Special Assistance SA-3210 INCOME

IV. PROCEDURE WHEN SA APPLICANT IS ELIGIBLE FOR AND RECEIVING SSI BUT NOT RECEIVING THE FBR (FOR ANY REASON OTHER THAN SSA RECOUPMENT)

A. SA payments cannot be issued in an amount to make up for SSI income deficit when the SSI payment, less than the FBR, is reduced for any reason other than SSA overpayment recoupment. For SSA overpayment recoupment cases, see VII. F. below.

B. Follow SA application processing time standard policy found in SA-3110.V.C.2. a. and c. Ensure that at least two (2) DMA-5097’s are issued, at least 12 days apart, requesting applicant apply for full SSI FBR benefits.

1. The SA applicant must cooperate in, and follow through with the SSI application process, or follow through with the request for assessment/reinstatement of SSI FBR as applicable. The IMC must offer to assist the applicant in obtaining the SSI FBR. Send a DMA-5049, Referral to Local SSA Office to SSA, informing SSA of any changes that may affect SSI eligibility and/or the SSI payment. See SA-3110, Application Process.

2. If the SA applicant’s SSI is not yet at the FBR by the 12th calendar day after the date of the second DMA-5097, and all other factors of eligibility have been met, approve the SA application based on the FBR. Two exceptions are:

a. Individuals who are receiving less than the FBR due to recoupment of SSI or RSDI (see VII. F. ) and,

b. Those SA recipients who were denied SSI due to excess resources related to life insurance cash value when the face value of cash accruing policies was over $1,500 but less than $10,000 for cases approved prior to December 1, 2009 (see VII.D).