SSA Data

If “yes” is displayed in the SSA column on the View IEVS Applicant Report Abstract window, the [SSA Data] button at the bottom of the page is enabled. Click the button and the View IEVS Applicant SSA Data window appears with one or more of the following tabs enabled:

SSA Title II Data

The match criteria for SSA Title-II (RSDI Benefits) is made on the:

  • SSN
  • Name
  • Date of Birth.

Use the following steps to process the SSA Title-II Data report abstracts:

  1. Review the report to determine if the correct information was sent to Social Security.
  2. Compare the case record information to the IEVS SSA Title-II Data report to determine if the client has reported RSDI benefits. Verifications on file may include:
    1. Award letters
    2. Photo copies of checks
    3. SSA 2458 from SSA
    4. SCD 169.
  3. Follow these guidelines:

If there is...

Then...

No discrepancy,
  • Record and/or identify any discrepancies in the Create IEVS Applicant Review Document response window from the Search IEVS Applicant Reports window.
  • Refer to “Processing Applicant IEVS Reports,” page 4-3 for the process.

A discrepancy,
  • Contact the client to clarify/verify the information.
  • Send an SCD 169 or SCD 1955 to SSA if the client is unable to provide the information/verification and needs assistance.
  • Attach a copy of the WTPY response to the form. Do NOT send the client to SSA.
  • When the information is clarified, record and/or identify any discrepancies in the Create IEVS Applicant Review Document response window from the Search IEVS Applicant Reports window.
  • Refer to “Processing Applicant IEVS Reports,” page 4-3 for the process.

SSA Title II Data Report Abstract

The following table explains data elements on the IEVS Applicant SSA Title II Data report abstract:

Field

Definition

Beneficiary Name

The name of the beneficiary receiving Title II benefits

Termination Date

The month and year the beneficiary’s benefits were terminated.

Transposed SSN

The SSN verified by SSA if it is different from the SSN entered in CalSAWS. (I.e., SSN is transposed)

Date of death

The month, day and year of the beneficiary’s death. The payment status should be T1. If it is not T1 disregard the date of death.

Claim Number

The SSN under which the claimant has benefit entitlement, and the three-character BIC.

Disability Begin Date

The date the beneficiary's disability began as established by SSA. An entry will appear for disabled beneficiaries only.

Current Entitlement

The monthly cash benefit amount AFTER premium deductions or O/P adjustment, if any. An amount may be shown here even if the client is not receiving a benefit check. This is the net amount.

Dual Entitlement Number

The other SSN on which the beneficiary may be entitled to receive benefits, followed by the BIC.

If there is a number in the [Dual Entitlement Number] field, the worker must submit a SCD 169 using that Dual Entitlement Number in order to obtain additional information regarding any benefits the individual may be entitled to receive.

Special Pay Date

The date associated with the “Special Monthly Payment” or “Prior Due Amount” if no Special Monthly Payment is present. This is generally the third day of the following month. The date can also indicate a payment status change. When this occurs, the “Special Monthly Payment” field will show only $0.00.

Prior Due Amount

The payment for one or more retroactive months. The payment can be issued on the same date as the “Special Monthly Payment” or in the preceding month.

Payment Status

The current payment status for this beneficiary. Disregard the alpha/numeric code; it is not used at this time.

Special Monthly Payment

The payment for the month shown in the “Special Pay Date” field. This is money due at the time of the payment but is paid outside of the regular payment process. This is always for the current month (at the time of payment) only. An entry in this field indicates:

  • The payment is being resumed after a period of suspense or deferral, effective with the month shown in the “Special Pay Date”; or
  • A change in the benefit rate which could be the result of a Medicare premium change; or
  • A method of payment change, e.g., direct deposit started or stopped; or
  • A check was reissued due to an address change as the original check could not be forwarded.

Black Lung Status

prior to the display “Pay” or “Non-pay” gives a further explanation of the status. Codes are:

N - Nonpayment Status

E - Entitled

T - Terminated

D - Deceased

P - Pending Black Lung Entitlement.

Date of Initial Entitlement

The date the beneficiary was entitled to the initial benefits.

Title II Payment History Window

Historical entries will be shown for 1 year prior to the date of the WTPY request, with a maximum of 8 entries.

Date

The effective date (month/year) of a history change. This is the date the change should have been made, regardless of when it was actually made. Since the entries only go back 1 year, effective dates over 1 year will show as the 12th month prior to the WTPY response.

Gross Amount

The amount of benefit after rounding (before any Medicare premium deduction) as of the effective date.

SSA Title XVI Data

The match criteria for SSA Title-XVI (SSI/SSP Benefits) is made on the:

  • SSN
  • Name
  • Date of Birth

Use the following steps to process the SSA Title-XVI Data report abstracts:

  1. Review the report to determine if the correct information was sent to Social Security.
  2. Compare the case record information to the IEVS SSA Title-XVI Data report to determine if the client has reported SSI/SSP benefits. Verifications on file may include:
    1. Award letters
    2. Photo copies of checks
    3. SSA 2458 from SSA
    4. SCD 169.
  3. Follow these guidelines:

If there is...

Then...

No discrepancy,
  • Record and/or identify any discrepancies in the Create IEVS Applicant Review Document response window from the Search IEVS Applicant Reports window.
  • Refer to “Processing Applicant IEVS Reports,” page 4-3 for the process.

A discrepancy,
  • Contact the client to clarify/verify the information.
  • Send an SCD 169 or SCD 1955 to SSA if the client is unable to provide the information/verification and needs assistance.
  • Attach a copy of the WTPY response to the form. Do NOT send the client to SSA.
  • When the information is clarified, record and/or identify any discrepancies in the Create IEVS Applicant Review Document response window from the Search IEVS Applicant Reports window.
  • Refer to “Processing Applicant IEVS Reports,” page 4-3 for the process.

SSA Title-XVI Data Report Abstract

The following table explains data elements on the IEVS Applicant SSA Title-XVI Data Report abstract:

Field

Definition

Beneficiary Name

The name of the beneficiary receiving Title XVI benefits.

Date of Death

The month/day/year of the beneficiary's death.

Transposed SSN

The SSN verified by SSA if it is different from the SSN entered on CalSAWS.

Last Determination Date

The completion date of the last redetermination.

Application Date

The month/day/year the SSI/SSP application was filed or refiled.

Benefit Type

The type of recipient or other individual involved in the record. If the recipient is initially “disabled”, the type will not change to “aged” at age 65.

Eligibility Date

The month/year of initial eligibility determination or most recent eligibility redetermination after a period of ineligibility. For disability cases, this is usually the date disability began for the SSI program.

Denial Date

Date the applicant was denied SSI and/or SSP benefits.

As of Date

The date of the payment status.

Payment Status

The status of the SSI/SSP payment/eligibility.

Current Benefit Date

Date that the current benefits amounts took effect.

Federal Amount

The net Federal amount paid after any adjustments for overpayments, underpayments, etc.

State Amount

The net State amount paid after any adjustments for overpayments, underpayments, etc.

Appeal Date

Date of the most recent appeal action.

Appeal Action

Level of the appeal and latest action. The appeal status will be identified by an alpha code.

A - Appeal request filed (Reconsideration)

B - Appeal request dismissed or withdrawn (Reconsideration)

C - Affirmation of prior decision (Reconsideration)

D - Reversal or modification of prior decision (Reconsideration)

P - Appeal request filed (Hearing)

Q - Appeal request dismissed or withdrawn (Hearing)

R - Affirmation of prior decision (Hearing)

S - Reversal or modification of prior decision (Hearing)

W Appeal request filed (Appeals Council)

X - Appeal request dismissed or withdrawn (Appeals Council)

Y - Affirmation of prior decision (Appeals Council)

Z - Reversal or modification of prior decision (Appeal Council)

# of Multiple SSNs

The number of SSNs used by the individual, up to a maximum of five.

Other SSNs

The actual SSNs used by the individual, up to a maximum of five.

Payment History

Historical entries will show payment information prior to the date of the WTPY request with a maximum of 8 entries. The following payment history information is displayed:

  • Date
  • Federal Amount
  • State Amount
  • Type of Payment

Related Topics

SSA Data and Interfaces Overview