Applicants/beneficiaries need not claim passalong status. However, many individuals may not be able to remember when or if they received SSI or Special Assistance. Fully investigate passalong eligibility in every case where the individual is otherwise over income for CN MAD because of income from Social Security. If the individual clearly states he has never received SSI or SA, then document in the record that there is no passalong eligibility.
Use the following resources to identify individuals who lost SSI or SA eligibility:
REVISED 04/01/12 – CHANGE NO. 06-12
EXAMPLE: (DAC Passalong) Jean is an adult living alone at home who receives RSDI benefits on the record of her deceased father based on her disability, which began before she was age 22. She has no assets. The amount of her RSDI benefit is $1,200. She also receives a private pension of $500 per month. Jean received SSI until her father died in 1995. Her SSI then stopped because of her receipt of RSDI benefits. Jean is eligible for CN MAD under the DAC passalong because after disregarding her entire Social Security check, her other income of $500, minus $20 disregard, is under the current SSI limit. The SDX also shows her status as “D.”
Use DMA-5150, Documentation of Passalong Eligibility or Ineligibility, to document whether or not that the individual is passalong eligible.
REISSUED 04/01/12 – CHANGE NO. 06-12
At subsequent reviews, determine if the individual still qualifies as passalong. Evaluate the income of the beneficiary. If the individual would be ineligible for SSI or SA under current income standards even after deducting the entire current RSDI benefit, the individual is no longer eligible as passalong.
For questions or clarification on any of the policy contained in these manuals, please contact your local county office.