How to Get SSI and Social Security Disability: An Insiders Step by Step Guide


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However, the agency had not reported how it will monitor alerts that are generated from non-electronic wage reporting to ensure that this information is reflected in the SSI and DI systems. Failing to ensure that work information is reflected in both systems could lead SSA to erroneously assess overpayments for concurrent beneficiaries who properly report work. Recommendation : To minimize the potential effect of vulnerabilities in the work reporting process, SSA should take steps to help ensure that work information is entered directly into eWork, the system of record for work information, and issue required receipts.

Such steps could include: a Improving and issuing guidance and training to field and number staff to help ensure they log information into eWork and issue required receipts. Comments : No executive action taken. SSA disagreed with GAO's October recommendation and, as of November , maintained its position that existing processes address it. Under its current process, SSA accepts a beneficiary's return to work allegation work report , but does not verify the information when the wages are reported, instead verifying it during its continuing disability review process.

However, SSA accepts some work reports without a continuing disability review; therefore, absent an oversight process to ensure that work reports are properly screened, this approach may be missing opportunities to prevent overpayments for unreported work. Recommendation : To further ensure the effective screening of work reports, SSA should monitor its process for handling work reports to determine whether staff are taking action on work reports in accordance with proper procedures, and provide feedback to staff as needed.

Comments : As of November , SSA had taken steps to study the costs and benefits of automated reporting options as GAO recommended in October , although some efforts are still under way. According to SSA, this tool automatically generates a receipt to the reporter. SSA also reported that Section of the BBA allows the agency to enter into information exchanges with payroll providers to obtain wage data. In August , SSA officials reported that the agency was developing the information exchange and was collecting and storing authorizations from SSDI beneficiaries and SSI recipients in order to obtain their payroll data via the exchange.

SSA officials reported that SSA was negotiating a contract with a potential vendor and that implementing the information exchange is contingent upon successful contract negotiations. Finally, SSA reported that it planned to incorporate the wage and earnings data collected through the information exchange into its draft business process Work Smart.

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According to SSA, Work Smart combines several business processes into one unified approach that will identify cases requiring a work continuing disability review. While these efforts partially address the recommendation, SSA has not provided information on the costs and benefits of a telephone reporting option for DI beneficiaries, which is currently available to SSI beneficiaries and would provide an automated option for those who lack access to the Internet.

Recommendation : To enhance the ease and integrity of the work reporting process, SSA should study the costs and benefits of automated reporting options, including options similar to those currently available for SSI recipients, but that do not go as far as automating the continuing disability review process. Comments : In November , SSA reported taking several actions to address GAO's October recommendation, including sending information on wage reporting responsibilities to beneficiaries and advocacy groups in conjunction with specific changes related to electronic wage reporting.

SSA also reported it plans to work with its headquarters and regional personnel to review the scope of current and planned activities relating to increasing the frequency of reporting responsibilities to DI beneficiaries. After doing so, SSA reported it will assess if additional efforts or enhancements to current processes are needed. SSA also reported it plans to complete this assessment and begin taking additional action, if needed, by the end of January Without clearly and frequently reminding DI beneficiaries of the work reporting requirements, beneficiaries may fail to comply with SSA's complex program rules, and receive overpayments.


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Recommendation : To enhance beneficiary understanding of work reporting requirements, SSA should: a Clarify work reporting requirements provided to beneficiaries. Priority recommendation. SSA anticipates these controls, which are tied to broader changes to SSA's debt management system, will be in place in fiscal year However, until the controls are implemented, SSA will not have assurance that staff are appropriately processing such waivers.

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Comments : In November , SSA reported that it took several actions to clarify its waiver policies and procedures. SSA officials reported that the agency produced a comprehensive training series on overpayment and waiver policies and procedures.

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The eight-part training series covered four areas: overpayment basics, overpayment request for reconsideration and waiver, waiver recovery, and personal conferences. SSA officials also reported that the agency built a one-stop resource shop of policy references, including easy access to useful tools for staff.

Further, SSA officials reported that the agency clarified several policies that were identified in the Continuous Quality report, addressing, among other things, the Administrative Tolerance Decision Tree to assist staff with making appropriate decisions to waive low-dollar overpayments. As of November , SSA continued to believe that its actions resolve this recommendation. However, in the absence of regular, targeted reviews, SSA lacks assurance that waivers of DI overpayment debts-especially low-dollar amounts that lack supervisory review-are being processed correctly.

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This could include periodically reviewing approved and denied DI waivers through its continuous quality initiative. Explore our Key Issues on Retirement Security. Skip Navigation. Advanced Search. Publicly Released: Oct 29, SSA's process for handling work reports by beneficiaries has internal control and other weaknesses that increase the risk of overpayments, even when DI beneficiaries follow program rules and report work and earnings, including: Processing weaknesses. Due in part to unclear guidance, GAO found that SSA staff may bypass established procedures and not: 1 initiate tracking of work activity, which would help prevent overpayments; and 2 issue a receipt to the beneficiary—as required by law—that proves the beneficiary's work was reported.

Data are not available to determine the full extent to which this might occur. Limited oversight. While SSA tracks timeliness of staff action on work reports, it lacks procedures for how staff should screen such reports, and for ensuring that work reports are systematically reviewed and closed with appropriate action.

No automated reporting options. One of the most important and helpful things a lawyer can do is send function forms to your doctor to fill out. Luckily, you do not need a lawyer to do this.


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You can print and bring the form to your doctor yourself. In fact, it is often better to do it yourself even if you have a lawyer! Many of our readers report that they had a much better responses from doctors when they made a special appointment and sat with their doctor while the form was being filled out.

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Lawyers usually do not send out these forms for initial applications, but wait for appeals. If you have an initial application, you can help your chances by getting function forms right now. Sample Residual Functional Capacity Forms. How and Where to Find a Disability Lawyer. Function Forms One of the most important and helpful things a lawyer can do is send function forms to your doctor to fill out. Like this: Like Loading Post to Cancel.

How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide
How to Get SSI and Social Security Disability: An Insiders Step by Step Guide How to Get SSI and Social Security Disability: An Insiders Step by Step Guide

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