Operations Bulletin 2015-05: Authorization for Reimbursement of Interim Assistance Reminders

Operations Bulletin 2015-5: Authorization for Reimbursement of Interim Assistance Reminders (Issued 8/20/2015)

As part of a recent Social Security review, DTA staff is reminded that an Authorization for Reimbursement of Interim Assistance (AP-SSI-IAR) must be completed accurately and reflect the appropriate SSI claim situation for all EAEDC clients. To ensure the form is valid, only the Initial Claim Only or the Post-eligibility Case Only box should be checked when completing this form. The information on this form must be entered onto BEACON and a copy of the form must be kept in the case record (all four sides of the form must be copied). Be sure to sign and date the form.

Important:  If the client has signed the AP-SSI-IAR and the form has been processed by EDM, the case manager must sign the form sent by EDM and then return it to EDM for final processing.

The AP-SSI-IAR is used to authorize DTA reimbursement for initial SSI claims and SSI post-eligibility cases. The form is valid for a 12-month period from the time the information is entered onto the SSI Tracking page in the Assessed Person Nonfinancials workflow.

For Initial SSI Claims:

The 12-month period may be extended if the client:

• applied for SSI benefits before signing the authorization form;

• applied for SSI during the 12-month period that the authorization form is in effect; or

• files a timely appeal of SSA’s determination on the initial claim.

The 12-month period can terminate before or after the 12-month period for initial SSI claims when:

• SSA issues the SSI retroactive payment;

• SSA makes a final determination on the claim; or

• DTA and the client agree to terminate the authorization.

For Post-eligibility Cases:

The authorization can be in effect longer than the 12-month period if the client files a timely appeal with SSA.

The period of the authorization can end for post-eligibility cases before or after the 12-month period when:

• SSA makes the first SSI payment on the post-eligibility case after a period of suspension or termination;

• SSA makes a final determination on the appeal; or

• DTA and the client agree to terminate the authorization.

Please see the Online Guide “Supplemental Security Income Requirement” (under EAEDC/Categorical Requirements/Disability).