Title II Disability (SSDI, CDB, DWB)



Benefit Verification Quick Reference Guide Title II Disability (SSDI, CDB, DWB)What to VerifyWays to VerifyType of Title II benefits (SSDI, CDB, DWB), current benefit amount(s) (full and net)BPQY, recent letter from Social Security noting updated check amount (within last 6 months) or use “my Social Security” feature ()Difference between full and net amountsOverpayment recovery and subsidy for Medicare Part B premium are on BPQY. All other reasons for difference must be verified with Social Security personnel.Auxiliary benefits (if any)BPQY or use “my Social Security” feature ()Date of Onset and Date of EntitlementBPQY, Social Security award letterNext diaried medical CDR, representative payee statusBPQYWork incentive information (current and previous use) and know earnings historyBPQY, recent work review decision (within last 6 months, older if no work activity since review)SSIWhat to VerifyWays to VerifyCurrent benefit amount (full and net)BPQY, recent letter from Social Security noting updated check amount (within last 2 months) or use “my Social Security” feature ()Difference between full and net AmountsOverpayment recovery is on BPQY. All other reasons for difference must BPQY, Social Security personnel.Date of Onset and Date of EntitlementBPQY, Social Security award letterNext diaried medical CDR, representative payee statusBPQYWork incentive information (current and previous use) and known work historyBPQYState SupplementWhat to VerifyWays to VerifyCurrent benefit amountFederally administered: BPQY State administered: Medicaid agency (i.e. case worker, centralized verification process, etc.), recent award or redetermination letter (within last 6 months)Ticket to WorkWhat to VerifyWays to VerifyTicket assignment status, to whom the Ticket is assigned, when the Ticket was assigned, when the last Timely Progress Review was done, and if Timely Progress Requirements were met.Beneficiary or Rep. Payee must call the Ticket to Work Help Line at 1-866-968-7842. No information will be provided to third parties without the beneficiary or rep. payee being on the line.MedicareWhat to VerifyWays to VerifyPart A: Is beneficiary enrolled (yes/no) and enrollment dateBPQY, copy of Medicare card, Medicare 1-800 # or use “my Medicare” feature at Part B: Is beneficiary enrolled (yes/no), enrollment date, premium beneficiary is payingBPQY, copy of Medicare card, Medicare 1-800 # or use “my Medicare” feature at Part C: Is beneficiary enrolled (yes/no), enrollment date, premiumMedicare 1-800 # or use “my Medicare” feature at Part D: Is beneficiary enrolled (yes/no), premium beneficiary is payingMedicare 1-800 # or use “my Medicare” feature at EPMC: If cessation has occurred, number of EPMC months remainingBPQYs show EPMC end date or contact Social Security personnel (WIL, Claims Representative, etc.)Medicare Savings Program (QMB, SLMB, QI)What to VerifyWays to VerifyCurrently eligible (yes/no), which group enrolled inMedicare 1-800#, state Medicaid agency (case worker, centralized verification process), recent award or redetermination letter (within last 6 months) or use “my Medicare” feature at Medicare Part B State Buy-InWhat to VerifyWays to VerifyCurrently eligible (yes/no)Medicaid agency (case worker, centralized verification process)Part D Low Income Subsidy (Extra Help)What to VerifyWays to VerifyCurrently eligible (yes/no), what % of LIS coverage, and if any additional premium is being deducted from Title II check (when they select a better plan than the subsidy covers)Medicare 1-800 # or use “my Medicare” feature at SSI Medicaid Eligibility CategoryWhat to VerifyWays to VerifyCurrently eligible (yes/no) for SSI related MedicaidFor those SSI eligible in 1634 states: BPQY. All others: Medicaid agency (case worker, centralized verification process)Other Medicaid Eligibility Categories & Medicaid Waiver ProgramsWhat to VerifyWays to VerifyCurrently eligible (yes/no), which eligibility category or waiver program enrolled inMedicaid agency (case worker, centralized verification process), award letterSNAPWhat to VerifyWays to VerifyCurrent amountState agency administering SNAP (case worker, centralized verification process), recent (within last 3-6 months, depending on frequency of state recertification) award or redetermination letter. Check state SNAP website for self-service options.Housing AssistanceWhat to VerifyWays to VerifyWhich housing subsidy program enrolled in and rent or subsidy amountHousing program case manager/administrator (case worker, centralized verification), recent (within last 12 months) award, redetermination letter, or rental agreement.Number of EID months available and involvement in FSSHousing program case manager/administrator case workerVeteran's BenefitsWhat to VerifyWays to VerifyType of VA cash benefit (compensation or pension), benefit amount, individual unemployability designation, VA medical priority groupAward letter or use self-service “eBenefits” option ()Department of Defense Disability RetirementWhat to VerifyWays to VerifyBenefit amountAward letterUnemployment InsuranceWhat to VerifyWays to VerifyWeekly benefit amount, number of weeks left of paymentState agency administering Unemployment Benefits (case worker, centralized verification process). Check UI agency website for self-service options.Railroad BenefitsWhat to VerifyWays to VerifyType and amount benefitAward letter, request copy of verification at RRB website: ()Worker's CompensationWhat to VerifyWays to VerifyType and amount benefitAward letter or other correspondence, check state Worker’s Compensation website for self-service options.Private Disability Benefit or PensionWhat to VerifyWays to VerifyType and amount benefitAward letter or other correspondence, check for website with self-service options or toll-free line.Black Lung BenefitsWhat to VerifyWays to VerifyType and amount benefitAward letter, request verification through DOL Division of Coal Mine Worker’s Compensation website () ................
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