Mass Mailing To Some Workers Compensation Recipients

     This is an Administrative Message (AM) sent out recently to Social Security field offices:

Instruction

Identification Number AM-14066 Effective Date: 10/07/2014 Intended Audience: All RCs/ARCs/ADs/FOs/TSCs/PSCs/OCO/OCO-CSTs

Originating Office: DCO OPSOS

Title: Workers' Compensation (WC) or Public Disability Benefits (PDB) Offset Pending Mass Mailings

Type: AM - Admin Messages

 

Program: Disability

Link To Reference: See References at the end of this AM.

 

Retention Date: April 7, 2015

 

A. Purpose

 

This administrative message (AM) advises you of the mass mailing project for the Workers' Compensation Pending Cleanup workload.

B. Background

 

Disability (DIB) beneficiaries are subject to possible offset if they receive WC [Workers Compensation] or PDB [Public Disability Benefits] payments. When SSA [Social Security Administration] adjudicates a disability award and the claimant's WC or PDB claim is still pending, or under appeal, the Modernized Claims System (MCS) posts limited WC or PDB claim data to the Master Beneficiary Record (MBR) with an alert "WC Type OFFSET PENDING."

The Office of the Inspector General (OIG) discovered that beneficiaries often do not report when their WC or PDB claims are approved and, prior to March 2011, SSA did not have an effective systems control to ensure processing center (PC) technicians follow up and resolve OFFSET PENDING cases. As a result, SSA has a backlog of OFFSET PENDING cases that the PCs must review and resolve.

 

C. Mass mailings to solicit information on pending WC or PDB claims

 

Effective October 2014 through December 2014, the PCs will send mass mailing letters to a group of DIB beneficiaries for whom:

 

We first processed the claims in 2001-2003; and MBR [Master Beneficiary Record] data indicate a WC or PDB claim is still "pending." The letters solicit information about the outcome of the WC or PDB claim. Based on the MBR language indicator, we will print the mass mailing letters in English or in Spanish. When the PCs release the letter, a special message will post to the MBR indicating that the PC sent the letter and includes a reference to this AM.

Example of Special Message Text:

 

" PROGRAM CENTER MASS MAILING DIRECT CONTACT LETTER SENT TO BIC A FOR STATUS OF WC/PDB CLAIM--SEE AM-14066".

 

The letter provides and requests the following information:

 

Reminds the beneficiary that "you told us you filed or intended to file for workers'

compensation or public disability benefit payments or that you were appealing the decision made on your workers' compensation or public disability benefit claim" and "we are writing to update the information;" Asks the beneficiary to answer the questions in the letter by checking each item that applies, to fill in any requested information, to sign and date the letter, and return it in the enclosed envelope; Requests the beneficiary to enclose proof of any workers' compensation or public disability benefit payments received; Includes SSA's 800# (including TTY) for any questions; and Includes a return envelope addressed to:

Social Security Administration

Western Program Service Center

P.O. Box 4213

Richmond, CA 94804-0213

 

NOTE: Although the beneficiary should return the letter to the Richmond CA address, the Richmond office dispatches the returned letters to the PC [Payment Center] of jurisdiction for final action.

See the attached facsimile of the English language mass mailing letter.

 

WCPE FY15 MASS MAILING ATTACHMENT (ENGLISH).doc

 

D. Handling inquiries from beneficiaries

 

The following instructions provide guidance for handling inquiries from beneficiaries regarding the mass mailing letters.

 

1. Field Office (FO) instructions

 

If the beneficiary:

misplaced the return envelope enclosure, ask him or her to send the completed and signed letter to the Richmond CA address shown in section C.; brings proof of WC or PDB payments into the FO instead of mailing it to the PC address, the claims representative should promptly input the information into the Interactive Computation Facility (ICF) system. After update to ICF, fax the proof into NDRED [Non-Disability Repository for Evidentiary Documents]; and states he or she already provided SSA with proof of the WC or PDB claim or appeal status, check eView, NDRED, and PCACS [Processing Center Action Control System] to determine whether SSA has received the documents. Advise the beneficiary if the FO or PC has already input the information or if it is still under review. If the documents are not in eView, NDRED, or PCACS, ask the beneficiary to resubmit the proof to the FO and input the information when receive

2. 800 Number instructions

 

If the beneficiary:

 

misplaced the return envelope enclosure, ask him or her to send the completed and signed letter to the Richmond CA address shown in Section C.; and states he or she already provided SSA with proof of the WC or PDB claim or appeal status, send an MDW to the servicing FO. On the MDW, indicate WC Pending Cleanup workload and that the beneficiary alleges providing SSA with proof of WC or PDB claim. Advise the beneficiary that someone from the FO will contact him or her.

 

Direct all program-related and technical questions to your Regional Office support staff or Processing Center Operations Analysis staff.

RO [Regional Office] support staff may refer questions or problems to their Central Office contacts.

 

Reference:

 

DI 52140.010 Processing Center (PC)

Responsibilities for Processing Workers'