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PolicyNetl MSOMI Part 7/Chapter 239
Chapter 239 Representative Payee Application
OVERVIEW
This chapter describes the RPS screens used in taking a Rep payee application,
SSA-Il.
When the Rep payee application is an organization/institution, screens described in chapter 243 will be
used in conjunction with screens described in this chapter to complete the SSA-ll.
CONTENTS
Chapter 239--Representative Payee Application
Section A--BeneficiarylRecipient List (BNLS)
239
239-A
This screen displays the beneficiaries/recipients for a particular
applicantlRep payee
Section B--Identification (RPSV)
239-B
Allows verification of an SSN against the NUMIDENT using the SSA Standard SSN
Verification process.
Section C--SSN Unknown (RLSU)
239-C
Allows beneficiary/recipient processing when the BOANIPAN is unknown.
Section D--Individual ApplicantlRep Payee Address (RPAD)
239-D
Collects legend preference, telephone number, mailing address, whether or not residence address
is the same as the mailing address, and whether or not the applicant has been convicted of a
felony.
Section E--Individual ApplicantlRep Payee Residence Address (RPAI)
239-E
Collects the residence address when it differs from the mailing address.
Section F-- ApplicantlRep Payee Felony Info (RPFL)
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Collects felony information about the applicant.
Section G--BeneficiaryfRecipient Cross-Reference (BRXR)
239-G
Displays all of the entitlements for the beneficiary/recipient and allows selection of the
entitlement(s) for which the applicant is applying to be Rep payee.
Section H--Relationship Information (RELA)
239-H
Collects whether the applicant wants direct deposit, the type of Rep payee applicant, how long
the applicant has known the beneficiary/recipient, whether or not there is a legal Representative
and whether or not the beneficiary/recipient lives with the applicant.
Section I--Custody Code (CSCD)
239-1
Collects information about who has custody ofthe beneficiary/recipient, who the
beneficiary/recipient lives with, if an institution has custody and the ZIP code for that institution.
Section J--Additional Relationship Information (RLAD)
239-J
Collects why the payee applicant believes the beneficiary/recipient is unable to handle hislher
own benefits and why the payee applicant believes he/she would be the best Rep payee.
Section K--Interest Information (RLIN)
239-K
Collects information about the payee applicant's interest in and care for the beneficiary/recipient
and whether or not the beneficiary/recipient owes the applicant money.
Section L--Creditor Relationship Information (RLCR)
239-L
Collects information about any debt the beneficiary/recipient may owe the applicant.
Section M--Other Information (RLOT)
239-M
Collects information to determine what additional screens are required to complete the Rep
payee application.
Section N--Parent Information (BRPI)
239-N
Collects information about the parent of a child beneficiary/recipient.
Section O--Others Interested (RLOI)
239-0
Collects information about others living with or showing interest in the beneficiary/recipient.
Section P--Court-Appointed Legal Guardian (BRLR)
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Collects infonnation about the legal Representative.
Section Q--BeneficiarylRecipient Residence Address (BRRA)
239-Q
Collects the beneficiary/recipient's residence address when he/she does not live with the
applicant or in the care facility.
Section R--Applicant/Rep Payee Employment (RPEM)
239-R
Collects infonnation about the applicant's source of income.
Section S--Applicant/Rep Payee-Special Text (RPST)
239-S
Collects general infonnation of interest about the applicant/Rep payee.
Section T--BeneficiarylRecipient Special Text (BRST)
239-T
Collects general infonnation of interest about the beneficiary/recipient.
Section U--Relationship Special Text (RLST)
239-U
Collects general infonnation of interest about the applicant/Rep payee and beneficiary/recipient
relationship.
239-V
Section V--Remarks for the SSA-11 (RPMK)
Collects any Remarks that are part of the SSA-11.
Section W--Direct Deposit Application (RPDA)
239-W
Collects direct deposit infonnation for the beneficiary/recipient.
Section X--Reserved for Future Use
Section Y--Update/Query Application Menu (RPUP)
239-Y
Used to update or query the Rep payee application
Section Z-Beneficiary Caregiver Institutional Address (BCIA)
239-Z
07/21100 (TN #315)
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B,lIch nm: lNHJ8/;:{J{j3
RC1J'
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PolicyNetIMSOMISection 239-A BeneficiarylRecipient List (BNLS)
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POlicyNetJ MSOMI Part 7/Chapter 239
Section 239-A BeneficiarylRecipient List (BNLS)
INTRODUCTION
BeneficiarylRecipient List (BNLS) identifies all of the beneficiaries that an applicantlRep payee has in
the MRPF. BNLS lets you choose the beneficiary or recipient for whom you want to update or query
data.
FACSIMILE: BNLS - BENEFICIARY/RECIPIENT LIST
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
BENEFICIARY/RECIPIENT LIST
BNLS
sssss ssssssssss
[l-Mj
CHOICE: 99 99 99 99 99 99 99 99 99 99
ACCOUNT
TITLE BIC/
2/16
BOAN
NUMBER
10
01. ALL
02. sss-ss-ssss sss-ss-ssss ss
sss
SSS
03. sss-ss-ssss sss-ss-ssss SS
04. SSS-SS-SSSS sss-ss-ssss SS
sss
05. sss-ss-ssss sss-ss-ssss SS
SSS
06. sss-ss-ssss sss-ss-ssss ss
sss
07. sss-ss-SSSS SSs-ss-ssss ss
sss
OB. sss-ss-ssss sss-ss-ssss
ss
sss
09. sss-ss-ssss sss-ss-ssss ss
sss
10. sss-ss-ssss sss-ss-ssss ss
!>ss
11. sss-ss-ssss sss-ss-ssss ss
sss
12. sss-ss-ssss sss-ss-ssss ss
sss
BN NAME
sssss
sssss
sssss
BSSSS
sssss
sssss
sssss
sssss
sssss
sssss
sssss
ssssssssss
SSSSSSSSSS
SSSSSSSSSS
SSSSSSSSSS
ssssssssss
ssssssssss
ssssssssss
SSSSSSSSSS
ssssssssss
ssssssssss
ssssssssss
[2-Mj
MORE (Y/N) : x
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "2/3" for MODE (QuerylUpdate) and
•
"01" for PROCESS (Rep Payee Application) and there is no Beneficiary/Recipient SSN
on RPMM and UNKNOWN-SSN equals "N".
•
On the Data Selection Menu (RPDU) you choose "07" , "08" , "09" , "10" , "11" , or"12"
and there is no BENEFICIARYIRECIPIENT SSN on RPMM and UNKNOWN SSN
equals "N".
•
On the Representative Payee Main Menu (RPMM) you entered "2" for MODE (Update)
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and "04" for PROCESS (Case Movement) and there is no BeneficiarylRecipient SSN or RPMM
and UNKNOWN SSN equals "N".
COMMON FIELDS
[2-M] MORE (YIN): X
Reference:
MSOM 238, Common Fields
[l-M]
CHOICE: 99999999999999999999
Enter the Beneficiary(ies)lRecipient(s) you wish to update/query againstlfor.
NQt~:
You cannot select multiple beneficiary/recipients if entry for MODE is "2/3"
(Update/Query) and PROCESS entry is "01104" (Rep Payee Application/CASE MOVEMENT) on the
Representative Payee Main Menu (RPMM).
RESULTS,
For the Beneficiary(ies)lRecipient(s) you selected to process
•
a Rep Payee Application action, .the Update/Query Selection Menu (RPUP) screen
appears
•
a Case Movement action, the Rep Payee Case Movement (RMOV) screen appears
•
a General Message action, the General Messages (RPGM) screen appears
If on the Data Selection Menu (RPDU) you entered
•
•
"7", the Identification (RPSV) screen for the beneficiary/recipient appears
"8", the Relationship Information (RELA), Custody Code (CSCD) and the CourtAppointed Legal Representative (BRLR) screens appear
•
"09", the Update BeneficiarylRecipient Residence Address (BRUP) screen appears
•
"10", the BeneficiarylRecipient Special Text (BRST) screen appears
•
"11", the Relationship Special Text (RLST) screen appears
•
"12", the Representative Payee Misuse Information (RMIS) screen appears
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RELATED PAGES
Representative Payee Main Menu (RPMM). 238.K
06/19/98 (TN #247)
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PolicyNetJMSOMlSection 239-B Identification (RPSV)
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PolicyNeti MSOMI Part 7/Chapter 239
Section 239-B Identification (RPSV)
INTRODUCTION
This section explains Identification (RPSV). RPSV records and verifies the Rep PayeelBeneficiary
SSN infonnation.
PROPAGATION/SSN VERIFICATION
As required by law, generally Rep payees living in the U.S. must have a verifiable social security
number (SSN). An exception to this rule are noncitizens who are prohibited from being assigned a
SSN. You should veritY ownership of the SSN with data propagated as indicated below.
The RPSV screen is initially propagated with infonnation from the Integrated Client Database (ICDB).
The name, DOB, proof, proof code and language preferences are propagated. If no ICDB record exists,
the screen receives name, date of birth and proof from NUMIDENT via ICDB and verifies with
responses from SSA's SSN Standard Verification process. The interviewer should ask the applicant his
name and DOB to make sure they agree.
The verification is done using the primary and/or secondary names and the date of birth. The SEX code
is received from NUMIDENT and stored for use in the Representative Payee System (RPS).
If Language Preferences are on the ICDB, the languages of choice are displayed on the RP RPSV only.
MES
Screens from the MES system appear (after RPSV) in the path to let you to correct the NAME on
Numident (via MES) before you complete the application in RPS when you change NAME data
on the RPSV screen and the NAME
•
•
•
does not agree with the fIrst and last names on Numident, ~g
the SSN does not veritY, and
you press ENTER without the OVERRIDE (YIN)
Once you complete the NAME correction, the system returns to the RPSV screen so that you can
complete the application process.
Client Mini-Paths
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If either of the Rep Payee's Language Preference changed, you are taken into a Client mini-path
which contains the CLLG screen.
FACSIMILE: RPSV - IDENTIFICATION
RPAY
TRANSFER TO:
RP SSN: PPP-PP-PPPP
BN SSN: PPP-PP-PPPP
[4-MJ
IDENTIFICATION
[I-OJ
[2-0]
RPSV
LANGUAGE (WRITTEN)
SSSSSSSSSSSSSSSSSSSSSS
LANGUAGE (SPOKEN)
SSSSSSSSSSSSSSSSSSSSSS
EITHER CHOICE CHANGED? (YIN): S
[3-0]
[5-0J
DATE OF BIRTH: MMDDYYYY
[6-MJ
NAME: XXXXXXXXXXXXXXX
[10-0]
NAME ON CARD: XXXXXXXXXXXXXXX
PROOF: X
[7-M]
XXXXXXXXXXXXXXX
[11-0]
XXXXXXXXXXXXXXX
[8-M]
[9-MJ
XXXXXXXXXXXXXX
[12-0]
XXXXXXXXXXXXXXX
xxxx
[13-0]
XXXX
[14-0]
OVERRIDE (YIN): S
[15-Mj
SEX (M/F): P
HOW YOU GOT HERE
•
To verify the .SSN of an applicantlRep Payee, this screen appears
);;>
after the Representative Payee Main Menu (RPMM) screen when you are establishing a Rep
Payee application, for an individual applicant, or
);;>
when you enter "01" for the screen selection on the Update/Query Selection Menu (RPUP)
screen, or
);;>
when you enter "01" for the screen selection on the Data Selection Menu (RPDU) screen.
For this situation, only the RP SSN and name fields will be displayed or
);;>
when you enter the RPS application screens via the GO TO RPS question on the MCS
Remarks (RMKS) screen or
);;>
when you request the RPS application screens via the Business Function Menu (BFMN)
screen
Note:
For these situations, the tag RP SSN is displayed.
•
To verify the SSN of a beneficiary/recipient, this screen appears
);;>
after the SSN Verification (RPSV) screen when establishing a Rep Payee application and the
beneficiary is not already established in Master Representative Payee File (MRPF)
);;>
after the Individual RP Screening Query Response (RPSQ) screen when establishing a Rep
Payee application and the individual representative payee is already established in the MRPF
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and the beneficiarylrecipient's SSN is known
»
after the Representative Payee EIN From ElF (REIN) screen when establishing a Rep Payee
application for an institution not in the MRPF and the beneficiary/recipient's SSN is known
»
after the OrganizationlInstitution RP Screening Query Response (OISA) screen when
establishing a Rep Payee application for an institution already in the MRPF file and the
beneficiary/recipient's SSN is known
» when you enter "02"
for the screen selection on the Update/Query Selection Menu (RPUP)
screen
» when you enter "07"
for the screen selection on the Data Selection Menu (RPDU) screen.
For this situation, only the BN SSN and name fields are displayed
» after the SSN Correction (BNCO) screen when the DESIRED PROCESS
SSN Correction
on the RPMM screen. In this situation, the OVERRIDE field [10-M] is not possible
Note: For these situations, the tag BN SSN is displayed. The RPSV for the beneficiary/recipient is not
displayed when the beneficiary/recipient is filing for himselflherself since the verification process is
done on the RPSV screen for the applicant.
[1-0]
LANGUAGE (WRITTEN): SSSSSSSSSSSSSSSSSSSSSS
This field contains the Rep Payee's written language ofchoice that is on the ICDB.
[2-0]
LANGUAGE (SPOKEN): SSSSSSSSSSSSSSSSSSSSSS
This field contains the Rep Payee's spoken language of choice that is on the ICDB.
[3-0]
EITHER CHOICE CHANGED? (YIN):
If either or both the written/spoken language choice of the Rep Payee changed from what is displayed on
the RP RPSV, overkey it with a "Y" and make the necessary changes on the CLLG screen. The changes
on CLLG are updated to the ICDB.
[4-M]
DATE OF BIRTH: MMDDYYYY
This element is propagated with data from ICD if present. If this data is incorrect, you can overkey it.
Enter the date of birth.
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PROOF: X
This element is propagated with data from leD ifpresent. If this data is incorrect, you can overkey it.
Enter A, B,
e, F or Q.
Note: If a proof code other than II A" is entered with a change of date of birth, the new date of birth is
written to MES.
[6-M]
NAME:
XXXX (FIRST NAME)
This element is propagated with data from leD if present. If this data is incorrect, you can overkey it.
Enter the first name up to 15 characters.
Note:
If you change the first NAME data and press ENTER, the MES name change screens appear.
[7-M]
XXXXXXXXXXXXXXX (MIDDLE NAME)
This element is propagated with data from leD ifpresent. If this data is incorrect, you can overkey it.
Enter the middle name up to 15 characters.
(LAST NAME)
[8-M]
If the individual uses only a single name (Le., no first or middle name), input the name in the last name
field. This element is propagated from leD if present. If this data is incorrect, you can overkey it.
Enter the last name up to 20 characters.
Note:
[9-M]
If you change the last NAME data and press ENTER, the MES name change screens appear.
XXXX (SUFFIX)
This data is propagated from leD if present. If this data is incorrect, you can overkey it.
Enter JR, SR or Roman numerals if included with the name.
Note:
If you change the NAME data and press ENTER, the MES name change screens appear.
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[10-0]
NAME)
Page 5 of 15
NAME ON CARD: X
(CARD FIRST
If any other name exists (i.e., a maiden name, alias, etc.), enter the other first name up to 15 characters.
This name is also used to verify with NUMIDENT.
[11-0]
XXXX (CARD MIDDLE NAME)
Enter the other middle name up to 15 characters.
X (CARD LAST NAME)
[12-0]
Enter the other last name up to 20 characters. If the individual uses only a single other name (i.e., no
other first or other middle name), input the other name in the other last name field.
[13-0]
XXXX (CARD SUFFIX)
Enter JR, SR or Roman numerals if included with the other name.
[14-0]
OVERRIDE (YIN): S
Ifthe entry for OVERRIDE is blank and the NAME does not verify, the MES screens appear next.
Caution:
You cannot correct the representative payee's SSN if the number entered is incorrect.
Enter "Y" if the SSN does not pass the numident check and you are certain that the SSN you entered is
correct.
Do notenter "Y" unless
•
•
•
[15-M]
you are sure that this SSN belongs to the beneficiary/recipient
the NUMIDENT is not updated with the correct information, and
you do not have the proofs to process the MES correction
SEX (MIF): P
This field appears on the screen when the SEX data is returned by NUMIDENT. This element is
propagated with data from ICD if present. If this data is incorrect you can overkey it. Enter
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•
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"M" if the SEX is male.
"Fir if the SEX is female.
Note: If you change the SEX code from what is on the NUMIDENT, a Development Worksheet Issue
of nSEXNUM" is established. Correct NUMIDENT through normal procedure. Press ENTER to
continue processing.
RESPONSES
Message:
UNABLE TO ACCESS NUMIDENT
PRESS PF3 TO EXIT OR USE OVERRIDE TO
CONTINUE
Condition:
NUMIDENT is temporarily unavailable.
Resolution:
Press PF3 if you want to exit. You return to the RPMM screen. Retry
later when NUMIDENT is available. Enter "yn for override if you wish
to continue.
Caution:
Review explanation for field [11-0] OVERRIDE above, before entering
"yn for override.
Message:
**** SSN IS NOT IN NUMIDENT FILE ****
PRESS PF3 TO EXIT OR USE OVERRIDE TO
CONTINUE
Condition:
SSN is not on NUMIDENT or the SSN is not assigned.
Resolution:
For a Rep Payee/applicant
•
PF3 to RPMM screen, enter the correct SSN or follow voided SSN
procedures for Resolving Enumeration Feedback Messages, or
•
ENTER "Y" FOR OVERRIDE ONL Y IF YOU ARE SURE THAT THIS
NUMBER BELONGS TO THE REPRESENTATIVE PAYEE
For a beneficiary/recipient
•
•
Return to the RPMM screen, investigate SSN and key the revised SSN or
follow voided SSN procedures for Resolving Enumeration Feedback
Messages, or
Return to the RPMM screen and complete all necessary entries leaving
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the /BENEFICIARY/RECIPIENT'S SSN blank and entering a "Y" for OR
UNKNOWN if this is a Title II beneficiary who is not the number holder
or,
•
Message:
Enter "Y" for override if you are sure that this number belongs to the
beneficiary/recipient
*** SSN VERIFIED ***
PRESS ENTER TO CONTINUE
Condition:
The SSN is verified.
Resolution:
Continue processing.
Message:
*** SSN NOT VERIFIED NO MATCH ON NAME
AND/OR DOB ***
CORRECT NAME AND/OR DOB AND RETRY OR
PRESS PF3 TO EXIT OR USE OVERRIDE OR ENTER
TO GO TOMES
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
NUMIDENT SHOWS THE FOLLOWING
INFORMATION
NAME:SSSSSSSSSSSSSSS SSSSSSSSSSSSSSS
SSSSSSSSSSSSSSSSSSSS SSSS
BIRTHDATE: SS/SS/SSSS
FATHERS LAST NAME: SSSSSSSSSSSSSSS
MOTHERS MAIDEN NAME: SSSSSSSSSSSSSSS
Condition 1:
The SSN is not verified. The secondary name or the date of birth does not
match the NUMIDENT, and no death data is on NUMIDENT.
Resolution 1:
If the SSN is incorrect, follow the procedures for above alert
** SSN IS NOT IN NUMIDENT FILE **
If the SSN is correct, check the name and date of birth entered.
•
If the secondary name entered was incorrect and the secondary name on
the NUMIDENT is correct, enter the correct secondary name.
•
If the secondary name entered was correct and the NUMIDENT is also
correct but not the name the representative payee, beneficiary or recipient
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uses, enter the name on the NUMIDENT in NAME ON CARD.
Examph;:
The representative payee states her primary name is
Kathy, and wants the checks in that name. The NUMIDENT shows the
primary name as Katheryn. Enter "Katheryn" as the name in NAME ON
CARD and the system considers the names as "verified".
Condition 2:
Resolution 2:
•
If the secondary name on the NUMIDENT is incorrect, enter the correct
secondary name and enter "Y" for override. A Rep Payee Development
Worksheet Issue (RPSSN for a Rep Payee/applicant or BNSSN for a
beneficiary/recipient) is established. Correct numident through normal
procedures.
•
If the date of birth entered was incorrect and the date of birth on the
NUMID ENT is correct, enter the correct date of birth.
•
If the date of birth on numident is incorrect, enter the correct date of birth
and enter "yu for override. A Rep Payee Development Worksheet Issue
(RPSSN for a Rep Payee/applicant or BNSSN for a beneficiary/recipient)
is established. Correct numident through normal procedure. Press ENTER
to continue processing.
The NAME entered on RPSV does not match the NUMIDENT, you
pressed enter without the OVERRIDE and no death data is on
NUMIDENT.
Check the name entered. If the name shown on RPSV
•
is incorrect and the NUMIDENT is correct, enter the correct primary
name
•
is correct and the NUMIDENT is also correct but not the name the
representative payee, beneficiary or recipient uses, enter the name on the
NUMIDENT in NAME ON CARD
Example:
The representative payee states her primary name is
Kathy, and wants the checks in that name. The NUMIDENT shows the
primary name as Katheryn. Enter "Katheryn" as the name in NAME ON
CARD.
•
is incorrect and NUMIDENT is incorrect, the MES screens appear as the
next screens and you can correct the name on Numident
If you do not want to correct the primary name at this time, a Rep Payee
Development Worksheet Issue (RPNAME for a Rep Payee/applicant
and/or BNNAME for a beneficiary/recipient) is established. However,
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you cannot adjudicate this RPS claim until the name issue is closed.
•
Message:
and Numident agrees with the name in RPS, the system clears the issues
and allows you to process the selection in RPS
*** SSN VERIFIED ***
PRESS ENTER TO CONTINUE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION
OTHER SSNS: SSSSSSSSS
Condition:
Resolution:
Message:
The SSN verified on the primary name and date of birth. The individual
has multiple SSNs and there is no death record on NUMIDENT. None of
the SSNs on NUMIDENT are already on the Rep Payee data base.
Continue processing.
*** SSN VERIFIED ***
CURRENT NAME NOT ON NUMIDENT
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
PRESS ENTER TO CONTINUE
'Condition:
Resolution:
The SSN is verified on the name on card and date of birth, and no death
record or multiple SSNs are on NUMIDENT.
Check the name entered
•
If the name entered was incorrect and the NUMIDENT is correct, enter
the correct primary name.
•
If the name entered was correct and the NUMIDENT is also correct but
not the name the representative payee, beneficiary or recipient uses, enter
the name on the NUMIDENT in NAME ON CARD
Example:
The representative payee states her primary name is
Kathy, and wants the checks in that name. The NUMIDENT shows the
primary name as Katheryn. Enter "Katheryn" as the name in NAME ON
CARD.
•
If the NAME on the NUMIDENT is incorrect, the MES screens will
appear as the next screens and you can correct the name on Numident.
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If you do not want to correct the primary name at this time, a Rep Payee
Development Worksheet Issue (RPNAME for a Rep Payee/applicant
and/or BNNAME for a beneficiary/recipient)is established. However, you
cannot adjudicate this RPS claim until the name issue is closed.
Message:
•
When the name on Numident agrees with the name in RPS, the system
clears the issues and allows you to process the selection in RPS.
•
A Rep Payee Development Worksheet Issue (RPNUMI for a Rep
Payee/applicant or BNNUMI for a beneficiary/recipient) is established.
*** SSN VERIFIED ***
CURRENT NAME NOT ON NUMIDENT
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
PRESS ENTER TO CONTINUE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION
OTHER SSNS: SSSSSSSSS
Condition:
The SSN is verified on the name on card and date of birth. The individual
has multiple SSNs and no death record is on NUMIDENT. None of the
SSNs from NUMIDENT are already on the Rep Payee data base.
Resolution:
Continue processing and after the process is completed correct the name
on NUMIDENT. A Rep Payee Development Worksheet Issue (RPNUMI
for a Rep Payee/applicant or BNNUMI for a beneficiary/recipient) is
established.
Message:
Condition:
DEATH RECORD ON NUMIDENT
*** SSN VERIFIED ***
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
PRESS PF3 TO EXIT OR USE OVERRIDE TO
CONTINUE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION:
DATE OF DEATH: SS/SS/SSSS
SOURCE: SSSSSSSSSSSSSSSSSSSSSSSSSSSSSS
The SSN verified on the primary name and date of birth, and there are no
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PolicyNetIMSOMISection 239-B Identification (RPSV)
Page 11 of 15
multiple SSNs on NUMIDENT. However, NUMIDENT indicates that the
number holder is deceased.
Resolution:
If you entered the correct number, continue processing and after the
process is completed correct the death indicator on Numident. A Rep
Payee Development Worksheet Issue (NUMDTH) is established. If you
entered the incorrect number, PF3 back to RPMM and enter the correct
number.
Example:
You entered the name of the deceased wage earner instead of
entering the SSN, date of birth and name of the beneficiary. PF3 back to RPMM,
and enter the correct SSN.)
Message:
DEATH RECORD ON NUMIDENT
*** SSN VERIFIED ***
CURRENT NAME NOT ON NUMIDENT
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
PRESS PF3 TO EXIT OR USE OVERRIDE TO
CONTINUE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION:
DATE OF DEATH: SS/SS/SSSS
SOURCE: SSSSSSSSSSSSSSSSSSSSSSSSSSSSSS
Condition:
The SSN verified on the name on card and date of birth, and no multiple
SSNs are on NUMIDENT. However, death data is on NUMIDENT.
Resolution:
If you entered the correct number, continue processing and after the
process is completed correct the name and death information on Numident. A
Rep Payee Development Worksheet Issue (NUMDTH) is established. If you
entered the incorrect number, PF3 back to RPMM and enter the correct number.
Example:
You entered the name of the deceased wage earner instead of
entering the SSN, date of birth and name of the beneficiary. PF3 back to RPMM,
and enter the correct SSN.)
Message:
DEATH RECORD ON NUMIDENT
*** SSN NOT VERIFIED NO MATCH NAME AND/OR
DOB***
CORRECT NAME AND/OR DOB AND RETRY OR
PRESS PF3 TO EXIT OR USE OVERRIDE TO
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PolicyNetIMSOMlSection 239-B Identification (RPSV)
Page 12 of 15
CONTINUE
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
NUMIDENT SHOWS THE FOLLOWING
INFORMATION:
NAME:SSSSSSSSSSSSSSS SSSSSSSSSSSSSSS
SSSSSSSSSSSSSSSSSSSS SSSS
BIRTHDATE: SS/SS/SSSS
FATHERS LAST NAME: SSSSSSSSSSSSSSS
MOTHERS MAIDEN NAME: SSSSSSSSSSSSSSS
DATE OF DEATH: SS/SS/SSSS
SOlnRCE:SSSSSSSSSSSSSSSSSSSSSSSSSSSSSS
Condition:
Resolution:
The SSN is not verified. The primary or secondary name or the date of
birth does not match the NUMIDENT and no death data is on
NUMIDENT.
If the SSN is incorrect, follow the procedures for above alert
SSN IS NOT IN NUMIDENT FILE
If the SSN is correct, follow the procedures for above alert
SSN NOT VERIFIED NO MATCH ON NAME AND/OR
DATE OF BIRTH ....
Continue processing and after the process is completed, correct the information on
NUMIDENT. A Rep Payee Development Worksheet Issue (RPSSN for a
RP/applicant or BNSSN for a beneficiary/recipient) is established. However, if
the SSN cannot be verified, enter "Y" in the OVERRIDE field only if you are
sure this SSN belongs to this individual, and press ENTER to continue.
Caution:
Message:
Review 10-0 OVERRIDE field description above before entering "Y" for
OVERRIDE.
OTHER SSN SSSSSSSSS ALREADY ESTABLISHED ON DATA
BASE
CORRECT SSN ABOVE, IF APPROPRIATE AND
RETRY OR EXIT AND INVESTIGATE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION
OTHER SSNS: SSSSSSSSS
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Condition:
Page 13 of 15
Other SSN is already on the Rep Payee data base.
Resolution:
Determine if the other SSN is appropriate. If so, correct SSN and retry, or
return to the RPMM screen and investigate for the correct SSN. If the SSN
remains unverified, a Rep Payee Development Worksheet Issue (RPNUMI for a
RP/applicant or BNNUMI for a beneficiary/recipient) is established if override
used.
Message:
*** SSN NOT VERIFIED ***
CURRENT NAME NOT ON NUMIDENT
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
OTHER SSN SSSSSSSSS ALREADY ESTABLISHED ON
DATABASE
CORRECT SSN ABOVE, IF APPROPRIATE AND
RETRY OR EXIT AND INVESTIGATE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION
OTHER SSNS: SSSSSSSSS
Conditions:
The SSN is verified on the secondary name and date of birth. The
individual has multiple SSNs and there is no death record on NUMIDENT. One
of the SSNs from NUMIDENT is already on the Rep Payee data base.
Resolution:
Determine if the other SSN is appropriate. If so, correct the SSN and
retry, or return to the RPMM screen and investigate for the correct SSN. If the
SSN remains unverified, a Rep Payee Development Worksheet Issue (RPNUMI
for a Rep Payee/applicant or BNNUMI for a beneficiary/recipient) is established.
Message:
DEATH RECORD ON NUMIDENT
*** SSN NOT VERIFIED ***
CORRECT NUMIDENT THROUGH NORMAL
PROCEDURES
OTHER SSN SSSSSSSSS ALREADY ESTABLISHED ON
DATABASE
CORRECT SSN ABOVE, IF APPROPRIATE AND
RETRY OR EXIT AND INVESTIGATE
NUMIDENT SHOWS THE FOLLOWING
INFORMATION:
OTHER SSNS: SSSSSSSSS
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Page 14 of 15
DATE OF DEATH: SS/SS/SSSS
SOURCE: SSSSSSSSSSSSSSSSSSSSSSSSSSSSSS
Condition:
Other SSN is already on the Rep Payee data base as payee and death data
is present on NUMIDENT.
Resolution:
Determine if the other SSN is appropriate. If so, correct the SSN and
retry. After the other SSN processes completely, correct the NUMIDENT
record.
If the other SSN is not appropriate, return to the RPMM screen and investigate for
the correct SSN. A Rep Payee Development Worksheet Issue (NUMDTH) is
established. In addition, if the SSN remains unverified, a Rep Payee
Development Worksheet Issue (RPNUMI for a Rep Payee/applicant or BNNUMI
for a beneficiary/recipient) is established.
Message:
***BN IS AN APPLICANTIREP PAYEE***
Condition:
The beneficiary is already an applicant or a rep payee and is established in
theMRPF.
Resolution:
Development needed to determine if the beneficiary needs a payee and if
they are capable of continuing to serve as payee.
RESULTS
•
•
When verifying the SSN of an axmlicant/RepPayee, you get the
»
Individual RP Screening Query Response (RPSQ) screen when you are establishing a Rep
Payee application when the representative payee is already established in the MRPF
»
SSN Verification (RPSV) screen for the beneficiary/recipient when the
beneficiary/recipient's SSN is known and you are establishing an representative payee
application where the representative payee is not established in the MRPF
»
RPSV screen for the beneficiary/recipient when the beneficiary/recipient's SSN is known
and you entered "01" on the RPUP screen
»
SSN UNKNOWN (RLSU) screen when the beneficiary/recipient's SSN is unknown
»
Rep Payee Main Menu (RPMM) screen when you entered "0 I" on the RPDU screen
When verifying the SSN of a beneficiary/recipient, you get the
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PolicyNetIMSOMJSection 239-B Identification (RPSV)
Page 15 of 15
.>
Individual ApplicantlRep Payee Mailing Address (RP AD) screen when you are establishing,
updating or querying a Rep Payee application when the representative payee/applicant is not
an institution
.>
BeneficiarylRecipient Cross-Reference (BRXR) screen when you are establishing, updating
or querying a Rep Payee application for an institution
.>
Rep Payee Main Menu (RPMM) screen when you are updating or querying a PE event
.>
RPMM screen when you are making an SSN CORRECTION
RELATED PAGES
Applicant Mailing Address (APAR), 301.B
Clear Application (APPC), 301.E
Client Language (CLLO) screen, 2001.C
Data Selection Menu (RPDU) screen, 243.A
Development worksheets, 241.C
Integrated Client Data, 9.
Representative Payee Main Menu (RPMM) screen, 238.1<
SSN Application Completion (APSM), 302.E
Update/Query Selection Menu (RPUP) screen, 239.Y
01/29/99 (TN #263)
Make Note
Link to this section:
http://policynet.ba.ssa.gov/msom.nsf/linkS/0702398
Balch
rtfW
fJ:liOS/2(J(J J
Rev:
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PolicyNetIMSOMlSection 239-C SSN Unknown (RLSU)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-C SSN Unknown (RLSU)
INTRODUCTION
SSN Unknown (RLSU) is used for two reasons, to
•
show a rep payee application to be processed for a beneficiary/recipient without a
current social security number of his own, and
•
identify the person in the MRPF, when you need to access the beneficiary/recipient by
the number holder's SSN
Caution:
It is important to understand that the integrity of RPS is at risk when you use this
screen. The only reason to use the UNKNOWN portion of this screen is to accommodate taking the Rep
payee application with a beneficiary/recipient who
applied for his own social security number
but has not yet received it.
Once the SSN is assigned to the beneficiary, the SSN correction facility from the Representative Payee
Main Menu (RPMM) is used.
FACSIMILE: RLSU - SSN UNKNOWN
SSN UNKNOWN
RPAY
RLSU
[1-M]
NHSSN: 999999999
[2-M]
CHOOSE WHO IS AFFECTED BY THIS ACTION: XX
[3-C]
01.
02.
03.
04.
05.
06.
07.
08.
09.
10.
11.
12.
[4-C]
NAME
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
xxxxxxxxxxxxxxx
[6-MJ
MORE? (YIN):
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
[5-C]
DOB
SEX
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
MMDDYYYY X
x
HOW YOU GOT HERE
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PolicyNetIMSOMISection 239-C SSN Unknown (RLSU)
Page 2 of5
On the Representative Payee Main Menu (RPMM) screen you entered "Y" for UNKNOWN and
•
if you entered MODE "1" (ESTABLISH) and PROCESS "01" (Rep Payee Application)
and you entered the
~ ApplicantJRep
Payee SSN, then RLSU appears after the Identification (RPSV)
screen, or
~ ApplicantJRep
Payee Location ZIP, then RLSU appears after the ZIP Access List
(ZIPL)
•
if you entered MODE "2" or "3" (Update/Query) and you entered either the
APPLICANTIREP PAYEE SSN orAPPLICANT REP PAYEE LOCATION ZIP, then
RLSU appears after the Representative Payee Main Menu (RPMM) screen.
•
if you entered MODE "2" or "3" (Update/Query) and you did not enter either the
APPLICANTIREP PAYEE SSN orthe APPLICANT REP PAYEE LOCATION ZIP
~
when the PROCESS is "2" (Select Rep Payee) or"13" (Update Selection Process),
then RLSU appears after the Representative Payee Main Menu (RPMM)
~
otherwise, RLSU appears after the Applicant/Rep Payee List (RLST)
COMMON FIELDS
[6-M] MORE? (YIN):
Reference:
MSOM238
[l-M]
NHSSN: 999999999
Enter the NH's SSN.
[2-M]
CHOOSE WHO IS AFFECTED BY THIS ACTION: XX
When you first come to this screen, this question is darkened. After you enter the NHSSN, this question
is displayed.
Enter the corresponding number for the beneficiary that an action is taken for or against.
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PolicyNetIMSOMlSection 239-C SSN Unknown (RLSU)
Page 3 of5
NAME XX(15, 15, 20, 4)XX
[3-C]
When you first come to this screen, this column is darkened. After you enter the NHSSN and press
ENTER, the name for any beneficiary under this UNKNOWN control in the MRPF is propagated to the
screen.
If you are here because you entered for MODE" 1" (Establish) and for PROCESS "01" (Rep Payee
Application), then if the beneficiary you are taking the application for is not listed, on the available
blank line enter the beneficiary's name to create an UNKNOWN control for the beneficiary.
For any other reason you are here, you can NOT add a new beneficiary name.
The first screen will have choices 01-12. The second screen will have choices 13-21.
[4-C]
DOB MMDDYYYY
When you first come to this screen, this column is darkened. After you enter the NHSSN, then the DOB
(date of birth), each beneficiary name under this UNKNOWN control in the MRPF is propagated to the
screen.
If you are here because you entered for MODE "1" (Establish) and for PROCESS "01" (Rep Payee
Application), then if the beneficiary you are taking the application for is not listed, on the available
blank line enter the date of birth for the beneficiary to create an UNKNOWN control for the beneficiary.
For any other reason you are here, you can not add a new beneficiary date of birth.
[5-C]
SEX X
FEMALE = F, MALE = M, UNKNOWN = U
When you first come to this screen, this column is darkened. After you enter the NHSSN, then the SEX,
each beneficiary name under this UNKNOWN control in the MRPF is propagated to the screen.
If you are here because you entered for MODE "1" (Establish) and for PROCESS" 1" (Rep Payee
Application), and the beneficiary you are taking the application for is not listed, enter the sex for the
beneficiary on the available blank line to create an UNKNOWN control for the beneficiary.
For any other reason you are here, you can not add a new beneficiary sex code.
RESULTS
If you are here because on the Representative Payee Main Menu (RPMM) screen, for PROCESS you
entered:
•
"01" (Rep Payee Application), and you entered an
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PolicyNetIMSOMISection 239-C SSN Unknown (RLSU)
•
•
•
•
Page 40f5
);.>
APPLICANTIREP PAYEE SSN, the Individual Applicant/Rep Payee Address
(RP AD) screen appears, or
);.>
APPLICANTIREP PAYEE LOCATION ZIP, the BeneficiarylRecipient Cross
Reference (BRXR) screen appears
"03" (Development Worksheet), the Development Worksheet Submenu (DWDW)
screen appears
"04" (Case Movement), the Case Movement (RMOV) screen appears
"07" (Query Response), and you entered on the RP Query Response Selection List
(RQSL)
);.>
"3", the Individual BeneficiarylRecipient Query Response (BRQA) screen appears
);.>
"4", the Individual RP BeneficiarylRecipient List Pending/Selected (RPBL) screen
appears
"08" (PE Event), and on the Date Selection Menu (RPDU) screen you entered
);.>
"06", the Rep Payee Termination Information (RTRM) screen appears
);.>
"07", the Identification (RPSV) screen for the beneficiary/recipient appears
);.>
"08", the Relationship Information (RELA) screen appears
);.>
"09", the Update BeneficiarylRecipient Residence Address
(BRUP)screen appears
);.>
"10", the BeneficiarylRecipient Special Text (BRST) screen appears
);.>
" 11 ",
);.>
-"12", the Representative Payee Misuse Information (RMIS) screen appears
the Relationship Special Text (RLST) screen appears
•
"10" (SSN Correction), the SSN CORRECTION (BNCO) screen appears
•
"11" (General Message), the General Messages (RPGM) screen appears
•
"12" (Notice PrintlReprint), the Print request (RPRR) screen appears
RELATED PAGES
Representative Payee Main Menu (RPMM), 238,1<.
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PolicyNetfMSOMlSection 239·C SSN Unknown (RLSU)
Page 5 of5
SSN Correction (BNCO), 246.F
11123/98 (TN #258)
Make Note
link to this section:
http://policynet.ba.ssa.gov/msom.nsf/links/070239C
Butch rim: (Jl:J:iJ8:::!1J1J3
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PolicyNetIMSOMISection 239-D Individual Applicant/Rep Payee Address (RPAD)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-D Individual Applicant/Rep Payee Address (RPAD)
INTRODUCTION
This screen collects the following information pertaining to an individual Rep Payee applicant:
•
•
•
•
name legend preference,
telephone number,
mailing address,
if the residence address is the same as the mailing address
FACSIMILE: RPAD - INDIVIDUAL APPLICANTIREP PAYEE
ADDRESS
RPAY
INDIVIDUAL APPLICANT/REP PAYEE ADDRESS
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
SSSSS
RPAD
ssssssssss
(1-0)
NAME LEGEND PREFERENCE: PPPPPPPPPPPPPPPPPPPPPP
[2-M]
PPPPPPPPPPPPPPPPPPPPPP
[3-C)
TELEPHONE CODE: 9
1. HOME 3. NONE
[4-C]
2. WORK 4. UNKNOWN
TELEPHONE NUMBER: 999 999 9999
5. OTHER, SPECIFY: XXXXXXXXXXXX
6. ATTORNEY
PLEASE PROVIDE YOUR MAILING ADDRESS:
[5-M]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
[6-M]
[7-CJ
[8-C]
[9-C]
CITY: XXXXXXXXXXXXXXXXXXXXXX STATE: XX
ZIP: 99999 CONSULAR CODE: XXX
[10-0]
[11-0]
STATE AND COUNTY CODE: PPPPPP
DISTRICT OFFICE CODE: PPP
[12-CJ
[13-C)
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX POSTAL ZONE : XXXXXXXXXXXXXXX
[14-0J
EXPLAIN C/O ADDRESS: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
KKKKKKKKKXXXXXXXXXKKKKKKKKKKKKKKKKKKKKKKKKKXXKKX
[15-M]
IS YOUR RESIDENCE ADDRESS THE SAME AS ABOVE? (YIN):
x
[16-C]
IF YES, WHAT IS THE EFFECTIVE DATE OF THIS RESIDENCE? (MMYY): 9999
HOW YOU GOT HERE
This screen appears after the SSN Identification (RPSV) screen for the beneficiary/recipient when you
are establishing, updating or querying a Rep Payee application for an individual.
This screen also appears when you enter "03" for the screen selection on the Update/Query Selection
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PolicyNetlMSOMISection 239-D Individual Applicant/Rep Payee Address (RPAD)
Page 2 of4
Menu (RPUP) screen, or when you enter "02" for the screen selectioil on the Data Selection Menu
(RPDU) screen.
COMMON FIELDS
[2-M] TELEPHONE CODE: 9
[3-C] OTHER, SPECIFY: XXXXXXXXXXXX
[4-C] TELEPHONE NUMBER: 999 999 9999
[5-M] ADDRESS: XX (UP TO 4 LINES 22 CHARACTERS EACH) XX
[6-M] CITY: XXXXXXXXXXXXXXXXXXXXXX
[7-C] STATE: XX
[8-C] ZIP: 99999
[9-C] CONSULAR CODE: XXX
[10-0] STATE AND COUNTY CODE: PPPPPP
[12-C] COUNTRY:
[13-C] POSTAL ZONE: XXXXXXXXXXXXXXX
The above common fields display information for the applicant/Rep Payee's phone and mailing address.
Note: If address or telephone information is contained on the Integrated Client database (ICD), the
information is propagated from ICD to the screen.
Reference:
Common Fields, MSOM 238
[1-0]
NAME LEGEND PREFERENCE: PP(UP TO 2 LINES 22
CHARACTERS EACH)PP
The applicant/rep payee first and last names are propagated from the Identification (RPSV) screen.
Make changes to the name of the Rep Payee/applicant to reflect the preferred name for the payment
legend.
This field is for the name of the rep payee only. (e.g., the rep payee's name may be "William Smith",
however, he may prefer that his legend be "Bill Smith"). At a later time, when the selection is made,
this information is used in conjunction with other information from the PAYMENT LEGEND AND
ADDRESS (RPLD) screen to build the payment legend and address.
[11-0]
DISTRICT OFFICE CODE: PPP
For US addresses, DOORS will supply the DOC based on the Zip Code.
For foreign address, enter the following DOCs:
•
•
COC (Citizenship Country Code) = 600 or 601 enter 994
All others, enter 995
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PolicyNetIMSOMISection 239-D Individual ApplicantlRep Payee Address (RPAD)
Reference:
Page 3 of4
POMS SM 00852.005
[14-0]
EXPLAIN C/O ADDRESS: XX(UP TO 2 LINES 48
CHARACTERS EACH)XX
Enter an explanation when care of address is used in [6-M].
[15-M]
(Y/N):X
IS YOUR RESIDENCE ADDRESS THE SAME AS ABOVE?
Enter:
Y if the Rep Payee/applicant's residence address is the same as [6-M].
N if the Rep Payee/applicant's residence address is not the same as [6-M].
[16-C]
IF YES, WHAT IS THE EFFECTIVE DATE OF THE
RESIDENCE?(MMYY): 9999
Enter the effective date of the residence address when [15-M] is answered "Y".
RESULTS
Rep Payee Applications
When establishing, updating or querying a Rep Payee application for an individual, and, the
answer to
•
[15-M] is "N", you get the Individual ApplicantlRep Payee Residence Address
(RP AI) screen
•
[15-M] is "Y", you get the BeneficiarylRecipient Cross-Reference (BRXR)
screen unless [16-C] is less than 1 year in which case you will get the Individual
ApplicantlRep Payee Residence Address (RP AI) screen first
•
[16-C] is less than 1 year, you will get the RPAI screen
PE Events
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PolicyNetlMSOMfSection 239-D Individual Applicant/Rep Payee Address (RPAD)
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When updating or querying a PE event for an individual, and the answer to
•
[15-M] is "N", you get the RPAI screen
•
[15-M] is "Y", you get the Rep Payee Main Menu (RPMM) screen
•
. [16-C] is less than 1 year, you get the Individual AppUcantJRep Payee Residence
Address (RP AI) screen
RELATED PAGES
Data Selection Menu (RPDU) screen, 243-A
Individual ApplicantJRep Payee Residence Address (RPAI) screen, 239-E
Update/Query Selection Menu (RPUP) screen, 239-Y
03/24/05 (TN #562)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-E Individual ApplicantlRep Payee Residence
Address (RPAI)
INTRODUCTION
This screen captures the residence address information for the applicantlRep Payee when the residence
address is not the same as the mailing address or when the mailing and residence addresses are the same
but the effective date is less than one year.
FACSIMILE: RPAI - INDIVIDUAL APPLICANTIREP PAYEE
RESIDENCE ADDRESS
RPAY
INDIVIDUAL APPLICANT/REP PAYEE RESIDENCE ADDRESS
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
RPAI
SSSSS SSSSSSSSSS
PLEASE PROVIDE YOUR RESIDENCE ADDRESS:
[l-M]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[2-M]
CITY: XXXXXXXXXXXXXXXXXXXXXX
[5-0]
STATE AND COUNTY CODE: XXXXXX
[7-C]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[3-C]
[4-C]
STATE: XX
ZIP: 99999
[6-0]
DISTRICT OFFICE CODE: XXX
[B-C]
POSTAL ZONE : XXXXXXXXXXXXXXX
[9-M]
WHAT IS THE EFFECTIVE DATE OF THIS RESIDENCE ADDRESS? (MMYY): 9999
IF YOU HAVE LIVED AT YOUR PRESENT RESIDENCE LESS THAN 1 YEAR,
PLEASE PROVIDE YOUR PRIOR ADDRESS:
[IO-C]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
[ll-C]
[IZ-C]
[13-C]
CITY: XXXXXXXXXXXXXXXXXXXXXX STATE: XX
ZIP: 99999
[14-C]
[15-C]
STATE AND COUNTY CODE: XXXXXX
DISTRICT OFFICE CODE: XXX
[16-C]
[17-C]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX POSTAL ZONE : XXXXXXXXXXXXXXX
[IB-C]
WHAT IS THE EFFECTIVE DATE OF THIS RESIDENCE ADDRESS? (MMYY): 9999
[19-C]
NUMBER OF RESIDENCE ADDRESSES YOU HAVE HAD IN THE PAST YEAR? xx
HOW YOU GOT HERE
•
This screen appears after the Individual ApplicantlRep Payee Address (RP AD) screen when you
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PolicyNetlMSOMISection 239-E Individual ApplicantlRep Payee Residence Address (RP ... Page 2 of3
are establishing, updating or querying a Rep Payee application for an individual, and the Rep
Payee/applicant's residence address is not the same as the mailing address. The answer to [16-M]
on the RPAD screen (IS YOUR RESIDENCE ADDRESS THE SAME AS ABOVE?) was "N",
or the answer to [16-M] was "Y" and [17-C] was less than 1 year.
•
This screen also appears when you enter "03" for the screen selection on the Update/Query
Selection Menu (RPUP) screen, or when you enter "2" for the screen selection on the Data
Selection Menu (RPDU) screen. For these situations, the RPAI screen will appear after the
RPAD screen only when the answer to [16-M] on the RPAD screen was "N".
Note: When updating or querying a PE event for an individual Rep Payee, all the information from IF
YOU HAVE LIVED AT YOUR PRESENT RESIDENCE LESS THAN 1 YEAR to the bottom of the
screen will not appear.
COMMON FIELDS
[l-M]
[2-M]
[3-C]
[4-C]
[5-0]
[6-0]
[7-C]
[8-C]
[1O-C]
[ll-C]
[12-C]
[13-C]
[14-C]
[15-C]
[16-C]
[17-C]
ADDRESS: XX (up to 4 lines 22 characters each) XX
CITY: XXXXXXXXXXXXXXXXXXXXXX
STATE: XX
ZIP: 99999
STATE AND COUNTY CODE: XXXXXX
DISTRICT OFFICE CODE: XXX
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
POSTAL ZONE: XXXXXXXXXXXXXXX
ADDRESS: XX (up to 4 lines 22 characters each) XX
CITY: XXXXXXXXXXXXXXXXXXXXXX
STATE: XX
ZIP: 99999
STATE AND COUNTY CODE: XXXXXX
DISTRICT OFFICE CODE: XXX
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
POSTAL ZONE: .A..A..A.L"-.A.L"-L"-L"-L"-J"1~"1~"1""
The above common fields display information for the applicantlRep Payee's residence address and prior
residence address.
Reference:
Common Fields, MSOM 238>
[9-M]
WHAT IS THE EFFECTIVE DATE OF THIS RESIDENCE
ADDRESS? (MMYY): 9999
Enter the effective date of the residence address.
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[IS-C]
WHAT IS THE EFFECTIVE DATE OF THIS RESIDENCE
ADDRESS? (MMYY): 9999
Enter the effective date of the prior residence address when [9-M] is less than one year.
[I9-C]
NUMBER OF RESIDENCE ADDRESSES YOU HAVE HAD
IN THE PAST YEAR? XX
Enter the number of residence addresses the applicant has had in the past year.
RESULTS
•
When establishing, updating or querying a Rep Payee application for an individual, and
)>
the answer to [1-M] on the RPAD screen was "Y", you will get the Applicant/Rep Payee
Felony Info (RPFL) screen.
}>
If the answer to [1-M] on the RPAD screen was "N" you will get the Beneficiary/Recipient
Cross-Reference (BRXR) screen for the beneficiary/recipient.
•
When updating or querying a PE event for an individual Rep Payee, you will get the Rep Payee
Main Menu (RPMM) screen.
•
When updating a PE event, if there is already an address shown on the RPAI screen, this
address can be overkeyed to update the residence address.
RELATED PAGES
Individual Applicant/Rep Payee Address (RPAD) screen, 2}9.D
07/21/03 (TN #469)
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PolicyNetlMSOMISection 239-F ApplicantlRep Payee Felony Info (RPFL)
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PolicyNeti MSOMI Part 7/Chapter 239
Section 239-F ApplicantlRep Payee Felony Info (RPFL)
INTRODUCTION
This screen collects additional self reported criminal information about the Rep Payee/Applicant when
they provide a positive response to any question on the RPCW screen.
FACSIMILE: RPFL - APPLICANTIREP PAYEE FELONY INFO
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
APPLICANT/REP PAYEE FELONY INFO
RPFL
SSSSS SSSSSSSSSS
[l-C]
WHAT WAS THE CRIME? XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxx
[2-C]
ON WHAT DATE WERE YOU CONVICTED? (MMYY): 9999
[3-C]
WHAT WAS YOUR SENTENCE? XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[4-0J
IF IMPRISONMENT, WHEN WERE YOU RELEASED? (MMYY): 9999
[5-0]
IF PROBATION ORDERED, WHEN DID/WILL YOUR PROBATION END? (MMYY): 9999
[6-C]
[7-C]
DATE OF WARRANT (MMYY): 9999
STATE WHERE WARRANT ISSUED: XX
[8-0]
DATE WARRANT SATISFIED (MMYY): 9999
HOW YOU GOT HERE
•
This screen appears after the Individual ApplicantlRep Payee Criminal Warrant Info (RPCW)
screen when you are establishing, updating or querying a Rep Payee application for an
individual, and [l-M] or [2-M] or [3-M] on the RPCW screen is answered "Y".
•
This screen appears when you enter "04" for the screen selection on the Update/Query Selection
Menu (RPUP) screen.
•
This screen appears when you enter "04" for the screen selection on the Data Selection Menu
(RPDU) screen.
[I-C]
XX
WHAT WAS THE CRIME? XX (56 CHARACTERS)
Enter the crime committed by the applicant.
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[2-C)
ON WHAT DATE WERE YOU CONVICTED?
(MMYV): 9999
Enter the date the applicant was convicted of the crime in [l-M].
[3-C)
WHAT WAS YOUR SENTENCE? XX(30
CHARACTERS)XX
Enter the applicant's sentence for the crime in [l-M].
[4-0)
IF IMPRISONMENT, WHEN WERE YOU RELEASED?
(MMYV): 9999
Enter the date when the applicant was released from prison, if imprisoned.
[5-0)
IF PROBATION ORDERED, WHEN DIDIWILL YOUR
PROBATION END? (MMYY): 9999
Enter the date when probation ended or will end, if probation ordered.
[6-C)
DATE OF WARRANT (MMYY): 9999
Enter the date of the unsatisfied felony warrant.
[7-C)
STATE WHERE WARRANT ISSUED: XX
Enter the state where the unsatisfied felony warrant was issued.
[8-0)
DATE WARRANT SATISFIED (MMYY): 9999
Enter the date that the felony warrant was satisfied.
RESPONSES
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Message: APPLICANT HAS PAST INCARCERATION OF 1 YEAR
INVESTIGATE SUITABILITY
Condition:
This message will appear if at application time the payee applicant states that he
has been incarcerated for one year or more and that applicant is currently serving
as payee for others.
Resolution:
A determination needs to be made, depending on the severity of the crime as to
whether this applicant should continue to serve others as payee.
Message: FELON APPLICANT IS CURRENTLY SERVING OTHERS AS
PAYEE - INVESTIGATE SUITABILITY
This message will appear if at application time the payee applicant states he has
committed a felony and that applicant is currently serving as payee for others.
Condition:
Note: This response is generated through the SSA-ll path and does not interface
with the PRISON SYSTEMSfFUGITIVE FELONS PFSM (33 off the SSA Main
Menu) database.
Resolution:
A determination needs to be made, depending on the severity of the crime as to
whether this applicant should continue to serve others as payee.
RESULTS
•
When establishing, updating or querying a Rep Payee application for an individual you will get
the BeneficiarylRecipient Cross-Reference (BRXR) screen for the beneficiary/recipient.
•
When updating or querying a PE event for an individual Rep Payee, you will get the Rep Payee
Main Menu (RPMM) screen.
RELATED PAGES
ApplicantlRep Payee Criminal Warrant Info (RPCW), 239-X
Data Selection Menu (RPDU) screen, 243-A
Individual ApplicantlRep Payee Address (RPAD) screen, 239-D
Update/Query Application Menu (RPUP) screen, 239-Y
03/24/05 (TN #562)
Make Note
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PolicyNetJMSOMISection 239-F ApplicantiRep Payee Felony Info (RPFL)
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Link to this section:
http://policynet.ba.ssa.gov/msom. nsf/iinks/070239F
BiJ[ch run: O'Ji!6:]005
Rev:
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PolicyNetfMSOMISection 239-0 BeneficiarylRecipient Cross-Reference (BRXR)
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Section 239-G BeneficiarylRecipient Cross-Reference (BRXR)
INTRODUCTION
BeneficiarylRecipient Cross-Reference (BRXR) interfaces with the MBR and SSR and displays all of
the entitlements reflected in RPS for the beneficiary/recipient according to his/her own social security
number.
BRXR lets you select the entitlement(s) for which this applicant is applying to be Rep Payee. You can
also add any other entitlement(s) not displayed.
FACSIMILE: BRXR - BENEFICIARYIRECIPIENT CROSS
REFERENCE
RPAY
PFl=HELP
TRANSFER TO: XXXX
BN: SSS-SS-SSSS
BENEFICIARY/RECIPIENT CROSS-REFERENCE
BRXR
SSSSS SSSSSSSSSS
UNDER CHOICE KEY AN "X" FOR THE ENTITLEMENT THE APPLICANT IS APPLYING
TO BE REP PAYEE FOR:
[2-C)
[4-C)
[3-M) TITLE [5-0)
[1-M] ACCOUNT
BIC/ID 2/16 OA/A
CHOICE NUMBER
SSSSSSSSS SSS
SS
S
SSSSSSSSS SSS
SS
S
XXXXXXXXX xxx
xx X
XX
X
XXXXXXXXX xxx
XX
X
XXXXXXXXX xxx
xx X
XXXXXXXXX xxx
XXXXXXXXX XXX
XX
X
XX
X
XXXXXXXXX XXX
[6-0]
[7-0J
BN NAME
SSSSS SSSSSSSSSS
SSSSS SSSSSSSSSS
SSSSS ssssssssss
SSSSS ssssssssss
DOB
LAF/PSY
SS/SS/SSSS SSS
SS/ss/SSSS sss
SS/SS!SSSS SSS
SS/SS!SSSS SSS
[8-0]
[9-M]
IC/PE
XX
XX
XX
XX
XX
XX
XX
XX
HOW YOU GOT HERE
You selected "I" for MODE (ESTABLISH) and "01" for PROCESS (Rep Payee Application) on the
Representative Payee Main Menu (RPMM) and
•
you entered an.APPLICANTIREP PAYEE SSN on the Representative Payee Main
Menu (RPMM) and the beneficiary/recipient's SSN is known
•
this screen appears after the Individual Applicant/Rep Payee Address (RPAD) screen
when [l-M] is answered "N" and [16-M] is answered "Y" and [17-C] is more than one
year on the RPAD screen
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PolicyNetIMSOMlSection 239-G BeneficiarylRecipient Cross-Reference (BRXR)
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•
this screen appears after the ApplicantlRep Payee Residence Address (RP AI) screen
when both [l-M] and [16-M] on the RPAD screen are answered "N", or [l-M] is
answered "N" and [16-M] is answered "Y" but [17-C] is less than one year
•
this screen appears after the ApplicantlRep Payee Felony Info (RPFL) screen when [1
M] on the RPAD screen is answered "Y"
•
you entered an APPLICANTIREP PAYEE LOCATION ZIP on the Representative
Payee Main menu (RPMM) and the beneficiary/recipient's SSN is unknown, this screen
appears after the SSN Unknown (RLSU) screen
•
you entered an APPLICANTIREP PAYEE LOCATION ZIP on the Representative
Payee.Main Menu (RPMM) and the BENEFICIARYIRECIPIENT's SSN is known, this
screen appears after the SSN VERIFICATION (RPSV) screen for the BENEFICIARY/
RECIPIENT
•
when you selected "2/3" for MODE (UPDATE/QUERY) and "01" for PROCESS (REP
PAYEE APPLICATION) on the Representative Payee Main Menu (RPMM) and you
selected "OS" (Entitlement) on the Update/Query Selection Menu (RPUP) screen
COMMON FIELDS
[6-D]
BN NAME: SSSSS SSSSSSSSSS
Reference:
MSOM 238
[l-M]
CHOICE
Enter
"X" next to the entitlement for the beneficiary/recipient from [2-C] for which the applicant is
applying to be Rep Payee
"D" next to the entitlement that is displayed and does not belong to the beneficiary/recipient
You cannot enter an "X" for
•
•
multiple entitlements that have the same account number and title
more than one title 16 entitlement
You may enter a maximum of 4 Xs to choose 4 entitlements. A maximum of 8 entitlements can
be displayed on this screen.
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PolicyNetIMSOMISection 239-G BeneficiarylRecipient Cross-Reference (BRXR)
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Also, if the screen displays "PE" and you are processing an initial claim, do not "X" the PE line.
Instead, input a new entitlement line with "IC."
[2-C]
ACCOUNT NUMBER: XXXXXXXXX
•
The account number for any entitlement presently on the MBRJSSR for the
beneficiary/recipient will be displayed here. In a T16 couples case, the Housed Under Number
(HUN) will be displayed here.
•
If RPS is entered via the Business Function Menu (BFMN) or the GO TO RPS facility in MCS,
the account number of the claim in MCS or MSSICS is propagated here.
•
If the applicant is applying for an entitlement not displayed, enter the account number of the
entitlement for which the applicant is applying to be Rep Payee.
Note: This is not the beneficiary's account number (BOAN). However, it is the account number on
which the beneficiary is applying or receiving benefits.
BICfID: SSS
[3-M]
•
The BICIID for the account number for any entitlement presently on the MBRJSSR for the
beneficiary/recipient will be displayed here.
•
If the applicant is applying for an entitlement not displayed or one propagated via the
SEAMLESS process, enter the BICIID of the entitlement for which the applicant is applying to
be Rep Payee.
Note:
If the applicant is applying for an entitlement that is an initial claim, enter the BlelID.
[4-C]
TITLE 02/16: XX
•
The title (02 or 16) of the account number in [2-C] is displayed here.
•
If you entered an SSN in [2-C] or one is propagated via the SEAMLESS process, enter the
correct title (02 or 16) for that SSN.
[5-0]
•
DAtA: S
The drug addictlalcoholic identification code will be displayed here for the
beneficiary/recipient. This field will be blank when there is no Drug AddictlAlcoholic indicator
on the MBRJSSR.
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•
Page 40f5
If you entered an account number in [2-C] and. [4-C] is "16" or "02", enter the appropriate drug
addict/alcoholic code when applicable. The possible values for the drug addict/alcoholic code
are:
N - Neither Drug Addict nor Alcoholic
P - Pending
Q - Maybe Drug Addict or Alcoholic
W - No longer a DAA condition
X - Alcoholism involved-not material to determination of disability
Y - Drug Addiction involved-not material to determination of disability
Z - Both Alcoholism Drug Addiction involved-not material to
determination of disability
•
•
This field is unprotected so you can make any necessary changes "until" a selection is made.
The only X-REF-BICIID allowable with a DAA entry are DI, DS, or DC for title XVI
entitlements and A (under age 65), C (age 18 and over) and W (under age 65) for title II
entitlements.
[7-D]
DOB: SS/SS/SSSS
The DOB from the MBRJSSR for the beneficiary/recipient in [6-D] is displayed here.
LAF/PSY: SSS
[8-D]
RPS displays the LAFIPSY from the MBRJSSR for the beneficiary/recipient in
[6-D] here.
[9-M]
IC/PE: XX
For the entitlement chosen in [l-M], enter IC when the T2n'16 entitlement is an initial claim in MCS or
MSSICS or enter PE when the entitlement is already adjudicated and an MBRJSSR is established.
PE is propagated to this field when the MBRiSSR LAFIPSY is in pay. All entitlements shown in this
field which are considered in pay, will have the PE propagated. In all other instances this field will be
blank. You must complete this field.
If you entered "PE" and entered information in [2-C] for the SSN and [3-M] for the BICIID, RPS
rereads the MBRJSSR and
•
If the entitlement is found, the information for [6-D], [7-D], and [8-D] are displayed.
•
However, if the entitlement is not found on the MBRJSSR, then "NIF" is shown in [6
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D]. You are not allowed to enter an "X" for [1-M].
If the beneficiary was previously terminated for work activity, is now requesting a disability review and
is eligible to receive provisional payments (Expedited Reinstatement Case), the LAF displayed will be
either T8, X7 or U. You MUST enter PE in this field for RPS to process the change of payee action.
RESULTS
If you are in establish mode or you are in update mode and you added entitlement and PE in
[9-M] to the screen, RPS reads the MBR and SSR after you press ENTER the first time. When RPS is
finished, you receive a message prompting you to press ENTER again. Pressing ENTER the second
time displays the Relationship Infonnation (RELA) screen.
RELATED PAGES
Update/Query Application Menu (RPUP) screen, 239.Y
11117/00 (TN #332)
Make Note
Link to this section:
http://policynet.ba.ssa.gov/msom.nsfllinksl070239G
Bald) 1'1<11_- 08/()/I/2003
Rev.'
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PolicyNetfMSOMISection 239-H Relationship Information (RELA)
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Section 239-H Relationship Information (RELA)
INTRODUCTION
Relationship Information CRELA) records
whether the applicant thinks he may want direct deposit,
the type of Rep Payee/applicant,
whether the beneficiary/recipient lives with the applicant,
whether there is a court-appointed legal guardian, and
the length of time the applicant has known the beneficiaryirecipient
•
•
•
•
•
FACSIMILE: RELA - RELATIONSHIP INFORMATION
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
RELATIONSHIP INFORMATION
SSSSS SSSSSSSSSS
RELA
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
[l-M]
HAVE YOU ESTABLISHED A BANK ACCOUNT FOR RECEIPT OF THESE PAYMENTS? (Y/N/?): x
[2-M]
CHOOSE TYPE
01. SELF
02. NATURAL
03. NATURAL
04. NATURAL
OF APPLICANT/REP PAYEE: 99
07.
OS.
09.
10.
11.
12.
OR ADOPTIVE FATHER
OR ADOPTIVE MOTHER
OR ADOPTIVE CHILD OR STEPCHILD
[3-C]
SPOUSE
STEPFATHER
STEPMOTHER
GRANDPARENT
ESSENTIAL PERSON
INSTITUTION
05. OTHER RELATIVE, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[4-C]
06. OTHER, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[S-C]
DO YOU HAVE PHYSICAL CUSTODY? (Y/N):
x
[6-M]
DOES THE BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN (Y/N): x
[7-C]
IF YES, ARE YOU THE LEGAL GUARDIAN? (Y/N):
x
[S-C]
IF NOT SELF/RELATIVE, WHEN DID YOU MEET THE
BENEFICIARY/RECIPIENT? (MMYYYY): 999999
HOW YOU GOT HERE
•
When you are establishing, updating or querying a Rep Payee application for an individual or an
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institution, this screen appears after the BeneficiarylRecipient Cross-Reference (BRXR) screen.
•
This screen appears when you enter "06" for the screen selection on the Update/Query
Selection Menu (RPUP) screen.
•
This screen also appears when you enter "08" for the screen selection on the Data Selection
Menu (RPDU) screen.
[l-M]
HAVE YOU ESTABLISHED A BANK ACCOUNT FOR
RECEIPT OF THESE PAYMENTS? (YIN/?): X
Enter:
Y - if the applicant has a bank account for direct deposit of the beneficiary's/recipient's payment.
N - if the applicant does not have a bank account for the beneficiary'slrecipient's payment.
? - if the applicant wants direct deposit but does not have the bank information available.
Note: If "?" is entered on RPDA, direct deposit information has to be entered on RPDD at time of
Selection of Rep Payee.
[2-M]
CHOOSE TYPE OF A.PPLICANTIREP PAYEE: 99
Enter the type of applicant/Rep Payee based on the relationship of the beneficiary/recipient to the
applicant.
"01"
"02"
"03"
"04"
"07"
"08"
"09"
"10"
"11"
"12"
for self.
for natural or adoptive parent.
for natural or adoptive mother.
for natural or adoptive child or stepchild.
for spouse.
for stepfather.
for stepmother.
for grandparent.
for essential person (Title XVI only).
for institution.
This field is prefilled with "01" when the APPLICANTIREP PAYEE SSN =
BENEFICIARY!RECIPIENT SSN on Rep Payee Main Menu (RPMM).
This field is prefilled with "12" when the APPLICANTIREP PAVEE LOCATION ZIP is entered on
Rep Payee Main Menu (RPMM).
The entry "II" is for title XVI only. If the entitlement are both title II and title XVI, this choice is not
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available.
The entry changes to a "23" when "03" Payee Development is selected on RSEL for an individual payee
applicant.
[3-C]
XXXX
os.
OTHER RELATIVE, SPECIFY:
X
Specify the other relative type when "05" is chosen for [l-M].
[4-C]
06. OTHER, SPECIFY:
Specify the type of Applicant/Rep Payee when "06" is chosen for [l-M].
[S-C]
DO YOU HAVE PHYSICAL CUSTODY? (YIN): X
Enter:
Y -if the applicant has physical custody of the beneficiary/recipient.
N -if the applicant does not have physical custody of the beneficiary/recipient.
Note:
This question will not appear when [l-M]
Reference:
= "01."
POMS GN 0050 1.0 lOB. 8.
[6-M]
DOES THE BENEFICIARY/RECIPIENT HAVE A COURT
APPOINTED LEGAL GUARDIAN? (YIN): X
Enter:
Y -if the beneficiary/recipient has a court-appointed legal guardian.
N -if the beneficiary/recipient does not have a court-appointed legal guardian.
Reference:
[7-C]
POMS GN 00502.139
IF YES, ARE YOU THE LEGAL GUARDIAN? (YIN):
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x
Enter
Y -if the answer in [6-M] is "Y" and the applicant is the beneficiary/recipient's court-appointed
legal guardian.
N -if the answer to [6-M] is "Y" and the applicant is not the beneficiary/recipient's court
appointed legal guardian.
Do not answer this question if the answer in [6-M] is liN".
[8-C]
IF NOT SELFIRELATIVE, WHEN DID YOU MEET
THE BENEFICIARYIRECIPIENT? (MMYYYY): 999999
Enter the date the applicant first met the beneficiary/recipient when the answer to [l-M] is "06" or "11".
Note:
This question will not appear when [2-M] = "12."
RESULTS
When establishing, updating or querying a Rep Payee application an.d the answer to
•
[l-M] is "Y", Direct Deposit Application (RPDA) appears
•
[2-M] is "01," and the answer to [6-M] is "Y", Court-Appointed Legal Guardian (BRLR)
appears
•
[2-M] is "01," and the answer to [6-M] is "N", Rep Payee Main Menu (RPMM) appears
•
[2-M] is 1102", "03", "04", "05", "06", "07", "08", "09", "10", or "11" and the answer to
[S-C] is "Y", Additional Relationship Information (RLAD) appears
•
[2-M] is "02", "03", "04", "05", "06", "07", "08", "09", "10" "11" or "12" and the answer
to [5-C] is "N", Custody Code (CSCD) appears
•
[2-M] is propagated "12" and the answer to [5-C] is "N", the CSCD screen appears
When updating or querying a PE Event and the answer to
•
[2-M] is "02", "03," "04," "OS," "06," "07," "08," "09," "10," "11" or "12" and the
answer to [S-C] is "Y" and the answer to [6-M] is "Y", the BRLR screen appears
•
[2-M] is "02", "03", "04", "05", "06", "07", "08", "09", "10", "11" or "12" lllld the
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Page 5 of5
answer to [5-C] is "N", the CSCD screen appears
•
[2-M] is "01 ", and the answer to [6-M] is "Y", Court-Appointed Legal Guardian (BRLR)
appears
•
[2-M] is "0 1", and the answer to [6-M] is "N", Representative Payee Main Menu
(RPMM) appears
•
[6-M] changes from "Y" to "N", andan open LEGREP issue exists on the RDWK, a
receipt date is set = to the current date for the LEG REP issue
RELATED PAGES
Court-Appointed Legal Guardian (BRLR) screen, 239.P
Custody Code (CSCD) screen, 239.1
Data Selection Menu (RPDU) screen, 243.A
Direct Deposit Application (RPDA) screen, 239.W
Update/Query Selection Menu (RPUP) screen, 239.Y
07/09/01 (1N #361)
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PolicyNetlMSOMISection 239-1 Custody Code (CSCD)
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POlicyNetl MSOMI Part 7/Chapter 239
Section 239-1 Custody Code (CSCD)
INTRODUCTION
This screen records:
•
•
•
who has custody of the beneficiary/recipient,
where the beneficiary/recipient lives, if custody is self; and
if an institution has custody, the ZIP access to the organization's information.
FACSIMILE: CSCD - CUSTODY CODE
RPAY
CUSTODY CODE
CSCD
TRANSFER TO: XXXX
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
[l-M]
CHOOSE WHO HAS
01. SELF
02. NATURAL OR
03. NATURAL OR
04. NATURAL OR
PHYSICAL CUSTODY OF THE BENEFICIARY/RECIPIENT: XX
07. SPOUSE
08. STEPFATHER
ADOPTIVE FATHER
09. STEPMOTHER
ADOPTIVE MOTHER
ADOPTIVE CHILD OR STEPCHILD
10. GRANDPARENT
11. ESSENTIAL PERSON
[2-C]
12. INSTITUTION
05. OTHER RELATIVE, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[3-C]
06. OTHER, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[4-C]
IF CUSTODY EQUALS "12", THEN WHAT IS THE LOCATION ZIP: 99999
HOW YOU GOT HERE
When you are establishing, updating or querying a Rep Payee application for an individual or an
institution, this screen appears after the Relationship Information (RELA) screen when the answer to [4
C] on the RELA screen is "N".
This screen appears when you enter "07" for the screen selection on the Update/Query Selection Menu
(RPUP) screen.
This screen also appears when you enter "08" for the screen selection on the Data Selection Menu
(RPDU) screen and the answer to [4-C] on the RELA screen is "N". In this situation, [4-C] will not
appear on this screen.
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[1-M]
CHOOSE WHO HAS PHYSICAL CUSTODY OF'THE
BENEFICIARYIRECIPIENT: XX
Enter who has physical custody of the beneficiary/recipient.
"01"
"02"
"03"
"04"
"05"
"06"
"07"
"08"
"09"
"10"
"11"
"12"
for self.
for natural or adoptive father.
for natural or adoptive mother.
for natural or adoptive child or stepchild.
for other relative.
for other.
for spouse.
for stepfather.
for stepmother.
for grandparent.
for essential person (Title XVI only).
for institution.
[2-C]
05. OTHER RELATIVE, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Specify the other relative type when 1105" is chosen for [l-M].
[3-C]
06. OTHER, SPECIFY:
Specify who has physical custody of the beneficiary/recipient when "0611 is chosen for [1-M].
[4-C]
IF CUSTODY EQUALS "12", THEN WHAT IS
THE LOCATION ZIP: 99999
Enter the location ZIP code of the institution in that has physical custody ofthe beneficiary/recipient
when the entry for [l-M] = "12".
RESULTS
•
When establishing, updating or querying a Rep Payee application and a ZIP code is entered in
[4-C], you will get the ZIP access (ZIPL) screen.
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PolicyNetIMSOMlSection 239-1 Custody Code (CSCD)
Page 3 of3
•
When establishing, updating or querying a Rep Payee application and there is no entry in [4-C],
you will get the Additional Relationship (RLAD) screen.
•
When updating or querying a PE event and the answer to [5-M] on the Relationship Information
(RELA) screen was "Y", you will get the Court-Appointed Legal Representative (BRLR)
screen.
•
When updating or querying a PE event and the answer to [5-M] on the Relationship Information
(RELA) screen was "N", you will get the Rep Payee Main Menu (RPMM) screen.
RELATED PAGES
BeneficiarylRecipient Residence Address (BRRA) screen, 239.Q
Relationship Information (RELA) screen, 239.H
UpdatelQuery Application Menu (RPUP) screen, 239.Y
ZIP Access List (ZIPL) screen, 242.A
07/09101 (TN #361)
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PolicyNetlMSOMISection 239-J Additional Relationship Information (RLAD)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-J Additional Relationship Information (RLAD)
INTRODUCTION
Additional Relationship Information (RLAD) records
•
why the representative payee thinks the beneficiary/recipient is unable to handle his/her
own benefits
•
why the representative payee applicant thinks he/she would be the best payee
•
what the applicant provided for proof of identity
FACSIMILE: RLAD - ADDITIONAL RELATIONSHIP
INFORMATION
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
ADDITIONAL RELATIONSHIP INFORMATION
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RLAD
SSSSS SSSSSSSSSS
[l-C]
CHOOSE REASON WHY THE CLAIMANT IS UNABLE TO HANDLE HIS/HER OWN BENEFITS: X
1. MENTAL RETARDATION
5. DRUG ADDICT/ALCOHOLIC
6. OTHER MENTAL IMPAIRMENT
2. LEGALLY INCOMPETENT
3. MINOR CHILD
4. DOES NOT KNOW VALUE OF MONEY
[2-C]
7. OTHER, SPECIFY: XXXXXXXXXXXXXXXXXXXX
[3-M]
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
CHOOSE WHY YOU WOULD BE THE BEST REPRESENTATIVE PAYEE: x x x x X
1. I AM A RELATIVE
4. THERE IS NO ONE ELSE
2. I TAKE CARE OF HIM/HER
3. I AM THE LEGAL GUARDIAN
14-C]
IS-C]
TYPE OF APPLICANT ID:
5. OTHER, SPECIFY: XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "I" for MODE (Establish), "01" for
PROCESS (Rep Payee Application) for an RP applicant that is not the beneficiary/recipient, and you
completed the
•
Relationship Information (RELA) screen whenever the RP applicant has custody, OR
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Page 2 of4
•
Custody Code (CSCD) screen whenever the RP applicant does not have custody and the
custodian is not an institution/organization, OR
•
Zip Access (ZIPL) screen (which followed the CSCD screen) whenever you have an RP
applicant who is not the custodian, the custodian is an organization/institution and the
custodian is on the ZIPL screen, QR
•
Representative Payee EIN Info from ElF (REIN) screen (which followed the CSCD
screen, ZIPL and applicable organization/institution screens) whenever you have an RP
applicant who is not the custodian, the custodian is an organization/institution and that
custodian is not on the ZIPL screen.
On the Representative Payee Main Menu (RPMM) you entered "2/3" for Mode (Update/Query), "01" for
Process (Rep Payee Application) and on the Update/Query Selection Menu (RPUP) you selected
"08" (additional relationship) for screen selection for an RP applicant that is not the
beneficiary/recipient.
[l-C]
CHOOSE REASON WHY THE CLAIMANT IS
UNABLE TO HANDLE HISIHER OWN BENEFITS: X
Enter the reason why the RP applicant thinks the beneficiary/recipient is unable to handle hislher own
benefits:
"1"
"2"
"3"
"4"
"5"
"6"
"7"
if the claimant is mentally retarded
if the claimant is legally incompetent
if the claimant is a minor child
if the claimant does not know the value of money
if the claimant is a drug addict/alcoholic
if the claimant has a mental impairment other than mental retardation
if the claimant is unable to handle hislher own benefit for a reason not listed above.
CaJ,!tiQQ:
For reason #2, you must have answered "Y" for DOES THE
BENEFICIARYIRECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN field on
the Relationship Information (RELA) screen. Otherwise, you will receive an interscreen edit on
the General Message (RPGM) screen.
For reason #7 add a verb because this text is used for the 3rd fill-in for statement REP 103 on the
SSA-l1.
This question will not appear if CHOOSE TYPE OF APPLlCANTIREP PAYEE is "01" on the
Relationship Information (RELA) screen.
[2-C]
7. OTHER, SPECIFY: XX[UP TO 60 CHARACTERS]
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xx
If "7" is selected for [1-C], explain the reason the RP applicant thinks the beneficiary/recipient is unable
to handle hislher own benefits.
Note:
This will not appear if [1-C] does not appear.
[3-M]
CHOOSE WHY YOU WOULD BE THE BEST
REPRESENTATIVE PAYEE: X X X X X
Enter all the reasons why the RP applicant thinks he/she would be the best payee:
"1"
"2"
"3"
"411
"5 11
if the RP applicant is a relative
if the RP applicant takes care of the beneficiary/recipient
if the RP applicant is the legal guardian
if the RP applicant thinks there is no one else available
if none of the above reasons apply or an additional reason exists.
[4-C]
XX
5. OTHER, SPECIFY: XX(ITP TO 60 CHARACTERS)
If "5" is selected for [3-M], explain the reason why the RP applicant thinks the beneficiary/recipient is
unable to handle hislher own benefits or explain the additional reason.
[5-C]
TYPE OF APPLICANT ID: XX(UP TO 50
CHARACTERS)XX
Specify the type ofID presented by the Applicant/Rep Payee and enter any other pertinent data (Le., ID
number) up to 50 characters.
Reference:
NQt~:
POMS ON 00502.117
If the Applicant/Rep Payee is self or an institution/organization this field is darkened.
For the Kiddie Loop the TYPE OF APPLICANT ID field will be captured for the first beneficiary. For
each subsequent beneficiary in the same session the same value will be propagated.
RESULTS
•
If you entered this screen for a beneficiary/recipient where the RP applicant is a natural or
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Page 4 of 4
adoptive parent/spouse who has custody, and you entered "Y" for DOES THE
BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN? on the
Relationship Information (RELA) screen, you go to the Court-Appointed Legal Guardian
(BRLR) screen.
•
If you entered this screen for a beneficiary/recipient where the RP applicant is a natural or
adoptive parent/spouse who has custody, and you entered "N" for DOES THE
BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN? on the
Relationship Information (RELA) screen, you go to the Representative Payee Main Menu
(RPMM) screen.
•
If you entered this screen for a beneficiary/recipient when the RP applicant is not the natural or
adoptive parent/spouse who has custody, you will go to the Interest Information (RLIN) screen.
RELATED PAGES
Update/Query Selection Menu (RPUP) screen, 239.Y
07/09/01 (TN #361)
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PolicyNetlMSOMISection 239-K Interest Information (RLIN)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-K Interest Information (RLIN)
INTRODUCTION
Interest Information (RLIN) collects the following information pertaining to the relationship between the
applicant and the beneficiary/recipient:
•
•
how the applicant would know about the beneficiary/recipient's needs
if the applicant is away for any reason, who will take care of the beneficiary/recipient,
and
•
if the beneficiary/recipient does/will owe the applicant any money
•
if a Fee for Service Organization will charge a fee to act as Representative Payee
FACSIMILE: RLIN - INTEREST INFORMATION
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
INTEREST INFORMATION
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RLIN
SSSSS SSSSSSSSSS
[l-M]
IF APPOINTED PAYEE, HOW WILL YOU KNOW ABOUT THE PERSON'S NEEDS: X
1. LIVES WITH ME/THE INSTITUTION I REPRESENT
2. VISIT DAILY
3. VISIT AT LEAST ONCE A WEEK
[2-C]
4. BY OTHER MEANS, EXPLAIN: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[3-C]
IF YOU ARE AWAY FOR WORK OR ANY OTHER REASON, DOES SOMEONE TAKE CARE
OF THE BENEFICIARY/RECIPIENT? (Y/N): X
IF YES, PLEASE PROVIDE:
[4-C]
[S-C]
NAME: XXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXX RELATIONSHIP: XXXXXXXXXXXXXXX
[6-M]
DOES/WILL BENEFICIARY/RECIPIENT OWE YOU MONEY NOW/IN THE FUTURE? (Y/N): X
[7-C]
DO YOU INTEND TO CHARGE A FEE FOR THIS BENEFICIARY/RECIPIENT? (Y/N) : X
HOW YOU GOT HERE
This screen appears after the Additional Relationship Information (RLAD) screen when you are
establishing, updating or querying a Rep Payee application for an
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Page 2 of4
•
individual other than self, and not a parent (of a minor child) or spouse with custody, or
•
institution
This screen also appears when you enter "09" for the screen selection on the Update/Query Selection
Menu (RPUP) screen.
[l-M]
IF APPOINTED PAYEE, HOW WILL YOU KNOW
ABOUT THE PERSON'S NEEDS: X
Enter
"I"
when the beneficiary lives with the applicant or institution the applicant represents.
"2"
when the applicant visits the beneficiary/recipient daily.
"3 11
when the applicant visits the beneficiary/recipient at least once a week.
"4"
when the applicant knows about the person's needs by other means.
[2-C]
BY OTHER MEANS, EXPLAIN: XX(60
CHARACTERS)XX
When [1-M] is answered 114 11 , enter an explanation of how the applicant will know about the
beneficiary/recipient's needs.
Note:
If you need more room, use RPMK.
[3-C]
IF YOU ARE AWAY FOR WORK OR ANY
OTHER REASON, DOES SOMEONE TAKE CARE OF THE
BENEFICIARY/RECIPIENT? (YIN): X
Enter
"yll
if someone takes care of the beneficiary/recipient when the applicant is away for work or any
other reason.
"N"
if someone does not take care of the beneficiary/recipient when the applicant is away for work
or any other reason.
Note:
Fields [3-C1, [4-C] and [5-C] are darkened if the applicant is an institution.
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PolicyNetIMSOMISection 239-K Interest Information (RLIN)
NAME: XXXX
[4-C]
Page 3 of4
x
Enter the name of the individual who takes care of the beneficiary/recipient when the applicant is away
for work or any other reason. The name is required when the answer to [3-C] is "Y". If the first and/or
middle name is unknown, leave blank.
RELATIONSHIP: XXXXXXXXXXXXXXX
[5-C]
Enter the relationship of the person in [4-C] above to the beneficiarylrecipient. The relationship is
required when the answer to [3-C] is "Y".
Note: If the person in [4-C] is not related to the beneficiary, do not enter "NONE". Instead enter
"FRIEND" or "NEIGHBOR" (if either are true) or "NON-RELATIVE" (if there is truly no relationship).
[6-M]
DOESIWILL BENEFICIARYIRECIPIENT OWE YOU
MONEY NOWlIN THE FUTURE? (YIN): X
Enter
"Y"
if the beneficiary/recipient owes the applicant money now or will in the future.
"N"
if the beneficiary/recipient does not owe the applicant money now or will not in the future.
[7-C]
DO YOU INTEND TO CHARGE A FEE FOR THIS
BENEFICIARYIRECIPIENT? (YIN): X
This question appears only if tJIe Payee Applicant is an Organization approved to charge a fee for
service. A statement is generated on the SSA -11.
Enter
"Y"
if the applicant intends to charge this beneficiary a fee.
"N"
if the applicant does not intend to charge this beneficiary a fee.
RESULTS
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PolicyNetIMSOMISection 239-K Interest Information (RLIN)
•
If you entered "Y" for [6-M], Creditor Relationship Information (RLCR) appears
•
If you entered liN" for [6-M], Other Information (RLOT) appears.
Page 4 of4
RELATED PAGES
Creditor Relationship Information (RLCR) screen, 239.L
Other Information (RLOT), 239 .M
Remarks for the SSA-II (RPMK), 239"Y
Update/Query Selection Menu (RPUP) screen, 239.Y
07/09/01 (TN #361)
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PolicyNeti MSOMI Part 7/Chapter 239
Section 239-L Creditor Relationship Information (RLCR)
INTRODUCTION
This screen captures information concerning any debt the beneficiary/recipient may owe the
representative payee applicant.
FACSIMILE: RLCR - CREDITOR RELATIONSHIP INFORMATION
RPAY
CREDITOR RELATIONSHIP INFORMATION
RLCR
TRANSFER TO: XXXX
RP: SSS-Ss-ssss
sssss SSSSSSSSSS
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
PLEASE PROVIDE THE FOLLOWING INFORMATION:
[l-M]
[2-Mj
AMOUNT
99999.99
DATE (MMYY)
DESCRIPTION OF DEBT
9999
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[3-M]
HOW YOU GOT HERE
•
On the Representative Payee Main Menu (RPMM) you selected 111" for MODE (Establish),
"01" for PROCESS (Rep Payee Application) and you entered a "yn for the question
DOESIWILL BENEFICIARY/ RECIPIENT OWE YOU MONEY NOWlIN THE FUTURE on
the Interest Information (RLIN) screen. OR
•
On the Representative Payee Main Menu (RPMM) you selected "2/3 n for Mode
(Update/Query), "01" for Process (Rep Payee Application) andon the Update/Query Selection
Menu (RPUP) you selected "10" (creditor) for screen selection and a "Y" was entered for the
question DOESIWILL BENEFICIARY/ RECIPIENT OWE YOU MONEY NOWlIN THE
FUTURE on the Interest Information (RLIN) screen.
[l-M]
AMOUNT: 99999.99
Enter the amount of money the beneficiary/recipient owes/or will owe the representative payee
applicant.
Note: Lead zeros and cents are not required. Decimal point is required.
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PolicyNetIMSOMISection 239-L Creditor Relationship Information (RLCR)
[2-M]
Page 20f2
DATE: MMYY
Enter the date the debt began or will begin.
[3-M]
DESCRIPTION OF DEBT: XX(UP TO 3 LINES 40
CHARACTERS EACH)XX
Describe the debt.
RESULTS
When you enter this screen, you will go to the OTHER INFORMATION (RLOT) screen.
RELATED PAGES
Interest Information screen, 239.K
Update/Query Application Menu (RPUP) screen, 239.Y
11/23/98 (TN #258)
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Section 239-M Other Information (RLOT)
INTRODUCTION
Other Infonnation (RLOT) captures infonnation to detennine what additional screens are required to
complete the representative payee application.
FACSIMILE: RLOT - OTHER INFORMATION
OTHER INFORMATION
RPAY
RLOT
TRANSFER TO: XXXX
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
[I-C]
DOES THE CHILD BENEFICIARY/RECIPIENT HAVE A LIVING PARENT? (Y/N/U): x
[2-C]
DOES THE CHILD BENEFICIARY/RECIPIENT HAVE A LIVING PARENT OTHER THAN
THE PAYEE APPLICANT OR HIS/HER LIVING WITH SPOUSE? {Y/N/UJ: x
[3-C]
OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS
LIVE WITH OR SHOW INTEREST? (YIN): x
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you selected "I" for MODE (Establish), "01" for
PROCESS (Rep Payee Application) you completed the
•
•
•
Creditor Relationship Infonnation (RLCR) screen or
Interest Infonnation (RLIN) screen and you entered an "N" for DOES/WILL
BENEFICIARYIRECIPIENT OWE YOU MONEY NOWlIN THE FUTURE? Or
When the beneficiary/recipient is under age 18 and is applying to be their own payee.
On the Representative Payee Main Menu (RPMM) you selected "2/3" for MODE (Update/Query), "01"
for PROCESS (Rep Payee Application) and on the Update/Query Selection Menu (RPUP) you selected
"11" (other infonnation) for screen selection for a beneficiary/recipient when the entry for CHOOSE
TYPE OF APPLICANTIREP PAYEE is
•
"02", "03" or "07" and the entry for DO YOU HAVE PHYSICAL CUSTODY is "N" on
Relationship Infonnation (RELA)
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PolicyNetIMSOMISection 239-M Other Information (RLOT)
•
Page 20f4
"04", "05", "06", "08", "09", "10", "11" or "12" on Relationship Information (RELA)
[I-C]
DOES THE CHILD BENEFICIARYIRECIPIENT
HAVE A LIVING PARENT? (Y/NIU):
Enter
•
•
•
"Y" if there is a living parent(s)
"N" if there is no living parent
"U" if the existence of a living parent is unknown
Note: This question appears on the screen when the payee applicant is other than a parent and
the beneficiary/recipient is under age 18. This question also appears on the screen when the
beneficiary/recipient is under age 18 and they are applying to be their own payee.
[2-C]
DOES THE CHILD BENEFICIARYIRECIPIENT
HAVE A LIVING PARENT OTHER THAN THE PAYEE APPLICANT
OR HISIHER LIVING WITH SPOUSE? (Y/NIU): X
Enter
•
•
•
"Y" if there is a living parent(s) not living in the same household
"N" if there i.s no other living parent
"U" if the existence of a living parent is unknown
Note: This question appears on the screen when the payee applicant is a parent who does not
have custody of the beneficiary/recipient who is under age 18.
[3-C]
OTHER THAN THE APPLICANT, DO RELATIVES
OR CLOSE FRIENDS LIVE WITH OR SHOW INTEREST? (YIN): X
Enter "Y" if a relative or close friend (other than the living parent mentioned in
[I-CD lives with or shows interest in the beneficiary/recipient. If none, enter "N".
RESULTS
This screen appears
If you entered
Parent Information (BRPI)
•
•
"N" for [3-C] and
"Y" for [l-C]
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PolicyNet/MSOMJSection 239-M Other Information (RLOT)
Others Interested (RLOI)
•
"Y" for [2-C]
•
"N" for [3-C],
"N" or "U" for [I-C] and
"Y" for [2-C]
•
•
Court-Appointed Legal Representative (BRLR)
•
•
"N" for [3-C],
"N" or "U" for [I-C],
"N" for [2-C] and
"yn on Relationship Information
(RELA) forDOES THE
BENEFICIARY!RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP?
•
•
•
•
"N" for [3-C],
"N" or "u" for [I-C],
"N" for [2-C] and
"N" on Relationship Information
(RELA) for DOES THE
BENEFICIARY1 RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
"N" on the RELA screen for DO YOU
HAVE PHYSICAL CUSTODY and you
did not enter 12 (institution) for
CHOOSE WHO HAS PHYSICAL
CUSTODY on Custody Code (CSCD)
•
•
BeneficiarylRecipient Residence Address
(BRRA)
•
ApplicantlRep Payee Employment (RPEM)
Page 3 of4
•
•
•
•
•
"N" for [3-C],
"N" or "U" for [I-C],
"N" for [2-C] and
"N" on the Relationship Information
(RELA) screen for DOES THE
BENEFICIARY1 RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
"Y" on the RELA screen for DO YOU
HAVE PHYSICAL CUSTODY or "N"
for the question and you did not enter 12
(institution) for CHOOSE TYPE OF
APPLICANTI REP PAYEE
RELATED PAGES
Others Interested (RLOI) screen, 239-0
Parent Information (BRPI) screen, 239-N
Update/Query Selection Menu (RPUP) screen, 239-Y
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PolicyNetIMSOMlSection 239-M Other Infonnation (RLOT)
Page 4 of4
ZIP Access List (ZIPL) screen, 242-A
03/30104 (TN #519)
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Rev.'
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PolicyNetlMSOMlSection 239-N Parent Infonnation (BRPI)
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Section 239-N Parent Information (BRPI)
INTRODUCTION
This screen captures infonnation about the parent of the child beneficiary/recipient.
FACSIMILE: BRPI - PARENT INFORMATION
RPAY
PARENT INFORMATION
BRPI
TRANSFER TO: XXXX
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
[l-M)
PLEASE PROVIDE THE FOLLOWING INFORMATION FOR THE LIVING PARENT:
PARENT NAME: XXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXX
[2-0]
[3-C]
TELEPHONE CODE: 9
1. HOME
2. WORK
3. NONE
5. OTHER, SPECIFY: XXXXXXXXXXXX
4. UNKNOWN
[4-C]
TELEPHONE NUMBER: 999 999 9999
( 5-0)
ADDRESS UNKNOWN: X
[6-0)
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[7-0]
XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[8-0]
[9-0]
CITY: XXXXXXXXXXXXXXXXXXXXXX STATE: XX
ZIP; 99999
[10-0]
[11-0]
STATE AND COUNTY CODE: XXXXXX
DISTRICT OFFICE CODE: XXX
[12-0)
[13-0]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX POSTAL ZONE: XXXXXXXXXXXXXXX
[14-0]
DOES THIS PARENT SHOW INTEREST? (YIN): x
[15-C]
EXPLAIN: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you selected "1" for MODE (Establish), "0111 for
PROCESS (Rep Payee Application) and you completed the:
•
Other Information (RLOT) screen and you entered "Y" for DOES THE CHILD
BENEFICIARYIRECIPIENT HAVE A LIVING PARENT? OR
•
Zip Access List (ZIPL) screen (after the Other Infonnation (RLOT) screen) IDld on the
RLOT screen, you entered a "Y" for DOES THE CHILD
BENEFICIARYIRECIPIENT HAVE A LIVING PARENT?
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PolicyNetlMSOMISection 239-N Parent Information (BRPI)
Page 20f4
On the Representative Payee Main Menu (RPMM), you selected "2/3" for MODE (Update/Query), "01"
for PROCESS (Rep Payee Application) and on the Update/Query Selection Menu (RPUP) you
selected "12" for screen selection for a beneficiary/recipient who is under age 18 and the natural or
adoptive parent does not have custody.
COMMON FIELDS
[2-0]
[3-C]
[4-C]
[6-0]
[7-0]
[8-0]
[9-0]
[10-0]
[11-0]
[12-0]
[13-0]
TELEPHONE CODE: 9
OTHER SPECIFY: XXXXXXXXXXXX
TELEPHONE NUMBER: 999 999 9999
ADDRESS: XX(UP TO 4 LINES 22 CHARACTERS EACH)XX
CITY: XX(UP TO 22 CHARACTERS EACH)XX
STATE: XX
ZIP: 99999
STATE AND COUNTY CODE: XXXXXX
DISTRICT OFFICE CODE: XXX
COUNTRY: XX(UP TO 22 CHARACTERS EACH)XX
POSTAL ZONE: XX(up TO 15 CHARACTERS EACH)XX
The above common fields will display the information for the parents telephone number and mailing
address.
Reference:
MSOM 238, Common Fields
[1-M]
PLEASE PROVIDE THE FOLLOWING INFORMATION
FOR THE LIVING PARENT: PARENT NAME: XX(UP TO 15
CHARACTERS)XX X XX(UP TO 20 CHARACTERS)XX
Enter the name of the living parent. If the first and/or middle name is unknown, leave blank.
[5-0]
ADDRESS UNKNOWN: X
Enter "X" if the address is unknown.
Otherwise, leave blank.
[14-0]
DOES THIS PARENT SHOW INTEREST? (YIN): X
Enter:
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PolicyNetlMSOMISection 239-N Parent Information (BRPI)
•
•
[IS-C)
XX
Page 3 of4
"yn if the parent shows interest.
"N" if the parent does not show interest.
EXPLAIN: XX(UP TO 2 LINES 61 CHARACTERS EACH)
If you entered "Y" for [14-0], then explain how the parent shows interest.
RESULTS
RPS displays
If you entered
Others Interested (RLOI)
"Y" for OTHER THAN THE APPLICANT,
DO RELATIVES OR CLOSE FRIENDS LIVE
WITH OR SHOW INTEREST? on the
Information (RLOT) screen
Court-Appointed Legal Representative (BRLR)
•
"N" for OTHER THAN THE
APPLICANT, DO RELATIVES OR
CLOSE FRIENDS LIVE WITH OR
SHOW INTEREST on the Other
Information (RLOT) screen and
•
"yn for DOES THE
BENEFICIARYIRECIPIENT HAVE A
COURT-APPOINTED LEGAL REP?
on the Relationship Information
(RELA) screen
•
"N" for OTHER THAN THE
APPLICANT, DO RELATIVES OR
CLOSE FRIENDS LIVE WITH OR
SHOW INTEREST on the Other
Information (RLOT) screen ~d
•
"N" on the Relationship Infonnation
(RELA) screen for DOES THE
BENEFICIARYI RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
and
•
"N" on the RELA screen for DO YOU
HAVE PHYSICAL CUSTODY? and
you did not enter 12 (institution) for
BeneficiarylRecipient Residence Address
(BRRA)
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PolicyNetlMSOMlSection 239-N Parent Infonnation (BRPI)
Page 4 of4
CHOOSE WHO HAS PHYSICAL CUSTODY
OF THE BENEFICIARY!RECIPIENT
on the Custody Code (CSCD) screen
ApplicantJRep Payee Employment (RPEM)
•
"N" for OTHER THAN THE
APPLICANT, DO RELATIVES OR
CLOSE FRIENDS LIVE WITH OR
SHOW INTEREST on the Other
Infonnation (RLOT) screen and
•
"N" on the Relationship Infonnation
(RELA) screen for DOES THE
BENEFICIARY/ RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
and
•
The entry for CHOOSE TYPE OF
APPLICANT!REP PAYEE on the
Relationship Infonnation (RELA) screen
does not equal 12 (institution)
RELATED PAGES
Other Infonnation (RLOT) screen, 239-M
Update/Query Selection Menu (RPUP) screen, 239-Y
03/30/04' (TN #519)
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PolicyNetlMSOMISection 239-0 Others Interested (RLOI)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-0 Others Interested (RLOI)
INTRODUCTION
This screen collects information concerning others living with or showing interest in the
beneficiary/recipient
FACSIMILE: RLOI - OTHERS INTERESTED
RPAY
TRANSFER TO: XXXX
BN: SSS-SS-SSSS
RLOI
OTHERS INTERESTED
SSSSS SSSSSSSSSS
[l-M]
DO RELATIVES OR CLOSE FRIENDS? : 9
1. LIVE WITH
2. SHOW CONCERN
[2-M]
[3-M]
NAME: XXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXX
RELATIONSHIP: XXXXXXXXXXXX
[4-M]
MORE? (YIN):
x
IF THE ANSWER ABOVE IS SHOW CONCERN, THEN PLEASE' PROVIDE THE FOLLOWING:
[S-C]
[6-C]
TELEPHONE CODE: 9
1. HOME 3. NONE
S. OTHER, SPECIFY: XXXXXXXXXXXX
2. WORK 4. UNKNOWN
[7-0]
TELEPHONE NUMBER: 999 999 9999
[8-C]
ADDRESS UNKNOWN: X
[9-C]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
xxxxxxxxxxxxxxxxxxxxxx
[10-0]
[11-0]
[12-0]
CITY: XXXXXXXXXXXXXXXXXXXXXX
STATE; XX
ZIP: 99999
[13-0]
[14-0]
STATE AND COUNTY CODE: XXXXXX
[lS-C]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
DISTRICT OFFICE CODE: XXX
[16-C]
POSTAL ZONE: XXXXXXXXXXXXXXX
HOW YOU GOT HERE
•
On the Representative Payee Main Menu (RPMM) you selected "I" for MODE (Establish),
"01" for PROCESS (Rep Payee Application) and you completed the:
~
Other Information (RLOT) screen and you entered "Y" for OTHER THAN THE
APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR SHOW
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PolicyNetlMSOMlSection 239-0 Others Interested (RLOI)
Page 2 of4
INTEREST? and "N" for DOES THE CHILD BENEFICIARY/RECIPIENT HAVE A LIVING
PARENT? ~.-9 "N" for EVEN THOUGH THE BENEFICIARY/RECIPIENT DOES NOT
LIVE IN A CARE FACILITY, DOES A CARE FACILITY HAVE RESPONSIBILITY
FOR HIMlHER? or
•
~
Zip Access List (ZIPL) screen (after the Other Information (RLOT) screen) and on the
RLOT screen, you entered a "Y" for OTHER THAN THE APPLICANT, DO RELATIVES
OR CLOSE FRIENDS LIVE WITH OR SHOW INTEREST? and a "N" for DOES THE
CHILD BENEFICIARY/RECIPIENT HAVE A LIVING PARENT?
~
Parent Information (BRPI) screen and on the RLOT screen, you entered "Y" for OTHER
THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR
SHOW INTEREST?
On the Representative Payee Main Menu (RPMM) you selected "2/3" for MODE
(Update/Query), "01" for PROCESS (Rep Payee Application) andon the Update/Query
Selection Menu (RPUP) you selected "13" (Others Interested) for screen selection.
COMMON FIELDS
[4-M] MORE? (YIN): X
[5-C] TELEPHONE CODE: 9
[6-C] OTHER, SPECIFY: XXXXXXXXXXXX
[7-0] TELEPHONE NUMBER: 9999999999
[9-C] ADDRESS: XX(UP TO 4 LINES 22 CHARACTERS EACH)XX
[10-0] CITY: XX(UP TO 22 CHARACTERS)XX
[11-0] STATE: XX
[12-0] ZIP: 99999
[13-0] STATE AND COUNTY CODE: XXXXXX
[14-0] DISTRICT OFFICE CODE: XXX
[15-C] COUNTRY: XX(UP TO 22 CHARACTERS)XX
[16-C] POSTAL ZONE: XX(UP TO 15 CHARACTERS)XX
These common fields display information about the telephone number and mailing address for others
living with or showing interest in the beneficiary/recipient.
Reference:
MSOM 238, Common Fields
[l-M]
DO RELATIVES OR CLOSE FRIENDS?: 9
Enter:
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PolicyNetlMSOMISection 239-0 Others Interested (RLOI)
•
•
Page 3 of4
"1" if the beneficiary/recipient lives with close friends or relatives.
"2" if close friends or relatives show concern for the beneficiary/recipient.
[2-M]
XXXX
x
NAME:
Enter the first name (up to 15 characters). middle initial and last name (up to 20 characters) of the
relative or close friend that lives with or show concern for the beneficiary/recipient.
[3-M]
RELATIONSHIP:
Enter the relationship (up to 12 characters) of the person identified in [2-M] to the beneficiary/recipient.
ADDRESS UNKNOWN: X
[8-C]
Enter "X" if address is unknown. Otherwise leave blank.
Note:
Do not answer if answer to [l-M] equals" 1".
RESULTS
RPS displays
If you entered
Court-Appointed Legal Representative (BRLR)
"Y" for DOES THE
BENEFICIARY!RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP? on
Relationship Information (RELA)
BeneficiarylRecipient Residence Address
(BRRA)
•
"N" on the Relationship Information
(RELA) screen for DOES THE
BENEFICIARYI RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
and
•
"N" on the RELA screen for DO YOU
HAVE PHYSICAL CUSTODY and you
did not enter 12 (institution) for
CHOOSE WHO HAS PHYSICAL
CUSTODY OF THE
BENEFICIARY!RECIPIENT on
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PolicyNetlMSOMISection 239-0 Others Interested (RLOI)
Page 4 of4
Custody Code (CSCD)
•
Applicant/Rep Payee Employment (RPEM)
"N" on Relationship Information
(RELA) for DOES THE
BENEFICIARY1RECIPIENT HAVE A
COURT-APPOINTED LEGAL REP
~d
•
"Y" on the RELA screen for DO YOU
HAVE PHYSICAL CUSTODY or "N"
for the question and you entered 12
(institution) for CHOOSE WHO HAS
PHYSICAL CUSTODY of the
BENEFICIARY!RECIPIENT on
Custody Code (CSCD)
RELATED PAGES
Other Information (RLOT), 239.M
Update/Query Application Menu (RPUP), 239.Y
09/04198 (TN #254)
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Unk to this section:
http://policynet.ba.ssa.gov/msom.nsf/links/0702390
Balch run: 08:i)W::1)1)3
ReI':
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911612005
PolicyNetlMSOMISection 239-P Court-Appointed Legal Guardian (BRLR)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-P Court-Appointed Legal Guardian (BRLR)
INTRODUCTION
Court-Appointed Legal Guardian (BRLR) collects infonnation on court-appointed legal guardian(s).
FACSIMILE: BRLR - COURT-APPOINTED LEGAL GUARDIAN
RPAY
COURT-APPOINTED LEGAL GUARDIAN
TRANSFER TO:
BRLR
xxxx
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
[l-M]
WHAT IS THE REASON FOR THE COURT-APPOINTED LEGAL GUARDIAN?
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
[2-M]
[3-C]
PROVEN? (Y/N): x DATE APPOINTED (MMDDYY): 999999
[5-M]
IS THE BENEFICIARY/RECIPIENT LEGALLY INCOMPETENT?
[6-C]
DID THE COURT ORDER PERMANENTLY TERMINATE PARENTAL
[4-0]
TITLE: XXXXXXXXXXXX
(Y/N):
x
RIGHTS? (Y/N):
x
[7-C]
IF THE APPLICANT/REP PAYEE IS NOT THE LEGAL GUARDIAN, PLEASE PROVIDE
THE FOLLOWING ABOUT THE LEGAL GUARDIAN:
NAME: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
[8-C]
[9-C]
1. HOME 3. NONE
5. OTHER, SPECIFY: xxxxxxxxxxxx
TELEPHONE CODE: 9
2. WORK 4. UNKNOWN
[10-0]
TELEPHONE NUMBER: 999 999 9999
[l1-C]
ADDRESS UNKNOWN: X
[12-C]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[13-C]
CITY: XXXXXXXXXXXXXXXXXXXXXX
[16-0]
STATE AND COUNTY CODE: XXXXXX
[18-0]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
[14 -C]
[15-C]
STATE: XX
ZIP: 99999
[17-0]
DISTRICT OFFICE CODE: XXX
[19-0]
POSTAL ZONE: XXXXXXXXXXXXXXX
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you selected" 1" for MODE (Establish), "01" for
PROCESS (Rep Payee Application) and you completed the:
•
Additional Relationship Infonnation (RLAD) and you entered "Y" for DOES THE
BENEFICIARY!RECIPIENT HAVE A COURT -APPOINTED LEGAL GUARDIAN?
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PolicyNetlMSOMISection 239-P Court-Appointed Legal Guardian (BRLR)
Page 20f5
on the Relationship Information (RELA) screen.
•
Other Information (RLOT) where you entered "N" for DOES THE CHILD
BENEFICIARY/RECIPIENT HAVE A LIVING PARENT? and tiN" for OTHER THAN
THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR SHOW
INTEREST? and "N" for EVEN THOUGH THE BENEFICIARY/RECIPIENT DOES
NOT LIVE IN A CARE FACILITY, DOES A CARE FACILITY HAVE
RESPONSIBILITY FOR HIMlHER? AND you entered "Y" for DOES THE
BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN?
on the Relationship Information (RELA) screen.
•
Zip Access List (ZIPL) screen (after the Other Information (RLOT) screen) and on the
Relationship Information (RELA) screen, you entered a "Y" for DOES THE
BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN?,
and on the (RLOT) screen you entered "N" for DOES THE CHILD
BENEFICIARY/RECIPIENT HAVE A LIVING PARENT? and liN" for OTHER THAN
THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR SHOW
INTEREST?
•
Parent Information (BRPI) screen and on the Relationship Information (RELA) screen,
you entered a "Y" for DOES THE BENEFICIARY/RECIPIENT HAVE A COURT
APPOINTED LEGAL GUARDIAN?, and on the Other Information (RLOT) screen, you
entered "Nil for OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE
FRIENDS LIVE WITH OR SHOW INTEREST? And you entered "N" for EVEN
THOUGH THE BENEFICIARY/RECIPIENT DOES NOT LIVE IN A CARE
FACILITY, DOES A CARE FACILITY HAVE RESPONSIBILITY FOR HIMlHER?
•
Other Interested (RLOI) screen and you entered a "Y" for DOES THE
BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED LEGAL GUARDIAN on
Relationship Information (RELA) screen? OR
On the Representative Payee Main Menu (RPMM) you selected "2/3" for MODE (Update/Query), and
•
"01" for PROCESS (Rep Payee Application) and on the Update/Query Selection Menu
(RPUP) you selected "14" for screen selection for a beneficiary/recipient who has a
court-appointed legal guardian. or
•
"08" for PROCESS (PE event) and on the Data Selection Menu (RPDU) you selected
"08" and you entered a "Y" for DOES THE BENEFICIARY/RECIPIENT HAVE A
COURT-APPOINTED LEGAL GUARDIAN? on the Relationship Information (RELA)
screen.
COMMON FIELDS
[8-C] TELEPHONE CODE: 9
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[9-C] OTHER, SPECIFY:
Page 30f5
:xxxxxxxxxxxx
[10-0] TELEPHONE NUMBER: 9999999999
[12-C] ADDRESS: XX(UP TO 4 LINES 22 CHARACTERS EACH)XX
[13-C] CITY: XX(UP TO 22 CHARACTERS)XX
[14-C] STATE: XX
[15-C] ZIP: 99999
[16-0] STATE AND COUNTY CODE:
:xxxxxx
[17-0] DISTRICT OFFICE CODE: XXX
[18-0] COUNTRY: XX(UP TO 22 CHARACTERS)XX
[19-0] POSTAL ZONE: XX(UP TO 15 CHARACTERS)XX
The above common fields display infonnation about the telephone number and the mailing address for
the legal guardian.
Reference:
MSOM238
[l-M]
WHAT IS THE REASON FOR THE COURT
APPOINTED LEGAL GUARDIAN? XX(UP TO 65
CHARACTERS)XX
Enter the reason for the court-appointed legal guardian~
[2-M]
PROVEN? (YIN): X
Enter "Y" if you have the proof of legal guardianship. If not, enter "N".
Note: If"N" is entered a Development Worksheet Issue of "LEGREP" will be set. This Court
Appointed Legal Guardian infonnation must be proven prior to selection of the Rep Payee in RPS.
[3-C]
DATE APPOINTED: (MMDDYY):999999
Enter the date the legal guardian was court-appointed.
Note:
[4-0]
If PROVEN = "Y", DATE APPOINTED is mandatory.
TITLE:
Enter the title, if any, of the legal guardian. If no title, leave blank.
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PolicyNetfMSOMISection 239-P Court-Appointed Legal Guardian (BRLR)
Page 4 of5
[5-M]
IS THE BENEFICIARYIRECIPIENT LEGALLY
INCOMPETENT? (YIN): X
Enter:
"Y"
liN"
if the beneficiary/recipient is legally incompetent.
if the beneficiary/recipient is not legally incompetent.
[6-C]
DID THE COURT ORDER PERMANENTLY
TERMINATE PARENTAL RIGHTS? (YIN): X
Enter:
"yn
"N"
if parental rights have been permanently terminated by the court.
if parental rights have NOT been permanently terminated by the court.
Note: If answer is "N" then an advance notice to the parent should be sent via the RADV
screen.
[7-C]
IF THE APPLICANTIREP PAYEE IS NOT THE
LEGAL GUARDIAN, PLEASE PROVIDE THE FOLLOWING
ABOUT THE LEGAL GUARDIAN: NAME: XX(UP TO 57
CHARACTERS)XX
Enter the name of the legal guardian if the RP applicant is not the legal guardian.
Note: If the answer is "Y" for the question IF YES, ARE YOU THE LEGAL GUARDIAN on
the Relationship Information (RELA) screen this field is darkened.
[tt-C]
ADDRESS UNKNOWN: X
Enter "X" if the legal guardian's address is known.
Note: If the answer is "Y" for the question IF YES, ARE YOU THE LEGAL GUARDIAN on
the Relationship Information (RELA) screen this field is darkened.
RESULTS
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IF You Selected 1,2, or 3 for Mode on
RPMM, RPS Will Display...
IF You Entered...
BeneficiarylReci pient Residence Address
(BRRA)
"N" on the RELA screen for DO YOU HA VE
PHYSICAL CUSTODY and you did not enter
12 (institution) for CHOOSE WHO HAS
PHYSICAL CUSTODY on Custody Code
(CSCD).
ApplicantlRep Payee Employment (RPEM)
"Y" on the RELA screen for DO YOU HA VE
PHYSICAL CUSTODY or "N" for the question
and you did not enter 12 (institution) for
CHOOSE TYPE OF APPLICANTIREP
PAYEE.
If you selected "08" on the RPMM screen, you will return to the RPMM screen.
RELATED PAGES
Relationship Information (RELA), 239.H
Update/Query Application Menu (RPUP), 239.Y
07/09/01 (TN #361)
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htlp:llpolicynet.ba.ssa.gov/msom.nsf/links/070239P
iJatch mil: OS/OS/2003
Rev:
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PolicyNetlMSOMISection 239-Q BeneficiarylRecipient Residence Address (BRRA)
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Section 239-Q Beneficiary/Recipient Residence Address (BRRA)
INTRODUCTION
This screen will capture the beneficiary/recipient's address when he does not live in a care facility or
with the applicant.
FACSIMILE: BRRA - BENEFICIARY/RECIPIENT RESIDENCE
ADDRESS
RPAY
BENEFICIARY/RECIPIENT RESIDENCE ADDRESS
TRANSFER TO: XXX X
BN:
sss-ss-ssss
BRRA
SSSSS SSSSSSSSSS
[1-C]
DOES THE BENEFICIARY/RECIPIENT LIVE?:X
1. ALONE
2.
IN BOARD AND CARE
3.
OTHER
[2-M]
PLEASE PROVIDE THE BENEFICIARY/RECIPIENT RESIDENT ADDRESS:
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
[3-M]
[4-C]
CITY: XXXXXXXXXXXXXXXXXXXXXX
[6-0]
STATE AND COUNTY CODE: XXXXXX
[5-C]
STATE: XX
ZIP: 99999
[7-0]
DISTRICT OFFICE CODE: XXX
[8-C]
[9-C]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
POSTAL ZONE: XXXXXXXXXXXXXXX
[10-M]
TELEPHONE CODE: 9
[11-C]
1. 'HOME
2. WORK
3. NONE
4. UNKNOWN
5. OTHER, SPECIFY: XXXXXXXXXXXX
[12-0]
TELEPHONE NUMBER: 999 999 9999
HOW YOU GOT HERE
•
On the Representative Payee Main Menu (RPMM) you selected" 1" for MODE (Establish),
"01" for PROCESS (Rep Payee Application) and you completed the:
~
Other Information (RLOT) where you entered "N" for DOES THE CHILD
BENEFICIARYIRECIPIENT HAVE A LIVING PARENT? and "N" for OTHER THAN
THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR SHOW
INTEREST? and "N" for EVEN THOUGH THE BENEFICIARYIRECIPIENT DOES NOT
LIVE IN A CARE FACILITY, DOES A CARE FACILITY HAVE RESPONSIBILITY
FOR HIMlHER? AND you entered "N" for DO YOU HAVE PHYSICAL CUSTODY? and
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you entered "N" for DOES THE BENEFICIARY/RECIPIENT HAVE A COURT-APPOINTED
LEGAL REP? on the Relationship Information (RELA) screen and you did not enter 12 for
CHOOSE WHO HAS PHYSICAL CUSTODY OF THE BENEFICIARY/ RECIPIENT on
the Custody Code (CSCD) screen).
~ Zip
Access List (ZIPL) screen (after the Other Information (RLOT) screen) and you entered
"N" for DOES THE CHILD BENEFICIARY/RECIPIENT HAVE A LIVING PARENT?
and "N" for OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS
LIVE WITH OR SHOW INTEREST? on the (RLOT) screen AND you entered a "N" for DO
YOU HAVE PHYSICAL CUSTODY? and "N" for DOES THE BENEFICIARY/
RECIPIENT HAVE A COURT-APPOINTED LEGAL REP? on the Relationship
Information (RELA) screen and you did not enter 12 for CHOOSE WHO HAS PHYSICAL
CUSTODY OF THE BENEFICIARY/RECIPIENT on the Custody Code (CSCD) screen).
~ Parent
Information (BRPI) screen and on the Other Information (RLOT) screen, you entered
"N" for OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE
WITH OR SHOW INTEREST? AND you entered "Nil for DO YOU HAVE PHYSICAL
CUSTODY? liN" for DOES THE BENEFICIARY/RECIPIENT HAVE A COURT
APPOINTED LEGAL REP?, on the Relationship Information (RELA) screen and you did
not enter 12 for CHOOSE WHO HAS PHYSICAL CUSTODY OF THE
BENEFICIARY/RECIPIENT on the Custody Code (CSCD) screen.
•
~
Other Interested (RLOI) screen and you entered a "N" for DO YOU HAVE PHYSICAL
CUSTODY? and "N" for DOES THE BENEFICIARY/RECIPIENT HAVE A COURT
APPOINTED LEGAL REP? on the Relationship Information (RELA) screen and you did
not enter 12 for CHOOSE WHO HAS PHYSICAL CUSTODY OF THE
BENEFICIARY/RECIPIENT on the Custody Code (CSCD) screen.
~
Court-Appointed Legal Representative (BRLR) screen and you entered "N" for DO YOU
HAVE PHYSICAL CUSTODY? on the Relationship Information (RELA) screen and you
did not enter 12 for CHOOSE WHO HAS PHYSICAL CUSTODY OF THE
BENEFICIARY/ RECIPIENT on the Custody Code (CSCD) screen.
On the Representative Payee Main Menu (RPMM) you selected /12/3/1 for MODE
(Update/Query), and
~
"01" for PROCESS (Rep Payee Application) and on the Update/Query Selection Menu
(RPUP) you selected 1115" (BN residence address) for screen selection for a
beneficiary/recipient who does not live with the applicant.
COMMON FIELDS
[2-M] ADDRESS: XX(UP TO 4 LINES 22 CHARACTERS EACH)XX
[3-M] CITY: XX(UP TO 22 CHARACTERS)XX
[4-C] STATE: XX
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[5-C] ZIP: 99999
[6-0] STATE AND COUNTY CODE: XXXXXX
[7-0] DISTRICT OFFICE CODE: XXX
[8-C] COUNTRY: XX(UP TO 22 CHARACTERS)XX
[9-C] POSTAL ZONE: XX(UP TO 15 CHARACTERS)XX
[10-M] TELEPHONE CODE: 9
[11-C] 5. OTHER, SPECIFY: XX (UP TO 12 CHARACTERS) XX
[12-0] TELEPHONE NUMBER: 9999999999
The above common fields will display information about the residence address and telephone number
for the beneficiaryIrecipient.
Reference:
[I-C]
MSOM 238 for description of the above fields.
DOES THE BENEFICIARY/RECIPIENT LIVE?:X
Enter:
"1" if the beneficiarylrecipient does not live with the custodian and lives alone.
"2" if the beneficiary/recipient does not live with the custodian and lives in a board and care
facility.
"3" if the beneficiary/recipient does not live with the custodian and lives in some other place.
Note: This question will only appear when the CUSTODY CODE equals "01" for self on the
CUSTODY CODE (CSCD) screen.
Reference:
POMS ON 00502.220A.4.
RESULTS
If you had entered MODE "1" (ESTABLISH and "01" for PROCESS (Rep Payee Application) and there
was an
•
APPLICANTIREP PAYEE SSN entered on the Representative Payee Main Menu
(RPMM) then you will go to the Applicant/Rep Payee Employment (RPEM) screen, or
•
APPLICANTIREP PAYEE LOCATION ZIP entered on the Representative Payee Main
Menu (RPMM) then you will return to the Representative Payee Main Menu (RPMM)
screen.
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Page 4 of4
If you had entered MODE "2/3" (UPDATE/QUERy) and "01" for PROCESS (Rep Payee Application,
then you will return to the Representative Payee Main Menu (RPMM) screen.
RELATED PAGES
Custody Code (CSCD), 239.1
Update/Query Application Menu (RPUP), 239.Y
11123/98 (TN #258)
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Bi.J[ch run. (}8:(}S'2(JIJ3
Rev.'
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9/16/2005
PolicyNetlMSOMISection 239-R ApplicantlRep Payee Employment (RPEM)
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PolicyNeti MSOMI Part 7/Chapter 239
Section 239-R ApplicantlRep Payee Employment (RPEM)
INTRODUCTION
ApplicantlRep Payee Employment (RPEM) captures information about the individual applicant/rep
payee's source of income.
FACSIMILE: RPEM - APPLICANTIREP PAYEE
EMPLOYMENT
RPAY
APPLICANT/REP PAYEE EMPLOYMENT
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
RPEM
SSSSS SSSSSSSSSS
[l-M]
IS APPLICANT/REP PAYEE'S MAIN SOURCE OF INCOME FROM EMPLOYMENT? (Y/N):
x
[2-C]
IF YES, NAME OF EMPLOYER: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
13-C]
[4-C]
[S-C]
CITY: XXXXXXXXXXXXXXXXXXXXXX STATE: XX COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
[6-C]
EMPLOYMENT START DATE (MMYY): 9999
[7-M]
IS THERE ANY OTHER SOURCE OF INCOME? (Y/N): x
IF YES, "X" THE APPROPRIATE SOURCES BELOW:
[6-0]
[9-C]
SSA/SSI/BL
DESCRIBE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[10-0]
[ll-C]
DESCRIBE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
SELF-EMPLOYED
[13-C]
[12-0]
DESCRIBE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
PENSION
[lS-C]
[14-0]
COUNTY STATE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXX
AFDC
[17-C]
[16-0]
DESCRIBE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OTHER WELFARE
[l9-C]
[16-0]
DESCRIBE: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OTHER
HOW YOU GOT HERE
•
On the Representative Payee Main Menu (RPMM) you selected "1" for MODE (Establish), "1"
for PROCESS (Rep Payee Application) and you completed the:
;;.. Other Information (RLOT) where you entered "N" for DOES THE CHILD
BENEFICIARY!RECIPIENT HAVE A LIVING PARENT? and "N" for OTHER THAN
THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE WITH OR SHOW
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PolicyNetlMSOMISection 239-R ApplicantlRep Payee Employment (RPEM)
Page 2 of5
INTEREST? and "N" for EVEN THOUGH THE BENEFICIARYIRECIPIENT DOES NOT
LIVE IN A CARE FACILITY, DOES A CARE FACILITY HAVE RESPONSIBILITY
FOR HIMlHER? AND you entered "Y" for DO YOU HA VE PHYSICAL CUSTODY? and
you entered "N" for DOES THE BENEFICIARY/ RECIPIENT HAVE A COURT
APPOINTED LEGAL REP? on the Relationship Information (RELA) screen.
> Zip Access List (ZIPL) screen (after the Other Information (RLOT) screen) and you entered
"N" for DOES THE CHILD BENEFICIARYIRECIPIENT HAVE A LIVING PARENT?
and "N" for OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS
LIVE WITH OR SHOW INTEREST? on the (RLOT) screen and you entered a "N" for
DOES THE BENEFICIARYIRECIPIENT HAVE A COURT-APPOINTED LEGAL REP?
and you entered "Y" for DO YOU HA VE PHYSICAL CUSTODY? on the Relationship
Information (RELA) screen.
> Parent Information (BRPI) screen and on the Other Information (RLOT) screen, you entered
"N" for OTHER THAN THE APPLICANT, DO RELATIVES OR CLOSE FRIENDS LIVE
WITH OR SHOW INTEREST? and you entered "Y" for DO YOU HAVE PHYSICAL
CUSTODY? and you entered "N" for DOES THE BENEFICIARYIRECIPIENT HAVE A
COURT -APPOINTED LEGAL REP? on the Relationship Information (RELA) screen.
> Other Interested (RLOI) screen AND you entered "Y" for DO YOU HAVE PHYSICAL
CUSTODY? and you entered an "N" for DOES THE BENEFICIARYIRECIPIENT HAVE
A COURT-APPOINTED LEGAL REP? on the Relationship Information (RELA) screen.
> Court-Appointed Legal Representative (BRLR) screen and you entered "Y" for DO YOU
HA VE PHYSICAL CUSTODY? on the Relationship Information (RELA) screen.
> BeneficiarylRecipient Residence Address (BRRA) screen
•
OR
On the Representative Payee Main Menu (RPMM) you selected "2/3" for MODE
(Update/Query), and
>
"01" for PROCESS (Rep Payee Application) and on the Update/Query Selection Menu
(RPUP) you selected" 16" (RP Employment) for screen selection for a beneficiary/recipient
who does not live with the applicant or lives with the applicant and the applicant is not the
natural or adoptive parent or spouse. OR
> "08" for PROCESS (PE event) and on the Data Selection Menu (RPDU) you selected
"03" (RP Employment).
COMMON FIELDS
[3-C] CITY: XX(UP TO 22 CHARACTERS)XX
[4-C] STATE: XX
[5-C] COUNTRY: XX(UP TO 22 CHARACTERS)XX
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PolicyNetfMSOMISection 239-R ApplicantJRep Payee Employment (RPEM)
Page 3 of5
If you entered "Y" for IS APPLICANTIREP PAYEE'S MAIN SOURCE OF INCOME FROM
EMPLOYMENT?, complete the fields for the applicant! rep payee's employer.
Reference:
MSOM238
[l-M]
IS THE APPLICANTIREP PAYEE'S MAIN SOlTRCE OF
INCOME FROM EMPLOYMENT? (YIN): X
Enter:
"Y" if the applicantJRep Payee's main source of income is from employment.
"N" if it is not.
Reference:
POMS GN 00502.117B.3.
[2-C]
IF YES, NAME OF EMPLOYER XX(UP TO 40
CHARACTERS)XX
If you entered "Y" for [1-M], enter the name of the employer.
[6-C]
EMPLOYMENT START DATE (MMYY): 9999
If you entered "Y" for [1-M], enter the start date of employment.
[7-M]
IS THERE ANY OTHER SOURCE OF INCOME? (YIN): X
Enter
"Y" if there is any other source of income.
"N" if there is no other source of income.
[8-0]
SSAISSIIBL
If you entered "Y" for [7-M] and a source of income is SSA, SSI or Black Lung, enter "X".
[9-C]
DESCRIBE: XX(UP TO 35 CHARACTERS)XX
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Page 4 of5
If you entered "X" for [8-0], give type of beneficiaries and CAN/HUN.
Note: This .entry is the 3rd fill-in for statement REP308 on the SSA-ll, so add all necessary pronouns
and punctuatIon.
[10-0]
SELF-EMPLOYED
If you entered "Y" for [7-M1, and a source of income is from self-employment, enter "X".
[ll-C]
DESCRIBE: XX(UP TO 35 CHARACTERS)XX
If you entered "X" for [10-0], describe the self-employment income (Le., type of business).
Note: This entry is the 3rd fill-in for statement REP308 on the SSA-ll, so add all necessary
pronouns and punctuation.
[12-0]
PENSION
If you entered "Y" for [7-M], and a source of income is a pension, enter "X".
[13-C]
DESCRIBE: XX(UP TO 35 CHARACTERS)XX
If you entered "X" for [12-0], describe the pension(s) (Le., specify from where the pension comes).
Note: This entry is the 3rd fill-in for statement REP308 on the SSA-ll, so add all necessary pronouns
and punctuation.
[14-0]
AFDC
If you entered "Y" for [7-M], and a source of income is AFDC, enter "X".
[15-C]
COUNTY AND STATE: XX(UP TO 29 CHARACTERS)XX
If you entered "X" for [14-0], enter the county and state that is paying the AFDC.
[16-0]
OTHER WELFARE
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If you entered "Y" for [7-M], and a source of income is welfare other than AFDC, enter "X".
[17-C]
DESCRIBE: XX(UP TO 35 CHARACTERS)XX
If you entered "X" for [16-0], describe the type of welfare received (i.e., where it comes from and why
it's paid).
Note: This entry is the 3cd fill-in for statement REP30S on the SSA-ll, so add all necessary
pronouns and punctuation.
[18-0]
OTHER
If you entered "Y" for [7-M], and a source of income is other than one listed above, enter "XII.
[19-C]
DESCRIBE: XX(UP TO 35 CHARACTERS)XX
If you entered "X" for [IS-0], describe the income (i.e., where it comes from).
Note: This entry is the 3rd fill-in for statement REP30S on the SSA-ll, so add all necessary pronouns
and punctuation.
RESULTS
Representative Payee Main Menu (RPMM) is displayed.
RELATED PAGES
Data Selection Menu (RPDU), 243.A
UpdatelQuery Selection Menu (RPUP), 239.Y
07/24/9S (TN #250)
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Bm.::h rUn: 1J8.:lJlV}(JU3
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PolicyNetIMSOMlSection 239-S ApplicantlRep Payee Special Text (RPST)
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POlicyNeti MSOMI Part 7/Chapter 239
Section 239-S Applicant/Rep Payee Special Text (RPST)
INTRODUCTION
This screen can house information that you feel may be useful about the applicant/Rep payee. This data
is for informational purposes only and does not become part of the printed SSA-11.
FACSIMILE: RPST - APPLICANTIREP PAYEE SPECIAL TEXT
RPAY
TRANSFER TO:
APPLICANT/REP PAYEE SPECIAL TEXT
RPST
XXXX
RP: SSS-SS-SSSS
SSSSS ssssssssss
[1-0]
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxxxxxxxxxxxxxxxxxxxXXXXXXXXXXXXXXXXxxxxxx
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxxxxxxxxxxxxxxxxxxxxxx
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxxxxxxxxxxxxxxxxxxxxxx
ALERT--INFORMATION SHOULD PERTAIN TO THE APPLICANT/REP PAYEE ONLY
HOW YOU GOT HERE
This screen will appear if you selected one of the following on the Representative Payee Main Menu
(RPMM) screen:
•
"1" for MODE (Establish) and "01109" for Process (Rep Payee Application)/(Institution)
and you enter RPST in the TRANSFER TO field on any screen.
•
"2/3" for MODE (UPDATE/QUERy) and Process "01109" (Rep Payee
ApplicationlInstitution) or you select" 17" for (RP Special Text) or the Update/Query
Selection Menu (RPUP) or TRANSFER TO from any screen, or
•
"2/3" for MODE (UPDATE/QUERy) and "08" for Process (PE EVENT) and you select
"OS" (RP Special Text) on the Data Selection Menu (RPDU).
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PolicyNetlMSOMISection 239-S ApplicantlRep Payee Special Text (RPST)
Page 2 of2
[1-0]
(NO PROMPT APPEARS ON SCREEN)
XX (UP TO 14 LINES 78 CHARACTERS)XX
The special message text can contain up to one full screen of alpha, numeric, or special characters.
Entries can be added to, deleted, or corrected at any time.
RESULTS
•
If you got to this screen by using the TRANSFER TO field, you will go to the next screen in the
screen path you originally in.
•
If you got to this screen from the Update/Query Selection Menu (RPDU) or Data Selection
(RPUP) screens, you will go back to the Representative Payee Main Menu (RPMM).
RELATED PAGES
Data Selection Menu (RPDU), 243.A
Update/Query Application Menu (RPUP), 239.Y
11123/98 (TN #258)
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Make Note
Link to this section:
http://policynet.ba.ssa.gov/msom.nsf/links/070239S
Balch run: OFH)W:':!)!)]
Ret':
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PolicyNetJMSOMlSection 239-T BeneficiarylRecipient Special Text (BRST)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-T BeneficiarylRecipient Special Text (BRST)
INTRODUCTION
This screen can house information that you feel may be useful about the beneficiary/recipient. This data
is for informational purposes only and does not become part of the printed SSA-li.
FACSIMILE: BRST - BENEFICIARY/RECIPIENT SPECIAL TEXT
RPAY
TRANSFER TO:
xxxx
BN: SSS-SS-SSSS
BENEFICIARY/RECIPIENT SPECIAL TEXT
BRST
SSSSS SSSSSSSSSS
[1-0]
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
ALERT--INFORMATION SHOULD PERTAIN TO THE BENEFICIARY/RECIPIENT ONLY
HOW YOU GOT HERE
This screen will appear if you selected one of the following on the Representative Payee Main Menu
(RPMM) screen:
•
"I" for MODE (ESTABLISH) and "01/09" for PROCESS (Rep Payee Application)/
(Institution) and you enter BRST in the TRANSFER TO field on any screen.
•
"2/3" for MODE (UPDATE/QUERy) and "01/09" for PROCESS (Rep Payee
Application)/(Institution) and you select "18" (BN Special Text) on the Update/Query
Selection Menu (RPUP) or TRANSFER TO from any screen, or
•
"2/3" for MODE (UPDATE/QUERy) and "08" for PROCESS (PE EVENT) and you
select" 10" (BN Special Text) on the Data Selection Menu (RPDU).
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PolicyNetlMSOMISection 239-T BeneficiarylRecipient Special Text (BRST)
Page 2 of2
[1-0]
(NO PROMPT APPEARS ON SCREEN)
XX(UP TO 14 LINES 78 CHARACTERS)XX
The special message text can contain up to one full screen of alpha, numeric, or special characters.
Entries can be added to, deleted, or corrected.
RESULTS
•
If you got to this screen by using the TRANSFER TO field, you will go to the next screen in the
screen path.
•
If you got to this screen from the Update/Query Selection Menu (RPUP) or Data Selection
Menu (RPDU) screens, you will go back to the Representative Payee Main Menu (RPMM).
RELATED PAGES
Data Selection Menu (RPDU), 243.A
. Update/Query Application Menu (RPUP), 239.Y
11123/98 ('IN #258)
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PolicyNetlMSOMISection 239-U Relationship Special Text (RLST)
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Section 239-U Relationship Special Text (RLST)
INTRODUCTION
This screen can house information that you feel may be useful about the applicant/rep payee and
beneficiary/recipient relationship. This data is for informational purposes only and does not become
part of the printed SSA-ll.
FACSIMILE: RLST - RELATIONSHIP SPECIAL TEXT
RPAY
TRANSFER TO:
RELATIONSHIP SPECIAL TEXT
RLST
XXXX
RP: SSS-SS-SSSS
SSSSS SSSSSSSSSS
BN: SS-SS-SSSS
SSSSS SSSSSSSSSS
[1-0)
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
HOW YOU GOT HERE
This screen will appear if you selected one of the following on the Representative Payee Main Menu
(RPMM) screen:
•
"I" for MODE (ESTABLISH) and "01/09" for are PROCESS (Rep Payee
ApplicationlInstitution) and you enter RLST in the TRANSFER TO on any screen, or
•
"2/3" for MODE (UPDATE/QUERy) and "01109" for PROCESS (Rep Payee
ApplicationlInstitution) and you select 1119" on the Update/Query Selection menu
(RPUP), or TRANSFER TO from any screen, or
•
"2/3" for MODE (UPDATE/QUERy) and "08" for PROCESS (PE EVENT) and you
select" II" (Relationship Special Text) on the Data Selection Menu (RPDU).
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PolicyNetJMSOMlSection 239-U Relationship Special Text (RLST)
•
Page 2 of2
This screen also will automatically come into the selection path if the rep payee
applicant has committed a felony, has previously misused funds as a rep payee or if the
payee applicant is between the ages of 15 and 18.
xx (UP TO 14 LINES 78 C~ARACTERS) XX
[1-0]
The special message text can contain up to one full screen of alpha, numeric, or special characters.
Entries can be added to, deleted, or corrected at any time.
Note: No prompt will appear on the screen.
RESULTS
•
If you got to this screen by using the TRANSFER TO field, you will go to the next screen in the
screen path you were originally in.
•
If you got to this screen from the Update/Query selection Menu (RPUP) or Data Selection
Menu (RPDU) screens, you will go back to the Representative Payee Main Menu (RPMM).
RELATED PAGES
Data Selection Menu (RPDU), ""-'-'~
Update/Query Application Menu (RPUP), 239.Y
04/30/03 (TN #462)
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9116/2005
PolicyNetlMSOMISection 239-V Remarks for the SSA 11 (RPMK)
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POlicyNeti MSOMI Part 7/Chapter 239
Section 239-V Remarks for the SSA-ll (RPMK)
INTRODUCTION
This screen houses applicantlRep payee remarks that are to be printed on the Representative Payee
Application (SSA-Il).
FACSIMILE: RPMK - REMARKS FOR THE SSA ..ll
RPAY
TRANSFER TO:
REMARKS FOR THE SSA-ll
RPMK
XXXX
RP: SSS-SS-SSSS
SSSSS
ssssssssss
BN: SS-SS-SSSS
SSSSS SSSSSSSSSS
[1-0]
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
[2-0]
MORE? (Y/N}:X
HOW YOU GOT HERE
This screen will appear when on the Representative Payee Main Menu (RPMM) screen:
•
you selected "} II for MODE (ESTABLISH) and "01" for PROCESS (Rep Payee
Application) you enter RPMK in the transfer to field on any screen, or
•
you selected "2/3" for MODE (UPDATE/QUERY) and "01" for PROCESS (Rep Payee
Application) and you select "18" (REMARKS for SSA-II) on the Update/Query
Selection Menu (RPUP) or TRANSFER TO from any screen or
•
you selected "1" for MODE (ESTABLISH) or "2/3" for MODE (UPDATE/QUERY)
and "01" for PROCESS (Rep Payee Application) and all other screens in the path have
already been displayed.
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9116/2005
PolicyNetIMSOMISection 239-V Remarks for the SSAII (RPMK)
Page 2 of2
COMMON FIELDS
[2-0] MORE? (YIN): X
Reference:
MSOM238
[1-0]
NO PROMPT APPEARS ON SCREEN XX(UP TO 14
LINES 78 CHARACTERS)XX
The remarks message can contain up to two full screens of alpha. numeric, or special characters.
Note: If you enter a character in the last position on a line. then press the space bar for the first
position on the next line before entry of additional characters.
You must enter a period at the end of the text.
RESULTS
•
If you got to this screen by using the transfer to field, you are at the last screen in the path.
•
If you got to this screen from the Update/Query Selection Menu (RPUP) screen you will go
back to the Representative Payee Main Menu (RPMM).
RELATED PAGES
Update/Query Application Menu (RPUP). 239.Y
11123/98 (TN #258)
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9/16/2005
PolicyNetlMSOMISection 239-W Direct Deposit Application (RPDA)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-W Direct Deposit Application (RPDA)
INTRODUCTION
This section explains Direct Deposit Application (RPDA). RPDA lets you collect the necessary direct
deposit infonnation for the beneficiary/recipient during the application process. If the Integrated Client
Data database has direct deposit infonnation for the beneficiary/recipient, it propagates to RPDA.
AUTOMATED SYSTEMS FEATURES
This screen lists all entitlements chosen on BRXR. Additional RPDA screens are displayed until all the
different direct deposit choices for the entitlements on BRXR are input. The following is an example of
how the process works:
Example:
C 1 and DC were chosen on BRXR. "Y" was entered for the DIRECT DEPOSIT
question on RELA.
The applicant wants the payments directed to separate bank accounts. You would input the following:
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 067803457
TYPE OF ACCOUNT: C
ACCOUNT NUMBER: 1232333444
CHOOSE FOR THE ENTITLEMENT LISTED BELOW: 1
1
~2
3
THE ABOVE DIRECT DEPOSIT DATA APPLIES
OTHER DIRECT DEPOSIT DATA APPLIES
DIRECT DEPOSIT DOES NOT APPLY
ACCOUNT NUMBER
BICIID TITLE
2/16
231-45-6789
123-45-6789
Cl
DC
2
16
CHOICE
SELECTION
STATUS
1
2
01
01
The bank data input applies to Cl. That is why the CHOICE is "1" (Above applies). Since you chose
"2" (Other) for the title 16 claim, a second RPDA screen will be shown with only the title 16 displayed.
You should then enter the new bank data and a CHOICE "I" for the title 16 claim.
Note:
If you choose "I" for both entitlements, only one RPDA screen will appear.
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9/16/2005
PolicyNetIMSOMISection 239-W Direct Deposit Application (RPDA)
Page 2 of5
FACSIMILE: RPDA - DIRECT DEPOSIT APPLICATION
RPAY
TRANSFER TO:
RP:
SSS-SS-SSS
DIRECT DEPOSIT APPLICATION
RPDA
XXXX
SSSSS SSSSSSSSSS BN: SSS-SS-SSSSS SSSSSSSSSS
[l-M]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999
[2-M]
TYPE OF ACCOUNT:
S
C-CHECKING
S-SAVINGS
[3-M]
ACCOUNT NUMBER:
XXXXXXXXXXXXXXXXX
[4-M]
CHOOSE FOR THE ENTITLEMENT LISTED BELOW: X
1. THE ABOVE DIRECT DEPOSIT DATA APPLIES
2. OTHER DIRECT DEPOSIT DATA APPLIES
3. DIRECT DEPOSIT DATA DOES NOT APPLY
[5-D]
ACCOUNT NUMBER
SSSSSSSSS
SSSSSSSSS
SSSSSSSSS
SSSSSSSSS
[10-C]
MORE (YIN) :
[6-D]
BIC/ID
SSS
SSS
SSS
SSS
[7-D]
TITLE 2/16
SS
SS
SS
SS
[B-M]
CHOICE
x
x
x
x
[9-D]
SELECTION STATUS
SS
SS
SS
ss
P
HOW YOU GOT HERE
You entered "Y" to the Direct Deposit question on the RELA screen.
[l-M]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
999999999
Enter the 9 position numeric routing and transit number.
Reference:
POMS SM 00608.001
[2-M]
TYPE OF ACCOUNT: SC-CHECKINGS-SAVINGS
Enter the type of bank account:
[3-M]
"c" for checking and "s" for savings.
ACCOUNT NUMBER: XXXXXXXXXXXXXXXXX
Enter the alpha/numeric direct deposit account number. This can be up to 17 positions.
[4-M]
CHOOSE FOR THE ENTITLEMENT LISTED BELOW: X
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9/16/2005
PolicyNetlMSOMlSection 239-W Direct Deposit Application (RPDA)
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Enter:
"1" THE ABOVE DIRECT DEPOSIT DATA APPLIES (when the bank data entered applies to
this bene/rec)
"2" OTHER DIRECT DEPOSIT DATA APPLIES (when the bank data does not apply and you
want the screen displayed again so you can do a separate input for this bene/rec)
"3" DIRECT DEPOSIT DOES NOT APPLY (when the bank data does not apply to this
bene/rec)
ACCOUNT NUMBER SSSSSSSSS
[5-D]
The claim account number will be displayed here.
BICIID SSS
[6-D]
If this is a Title 2 entitlement, then the BIC will be displayed. If it is Title 16, then the ID will be
displayed.
TITLE 2/16 SS
[7-Q]
Indicates the type of entitlement.
[8-M]
CHOICE: X
Enter:
"1" THE ABOVE DIRECT DEPOSIT DATA APPLIES (when the bank data entered applies to
this bene/rec)
"2" OTHER DIRECT DEPOSIT DATA APPLIES (when the bank data does not apply and you
want the screen displayed again so you can do a separate input for this bene/rec)
"3" DIRECT DEPOSIT DOES NOT APPLY (when the bank data does not apply to this
bene/rec)
Note:
[9-D]
See the example under Automated Systems Features at the beginning of this procedure.
SELECTION STATUS SS
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9/16/2005
PolicyNetlMSOMlSection 239-W Direct Deposit Application (RPDA)
Page 4 of5
The status of the application/selection is shown.
01
[to-C]
= Selected
MORE (YIN): P
If more entitlements were previously established with different direct deposit information, a nyn will be
shown. This means that another RPDA screen will be appear.
EDITS
DOMESTIC ADDRESS - RTN CANNOT BEGIN WITH 5, 6 or 7
The CONSULAR CODE is blank on RPAD and the RTN begins with 5,6 or 7.
ENTRY REQUIRED IF DIRECT DEPOSIT DATA IS PRESENT
This edit message is displayed if you entered direct deposit data but CHOICE is blank on RPDA.
FOREIGN DIRECT DEPOSIT NOT PERMITTED FOR SSI
The entitlement is 16 and the RTN begins with 5, 6 or 7.
INVALID ENTRY - EBT NO LONGER VALID
The DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER is 021031207 and the
ACCOUNT NUMBER begins with EBT(ElectronicBenefit Transfer).
INVALIDRTN
This message is displayed ifthe first two digits of the RTN are not 01-12, 21-32, 50-79 or 90
91.
SAVINGS ACCOUNT - DIFFERENT ACCOUNT NUMBERS REQUIRED
The TYPE OF ACCOUNT = S. Information for more than one BOAN is shown, the choice is =
1 and the rep payee applicant is an individual.
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PolicyNetIMSOMlSection 239-W Direct Deposit Application (RPDA)
Page 5 of5
RESULTS
•
Direct deposit data will be updated to the MRPF for each beneficiary/entitlement for
which an input is made.
•
For title 2 initial awards, the MCS system will use the data and it will not have to be rekeyed.
•
For title 2 post-entitlement actions, the Title 2 system will use the data to update the
MBR and it will not have to be re-keyed.
•
For title 16 initial awards, MSSICS will use the data and it will not have to be re-keyed.
03/30/04 (TN #519)
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9/16/2005
PolicyNetIMSOMISection 239-X ApplicantlRep Payee Criminal Warrant Info (RPCW)
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PolicyNeti MSOMI Part 7/Chapter 239
Section 239-X ApplicantlRep Payee Criminal Warrant Info
(RPCW)
INTRODUCTION
Rep Payee Criminal Warrant Info (RPCW) is used to solicit and capture specific criminal information
about the applicant including whether they have ever been convicted of a felony or of an offense
resulting in imprisonment for over one year or if they currently have an unsatisfied felony warrant.
The data from RPS and PUPS, Prison SystemslFugitive Felons (PSFM) systems do not interface with
each other.
FACSIMILE: RPCW -APPLICANTIREP PAYEE CRIMINAL
WARRANT INFO
RPAY
TRANSFER TO: XXX
RP: sss-ss-ssss SSSSS
APPLICANT/REP PAYEE CRIMINAL WARRANT INFO
RPCW
ssssssssss
[l-M]
HAVE YOU EVER BEEN CONVICTED OF A FELONY? (Y/N):
x
[2-MJ
HAVE YOU EVER BEEN CONVICTED OF AN OFFENSE RESULTING IN
IMPRISONMENT FOR MORE THAN 1 YEAR? (Y/N): x
[3-MJ
DO YOU HAVE ANY UNSATISFIED FELONY WARRANTS
FOR YOUR ARREST? (Y/N): x
HOW YOU GOT HERE
•
This screen appears after the Individual ApplicantlRep Payee Residence Address (RPAI) screen
when you are establishing, updating or querying a Rep Payee application for an individual.
•
If there is no RPAI screen in the path, this screen will follow the Individual ApplicantJRep
Payee Address (RPAD) screen.
[l-M]
HAVE YOU EVER BEEN CONVICTED OF A FELONY?
(YIN): X
•
Enter "Y" if the Rep Payee/applicant has ever been convicted of a felony.
•
Enter "N" if the Rep Payee/applicant has never been convicted of a felony.
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PolicyNetlMSOMfSection 239-X ApplicantlRep Payee Criminal Warrant Info (RPCW)
Page 2 of3
•
For an applicantlrep payee currently on the MRPF, this field will propagate the previous
response.
Note:
This is for any type of felony conviction the applicant reports himselflherself.
Reference:
POMS GN 00502.133
[2-M]
HA VE YOU EVER BEEN CONVICTED OF AN OFFENSE
RESULTING IN IMPRISONMENT FOR MORE THAN 1 YEAR?
(YIN): X
•
If the applicant was convicted of an offense which resulted in hislher imprisonment for a period
of one year or more, answer "Y".
•
If the applicant was not convicted of an offense resulting in imprisonment for more than a one
year period, answer "N".
[3-M]
DO YOU HAVE ANY UNSATISFIED FELONY
WARRANTS FOR YOUR ARREST? (YIN): X
•
If the applicant has any outstanding unsatisfied felony warrants for hislher arrest, answer "Y".
•
If the applicant does not have an unsatisfied warrant for hislher arrest, answer "N".
RESPONSES
MESSAGE
CONDITION
RESOLUTION
FUGITIVE FELON APPLICANT
IS CURRENTLY A PAYEE
ACTION REQUIRED
This message will appear at
application time if the payee
applicant states that he/she has an
unsatisfied felony warrant and
that applicant is currently serving
as payee for others.
If the applicant is currently
a fugitive felon, the current
rep payee application must
be non-selected and must be
replaced as payee for those
beneficiaries they are
currently serving.
RESULTS
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9116/2005
PolicyNetIMSOMISection 239-X ApplicantJRep Payee Criminal Warrant Info (RPCW)
Page 3 of3
•
If all three questions on this screen are answered "N", the BRXR screen will be the next screen
in the path.
•
If any of the three questions on this screen are answered "Y", the RPFL screen will be
generated.
RELATED PAGES
ApplicantJRep Payee Felony Info (RPFL) screen, 239-F
BeneficiarylRecipient Cross-Reference (BRXR). 239-0
Individual Applicant/Rep Payee Address (RPAD) screen, 239-D
Individual ApplicantJRep Payee Residence Address (RPAI) screen, 239-E
03/24/05 (TN #562)
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PolicyNetlMSOMfSection 239-Y Update/Query Application Menu (RPUP)
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PolicyNetJ MSOMI Part 7/Chapter 239
Section 239-Y Update/Query Application Menu (RPUP)
INTRODUCTION
UpdatelQuery Application Menu (RPUP) is displayed when you want to update or query the Rep payee
application. RPUP displays the completed screens by highlighting the options for those screens in red.
FACSIMILE: RPUP - UPDATE/QUERY APPLICATION MENU
RPAY
TRANSFER TO: XXXX
RP; SSS-SS-SSSS
UPDATE/QUERY APPLICATION MENU
SSSSSSSSSS
8N: SSS-SS-SSSS
RPUP
SSSSSSSSSS
[1-0]
ENTIRE PATH WILL BE SHOWN UNLESS SCREEN SELECTION ENTERED: 99
01.
02.
03.
04.
05.
06.
07.
08.
09.
10.
11.
RP IDENTIFICATION
BN IDENTIFICATION
IND RP ADDRESS/PHONE
FELONY
ENTITLEMENTS
RELATIONSHIP
CUSTODY
DIRECT DEPOSIT
ADDITIONAL RELATIONSHIP
INTEREST
CREDITOR
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
OTHER INFORMATION
PARENT
OTHERS INTERESTED
COURT-APPOINTED LEGAL GUARDIAN
BN RESIDENCE ADDRESS
RP EMPLOYMENT
REMARKS FOR SSA-11
RP SPECIAL TEXT
8N SPECIAL TEXT
RELATIONSHIP SPECIAL TEXT
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "2/3" for MODE (Update or Query) and
"01" for PROCESS (Rep Payee Application):
•
and there is an entry for APPLICANTIREP PAYEE SSN, or
•
after Zip Access List (ZIPL) screen when there is an entry for APPLICANTIREP
PAYEE LOCATION ZIP, or
•
after Applicant/Rep Payee List (RPLS) screen when there is NOT an entry on RPMM
for APPLICANTIREP PAYEE SSN or APPLICANTIREP PAYEE LOCATION ZIP.
•
after BeneficiarylRecipient List (BNLS) screen when there is NOT an entry on RPMM
for BENEFICIARYIRECIPIENT SSN or UNKNOWN is "N",
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9116/2005
PolicyNetIMSOMlSection 239-Y Update/Query Application Menu (RPUP)
•
Page 2 of4
after SSN Unknown (RLSU) if UNKNOWN equals "Y".
[1-0]
ENTIRE PATH WILL BE SHOWN UNLESS SCREEN
SELECTION ENTERED: 99
Enter the number of the screen you wish to update/query, or leave blank.. If no selection is made, the
entire path except the Identification (RPSV) screens will be presented. If you want to review the RPSV
screens they must be selected.
-
Note: Options "01,03 04" are only for an individual applicant. When the applicant is an
organization/institution you will be unable to change any organizational information. To change
organization information you must enter on the Representative Payee Main Menu (RPMM) screen a "2"
for MODE (Update) and "09" for PROCESS (Institution).
When certain information must be deleted/added it is important to understand that the "lead-in" question
from a prior screen will have to be changed. The following list identifies these situations:
•
To delete/add the applicant/rep payee felony information, you must select "02" to alter
the response to the question "HAS APPLICANT EVER BEEN CONVICTED OR A
FELONY? (YIN):".
•
To delete/add the custody information, you must select "06" to alter the response to the
question "DO YOU HAVE PHYSICAL CUSTODY? (YIN):".
•
To delet~/add the creditor information, you must select "09" to alter the response to the
question "DOES/WILL BENEFICIARY/RECIPIENT OWE YOU MONEY NOWlIN
THE FUTURE? (Y/N):".
•
To delete/add the parent information, you must select" 11 " to alter the response to the
question "DOES THE CHILD BENEFICIARY/RECIPIENT HAVE A LIVING
PARENT? (YIN):".
•
To delete/add the others interested information, you must select" 11 " to alter the
response to the question "OTHER THAN THE APPLICANT, DO RELATIVES OF
CLOSE FRIENDS LIVE WITH OR SHOW INTEREST? (Y/N):".
•
To delete/add the court-appointed legal guardian information, you must select "06" to
alter the response to the question "DOES THE BENEFICIARY/RECIPIENT HAVE A
COURT-APPOINTED LEGAL GUARDIAN? (YIN):".
•
To delete/add the beneficiary/recipient residence address, you must select "06" to alter
the response to the question "DO YOU HAVE PHYSICAL CUSTODY? (Y/N):".
RESULTS
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PolicyNetJMSOMISection 239-Y Update/Query Application Menu (RPUP)
Page 3 of4
If you enter function:
•
"01", you will go to the Identification (RPSV) screen for the applicant/rep payee.
•
"02", you will go to the Identification (RPSV) screen for the beneficiary/recipient.
Note: This is nota choice when the APPLICANT REP PAYEE SSN =
BENEFICIARY!RECIPIENT SSN.
•
"03", you will go to the Individual ApplicantlRep Payee Address (RP AD) and
Individual ApplicantlRep Payee Residence Address (RPAI) screens.
•
"04", you will go to the ApplicantlRep Payee Felony Info (RPFL) screen.
•
"05", you will go to the BeneficiarylRecipient Cross-Reference (BRXR) screen.
•
"06", you will go to the Relationship Information (RELA) screen.
•
"07", you will go to the Custody Code (CSCD) screen.
•
"08", you will go to the Direct Deposit Application (RPDA) Screen.
•
"09", you will go to the Additional Relationship Information (RLAD) screen.
•
" 10", you will go to the Interest Information (RLIN) screen.
•
," 11 ", you will go to the Creditor Relationship Information (RLCR) screen.
•
"12", you will go to the Other Information (RLOT) screen.
•
"13", you will go to the Parent information (BRPI) screen.
•
"14", you will go to the Others Interested (RLOI) screen.
•
"15", you will go to the Court-Appointed Legal Guardian (BRLR) screen.
•
"16", you will go to the BeneficiarylRecipient Residence Address (BRRA) screen.
•
"17", you will go to the ApplicantlRep Payee Employment (RPEM) screen.
•
"18", you will go to the Remarks for the SSA-ll (RPMK) screen.
•
"19", you will go to the ApplicantlRep' Payee Special Text (RPST) screen.
•
"20" you will go to the BeneficiarylRecipient Special Text (BRST) screen.
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PolicyNetIMSOMISection 239-Y Update/Query Application Menu (RPUP)
•
Page 4 of4
"21", you will go to the Relationship Special Text (RLST) screen.
From whatever screen you have requested, you will go to that screen and after you press ENTER, the
remainder of the path will be shown.
RELATED PAGES
Additional Relationship Information (RLAD), 239.J
ApplicantlRep Payee Employment (RPEM), 239.R
ApplicantlRep Payee Felony Info (RPFL), 239.F
ApplicantlRep Payee Special Text (RPST), 239.S
BeneficiarylRecipient Cross-Reference (BRXR), 239.G
BeneficiarylRecipient Residence Address (BRRA), 239.Q
BeneficiarylRecipient Special Text (BRST), 239.T
Court-Appointed Legal Guardian (BRLR), 239.P
Creditor Relationship Information (RLCR), 239.L
Custody Code (CSCD), 239.1
Identification (RPSV), 239.B
Individual ApplicantlRep Payee Address (RPAD), 239.D
Interest Information (RLIN), 239.K
Other Information (RLOT), 239.M
Others Interested (RLOI), 239.0
Parent Information (BRPI), 239.N
Relationship Information (RELA), 239.H
Relationship Special Text (RLST), 239.U
Remarks for SSA-ll (RPMK), 239.V
Representative Payee Main Menu (RPMM), 238.K
11123/98 (TN #258)
Make Note
link to this section:
http://policynet.ba.ssa.gov/msom.nsf/links/070239Y
Balch nm: 08,1J8/2003
Rev:
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PolicyNetIMSOMlSection 239-Z Beneficiary Caregiver Institutional Address (BCIA)
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PolicyNetl MSOMI Part 7/Chapter 239
Section 239-Z Beneficiary Caregiver Institutional Address
(BCIA)
INTRODUCTION
This screen collects the type of custodian (custody code) and the beneficiary's residence address when
the payee doesn't have custody, the beneficiary resides in an institution and that institution is not found
on the ZIPL. (Effective 11/2002, organizations that are caregivers only, that is, they have never applied
to be a payee, will not be stored on the MRPF).
FACSIMILE: BCIA - BENEFICIARY CAREGIVER
INSTITUTIONAL ADDRESS
RPAY
BENEFICIARY CAREGIVER INSTITUTIONAL ADDRESS
TRANSFER TO: XXXX
BCIA
[l-M]
CHOOSE TYPE OF INSTITUTION:
99
Ol=FEDERAL MENTAL INSTITUTION
07=NONPROFIT MENTAL INSTITUTION
08=NONPROFIT NONMENTAL INSTITUTION
02=FEDERAL NONMENTAL INSTITUTION
03=FINANCIAL ORGANIZATION
09=STATE OR LOCAL MENTAL INSTITUTION
lO=STATE OR LOCAL NONMENTAL INSTITUTION
04=SOCIAL AGENCY
11=PRIVATELY-OWNED MENTAL INSTITUTION
05=PUBLIC OFFICIAL
l2=PRIVATELY-OWNED NONMENTAL INSTITUTION
[2-C]
06=OTHER, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXX
PROVIDE THE BENEFICIARY'S RESIDENCE ADDRESS (LOCATION OF CUSTODIAL INSTITUTION)
[3-M]
ADDRESS: XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX xxxxxxxxxxxxxxxxxxxxxx
[4-M]
[5-MJ
[6-Mj
CITY: XXXXXXXXXXXXXXXXXXXXXX STATE: XX ZIP: 99999
[7-0]
[8-0J
STATE AND COUNTY CODE: XXXXX
[9-C]
COUNTRY: XXXXXXXXXXXXXXXXXXXXXX
DISTRICT OFFICE CODE: XXX
[lO-C]
POSTAL ZONE: XXXXXXXXXXXXXXX
[12-01
UNKNOWN: X
[ll-M]
TELEPHONE NUMBER: 999 999 9999
HOW YOU GOT HERE
On the CSCD screen, you entered "12" indicating the beneficiary is in the custody of an institution and
on the subsequent ZIPL you hit enter without selecting an existing organization as the custodian. You
have indicated that the beneficiary's caregiver is not in the MRPF (not a payee).
COMMON FIELDS
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Page 20f3
[3-M] ADDRESS: XX (UP TO 4 LINES, 2 CHARACTERS EACH)XX.
[4-M] CITY: XXCUP TO 22 CHARACTERS)XX
[5-M] STATE: XX
[6-M} ZIP: 99999
[7-0.] STATE AND COUNTY CODE::XX:XXX
[8-0] DISTRICT OFFICE CODE: XXX
[9-C] COUNTRY: XXCUP TO 22 CHARACTERS)XX
[1O-C] POSTAL ZONE: XX(UP TO 15 CHARACTERS)XX
[11-M] TELEPHONE CODE: 9999999999
The above common fields will collect/display information about the residence address and the telephone
number of the beneficiary.
Reference:
MSOM238
[1-M]
CHOOSE TYPE OF INSTITUTION: 99
Enter a numeric code that indicates the type of institution the beneficiary resides in.
[2-C]
OTHER, SPECIFY: XXXXXXXXXXXX
If you entered "6" for [1-M] describe the institution.
[12-0]
UNKNOWN: X
Enter "X" if the institutional caregiver's telephone number is unknown.
RESULTS
Once data is entered on this screen you will proceed onto the RLAD screen.
10/21102 (TN #437)
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PolicyNetIMSOMISection 239-Z Beneficiary Caregiver Institutional Address (BCIA)
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PolicyNetfMSOMISection 243-A Data Selection Menu (RPDU)
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PolicyNeti MSOMI Part 7/Chapter 243
Section 243-A Data Selection Menu (RPDU)
INTRODUCTION
This submenu screen is used to update information contained on the Master Rep Payee File (MRPF).
Some of the options on this screen can also be used to update information to the MBR.
After you enter the number for the subject that needs updating, the system determines what screen to put
in the path to complete the update action.
FACSIMILE: RPDU - DATA SELECTION MENU
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
DATA SELECTION MENU
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RPDU
SSSSS SSSSSSSSSS
[l-M]
CHOOSE THE APPROPRIATE UPDATE NECESSARY: 99
Ol. RP NAME
02.
03.
04.
05.
06.
07.
IND RP ADDRESS/PHONE/DIR DEP
RP EMPLOYMENT
FELONY
RP SPECIAL TEXT .
RELATIONSHIP TERMINATION
BN NAME
OB. RELATIONSHIP/CUSTODY/LEGAL
GUARDIAN
09. BN RESIDENCE ADDRESS
10. BN SPECIAL TEXT
11. RELATIONSHIP SPECIAL TEXT
12. MISUSE
13. NEGOTIATED ACCOUNTABILITY MONTH
14. CORRECT RP CODING (MBR/SSR/RPS)
15. PAYMENT DIRECT DEPOSIT (MBR/SSR/RPS)
16. CORRECT BIC/ID
17. DELETE DIRECT DEPOSIT
(2-C)
IF CHOICE IS 13, WHAT IS THE EFFECTIVE DATE? (MMYY): 9999
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "2/3" for MODE (Update/Query) and
"8" for PROCESS (PE Event).
•
•
•
[l-M]
and there is an entry for APPLICANTIREP PAYEE SSN, or
after Zip Access List (ZIPL) screen when there is an entry for APPLICANTIREP
PAYEE LOCATION ZIP, or
after SSN Unknown (RLSU), if UNKNOWN
"Y".
CHOOSE THE APPROPRIATE ITPDATE NECESSARY: 99
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Page 2 of5
Enter the subject you wish to update.
[2-C]
IF CHOICE IS 13, WHAT IS THE EFFECTIVE DATE?
(MMYY): 9999
Enter the effective date of the payee accounting.
Note: This input will only update the Negotiated Accounting Month (NAM) in RPS, it will NOT
update the MBRISSR. To update the NAM to the MBR, after entering it on RPDU then revisit the
RPDU screen again selecting option #14 (Correct RP Coding (MBRlSSRlRPS). The new NAM should
be reflected on this screen (RPCC) for you to select it to be passed to the MBR.
NQ~:
The NAM entered on RPDU must be a future date. The future date must be the current year or
next year.
Reference:
POMS SM 01301.000 and
MSOM 220-B to update the NM on the SSR
RESULTS
If you choose to update:
•
•
•
•
"01 It, you go to the Identification (RPSV) screen for the rep payee.
"02", you go to the Individual ApplicantlRep Payee Address (RPAD), Individual
ApplicantlRep Payee Residence Address (RPAI), Rep Payee Payment Information
(RPPI) and Update BeneficiarylRecipient Address (BRUP) screens. The direct deposit
information entered on RPPI will only update the MRPF. The MBR and SSR will not be
updated with this information. Use option #15 if you want the data to be updated to the
MBRandSSR.
"03", you go to the ApplicantlRep Payee Employment (RPEM) screen.
"04", you go to the Applicant/Rep Payee Criminal Warrant Info (RPCW) screen and
then to the Applicant/Rep Payee Felony Info (RPFL) screen if any of the questions on the
RPCW screen are answered "Yes".
•
"05", you go to the Applicant/Rep Payee Special Text (RPST) screen.
•
"06", you go to the Rep Payee Termination Information (RTRM) screens.
•
"07", you go to the Identification (RPSV) screen for the beneficiary/recipient.
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•
"08", you go to the Relationship Information (RELA), Custody Code (CSCD) and the
Court-Appointed Legal Guardian (BRLR) screens.
•
"09", you go to the Update BeneficiarylRecipient Residence Address (BRUP) screen.
•
"10", you go to the BeneficiarylRecipient Special Text (BRST) screen.
•
"11", you go to the Relationship Special Text (RLST) screen.
•
"12", you go to the Representative Payee Misuse Information (RMIS) screen.
Note:
Update RPS with misuse information whenever the rep payee is in the data base.
•
"13", you go to the Representative Payee Main Menu (RPMM) screen.
•
"14", you go to the Correct RP Coding (MBRlSSRlRPS) (RPCC) screen.
•
•
"15", you go to the Representative Payee Direct Deposit Update (RDDU) and
Representative Payee Direct Deposit Continuation (RDDC) screens. Information keyed
on these screens will be used to update direct deposit data on the MRPF and send a finder
(transaction) to update information to the MBR and the SSR.
"16", you go to the RPS BICIID Correction (RBIC) screen.
Not~:
If you choose "01 ", "02", "03", li04", "05", "06", "08", "11 ", "12" or "15" and you did not
enter the APPLICANT!REP PAYEE SSN, or APPLICANTIREP PAYEE LOCATION ZIP on
the Representative Payee Main Menu, then you first go to the APPLICANTIREP PAYEE LIST
(RPLS) Screen,
If you choose "07", "08", "09", "10", "11 ", "12" or "I4"and you did not enter the
BENEFICIARY!RECIPIENT SSN or UNKNOWN "N", then first you will go to the
BENEFICIARY!RECIPIENT LIST (BNLS).
RESPONSES
BENE LIVES WITH THE REP PAYEE - CORRECT CUSTODY VIA
CUSTODY SCREEN (CSCD)
Condition:
You selected option #9 and the MRPF shows that the BN lives with the RP or
you selected option #2 and on the RPPI screen you answered 'N' to 'DOES THE BENE LIVE
WITH YOU?, and the MRPF shows that the BN lives with the RP. You are returned to RPMM
with the above message displayed. To correct, select option #8
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Page 4 of5
RELATIONSHIP/CUSTODY!LEGAL GUARDIAN and answer No to the question liDO YOU
HAVE PHYSICAL CUSTODY?" Then return to option #9 BENE RESIDENCE ADDRESS
and enter Bene's address.
MBRISSR DO NOT EXIST
Condition:
You selected option #14 and the MBRJSSR CANIBIC does not match for the
active record found in the MRPF for this beneficiary.
NO ACTIVE PAYEE FOUND--OPTION NOT APPLICABLE
Condition:
You selected option #14 and no active payee record is found in the MRPF for
this benef iciary. Cannot proceed.
READY TO PROCESS FOUND--OPTION NOT APPLICABLE
Condition:
You selected option #14. A payee is selected and it is ready for adjudication for
this beneficiary. It has not yet moved to active status.
Resolution:
Ifnecessary, use the Online Questionnaire process (#14) on the RPS Main Menu
to move the record to active status. Then come back into this option.
RELATED PAGES
ApplicantlRep Payee Employment (RPEM), 239-R
ApplicantlRep Payee Felony Info (RPFL), 239-F
ApplicantlRep Payee Special Text (RPST), 239-S
BeneficiarylRecipient Special Text (RLST), 239-U
Change of Rep Payee Payment Address (RPPI), 243-F
Correct RP Coding (MBRJSSRJRPS) (RPCC), 243-E
Identification (RPSV), 232-B
Individual ApplicantlRep Payee Address (RPAD), 239-D
Relationship Information (RELA), ="'-"~
. Relationship Special Text (RLST), ~'--""Rep Payee Termination Information (RMIS), 243-B
Representative Payee Criminal Warrant Info (RPCW), 239-X
Representative Payee Direct Deposit Approval (RDDA), 243-1
Representative Payee Direct Deposit Continuation (RDDC), ~43-1I
Representative Payee Direct Deposit Update (RDDU), 243-0
Representative Payee Main Menu (RPMM), 238-K
Representative Payee Misuse Information (RMIS), 243-B
RPS BICIID Correction (RBI C), 246::M
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Update BeneficiarylRecipient Residence Address (BRUP), 243-D
03/24/05 (TN #562)
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Balch nm. {J9!F:2005
Rev:
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PolicyNetlMSOMlSection 243-B Representative Payee Misuse Information (RMIS)
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PolicyNeti MSOMI Part 7/Chapter 243
Section 243-B Representative Payee Misuse Information (RMIS)
INTRODUCTION
The Representative Payee Misuse Information (RMIS) screen is used to record misuse information
whenever it has been determined that a payee has misused a beneficiary(ies) funds. The screen collects
data about each misuse event and whether funds were reimbursed (based on PL 108-203 or SSA
negligence). It is extremely important that misuse determinations are recorded in RPS as this data will
be displayed anytime a future application is filed by the payee or a RP query is requested.
There are a maximum of 5 iterations of this screen for each Rep Payee and Beneficiary/Recipient
Relationship.
FACSIMILE: RMIS - REPRESENTATIVE PAYEE MISUSE
INFORMATION
PF1=HELP
REPRESENTATIVE PAYEE MISUSE INFORMATION
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RMIS
SSSSS SSSSSSSSSS
[l-M]
DETERMINATION MONTH (MMYY): 9999
[3-0)
[2-0)
MISUSE AMOUNT: 99999.CC
DATE (MMYY)
[4-0)
START: 9999
STOP: 9999
[5-C)
WAS THE BENEFICIARY REPAID THE MISUSED FUNDS? (YIN):
x
[6-C]
IF YES, WAS SSA NEGLIGENT?(Y/N):X
[7-Mj
CHOOSE THE APPROPRIATE RECOVERY STATUS: 9
1.
2.
3.
4.
5.
6.
FULLY RECOVERED BY REFUND OR BENEFIT ADJUSTMENT
COLLECTION EFFORTS ABANDONED
BEING RECOVERED BY REFUND OR PARTIAL BENEFIT WITHOLDING
BEING RECOVERED BY FULL BENEFIT WITHOLDING
DELETE EVENT-ESTABLISHED IN ERROR
REFUND REQUESTED
[8-Mj
MORE? (YIN):
x
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "2/3" for MODE (QuerylUpdate) and
"08" for PROCESS (PE Event) and the entry for CHOOSE THE APPROPRIATE UPDATE
NECESSARY on the Data Selection Menu (RPDU) screen is "12" for misuse.
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Page 2 of3
COMMON FIELDS
[7-M] MORE (YIN): X
Reference:
MSOM 238. Common Fields
[l-M]
DETERMINA TION MONTH (MMYY): 9999
Enter the month and year of the misuse determination.
[2-0]
MISUSE AMOUNT: 99999.CC
Enter the amount of money misused by a representative payee during the accounting period.
[3-0]
START: 9999
Enter the beginning date of misuse period.
[4-0]
STOP: 9999
Enter the ending date of misuse period.
[5-C]
WAS THE BENEFICIARY REPAID THE MISUSED
FUNDS? (YIN)
If the beneficiary was repaid (repayment required when payee is an organization, individual serving 15
or more or SSA was negligent) the funds which had been misused, then answer "Y".
If the beneficiary did not receive the repaid funds, then answer "N"
[6-C]
IF YES, WAS SSA NEGLIGENT? (YIN): X
Ifrepayment was made because SSA determined itself negligent in the oversight of the Rep Payee and
contributed to the misuse event for all or part of the funds, enter "Y".
If repayment was made but it is determined that SSA was not negligent, enter "N".
Note:
PFI will take you to a HELP screen for more information.
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PolicyNetIMSOMISection 243-B Representative Payee Misuse Information (RMIS)
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[7-M]
CHOOSE THE APPROPRIATE RECOVERY
STATUS: 9
Enter the current recovery status of the money misused by the representative payee.
When this status changes this can be overkeyed. The "5" for delete event-established in
error
will delete this misuse information from the MRPF.
RESULTS
You have completed your action, Representative Payee Main Menu (RPMM) is displayed.
RELATED PAGES
Data Selection Menu (RPDU), 243-A
03/24/05 (rn #562)
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PolicyNetlMSOMISection 243-C Rep Payee Termination Information (RTRM)
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-C Rep Payee Termination Information (RTRM)
INTRODUCTION
Rep Payee Termination Information (RTRM) lets you key in termination information about a Rep payee
for a beneficiary/recipient.
FACSIMILE: RTRM - REP PAYEE TERMINATION INFORMATION
RPAY
REP PAYEE TERMINATION INFORMATION
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RTRM
SSSSS SSSSSSSSSS
[l-M]
CHOOSE THE APPROPRIATE TERMINATION INFORMATION: 99
01.
02.
03.
04.
05.
DIRECT PAYMENT
BENEFICIARY ENTITLEMENT CEASED
MISUSE
FELONY
REFUSED TO SERVE AS PAYEE
06.
07.
OB.
09.
10.
CUSTODY CHANGE
MORE SUITABLE PAYEE
OTHER
CLAIM WITHDRAWN
INCORRECT REP PAYEE POSTED
[2-Mj
WHAT IS THE EFFECTIVE DATE (MMDDYY): 999999
[3-C]
IF CHOICE EQUALS 08, SPECIFY: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM) you entered "2/3" for MODE (QuerylUpdate) and
"08" for PROCESS (PE Event) and the entry for CHOOSE THE APPROPRIATE UPDATE
NECESSARY is "06" (Relationship Termination).
[l-M]
CHOOSE THE APPROPRIATE TERMINATION
INFORMATION: 99
Enter the reason why you are terminating the relationship between this Representative Payee and
beneficiaryIrecipient.
Note: This relationship information is for the Representative Payee system and will not go to the
MBRiSSR.
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PolicyNetlMSOMlSection 243-C Rep Payee Termination Information (RTRM)
[2-M]
Page 20f2
WHAT IS THE EFFECTIVE DATE (MMDDYY): 999999
Enter the effective date of the relationship termination for Representative Payee and
beneficiarylrecipient.
[3-C]
IF CHOICE EQUALS 08, SPECIFY: XX(MAXIMUM
OF 30 CHARACTERS)XX
If the entry for [l-M] is "08" (OTHER), then enter the reason for this termination.
RESULTS
You have completed your action, you will go back to the Representative Payee Main Menu (RPMM).
RELATED PAGES
Data Selection Menu (RPDU), 243.A
06/19198 (TN #247)
Erevious
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POlicyNetl MSOMI Part 7/Chapter 243
Section 243-D Update BeneficiarylRecipient Residence Address
(BRUP)
INTRODUCTION
Update BeneficiarylRecipient Residence Address (BRUP) is available only for UPDATE after a Rep
payee has been adjudicated and only the beneficiary/recipient residence address/phone is changing. If
the address change would also affect the rep payee, then this screen can not be used.
FACSIMILE: BRUP - UPDATE BENEFICIARYIRECIPIENT
RESIDENCE ADDRESS
RPAY
UPDATE BENEFICIARY/RECIPIENT RESIDENCE ADDRESS
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
BRUP
SSSSS SSSSSSSSSS
[l-C]
DOES THE BENEFICIARY/RECIPIENT LIVE: P
2. IN BOARD AND CARE
1. ALONE
3. OTHER
[2-M]
PLEASE PROVIDE THE BENEFICIARY/RECIPIENT RESIDENT ADDRESS:
ADDRESS: PPPPPPPPPPPPPPPPPPPPPP PPPPPPPPPPPPPPPPPPPPPP
PPPPPPPPPPPPPPPPPPPPPP PPPPPPPPPPPPPPPPPPPPPP
[3-M]
[4-C]
[S-C]
CITY: PPPPPPPPPPPPPPPPPPPPPP STATE: PP
ZIP: PPPPP
[6-C]
[7-C]
STATE AND COUNTY CODE: PPPPPP
DISTRICT OFFICE CODE: PPP
[8-C]
[9-C]
COUNTRY: PPPPPPPPPPPPPPPPPPPPPP
POSTAL ZONE: PPPPPPPPPPPPPPP
[lD-C]
TELEPHONE CODE: P
[ll-C]
1. HOME
2. WORK
3. NONE
4. UNKNOWN
S. OTHER, SPECIFY: PPPPPPPPPPPP
[12-0j
TELEPHONE NUMBER: PPP PPP PPPP
HOW YOU GOT HERE
On the Representative Payee Main Menu (RPMM), you entered "2/3" (Update/Query) for MODE and
"08" for PROCESS (PE Event) and the entry for CHOOSE THE APPROPRIATE UPDATE
NECESSARY IS "09".
On the Representative Payee Main Menu (RPMM), you entered "2/3" (Update/Query) for MODE and
"08" for Process (PE Event), and the entry for CHOOSE THE APPROPRIATE UPDATE
NECESSARY IS '02' and then on the RPPI screen you answered 'NO' to the question 'DOES THE
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BENE LIVE WITH YOU?, and the MRPF shows that the BN lives with the RP.
COMMON FIELDS
[3-M] CITY: XX(UP TO 22 CHARACTERS)XX
[4-C] STATE: XX
[5-C] ZIP: 99999
[6-C] STATE AND COUNTY CODE: XXXXXX
[7-C] DISTRICT OFFICE CODE: XXX
[8-C] COUNTRY: XX(UP TO 22 CHARACTERS)XX
[9-C] POSTAL ZONE: XX(UP TO 15 CHARACTERS)XX
[10-C] TELEPHONE CODE: XXX
[11-C] 5. OTHER, SPECIFY: PPPPPPPPPPPP
[12-0] TELEPHONE NUMBER: 9999999999
Reference:
[l-C]
MSOM 238. Common Fields. The above common fields display information for the
beneficiary/recipient residence address and telephone number.
DOES THE BENEFICIARY/RECIPIENT LIVE: P
When the custody code in the MRPF is 110111 (SELF), then this question will appear on the screen.
Enter:
"1" if the beneficiary/recipient lives alone, or
"2" if the beneficiary/recipient lives in a board and care facility, or
"3" if the beneficiary/recipient does NOT live alone or in a board and care facility.
[2-M]
XX)
ADDRESS: XX(UP TO 4 LINES 22 CHARACTERS EACH
.
Enter an address for the beneficiary/recipient if it needs to be changed from an address previously given.
RESULTS
You have completed your action. Representative Payee Main Menu (RPMM) is displayed.
RELATED PAGES
Data Selection Menu (RPDU), 243-A
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03/24/05 (TN #562)
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PolicyNetIMSOWSection 243-E Correct RP Coding (MBRlSSRJRPS) (RPCC)
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PolicyNeti MSOMI Part 7/Chapter 243
Section 243-E Correct RP Coding (MBRlSSRlRPS) (RPCC)
INTRODUCTION
Correct RP Coding (MBRlSSRJRPS) (RPCC) is used as a method for getting the MRPF and MBRlSSR
in agreement by
•
providing you an on-screen comparison of the rep payee coding that is reflected in the
MRPF for active payees with that which is reflected on the MBRlSSR for a specific
entitlement (excluding those in terminated status).
•
providing you the opportunity after comparing the data to update a specific field( s) to
the MBR with what is currently reflected in the MRPF.
•
creating a DW issue when any of the rep payee fields on the SSR and MRPF for a
specific entitlement do not agree.
AUTOMATED SYSTEMS FEATURES
When you select #14 on the RPDU screen, RPS searches the MRPF looking for an active relationship
record for that beneficiary. If an active record is found, RPS reads the MBRlSSR, looking for a
CANIBIC match(s) (excluding those in terminated status). If a CANIBIC is found, the account number
(s) is listed under the AN field. The RP coding is propagated for the first entitlement found and the
number (#) that corresponds to that AN is highlighted in the "CHOOSE ACCOUNT NUMBER" field.
As each entitlement is selected for display on the RPCC screen, the corresponding choice (#) is
highlighted in the "CHOOSE ACCOUNT NUMBER" field.
For title XVI entitlements, if there is any discrepancy between the Rep payee data fields on the MRPF
and that on the SSR, a DEVELOPMENT ISSUE - RPDATA is set on the relationship DW.
FACSIMILE: RPCC - CORRECT RP CODING (MBRlSSRlRPS)
RPAY
CORRECT RP CODING (MBR/SSR/RPS)
BN:
SSS-SS-SSSS
RPCC
SSSSS SSSSSSSSSS
[l-C]
CHOOSE ACCOUNT NUMBER:
X X
X x
[2-D]
[3-0]
[4-D]
ACCOUNT NUMBER
(1) SSS SS SSSS
BIC/IO
SSS
TITLE 2/16
5S
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PolicyNetIMSOMfSection 243-E Correct RP Coding (MBRJSSRlRPS) (RPCC)
Page 20f4
SSS ss SSSS
SSS
SS
SSS ss ssss
ss
SSS
(4) SSS ss SSSS
sss
ss
UNDER CHOICE, PLACE AN "X" NEXT TO THE FIELD(S) THAT NEED TO BE UPDATED
TO THE MBR ONLY AFTER RPS DATA IS CORRECT:
[S-C]
CHOICE
RPS
MER
SSR
(2)
(3)
[6-0)
X
RPN
sssssssss
RPN
SSSSSSSSS
SN
SSSSSSSSS
TOP
SSS
T
SSS
CUS
SSS
CU
SSS
GS
S
CO
S
CMC
S
NAM
SSSS
M
SSSS
[7-D)
REP IND NAME
SSSSS ssssssssss
[8-0)
X
TOP
SSS
[9-0)
X
CUS
sss
[10-0)
X
X
X
GS
S
[ll-DJ
CMC S
[12-DJ
NAM ssss
[l3-C]
[14-Mj
DO YOU NEED TO CORRECT TOP/CUS/GS OR CMC IN RPSI (YIN): X
MORE (YIN): P
HOW YOU GOT HERE
This screen appears when you enter n 14 n for the screen selection on the Data Selection Menu (RPDU)
screen.
COMMON FIELDS
[2-D] ACCOUNT NUMBER: SSS SS SSSS
[3-D] BICIID: SSS
[4-D] TITLE 2116: SS
[6-D] RPN/SN: SSS SS SSSS
[7-D] REP INDINAME: SSSSS SSSSSSSSSS
[8-0] TOP/T: SSS
[9-0] CUS/CU: SSS
[10-0] OS: S
[11-0] CMC/CO: S
[12-D] NAMfM: SSSS
[14-M] MORE (YIN): P
Reference:
[l-C]
MSOM238
CHOOSE ACCOUNT NUMBER: X
If more than one entitlement is found, RPS lists them (4 total) under the "ACCOUNT NUMBER" field
and you have the opportunity to choose (up to 3 selections) which record you wish displayed. Enter the
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PolicyNetIMSOMISection 243-E Correct RP Coding (MBRJSSRlRPS) (RPCC)
Page 3 of4
number(s) corresponding to the entitlement in which you wish to compare the Rep payee data fields.
CHOICE: X
[5-C]
Enter "X" next to the field(s) in the MRPF that you want updated to the MBR.
Note:
This CHOICE field can only be entered for title II entitlements.
[13-C]
DO YOU NEED TO CORRECT TOP/CUS/GS OR CMC IN
RPS? (YIN): X
On the last RPCC screen in the path, this question is generated. Answer "Y" to this question when the
Rep Payee coding is correct on the MBRJSSR, but incorrect in the MRPF and you want to correct the
MRPF. You would also answer "Y" to this question if the Rep Payee coding is incorrect in both the
MBRJSSR and in the MRPF and you want to correct both. In these situations you must first correct the
coding in the MRPF and then go back into RPCC and correct the coding to the MBR.
RESPONSES
MBRISSR DO NOT EXIST
Condition: There IS NO MBRJSSR match (or the LAP is terminated) for CANIBIC.
Resolution:
Determine if the SSN is correct. Further investigation needs to be taken to
determine if beneficiary should be entitled on MBR.
NO ACTIVE PAYEE FOR THIS BENEFICIARY
Condition:
Resolution:
There is a pending payee record with a "ready to process" decision for that
beneficiary, or there is no active payee record for this beneficiary.
Wait for the record to become active if there is a pending record.
SSRIRPS DISCREPANCY-ISSUE SET ON RDWK
Condition:
Resolution:
The rep payee coding on the SSR and on MRPF for a specified recipient does
not agree.
Further investigation needs to be taken before changing coding on the SSR.
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Page 4 of4
UPDATE RPS, RETURN TO RPCC AND SELECT CHOICE TO UPDATE
MBR
Condition:
Resolution:
You entered a "X" under one of the CHOICE field(s) and you also entered a "Y"
for "DO YOU NEED TO CORRECT TOP/CUS/GS OR CMC IN RPS?"
You must update RPS first and then go back into RPCC to enter a CHOICE
field(s) to update the MBR.
RESULTS
As a result of a particular Rep payee field(s) being chosen under the "CHOICE" field, MONET finders
are sent to update the REPRESENTATIVE PAYEE DATA LINE on the MBR with that which is
reflected in the MRPF.
Although you can access this screen several times a day for the same entitlement, only one MONET
finder (the last input) is sent to update the MBR per day.
If the "DO YOU NEED TO CORRECT TOP/CUS/GS OR CMC IN RPS?" was answered "Y", the
RELA screen comes into the path followed by subsequent applicable screens necessary to change the
TOP, CUS, GS CMC in the MRPF.
04112/02 (TN #414)
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Page 10f5
PolicyNetIMSOMlSection 243-F Change of Rep Payee Payment Address (RPPI)
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-F Change of Rep Payee Payment Address (RPPI)
INTRODUCTION
Change Of Rep Payee Payment Address (RPPI) is designed to maintain the integrity of payment address
and direct deposit data within MRPF and the SSI System. RPPI is used to make changes
•
•
for an individual Rep payee's payment address
or enroll in direct deposit
RPPI is prefilled with representative payee data from MRPF and can be overkeyed.
Information on this screen is used to update the representative payee's payment address and direct
deposit data within MRPF after pressing ENTER.
FACSIMILE: RPPI - REP PAYEE PAYMENT INFORMATION
RPAY
PFl=HELP
RPPI
REP PAYEE PAYMENT INFORMATION
RP:
sss-ss-ssss
sssss ssssssssss
BN:
sss-ss-ssss
SSSSS SSSSSSSSSS
ACCOUNT NUMBER: SSS-SS-SSSS
BIC/ID: PPP
[l-M]
DOES THE BENEFICIARY LIVE WITH YOU (YIN)?: X
[2-Mj
IF NECESSARY, UPDATE PROPAGATED DATA BELOW BY OVERKEYING
[3-Mj
LEGEND NAME: PPPPPPPPPPPPPPPPPPPPPP PPPPPPPPPPPPPPPPPPPPPP
[4-M]
LEGEND OPTION: P
1. NIA
3. FOR
4. GDN OF
2. NIA
S. CONS OF
6. COM OF
7. OTHER
IF OPTION IS 7, THEN XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXX
[S-M]
ADDRESS: PPPPPPPPPPPPPPPPPPPPPP PPPPPPPPPPPPPPPPPPPPPP
PPPPPPPPPPPPPPPPPPPPPP PPPPPPPPPPPPPPPPPPPPPP
[6-M]
[7-C]
[B-C]
[9-C]
CITY: PPPPPPPPPPPPPPPPPPPPPP STATE: PP ZIP: PPPPP
CONSULAR CODE:PPP
[lO-M]
(ll-M]
STATE AND COUNTY CODE: PPPPP
DISTRICT OFFICE CODE: PPP
[12-C]
[13-C]
COUNTRY: PPPPPPPPPPPPPPPPPPPPPP POSTAL ZONE: PPPPPPPPPPPPPPP
IF APPROPRIATE, PLEASE CHANGE THE FOLLOWING BANK INFORMATION:
[14-C]
TYPE OF ACCOUNT: P
C: CHECKING
[1S-C]
ACCOUNT NUMBER: PPPPPPPPPPPPPPPPP
S: SAVINGS
[16-C]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: PPPPPPPPP
[17-M]
DELETE DIRECT DEPOSIT (YIN): x
[1B-0]
NEXT PAGE:
S
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PolicyNetlMSOMISection 243-F Change of Rep Payee Payment Address (RPPI)
Page 20f5
HOW YOU GOT HERE
This screen appears after Individual ApplicantJRep Payee Address (RP AD) when you are updating (02)
a PE EVENT (08) on RPMM and the selection IND RP ADDRESSIPHONEIDIR DEP (02) is entered
onRPDU.
[l-M]
DOES THE BENEFICIARY LIVE WITH YOU (YIN)?: X
Enter
•
•
'Y' if the representative payee and the beneficiary live together.
'N' if the representative payee and the beneficiary do not live together.
Updating the BRUP Screen
The Update BeneficiarylRecipient Residence Address screen (BRUP) is displayed when this
question is answered 'N' and the beneficiary was not residing with the payee initially (custody
code was 'Y'). If the custody code is now changing ('Y' to a 'N') you must change the custody
code first before updating the BRUP screen. To correct, select option #8
RELA TIONSHIP/CUSTODY LEGAL GUARDIAN and answer 'NO' to the question 'DO
YOU HA VE PHYSICAL CUSTODY?, Then return to option #9 BENE RESIDENCE
ADDRESS and enter the beneficiary's address.
[2-M]
IF NECESSARY, UPDATE PROPAGATED DATA BELOW
BY OVERKEYING
Overkey data to make corrections to propagated data. Data on this screen updates payment legend,
payment address and direct deposit account data within RPS.
[3-M]
LEGEND NAME:PPPPPPPPPPPPPPPPPPPPPP
pppppppppppppppppppppp
The representative payee's name as propagated from RPAD. If you want to change the payee's Legend
Name, you may overkey this field.
.
[4-M]
LEGEND OPTION: P
The representative payee legend option as propagated from MRPF. If the option is not correct input the
change here.
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PolicyNetfMSOMISection 243-F Change of Rep Payee Payment Address (RPPI)
Page 3 of5
[5-M]
ADDRESS: PPPPPPPPPPPPPPPPPPPPPP
PPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPP
PPPPPPPPPPPPPPPPPPPPPP
The Rep payee's mailing address (from RPAD) is propagated here. If you want to modify the address,
enter the changes here.
[6-M]
CITY: PPPPPPPPPPPPPPPPPPPPPP
The Rep payee's mailing address city (from RPAD) is propagated here. If you want to modify the city,
enter the changes here.
[7-C]
STATE: PP
The Rep payee's mailing address state (from RPAD) is propagated here. If you want to modify the city,
enter the changes here.
[8-C]
ZIP: PPPPP
The Rep payee's mailing address ZIP code (from RPAD) is propagated here. If you want to modify the
ZIP code, enter the changes here.
[9-C]
CONSULAR CODE: PPP
The Rep payee's mailing address consular code (from RPAD) is propagated here. If you want to modify
the consular code, enter the changes here.
[lO-M]
STATE AND COUNTY CODE: PPPPP
The appropriate state and county code is propagated from RPAD. If the ZIP code is changed, enter the
corresponding state and county code here.
[ll-M]
DISTRICT OFFICE CODE: PPP
The appropriate district office code (from RPAD) is propagated here. If you want to modify the district
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PolicyNetIMSOMlSection 243-F Change of Rep Payee Payment Address (RPPI)
Page 4 of5
office code. enter the changes here.
[12-C]
COUNTRY: PPPPPPPPPPPPPPPPPPPPPP
The Rep payee's mailing address foreign country (from RPAD) is propagated here. If you want to
modify the foreign country, enter the changes here.
[13-C]
POSTAL ZONE: PPPPPPPPPPPPPPP
The Rep payee's mailing address foreign postal zone (from RPAD) is propagated here. If you want to
modify the foreign postal zone, enter the changes here.
[14-C]
TYPE OF ACCOUNT: P
The direct deposit type of account housed in MRPF is propagated here. If MRPF does not contain direct
deposit information this line is blank.
Enter enrollments or changes of direct deposit type of account here.
[15-C]
ACCOUNT NlTMBER: PPPPPPPPPPPPPPPPP
The direct deposit account number housed in MRPF is propagated here. If MRPF does not contain a
direct deposit account number this line is blank.
Enter enrollments or changes of direct deposit account number here.
[16-C]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
PPPPPPPPP
The direct deposit routing and transit number housed in MRPF is propagated here. If MRPF does not
contain a direct deposit routing and transit number this line is blank.
Enter enrollments or changes in the direct deposit routing and transit number here.
[17-M]
DELETE DIRECT DEPOSIT (YIN): X
Enter
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PolicyNetIMSOMISection 243-F Change of Rep Payee Payment Address (RPPI)
•
•
Note:
Page 50f5
"Y" to delete the displayed direct deposit information.
"N" if direct deposit deletion is not applicable.
If "Y" is entered, all direct deposit data is removed from the MRPF.
[1S-D]
NEXT PAGE: P
This field is prefiUed with a "Y" when the representative payee is payee for more than one beneficiary.
When the screen is entered, the next screen appears with propagated data related to the next beneficiary.
03/24/05 (TN #562)
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PolicyNetfMSOMISection 243-0 Representative Payee Direct Deposit Update (RDDU)
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-G Representative Payee Direct Deposit Update
(RDDU)
INTRODUCTION
Representative Payee Direct Deposit Update (RDDU) is used to update Direct Deposit account
infonnation for individual or organizational representative payees.
After the RD screen is entered, the Representative Payee Direct Deposit Continuation (RDDC) screen
will appear in the path. The appropriate beneficiary narne(s) must be shown in the CHOICE field on the
RDDC screen. This process will then send a finder (transaction) for direct deposit changes or
enrollments to the MBR and SSR.
FACSIMILE: RDDU - REPRESENTATIVE PAYEE DIRECT
DEPOSIT lTPDATE
RPAY
PF1=HELP
RP:
REPRESENTATIVE PAYEE DIRECT DEPOSIT UPDATE
sss-ss-ssss
SSSSS
RDDU
ssssssssss
[1-M)
ENTER OPTION TO VIEW BENEFICIARIES: 3
1. WITH NO BANK INFORMATION
2.
UNDER SPECIFIC BANK INFORMATION
3. ALL ASSOCIATED BENEFICIARIES
FOR OPTION 2, ENTER THE OLD BANK INFORMATION
OLD BANK INFORMATION
[2-C]
TYPE OF ACCOUNT:
X
C:
CHECKING
S:
SAVINGS
[3-C)
ACCOUNT NUMBER:
XXXXXXXXXXXXXXX
[4-C]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
999999999
ENTER NEW BANK INFORMATION:
[5-M]
TYPE OF ACCOUNT: X
C:
CHECKING
S:
SAVINGS
[6-Mj
ACCOUNT NUMBER:
XXXXXXXXXXXXXXX
[7-MJ
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
999999999
[8-Mj
INDICATE ORDER OF LIST OF BENEFICIARIES: 1
1. ALPHABETICAL
2. ACCOUNT NUMBER
NOTE:
3.
BOAN
THE NEW BANK INFORMATION WILL BE UPDATED TO THE MBR/SSR!
[9-D1
NEXT PAGE:
X
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PolicyNetlMSOMlSection 243-G Representative Payee Direct Deposit Update (RDDU)
Page 20f4
HOW YOU GOT HERE
This screen is displayed when you are updating (02) a PE EVENT (08) on RPMM and the selection
DIRECT DEPOSIT (MBRlSSRlRPS) (15) is entered on RPDU.
[l-M]
ENTER OPTION TO VIEW BENEFICIARIES: 3
A "3" will be displayed in this field which can be over keyed with a "1" or "2".
Enter
1.
With no bank infonnation
2.
Under specific bank infonnation
3.
All associated beneficiaries
When no bank infonnation is entered, all beneficiaries associated with the representative payee with nQ
direct deposit data is displayed.
When specific bank infonnation is entered, you must complete old bank infonnation. Only beneficiaries
associated with the representative payee and with old bank infonnation is selected and displayed.
[2-C]
TYPE OF ACCOUNT: X
If OPTION TO VIEW BENEFICIARIES
[3-C]
2, enter the old direct deposit type of account here.
ACCOUNTNUMBER: XXXX
If OPTION TO VIEW BENEFICIARIES = 2, enter the old direct deposit account number here.
[4-C]
DIRECT DEPOSIT ROUTING AND TRANSIT
NUMBER: 999999999
If OPTION TO VIEW BENEFICIARIES =2, enter the old direct deposit routing and transit number
here.
[5-M]
TYPE OF ACCOUNT: X
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PolicyNetIMSOMISection 243-G Representative Payee Direct Deposit Update (RDDU)
Page 3 of4
Enter the representative payee's new or changed direct deposit type of accoWlt here.
[6-M]
ACCOUNT NUMBER:
Enter the representative payee's new or changed direct deposit accoWlt number here. Use any alphabetic
or numeric characters. You can also use a hyphen but not in the first position of the field.
[7-M]
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
999999999
Enter the representative payee's new or changed direct deposit routing and transit number here. If the
routing number starts with a 5/617, this is a foreign financial institution and T16 benefits cannot be
deposited there. Therefore, only T2 entitlements will be displayed on RDDC.
[8-M]
INDICATE ORDER OF LIST OF BENEFICIARIES: 1
A "1" will be displayed in this field which can be over keyed with a "2" or "3".
Enter
1.
Alphabetical -list is selected and presented in last name order A-Z.
2.
AccoWlt Number - list is selected by SSN for record of entitlement of the beneficiary.
3.
BOAN - list is selected by beneficiary SSN.
[9-D]
MORE: X
This field is used to request additional RD screens.
EDITS
INVALID ENTRY - EBT NO LONGER VALID
The DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER is 021031207 and the
ACCOUNT NUMBER begins with EBT (Electronic Benefit Transfer).
Reference:
EM-02052 dated 05/07/02
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PolicyNetIMSOMlSection 243-0 Representative Payee Direct Deposit Update (RDDU)
Page 40f4
10/21102 (TN #437)
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PolicyNetIMSOMlSection 243-H Representative Payee Direct Deposit Continuation (RD...
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PolicyNeti MSOMI Part 7/Chapter 243
Section 243-H Representative Payee Direct Deposit Continuation
(RDDC)
INTRODUCTION
Representative Payee Direct Deposit Continuation (RDDC) displays data for each beneficiary associated
with the selected representative payee and the old direct deposit account (if applicable). The list of
beneficiaries will be shown in the order requested on RDDU.
The screen will be pre filled with beneficiary data from MRPF and direct deposit information from the
RDDU screen. Information on this screen will be used to update direct deposit data on MRPF and to
send a finder (transaction) to ~e MBR and the SSR.
FACSIMILE: RDDC - REPRESENTATIVE PAYEE DIRECT
DEPOSIT CONTINUATION
RPAY
REPRESENTATIVE PAYEE DIRECT DEPOSIT CONTINUATION
RDDC
sssss ssssssssss
RP: sss-ss-ssss
[4-D]
[l-D]
S: SAVINGS
NEW: S
OLD: TYPE OF ACCOUNT: S
C: CHECKING
[5-D]
[2-D]
ACCOUNT NUMBER:
sssssssssssssss
sssssssssssssss
[3-D]
[6-D]
DIRECT DEPOSIT RTN: SSSSSSSSS
SSSSSSSSS
KEY AN 'X' NEXT TO THE BENEFICIARIES WHOSE DIRECT DEPOSIT HAS CHANGED
[7-D]
[9-Dj
[lO-D]
[ll-D]
[8-D]
[12-C]
ACCOUNT NUMBER BIC/ID BN NAME
TITLE BOAN
CHOICE
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
SS
SSS-SS-SSSS
SSSSS SSSSSSSSSS
SSS-SS-SSSS
SSS-SS-SSSS
SS
SSS
SSS-Ss-ssss
SSs-ss-SSSS
sss
SSSSS SSSSSSSSSS
SS
SSs-ss-SSSS
SS
SSs-ss-ssss
sss
SSSSS SSSSSSSSSS
sss-ss-ssss
SSs-ss-ssss
sss
SSSSS SSSSSSSSSS
ss
sss-ss-ssss
SSS-Ss-ssss
sss
sssss ssssssssss
ss
sss-ss-ssss
SSS-Ss-ssss
sssss ssssssssss
ss
SSS
ss
sss-ss-ssss
sss-ss-ssss
sss
sssss ssssssssss
ss
sss-ss-ssss
sss-ss-ssss
sss
sssss SSSSSSSSSS
SS
sss-ss-ssss
SSs-ss-ssss
sss
SSSSS SSSSSSSSSS
sss-ss-ssss
sssss ssssssssss
SS
sss-Ss-ssss
SSS
sss-ss-SSSS
sss-ss-ssss
sss
sssss ssssssssss
SS
SSs-ss-SSSS
SS
sss-Ss-ssss
SSS
SSSSS ssssssssss
(13-D]
MORE: S
HOW YOU GOT HERE
This screen appears after the Representative Payee Direct Deposit Update (RDDU) screen when you are
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PolicyNetIMSOMISection 243-H Representative Payee Direct Deposit Continuation (RD...
Page 2 of3
updating (02) a PE EVENT (08) on RPMM and the selection DIRECT DEPOSIT (MBRJSSRlRPS) (15)
is entered on RPDU.
[I-D]
OLD TYPE OF ACCOUNT: S
The old bank information type of account from the RDDU screen will be prefilled here. If no old bank
information was entered this will be left blank.
[2-D]
OLD ACCOUNT NUMBER: SSSSSSSSSSSSSSS
The old bank information account number from the RDDU screen will be prefilled here. If no old bank
information was entered this will be left blank.
[3-D]
OLD DIRECT DEPOSIT RTN: SSSSSSSSS
The old bank information direct deposit rtn from the RDDU screen will be prefilled here. If no old bank
information was entered this will be left blank.
[4-D]
NEW TYPE OF ACCOUNT: S
The new type of account from the RDDU will be pre filled here.
[5-D]
NEW ACCOUNT NITMBER: SSSSSSSSSSSSSSS
The new account number from the RDDU screen will be prefilled here.
[6-D]
NEW DIRECT DEPOSIT RTN: SSSSSSSSS
The new direct deposit rtn from the RDDU will be prefilled here.
[7-D]
TITLE: SS
The beneficiaries type of entitlement (TI6/T2) propagated from MRPF.
[8-D]
BOAN: SSS-SS-SSSS
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PolicyNetIMSOMISection 243~H Representative Payee Direct Deposit Continuation (RD...
Page 3 of3
The beneficiaries own social security number propagated from MRPF.
ACCOUNT NUMBER: SSS-SS-SSSS
[9-D]
The social security number under which the beneficiary is entitled for benefits propagated from MRPF.
[IO-D]
BICIID: SSS
The beneficiary identification code or type of claim indicator propagated from MRPF.
[ll-D]
BN NAME: SSSSS SSSSSSSSSS
The name of the beneficiary propagated from MRPF.
[12-C]
CHOICE: X
Enter "X" next to each beneficiary that the 'new' direct deposit type of account, account number and
direct deposit rtn applies.
[13-D]
MORE: S
This indicates that there are more screens with beneficiary information that apply to the representative
payee.
06/19198 (TN #247)
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PolicyNetIMSOMISection 243-1 Representative Payee Direct Deposit Approval (RDDA)
PolicyNet I
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-1 Representative Payee Direct Deposit Approval
(RDDA)
INTRODUCTION
Representative Payee Direct Deposit Approval (RDDA) allows management approval for changes in
direct deposit-data when the change affects more than 50 beneficiaries with the same representative
payee.
FACSIMILE: RDDA - REPRESENTATIVE PAYEE DIRECT
DEPOSIT APPROVAL
REPRESENTATIVE PAYEE DIRECT DEPOSIT APPROVAL
RPAY
RP:
sss-ss-ssss
SSSSS
RDDA
ssssssssss
[l-M]
MANAGEMENT AUTHORIZATION APPROVAL:
1.
x
DIRECT DEPOSIT CHANGE
HOW YOU GOT HERE
This screen appears when you are in update (02) and have selected MANAGEMENT APPROV AL (16)
onRPMM.
[l-M]
MANAGEMENT AUTHORIZATION APPROVAL: X
Enter "1" Direct Deposit Change
06/19/98 (1N #247)
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PolicyNetIMSOMISection 243-J Delete Direct Deposit (RDDD)
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-J Delete Direct Deposit (RDDD)
INTRODUCTION
The Delete Direct Deposit (RDDD) is used to delete Direct Deposit account information for individual
or organizational representative payees.
This process sends a finder (transaction) for direct deposit deletions to the MBR and SSR.
Note:
The direct deposit deletion is updated to the MBRISSR.
FACSIMILE: RDDD - DELETE DIRECT DEPOSIT
RPAY
RP: SSS-SS-SSSS
DELETE DIRECT DEPOSIT
SSSSS ssssssSSSS
BN:
RDDD
UNIT:
SSS-SS-SSSS
sssss
SSSSS SSSSSSSSSS
[l-D]
ENTITLED ON SSN: SSS-SS-SSSS
[2-D]
[3-DJ
BIC/ID: SSS
TITLE: SS
DIRECT DEPOSIT DATA
[4-DJ
[5-DI
RTN: SSSSSSSSS
TYPE:
[6-DJ
ACCT NO: SSSSSSSSSSSSSSS
S
[7-MJ
DELETE DIRECT DEPOSIT?
(YIN):
P
ENTITLED ON SSN: SSS-SS-SSSS
BIC/ID: SS
TITLE: SS
DIRECT DEPOSIT DATA
RTN: SSSSSSSSS
TYPE:
S
ACCT NO: SSSSSSSSSSSSSSSSS
DELETE DIRECT DEPOSIT?
(YIN):
P
ENTITLED ON SSN: SSS-SS-SSSS
BIC/ID: SS
TITLE: SS
DIRECT DEPOSIT DATA
RTN: SSSSSSSSS
TYPE:
ACCT NO: SSSSSSSSSSSSSSS
DELETE DIRECT DEPOSIT? (YIN):
ENTITLED ON SSN: SSS-SS-SSSS
BIC/ID: SS
TITLE: SS
DIRECT DEPOSIT DATA
RTN: SSSSSSSSS
TYPE:
ACCT NO: SSSSSSSSSSSSSSS
DELETE DIRECT DEPOSIT?
(YIN):
S
P
S
P
HOW YOU GOT HERE
This screen is displayed when you are updating (02) a PE EVENT (08) on RPMM and the selection
DELETE DIRECT DEPOSIT (17) is entered on RPDU.
[I-D]
ENTITLED ON SSN: SSS-SS-SSSS
The SSN on which the beneficiary/recipient is entitled to receive benefits.
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PolicyNetfMSOMISection 243-J Delete Direct Deposit (RDDD)
Page 2 of3
Note: Since Rep Payee stores information on up to 4 entitlement per beneficiary/recipient, this screen
displays up to 4 iterations of direct deposit information.
BICIID: SSS
[2-D]
If this is a title 2 entitlement, the BIC is displayed. If this is a title 16 entitlement, the ID is displayed.
[3-D]
TITLE: SS
If this is a title 2 entitlement, IF THIS IS A TITLE 16 ENTITLEMENT, 16 IS DISPLA YED.>02 IS
DISPLAYED'mIFIHIS IS A TITLE 16 ENTITLEMENT, 16 IS DISPLAYED.
RTN: SSSSSSSSS
[4-D]
The 9 position Direct Deposit Routing and Transit Number (RTN) of the financial institution is
displayed.
TYPE: S
[5-D]
The type of account ('S' savings account or 'C' checking account) is displayed.
ACCT NO: SSSSSSSSSSSSSSSSS
[6-D]
Up to a 17 position direct deposit account number is displayed.
[7-M]
DELETE DIRECT DEPOSIT? (YIN): P
This field is prefilled with a 'N'. Overkey with a 'Y' to delete the direct deposit for this entitlement.
07/24/98 (TN #250)
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PolicyNetlMSOMlSection 243-K Rep Payee Overpayment Liability (RPOP)
PolicyNet
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PolicyNetl MSOMI Part 7/Chapter 243
Section 243-K Rep Payee Overpayment Liability (RPOP)
INTRODUCTION
RP Overpayment Liability Screen allows for the manual addition or deletion of the RP Overpayment
Liability Indicator to the RP and the RPIBN terminated record. This will ordinarily be a system
generated indicator. When the MBRiSSR shows death of the beneficiary (a change laf/psy to TITOI),
and a check has been issued for a subsequent month and not returned, the RP will be overpaid and the
indicator will be placed on their record. At the time that the system is annotated with the returned check
or refund of the payment, the OP Liability indicator will be automatically deleted by the RPS System
from both the RP record and the Terminated Relationship record.
There may be occasion when the Indicator does not get added to or removed from a record by the
processing system. This screen will allow for the manual addition or deletion of the indicator from the
RP and the Terminated record.
The earliest date that this indicator is effective will be for payments issued for 10/2000.
FACSIMILE:' RPOP - REP PAYEE OVERPAYMENT LIABILITY
RPAY
REP PAYEE OVERPAYMENT LIABILITY
RPOP
[2-D]
[1-0]
RP: sss-ss-ssss SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS SSSSS SSSSSSSSSS
[3-MJ
CHOOSE THE ENTITLEMENT TO BE CORRECTED: 9 9 9 9
[4-0]
[5-Dj
[6-0]
[7-DJ
TITLE 2/16
ACCOUNT NUMBER
BICIID
OIP IND
(1) SSS ss SSSS
sss
SS
S
(2) SSS ss SSSS
SSS
SS
S
(3) SSS ss SSSS
sss
SS
S
(4) sss ss SSSS
SSS
SS
S
[8-M]
DO YOU WANT TO ADD AN OVERPAYMENT LIABILITY INDICATOR?: X
DO YOU WANT TO DELETE AN OVERPAYMENT LIABILITY INDICATOR?: X
HOW YOU GOT HERE
You entered"18" in "CHOOSE THE APPROPRIATE UPDATE NECESSARY" on Data Selection
Menu (RPDU) with both the RP and BN SSN present.
COMMON FIELDS
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PolicyNetIMSOMISection 243-K Rep Payee Overpayment Liability (RPOP)
[I-D]
[2-D]
[4-D]
[5-D]
[6-D]
Page 2 of3
RP: SSS-SS-SSSS SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS SSSSS SSSSSSSSSS
ACCOUNT NUMBER SSS SS SSSS
BICIID SSS
TITLE 2116 SS
Reference:
MSOM238
[3-M]
99
CHOOSE THE ENTITLEMENT TO BE CORRECTED: 9 9
All of the entitlements that are shown on the RPFT (Terminated) query for the beneficiary will be listed.
[7-D]
O/P INDICATOR: S
If the Overpayment Liability indicator is present in the record for the RP and BN there will be a "Y" in
this field for the entitlement.
[8-M]
DO YOU WANT TO ADD AN OVERPAYMENT
LIABILITY INDICATOR?: X
DO YOU WANT TO DELETE AN OVERPAYMENT LIABILITY
INDICATOR?: X
If there is no OP Indicator for all entitlements, only the first question will be displayed, the indicator
field will be blank, and the only acceptable response will be "Y".
If all entitlements have an OP Indicator, only the second question will be displayed, the indicator field
will have a lIy", and the only acceptable response will be Y.
If an entitlement(s) has an indicator and another does not, both questions will be displayed, but only one
option can be selected per screen.
If you need to add the indicator to one entitlement and delete it from another, this will take two actions.
RELATED PAGES
Individual RP Full Query Response(RPFQ), 245.E
Individual RP Full Query Response (RPFT), 245,1
Individual RP Screening Query Response (RPSQ), 245.B
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PolicyNetIMSOMlSection 243-K Rep Payee Overpayment Liability (RPOP)
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07/09/01 (TN #361)
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B,lleh run,' 08/1)1V::I)1)3
R<.'l':
http://policynet.ba.ssa.gov/msom.nsfl75d651 fdla39a53285256dcf0068d41 e/500390d865d...
9/17/2005
PolicyNetlMSOMlChapter 244 RP Query-BeneficiaryIRecipient
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PolicyNet
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PolicyNeti MSOMI Part 7/Chapter 244
Chapter 244 RP Query - Beneficiary/Recipient
OVERVIEW
This chapter explains the Individual BeneficiaryIRecipient Query Responses.
AUTOMATED SYSTEMS FEATURES
The Individual BeneficiaryIRecipient Query Responses may generate one or more screens listed below
containing data pertinent to the beneficiary/recipient.
•
Individual BeneficiaryIRecipient Query Response-BRQA (address data)
•
Individual Beneficiary/Recipient Query Response-BRQC (current payee data)
•
Individual Beneficiary/Recipient Query Response-BRQD (direct deposit data)
•
Individual BeneficiaryIRecipient Query Response-BRQP (prior payee data)
•
Individual BeneficiaryIRecipient Query Response-BRQN (Non-Selected applicant data)
•
Individual BeneficiaryIRecipient Query Response-BRQS (special text)
•
Individual BeneficiaryIRecipient Query Response-BRRS (relationship SPECIAL text
data)
Screens only appear if specific data exists for a beneficiary/recipient.
Examples:
prior payee.
The BRQP screen only appears if this beneficiary and/or recipient has had at least one
If a stand alone BRQA screen exists (no payee screen), then an RP application was filed, but a decision
was not input to RPS. You can locate the payee by querying a development worksheet.
Data shown in parenthesis indicates the type of data displayed on a specific screen.
06/19/98 (IN #247)
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http://policynet.ba.ssa.gov/msom.nsf/links/070244
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PolicyNetIMSOMlChapter 244 RP Query-BeneficiarylRecipient
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Hatc!! 11111: M;/7:'2()()5
Rev:
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- -........-
----
RPS Screen Mockup for UDD project
As of April 2008
New Applications
RELA screen – Relationship Information screen
RPAY
TRANSFER TO: XXXX
RP: SSS-SS-SSSS
RELATIONSHIP INFORMATION
SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RELA
SSSSS SSSSSSSSSS
HAVE YOU ESTABLISHED A BANK ACCOUNT FOR RECEIPT OF THESE PAYMENTS? (Y/N):
DO YOU WANT DIRECT EXPRESS?
(Y/N):
CHOOSE TYPE OF APPLICANT/REP PAYEE: 99
01. SELF
02. NATURAL OR ADOPTIVE FATHER
03. NATURAL OR ADOPTIVE MOTHER
04. NATURAL OR ADOPTIVE CHILD OR STEPCHILD
05. OTHER RELATIVE, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
06. OTHER, SPECIFY:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
07.
08.
09.
10.
11.
12.
SPOUSE
STEPFATHER
STEPMOTHER
GRANDPARENT
ESSENTIAL PERSON
INSTITUTION
DO YOU HAVE PHYSICAL CUSTODY? (Y/N): X
DOES THE BENEFICIARY/RECIPIENT HAVE A COURT APPOINTED LEGAL GUARDIAN? (Y/N): X
IF YES, ARE YOU THE LEGAL GUARDIAN? (Y/N): X
IF NOT SELF/RELATIVE, WHEN DID YOU MEET THE
BENEFICIARY/RECEPIENT? (MMYYYY): 999999
******************************************************************************
If the rep payee is an institution the heading will be:
RP: SSSSS
SSSSSSSSSSSSSSSSSSSSSS
BN: SSS-SS-SSSS
SSSSS SSSSSSSSSS
The “Do you want Direct Express?” is the new question added to this screen.
If the answer is “Y” to Direct Express question, then on the RPDA screen the unique RTN “072413133”,
Type of Account: C, and the DAN “DIRECTEXPRESS” or whatever wording policy decides will display.
If the answer is “N” to Direct Express question, then “I do not want direct express” will print out on the
SSA-11 application.
Created on 4/1/2008 5:52 PM
Page 1 of 3
Modified on 11/5/2008 2:44:40 PM
L:\0014\2008--Change Request\RPS Screen Mockup.rtf
RPS Screen Mockup for UDD project
As of April 2008
RPDA screen - DIRECT DEPOSIT APPLICATION
RPAY
DIRECT DEPOSIT - APPLICATION
TRANSFER TO: XXXX
RP: SSS-SS-SSSS SSSSS SSSSSSSSSS
BN: SSS-SS-SSSS
RPDA
SSSSS SSSSSSSSSS
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 072413133
S: SAVINGS
TYPE OF ACCOUNT: C C: CHECKING
ACCOUNT NUMBER: DIRECTEXPRESSXXXXXXX
CHOOSE FOR THE ENTITLEMENT LISTED BELOW:
1
THE ABOVE DIRECT DEPOSIT DATA APPLIES
2
OTHER DIRECT DEPOSIT DATA APPLIES
3
DIRECT DEPOSIT DOES NOT APPLY
ACCOUNT NUMBER
SSSSSSSSS
SSSSSSSSS
SSSSSSSSS
SSSSSSSSS
BIC/ID
SSS
SSS
SSS
SSS
TITLE 2/16
SS
SS
SS
SS
CHOICE
X
X
X
X
SELECTION STATUS
SS
SS
SS
SS
NOTE: You will receive 1 debit card for each entitlement. If you want 1 debit
Card for multiple entitlements, please (PF7) back to the RELA screen and
change the answer to “N” on Do you want Direct Express?” and contact
Comerica Bank directly.
*****************************************************************************
NOTE:
If the rep-payee is an institution, the heading will be displayed as:
RP SSSSS
SSSSSSSSSSSSSSSSSSSSSS
Only thing we are adding to this screen is a note for the CR.
Active Applications
Created on 4/1/2008 5:52 PM
Page 2 of 3
Modified on 11/5/2008 2:44:40 PM
L:\0014\2008--Change Request\RPS Screen Mockup.rtf
RPS Screen Mockup for UDD project
As of April 2008
RDDU
|------------------------------------------------------------------|
|
RPAY PF1 = HELP
REPRESENTATIVE PAYEE DIRECT DEPOSIT UPDATE
RDDU |
|
|
|
RP: SSSSS SSSSSSSSSSSSSSSSSSSS
|
|
|
|
|
ENTER OPTION TO VIEW BENEFICIARIES: 3
|
1. WITH NO BANK INFORMATION
|
|
2. UNDER SPECIFIC BANK INFORMATION
|
|
3. ALL ASSOCIATED BENEFICIARIES
|
|
FOR OPTION 2, ENTER THE OLD BANK INFORMATION
|
|
OLD BANK INFORMATION:
|
|
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999
|
|
|
|
TYPE OF ACCOUNT: X
C: CHECKING
S:
SAVINGS
|
|
ACCOUNT NUMBER:
XXXXXXXXXXXXXXXXXX
|
|
|
|
ENTER NEW BANK INFORMATION:
|
|
DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER:
999999999
|
|
TYPE OF ACCOUNT: X
C: CHECKING
S:
SAVINGS
|
|
ACCOUNT NUMBER:
DIRECTEXPRESSXXXXXXX
|
|
|
|
|
INDICATE ORDER OF LIST OF BENEFICIARIES: 1
|
1. ALPHABETICAL
2. ACCOUNT NUMBER
3. BOAN
|
|
MORE? (Y/N): X |
| ******************************************************************************
|
|
|
|-----------------------------------------------------------------------------------|
If the rep payee is an individual, the heading will be:
RP: SSS-SS-SSSS
SSSSS SSSSSSSSSS
User will enter this screen through RPDU option 15. If the applicant wants Direct Express, the CR will
type the unique DAN “DIRECTEXPRESS”, and proceed as normal. The system program will send the
ACCT Number along with the Unique RTN and Type of Account to the MBR/SSR. When the user comes
back to this screen the ACCT Number, Unique RTN and Type of Account will display on screen.
RDDC - No changes
|--------------------------------------------------------------------------------|
| RPAY
REPRESENTATIVE PAYEE DIRECT DEPOSIT CONTINUATION
RDDC |
|
|
|
RP: SSSSS SSSSSSSSSSSSSSSSSSSSS
|
|
DIRECT DEPOSIT RTN: OLD: SSSSSSSSS
NEW: 072413133
|
|
TYPE OF ACCOUNT:
S
C
|
|
ACCOUNT NUMBER:
SSSSSSSSSSSSSSSSSS
DIRECTEXPRESSSSSSSS |
|
KEY AN "X" NEXT TO THE BENEFICIARIES WHOSE DIRECT DEPOSIT HAS CHANGED
|
|
TITLE
BOAN
ACCOUNT NUMBER
BIC/ID
BN NAME
CHOICE |
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
SS
SSS-SS-SSSS
SSS-SS-SSSS
SSS
SSSSS SSSSSSSSSS
|
|
MORE? (Y/N): X|
| ****************************************************************************** |
|
|
|--------------------------------------------------------------------------------|
The Unique RTN, Type of Account and ACCT Number will display from the RDDU screen.
Created on 4/1/2008 5:52 PM
Page 3 of 3
Modified on 11/5/2008 2:44:40 PM
L:\0014\2008--Change Request\RPS Screen Mockup.rtf
| File Type | application/pdf |
| File Modified | 2008-11-05 |
| File Created | 2008-11-05 |