ALJ Hiring

      Social Security has posted an announcement that it is accepting applications for Administrative Law Judge positions. The announcement is only open until Wednesday.

It’s Hard To Administer SSI

      From a recent report by Social Security’s Office of Inspector General:

… SSA’s SSI financial account validation process for applicants and recipients who alleged having less than $400 in financial accounts did not always lead to accurate SSI determinations. SSA’s process led it to make inaccurate SSI resource determinations for 27 of the 140 recipients reviewed. Based on these determinations, SSA paid the recipients $130,430 in SSI payments they were not eligible to receive. Based on these sample results, we estimate SSA incorrectly made SSI resource determinations that led to 198,960 recipients receiving $718 million in SSI payments for which they were not eligible because applicants/recipients under­reported their financial account balances by $100 or more. 

SSA’s policy did not require that it validate the recipients’ financial account balances because they alleged they had less than $400 in liquid resources. The AFI reports we requested identified 102 of 140 applicants/recipients under-reported their financial account balances by $100 or more. Additionally, the AFI reports showed 28 of the applicants/recipients owned financial accounts of which SSA was unaware. Based on these sample results, we estimate 800,140 applicants/recipients under-reported their financial account balances by $100 or more, with 219,640 failing to report all the financial accounts they owned to SSA. ..

 

Rep Payee Problems

     From a recent report by Social Security’s Office of Inspector General:

SSA did not ensure employees made complete and accurate capability determinations for disabled beneficiaries who previously had payees.  We estimate, for approximately 19,000 disabled beneficiaries who previously had payees, there was no evidence SSA determined the beneficiaries were capable of managing, or directing the management of, their benefits.  In addition, there was no evidence SSA performed proper follow-up development.  SSA paid approximately $887 million in benefits directly to these beneficiaries without evidence to show they were capable of, or were, using the benefits to meet their basic needs.  Finally, we estimate SSA did not properly document capability determinations for approximately 6,700 beneficiaries. 

This occurred because SSA did not have effective system controls to ensure employees properly documented their capability determinations.  Additionally, SSA did not have controls to ensure employees authorized direct payments to incapable beneficiaries in accordance with SSA’s policy and properly performed the follow-up reviews after they made interim direct payment to those 

Social Security Beginning To Text With Claimants

     From Emergency Message EM-25051:

... Prior to September 28, 2024, technicians used email as the sole means to communicate with customers to initiate an Upload Documents request. eSignature/Upload Documents had required technicians to obtain customer consent prior to sending emails requesting document submissions.

Effective with the release on September 28, 2024, eSignature/Upload Documents will no longer require the collection of customer consent in TED for email messaging.

Additionally, text messaging will be added as a communication option in TED. Technicians must collect customer consent before sending text messages. ...

List Of Non-Attorney Reps

     Social Security makes periodic general voluntary releases of materials for which Freedom Of Information Act requests have been made. They have recently released what they describe as "CY 2021 Non-Attys Eligible for Direct Fee Payment (Redacted under b6)."

    I don't understand this list. It purports to show 44,134 non-attorney reps eligible for direct payment of fees. That can't possibly be right, can it? The list contains at least 40 times more names than what I would have expected.

ALJ Hiring?

      Posters on an online message board mostly frequented by wannabe Administrative Law Judges seem convinced that Social Security will soon be hiring more ALJs. We’ll see.

New Requirement For Those Representing Claimants

     Social Security has issued a newly amended section of its HALLEX Manual on Rules and Standards Governing The Conduct Of Representatives. By the way, HALLEX doesn't stand for anything. It's just the name of the agency's Hearings and Appeals Manual. This part of the section appears to be new:

 [A] representative must: ...

Disclose in writing, at the time a medical or vocational opinion is submitted to SSA or as soon as the representative is aware of the submission, if:

1. The representative's employee or any individual contracting with the representative drafted, prepared, or issued the medical or vocational opinion; or

2. The representative referred or suggested that the claimant seek an examination from, treatment by, or the assistance of, the individual providing opinion evidence.

NOTE 1:

The agency must report to the Office of Management and Budget (OMB) the number of disclosures received pursuant to 20 CFR 404.1740(b)(5)-(9) and 416.1540(b)(5)-(9). To assist with disclosure reporting requirements, Office of Hearings Operations (OHO) and Office of Appellate Operations (OAO) staff will ensure that any disclosures described in this subsection (Hearings, Appeals, and Litigation Law (HALLEX) manual I-1-1-40 A.5.) are filed into the electronic claim(s) file (eView) using the document type “Required Disclosure – Medical (3076)” or “Required Disclosure – Vocational (1088),” depending on the type of evidence submitted with the disclosure.

NOTE 2:

A representative must submit a separate disclosure each time they submit opinion evidence that meets the requirements in 20 CFR 404.1740(b)(5) and 416.1540(b)(5) and described in this subsection. A single disclosure for multiple opinions that meet those requirements is not sufficient. ...

    I question whether the agency can impose an affirmative duty such as this "Required Disclosure" in a footnote to a staff manual. How does a mere staff manual bind members of the public? Doesn't this require notice and comment under the Administrative Procedure Act? If nothing else, this appears to violate the Paperwork Reduction Act.

    It's unclear whether this provision applies to forms provided by attorneys to doctors to complete. Generally, attorneys place a legend on these forms saying where the form came from in order to satisfy the agency. Does this special reporting requirement apply to situations where the attorney merely provides a form but does not help with completing the form?

New Acting Inspector General

Ware

     A press release from yesterday:

Today, Hannibal “Mike” Ware joined the Social Security Administration (SSA) Office of Inspector General (OIG) as Acting Inspector General. He will continue to serve in his role as the Inspector General of the U.S. Small Business Administration (SBA), providing leadership to both agencies until a permanent SSA Inspector General is appointed. ...

“I am honored to have the confidence of the President to provide interim leadership within SSA OIG and to simultaneously continue my commitment to the mission of SBA OIG,” said Inspector General Ware. “This dual role underscores the importance of strong, independent oversight across federal programs to ensure they operate effectively and with integrity.  I am committed to keeping the heads of both establishments and Congress fully and currently informed of the oversight activities and findings.

CDRs To Resume

     Social Security is resuming Continuing Disability Reviews (CDRs) in October for the new federal fiscal year. The CDRs had been suspended due to the huge backlog of cases awaiting a decision on initial claims. Resuming CDRs is likely to slow down Disability Determination Services (DDS) work on initial claims.

Listen To The Voters

      From a Data For Progress poll:

What 

This Is Going To Be A Trip For Those Of You Who Have Never Watched John Oliver Before

WEP And GPO Tactics Raise Concerns Among Republican Legislators

     From The Hill:

A group of House Republicans is making a rare move that would force a vote on a bill to reform aspects of Social Security, stirring unrest in the conference.

The bill at the heart of the push, also dubbed the Social Security Fairness Act, seeks to do away with the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), a proposal that backers on both sides of the aisle argue is long overdue.

The bill enjoys support from more than 100 House Republicans, and almost four dozen have cosigned the effort to use what’s known as a discharge petition to force consideration of the bill — and the strategy is rubbing some in the conference the wrong way.

“In a well-run Congress, no legislator signs a discharge petition if you’re a majority. That is a rule that is never broken,” Rep. Glenn Grothman (R-Wis.) told The Hill. “And the fact that 47 of my colleagues signed a discharge petition shows that we have an utter lack of discipline.” ...

Republicans say the matter was a topic of debate in a conference meeting earlier this week. ...

    Regardless of the House vote, it's very unlikely that this legislation will be voted on in the Senate.

...

I Don't Understand

     I recently received the message reproduced below. I'm sure that other attorneys who represent claimants have received the same message.

    It sounds as if I and my firm need to file new forms SSA-1694 (registration of law firm or other entity) and SSA-1699 (registration of individual attorney or representative) and need to start using a new form SSA-1696 (appointment of representative). The thing is that when I look online for these new forms, all I find are old versions of the forms. Does Social Security intend to issue new versions of these forms? Why would they send out a mass e-mail like this when they haven't completed the new forms yet?

    When I think about the "changes" that have been announced, I can't figure out why new forms would be required anyway since the "changes" seems to amount to little more than lip service to a federal court decision.

Changes to Rules for Claimant Representation and Provisions for Direct Payment to Entities On August 21, 2024, we published a final rule, Changes to the Administrative Rules for Claimant Representation and Provisions for Direct Payment to Entities, in the Federal Register. We’ve made changes to our regulations to allow representatives of Social Security claimants to assign direct payment of their authorized fees to an entity with which they are affiliated. We will implement this final rule in two phases. To learn more about both phases, including requirements for representatives and entities, please visit our webpage: https://www.ssa.gov/representation/2024NewRule.htm. Here are some key changes:   Starting September 30, 2024, anyone who has not previously registered with us and who wants to be appointed as a representative must register with us using Form SSA-1699 (Representative Registration) before we will recognize a new appointment request.    Starting December 9, 2024, representatives must use Form SSA-1696 (Claimant’s Appointment of a Representative) for new or updated appointments.    Starting December 9, 2024, consistent with Marasco & Nesselbush, LLP v. Collins, 6 F.4th 150 (1st Cir. 2021), we will directly pay authorized fees to a registered entity when a representative assigns direct payment of their fee to that entity.       Generally, for direct payment to an entity:    The entity must register with us using our revised Form SSA-1694 (Entity Registration and Taxpayer Information).     The representative must register with us and affiliate with the entity using Form SSA-1699 (Representative Registration).    The representative must assign direct payment of the fee to the entity using the revised Form SSA-1696 (Claimant’s Appointment of a Representative).     The representative and the entity must both be eligible for direct payment.    Please share this information with other interested parties. We appreciate your support.    Learn More

John Oliver On Social Security Disability

     I've found a video of that John Oliver piece on Social Security disability. I can't say whether this is an excerpt or the whole thing.

    By the way, I wish I could set this up so you click on the image on the left and you go directly to the video but Blogger doesn't make it that easy.

John Oliver Segment Segment On Social Security Budget; Also "Tackling That Outdated Occupations List"

     A couple of tweets from the Commissioner of Social Security (emphasis added):

Martin O'Malley

@OMalleySSA

·

I want to thank @iamjohnoliver @LastWeekTonight for calling out the crucial need for more staffing + funding @SocialSecurity

 

Martin O'Malley

@OMalleySSA

·

In the 9 months I've been serving, @SocialSecurity has made good progress to improve our disability programs but - as you noted - we need more Congressional support and partnership. By the way, we're tackling that outdated occupations list.

    Did anyone catch that John Oliver segment?

No Anomaly For SSA

    The federal fiscal year ends on September 30. Without some sort of appropriation bill passed before then, there will be a federal government shutdown on October 1. Usually, a continuing resolution (CR) is passed which allows the government to keep functioning based upon the prior year's rate of spending. Every year "anomalies" are added to the CR allowing additional funding for some functions. The Biden Administration has sought an "anomaly" to give additional funding to the Social Security Administration. The CR which has been agreed to contains no "anomaly" for Social Security. This is not good for now and portends an inadequate regular appropriation.  Social Security has been an agency which appears to have been disfavored by appropriators for many years.

WEP And GPO Bill Advances In House

      From Federal News Network:

Legislation to repeal the Windfall Elimination Provision and the Government Pension Offset is nearing the finish line in the House.

Just over a week after it was filed, a discharge petition for the Social Security Fairness Act has reached the 218-signature threshold needed to force the bill to a floor vote.

Thirteen House lawmakers added their signatures to the petition on Thursday, after Reps. Abigail Spanberger (D-Va.) and Garret Graves (R-Pa.) gathered advocates outside the Capitol building to urge their colleagues to push their legislation forward. …

Don’t get excited. This has no hope of passage in the Senate in this Congress.

Why Change?

     A tweet from Social Security:

Starting October 2024, SSI check recipients will receive their SSI checks in a WHITE envelope instead of a BLUE envelope. It’s quick and easy to get your payments electronically. ...

     Yes, there are still SSI claimants receiving paper checks. Unfortunately, they are, on the whole, a group of people who can be confused by small things.

Bill On Social Security And Identity Theft Passes House

     From a press release issued by the House Ways and Means Committee:

The Social Security Administration (SSA) will be forced to streamline their processes for Americans whose Social Security numbers (SSNs) have been compromised thanks to bipartisan legislation passed by the U.S. House of Representatives. H.R. 3784, the Improving Social Security’s Service to Victims of Identity Theft Act, was introduced by Ways and Means Social Security Subcommittee Chairman Drew Ferguson (R-GA) and Ranking Member John Larson (D-CT) and was passed unanimously by the Ways and Means Committee. ...

[The bill] requires the SSA to provide victims of identity theft with a single point of contact at the agency when the misuse of their SSN results in the need to resolve an issue or issues with the SSA or when their Social Security card is lost in the mail. ...

I Haven’t Read One Of These Stories In Years

      Why is it that haven't seen one of these stories in years? I used to see them regularly. From NBC Philadelphia:

A Philadelphia woman is accused of stealing social security disability benefits from a woman who officials said was found murdered and buried under six to eight feet of concrete in the basement of a home.  … 

Officials said the Philadelphia Medical Examiner’s Office and a forensic anthropologist concluded that the cause of death for E.W. was blunt trauma to the head and neck and the manner of death was homicide. It is estimated that the woman died at least four years and up to ten years prior to the recovery of her remains. …