2. Understanding Social Security Administration Information in the State Services Portal Moderated by:DeAnne Sandoval Statewide Training Branch Section Manager Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison Ellery Brown SSA Program Analyst

3. Understanding Social Security Administration Information in the State Services Portal History – Social Security’s Programs 1935 Retirement Insurance 1939 Survivors Insurance 1956 Disability 3

4. 1965 Medicare 1972 Supplemental Security Income 2003 Medicare Part D History – Social Security’s Programs Understanding Social Security Administration Information in the State Services Portal 4

5. Definition of a Child ■Not married, under age 18 ✷ Under 19 if still in high school ■Not married and disabled before age 22 Understanding Social Security Administration Information in the State Services Portal 5

6. Categories of Children ■Natural Child ■Adopted Child ■Child of Unwed Parents ■Step Child ■Grand Child/Grand Step Child Understanding Social Security Administration Information in the State Services Portal 6

7. Benefit Types Affecting Children ■Retirement ■Disability ■Auxiliary/Survivors ■SSI (Aged/Disabled/Blind) Understanding Social Security Administration Information in the State Services Portal 7

8. Social Security’s Disability Definition A Medical Condition preventing substantial work for at least 12 months, or expected to end in death. The determination also considers age, education, and work experience. Understanding Social Security Administration Information in the State Services Portal 8

9. Why is SSA information important? ■Locating noncustodial parents (NCPs) ✷ Establishing orders ✷ Enforcing orders ✷ Review and modification ■Increasing performance measures ✷ Paternity and order establishment ✷ Collections – current and arrears ■Identifying cases for closure Understanding Social Security Administration Information in the State Services Portal 9

10. What does SSA share with Child Support? ■Pending Claim File ■State Verification and Exchange System (SVES) ✷ Request driven ✷ Proactive Understanding Social Security Administration Information in the State Services Portal 10

11. Where do I see this information? ■OCSE sends information from SSA to: ✷ CSE ✷ SSP Understanding Social Security Administration Information in the State Services Portal 11

12. SVES Response Information SSA Title II (earned) Aged, Retired, Survivors, Disabled SSA Title XVI (needs tested) Supplemental Security Income Aged, Disabled Prisoner Data Local, State, Federal Institutions Understanding Social Security Administration Information in the State Services Portal 12

13. Title II: Aged, Retired, Survivors, Disabled ■Recipient information ✷ Name ✷ Address ✷ Date of Birth ■Claim Account Number (CAN) ■Beneficiary ID Code (BIC) ■Date and amount of entitlement ■Current pay status Understanding Social Security Administration Information in the State Services Portal 13

14. Title II: Aged, Retired, Survivors, Disabled ■Historical record of benefits ■Disability onset date ■Verified date of death ■Railroad retirement indicator ✷ Send IWO to:Railroad Retirement Board 844 North Rush Street Chicago, IL 60611-1275 Understanding Social Security Administration Information in the State Services Portal 14

15. Title II: Pending Claims ■Proactive match on new claims ■Send IWO when appropriate ■SSA enters information into Court Order Garnishment System (COGS) and holds until benefits approved ■SSA will contact Child Support when lump sum is being paid Understanding Social Security Administration Information in the State Services Portal 15

16. SSP SVES Response Information: Title II Understanding Social Security Administration Information in the State Services Portal 16

17. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title II Response 17

18. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title II Response 18

19. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title II Response 19

20. Title XVI: Supplemental Security Income (SSI) ■Payment program based on “need” ■Applicants must establish: ✷ Limited income ✷ Limited resources Understanding Social Security Administration Information in the State Services Portal 20

21. Who can get SSI? ■Age 65 or older ■Blind – any age ✷ Including children ■Disabled – any age ✷ Including children Understanding Social Security Administration Information in the State Services Portal 21

22. Can you get both Social Security and SSI? ■Work credits can entitle individual to social security benefits ■Income and resources below established limits can qualify individual for SSI ■Definition of disability is the same for both Understanding Social Security Administration Information in the State Services Portal 22

23. Title XVI: Data ■Recipient name, address, date of birth ■Date of benefit approval or denial ■Current payment status and amount ■Historical payment information ■Benefit payee information ■Verified date of death ** Title XVI benefit indicator on MSFIDM records ** Understanding Social Security Administration Information in the State Services Portal 23

24. SSP SVES Response Information: Title XVI Understanding Social Security Administration Information in the State Services Portal 24

25. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title XVI Response 25

26. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title XVI Response 26

27. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title XVI Response 27

28. Understanding Social Security Administration Information in the State Services Portal SSP SVES Title XVI Response 28

29. Understanding Social Security Administration Information in the State Services Portal SVES Dependent Information (Same information as provided for adults) 29

30. Effect of Prisoner Suspension ■Worker’s benefits suspended if convicted and confined ■Payments continue to auxiliaries on the account ✷ Unless auxiliary is convicted and confined Understanding Social Security Administration Information in the State Services Portal 30

31. Prisoner Data ■Over 6500 correctional institutions ■Information reported at time of incarceration ■Release date – not updated ■Facility address ■Inmate number ■Contact name and phone number Understanding Social Security Administration Information in the State Services Portal 31

32. SSP SVES Response Information: Prisoner Understanding Social Security Administration Information in the State Services Portal 32

33. Understanding Social Security Administration Information in the State Services Portal SSP SVES Prisoner Information 33

34. Understanding Social Security Administration Information in the State Services Portal 34 SSP SVES Prisoner Information

35. Understanding Social Security Administration Information in the State Services Portal 35 SSP SVES Prisoner Information

36. What and how to report to SSA? ■What to Report ✷ Work (as soon as possible) ✷ Name, address, phone of employer ✷ Estimated future earnings ✷ When employment will end (if you know) ✷ Notify each program from which payments are received Social Security and/or SSI Understanding Social Security Administration Information in the State Services Portal 36

37. What and how to report to SSA? ■How to Report ✷ Can be reported by mail, phone, fax, or in person ✷ Can include changes such as hours of work or rate of pay ✷ Keep records of what happened with employment Understanding Social Security Administration Information in the State Services Portal 37

38. Garnishment Orders ■Social Security benefits are protected from most assignment of benefits, except when a legal process is brought in a State Court for enforcement of a legal obligation to provide: ✷ Child Support and/or Alimony Payments ✷ Court-Ordered Victim Restitution Understanding Social Security Administration Information in the State Services Portal 38

39. Court Order Garnishment System (COGS) ■Automated system allows local social security field office to effectuate garnishment actions ■Notice sent to garnishment beneficiary and the court ■Individuals do not have any right of appeal to SSA ■If garnishment is for percentage of payments: ✷ COLA increase in benefits also increases garnishment amount Understanding Social Security Administration Information in the State Services Portal 39

40. Collections from SSA ■February 2015 50,044 IWOs $8,033,522.84 Understanding Social Security Administration Information in the State Services Portal 40

41. Understanding Social Security Administration Information in the State Services Portal 41

42. Understanding Social Security Administration Information in the State Services Portal 42 Dee Price Sanders OCSE, FPLS Technical Support Liaison 303-252-9829 dee.pricesanders@ngc.com dee.pricesanders@ngc.com Ellery Brown Social Security Administration, Management and Program Analyst 510-970-8243 ellery.brown@ssa.gov ellery.brown@ssa.gov DeAnne Sandoval State DCSS, Manager Statewide Training Branch 916-464-5059 deanne.sandoval@dcss.ca.gov deanne.sandoval@dcss.ca.gov