POMS Reference

This change was made on Apr 4, 2018. See latest version.
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GN 03920.045: Manual Calculation of Past-Due Benefits

changes
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  • Effective Dates: 07/16/2012 - Present
  • Effective Dates: 04/04/2018 - Present
  • TN 13 (02-05)
  • GN 03920.045 Manual Calculation of Past-Due Benefits
  • A. Policy
  • Use Form SSA-1129-U3 (Representative Fee Case Past-Due Benefits Summary) (see exhibit in GN03920.065) to manually calculate the past-due benefits amount in the following situations:
  • * court cases, when requested;
  • * administrative review cases in which the reviewing official requests verification of the past-due benefits amount; and
  • * the Office of Disability Adjudication and Review (ODAR) cases when the Administrative Law Judge or Administrative Appeals Judge specifically requests it.
  • * the Hearing Office (HO) cases when the Administrative Law Judge or Administrative Appeals Judge specifically requests it.
  • B. Process
  • After the PC (or FO for T16) completes the SSA-1129-U3, place the original copy in the claim file and route a copy to the requesting office (the Office of the General Counsel, ODAR, or the reviewing official). (See GN 03920.065 Attorney Fee Case Past-due Benefits Summary (SSA-1129-U3) - Exhibit.)
  • After the PC (or FO for T16) completes the SSA-1129-U3, place the original copy in the claim file and route a copy to the requesting office (the Office of the General Counsel, HO, or the reviewing official). (See GN 03920.065 Attorney Fee Case Past-due Benefits Summary (SSA-1129-U3) - Exhibit.)