Social Security has a new schedule of charges for "non-program-related" requests for agency records -- and please note that these charges do not apply to situations such as a claimant or his or her attorney seeking access to records in order to pursue their claim:
- 1. Copying a fully electronic folder (burning CDROM) – ($49)
- · Includes transferring information from an individual’s electronic folder to a compact disc (CD)
· Whether the request is for the entire claims file or one document from the claims file, such as the Consultative Examination Report, charge the requester $49.
· When multiple claims files exist (i.e., claimant filed for benefits more than once) and a CD is burned for each claims file, only charge the requester $49 for each request, not $49 for each CD.
· National 800 Number Network (N8NN) agents should refer these requesters to the FO. Provide the FO address and business number to the requester.
- · Includes duplicating a
copy of a beneficiary’s information that is still partially or fully in
a paper format rather than an electronic format · Whether the request is
for the entire claims file or one document from the claims file, such
as the Consultative Examination Report, charge the requester $86.
· This fee also applies to cases when we must produce a paper copy of an electronic folder. For example, for the purpose of certification, we would still add the cost of certification to the final fee.
· N8NN agents should refer these requesters to the FO. Provide the FO address and business number to the requester.
- · The SSN verifications we provide in local field offices for third parties and are chargeable services · These verifications do
not include automated verification services such as Social Security
Number Verification Service (SSNVS), Enumeration Verification Service
(EVS), or Consent Based SSN Verification (CBSV).
· Excludes manual SSN verifications for first-party requesters
· This is not limited to printouts (i.e., SSN Printout or “Numi-Lite”) and can include letters, completing forms, or other methods of providing SSN verifications.
· N8NN agents should refer these requesters to the FO. Provide the FO address and business number to the requester.
- · Requested by individual requesters who need us to certify records that are generally for court purposes
· Typically, requests come from the Government Accountability Office, U.S. or private attorneys, copy service companies, SSN holders or their representatives.
· A designated SSA official signs the records certifying the records are true and exact copies of the information contained in our records. (See GN 03360.025)
· A grommet, ribbon, and seal, bind the certified records.
- · We frequently receive requests for certification of earnings records.
· Typical requests come from other government agencies (i.e. Department of Treasury (TD), Department of Justice (DOJ)), number holders, or their legal representative for litigation matters.
· A designated SSA official signs the records certifying the records are true and exact copies of the earnings information contained in our records.
· A grommet, ribbon, and seal, bind the certified records.
- · Employers,
individuals, or third parties request copies of employer reports (W-2
and W-3 Wage Reports) for program and non-program purposes. · We charge for non-program-related requests that do not directly relate to the administration of a program under the Act.
7. Record extract – Field Office (FO) – ($33)
- · Any requests for any
entitlement or status information including current benefit amount,
payment history, Medicare entitlement, and status of claim or appeal.
· Whether the request is for one item (i.e., date of filing) or multiple items, charge the requester $33.
· This includes providing benefit verifications for third-party requesters printed from PCOM. Exception: We do not charge first-party requesters for benefit or SSN verifications.
· This may include completion of questionnaires or documents with fill-ins.
· We extract information from a number of systems, including MBR, SSID, DDSQ, MCS, or MSSICS.
· This includes queries. Each query will cost $33.00. Thus, if a requester needs an MBR and SSID for the same client, the cost will be $66.00.
· N8NN agents should refer these requesters to the FO. Provide the FO address and business number to the requester.
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