Date post: | 14-Jul-2015 |
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News & Politics |
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Few Government agencies touch the lives of as many people as the Social
Security Administration (SSA)
SSA administers:Old-Age, Survivors & Disability Insurance
(OASDI), commonly referred to as “Social Security”
► monthly benefits are financed through payroll taxes paid by workers & by self-employed workers
► benefit payments are based on an individual’s taxable earnings during his/her lifetime
SSA also administers:Supplemental Security Income (SSI)
►designed to provide/supplement the income of aged, blind or disabled adults & children with limited income & resources
►payments are financed by general tax revenues
The Statistics:► Over 54 million people receive monthly Social Security or SSI benefits
► Through their tax revenue, 163 million are earning valuable Social Security coverage for themselves and their families
► During the last 10 years, the number of OASI bene- ficiaries has grown by 8%
► Disability Insurance has grown by 40% & SSI by 11%
Applying for Benefits:
► To receive benefits, the claimant must fill out an application; this may be done via the internet, telephone or at the local office
► Once the application is received, the process begins with review of the application
Social Security Benefits:
► Receiving benefits depends on how soon the claimant will be retiring
► Claimant must be 61 years and 9 months or older & plan to start receiving retirement benefits within 4 months
Disability Benefits:
► SSA reviews submissions to ensure all information is complete
► SSA sends forms to the State’s office
► The State office requests medical records
► The State office then reviews all the medical records when they are received
Determination of Benefits
► Change in status
► The process of a claim
► Payment and Accounting Branch
Payment & Accounting Branch
► 14 employees in the Division
► Nine Analysts
► Four Certifying Officers
Payment & Accounting Branch
► Disbursement of payments
► Government-Wide Accounting System
► Information on the report
Certification of Benefits
► Included Excel spreadsheets and Access Databases
► Involved a great amount of time/ manpower, requiring more people in order to complete the job at hand
Beginning of Automation
In 2005, we began a journey of automation through a web-based system developed by the “web heads” that are located in our area
• Quality Service • Human Error
Benefits of Certification System
► Uses latest web technology
► Designed with a flexible environment
► Audit trail capabilities included
► Increase of internal control
► Enhanced Report Capability using a data mining tool
► Easy to use – which will result in ease of training new staff
Operations Branch
After PAB certifies a beneficiary’s payment,if a beneficiary claims they did not receive an
SSI payment (non-receipt), TOB receives notification from Treasury
Exception Processing
► These transactions are called “exceptions”
► Consists of 8 analysts
► Approximately 25,000 SSR exceptions annually
The Importance of: SIR
SERVING ++ REVIEWING ==
Effectiveness
combined withcombined with
INTERACTION ==
Efficiency
Building Relationships
► Brainstorm & find ways to develop a more productive method
► With consistent & loyal teamwork, we can build a relationship that will be beneficial to both agencies