Chapter Title Here.docx

1、Chapter Title HereThe Social Security AdministrationsBenefits Planning Query (BPQY)HandbookForBeneficiaries and CounselorsVersion 1.08Revised July 19, 2007Prepared by: Ron Konkol, Staff AssistantSocial Security Administration6011 Odana RdMadison WI 53719Ron.Konkolssa.gov608-270-1417 ext. 3070July 19

2、, 2007Table of ContentsBackground - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 3 Sources of Data - - - - - - - - - - - - - - - - - - - - - - Page 3 If Errors Are Discovered - - - - - - - - - - - - - - - - Page 4 BPQY Unavailable - - - - - - - - - - - - - - - - - - - - Page 4 How To G

3、et The BPQY - - - - - - - - - - - - - - - - - - - - Page 4Reading The Benefits Planning Query - - - - - - - - - Page 5CASH - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 5 MEDICAL REVIEWS - - - - - - - - - - - - - - - - - - - Page 7REPRESENTATION - - - - - - - - - - - - - - - - - -

4、 - Page 7HEALTH INSURANCE - - - - - - - - - - - - - - - - - - Page 8 SSDI WORK ACTIVITY - - - - - - - - - - - - - - - - - Page 9 SSI WORK EXCLUSIONS - - - - - - - - - - - - - - - Page 9 RECENT EARNINGS ON RECORD - - - - - - - - Page 10Cover Letter-SSA-L634 - - - - - - - - - - - - - - - - - - - - - P

5、age 11Summary - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 11Example Benefits Planning Query - - - - - - - - - - - - Page 12/13Example - Consent For Release of Information - - - Page 14/16Example - Benefits Planning Information Request - Page 17(Systems Limitations)List of Al

6、l 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 inform Social Security Disability Insurance (SSDI) beneficiaries and Supplement

7、al 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. SSAs Efforts To Share & Correct InformationEvery year the Social Security Sta

8、tement 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 are correct on SSAs records. Individuals are asked to identify any problems

9、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 accurate but if earnings were not reported by the beneficiary or if work rep

10、orts 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 AccuracyCommunication about a disability beneficiarys SSA work record begins with a BPQY.

11、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 errors in any item on the BPQY must be resolved as soon as possible to avoid

12、 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 Beneficiary Record) - stores the date of entitlement, the monthly cash benefit

13、 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 recovery. SSID (Supplemental Security Income Display) - SSI program data, with

14、 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 earnings.If Errors or Discrepancies Are Discovered.It is important to note that th

15、e 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 possible. A later BPQY will confirm the correction was made.Who Can Get A BPQY

16、?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. Internal Revenue Service records, a BPQY can be given to a representative, advocat

17、e 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 Social Security is unable to produce one, a manual certification form is availab

18、le on page 17 of this BPQY Handbook. Follow this procedure:1. Print the form Benefits Planning Information Request-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 three forms to the local Social Securit

19、y 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 getting a BPQY, call your Social Securi

20、ty 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 signed Consent for Release of Informatio

21、n (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 beneficiary sign two Consent for Releas

22、e 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 home page. Follow the instructions on

23、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 parents record. Three vertical colum

24、ns 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 Disability Supplemental Security Income Ins

25、urance (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 $331.00 Net Amount $292.00 $331.00 Oth

26、ers 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 benefits on more than one record (SSN),

27、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, Disabled Spouse, Disabled Child, Blind Ind

28、ividual, 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 determined that the individuals visual im

29、pairment 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 this person.Date of Entitlement: Show

30、s 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 reductions for Medicare premiums, overpa

31、yment 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 the net amount of cash benefits paid

32、 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