA determ
28、ined that the individuals visual impairment meets the definition of Statutory Blindness, under the Social Security Act, for SSDI/SSI benefit purposes. This is important for higher earnings limits. Date of Disability Onset: Shows the most recent medical disability onset date established by SSA for th
29、is person.Date of Entitlement: Shows the most recent date of entitlement to SSDI benefits and the most recent date of eligibility for SSI. Earlier periods of entitlement and/or eligibility are not displayed.Full Amount: Shows the full amount of the monthly cash benefit before any deductions or reduc
30、tions for Medicare premiums, overpayment collections, etc. Possible entries for both SSDI and SSI are:$.00, Suspended, Deferred or Terminated. The SSI amount includes any federally administered state supplement, but does not include any state administered state supplement payment.Net Amount: Shows t
31、he net amount of cash benefits paid by check or electronic funds transfer to the SSDI or SSI beneficiarys financial institution. This is the actual cash amount after any Medicare premiums, overpayment recovery, garnishments, etc. are subtracted from the “Full Amount”.Others Paid On This Record: Shows if other people are entitled to benefits on this SSDI or SSI record. Other individuals cash or medical be
copyright@ 2008-2022 冰豆网网站版权所有
经营许可证编号:鄂ICP备2022015515号-1