SSA provides Supplemental Security Income (SSI) payments to members of the public who meet the required eligibility criteria and who file the prescribed application. SSA uses Form SSA 8001 BK, Application for SSI (Deferred or Abbreviated), to collect information from respondents to either: (1) provide a formal determination of ineligibility based on non-medical reasons only, or (2) document allegations of potential eligibility prior to requesting a medical determination from the state disability determination services (DDS) while deferring the collection of additional information until after the DDS approves a medical determination. Respondents apply for SSI using the deferred application through one of three modalities: (1) a paper application for both adult and child claims (Form SSA-8001), which the public can access as a fillable PDF from our website and submit through SSAâs Upload Documents Portal (OMB Control No. 0960-0830); (2) a field office interview (in person or over the phone), during which an SSA employee enters applicant data directly into the Consolidated Claim Experience (CCE) and Intranet SSI Claims System screens; or (3) the iSSI Internet application, basic eligibility questions (within the Internet Claims (iClaim site)). SSI applicants can also use a simplified online hybrid approach that streamlines and simplifies the online application form and the modalities we offer across other service channels (i.e., phone and in-person interviews). In this hybrid approach, we (1) capture the claimantâs basic eligibility with a simplified application, and (2) use a technician supported experience to develop additional information as necessary to make an initial determination. This second step only happens after we provide medical approval and identify the specific additional information needed. This approach strikes a balance between improving the applicantâs filing experience and collecting all necessary information to make eligibility determinations. SSA uses the information we gather on the SSA-8001, deferred SSI Application, to: (1) formally deny SSI for nonmedical reasons when information the applicant provides results in ineligibility; or (2) establish a disability claim but defer the evidence development of non-medical issues until SSA approves the disability. The respondents are individuals who are applying for SSI and are either clearly ineligible or, disabled or blind, or are the third parties who aid these individuals in applying for SSI.
US Code:
42 USC 1383
Name of Law: Social Security Act
When we cleared the IC for iSSI (OMB No. 0960-0842) in 2024, the burden was 231,606 hours. However, we are currently reporting a burden of 388,058 hours. The increase in burden is due to an increase in respondents for all modalities:
⢠Paper - SSA-8001: Most of the increase is due to the ability of respondents using the paper SSA-8001, which went from 38,304 to 371,585. This increase is due to several factors: 1) adding a fillable PDF to SSAâs public website which can be downloaded, printed and mailed, and 2) ability to submit the fillable pdf form via Upload Documents portal.
⢠iSSI: We originally estimated a 5% increase of iSSI respondents. However, the actual increase is 13% which is 19,831 respondents.
⢠Intranet CCE/SSI Claims System: To prevent double counting of claims, we excluded the deferred applications that were converted to a full claim (i.e., SSA-8000 OMB No. 0960-0229) to conduct a Pre-effectuation Review (PERC) for medical allowances. After further consideration, these claims should be included since techniciansâ review and update this information collected with the deferred application during the PERC which should be considered when calculating the burden for OMB No. 0960-0229.
These figures represent current Management Information data.
*Note: The total burden reflected in ROCIS is 1,436,961, while the burden cited in #12 of the Supporting Statement is 388,058. This discrepancy is because the ROCIS burden reflects the following components: field office waiting time + telephone call system wait times + a rough estimate of a 30-minute, one-way, drive burden. In contrast, the chart in #12 above reflects actual burden.
On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control number;
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
Form SSA-8001-BK (Child Application for Supplemental Security Income For Children (under age 18)
4-22-23 - Community Legal Services of Philadelphia (advocacy organization).pdf
Addendum - 0444 (Final).docx
iSSI/iClaim - Internet Claim System