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(a) Seeing the benefit check;

(b) Seeing a benefit award letter;

(c) If neither of the above are available or cannot readily be obtained, clear through the usual local district procedure.

Documentation: Sufficient to establish an audit trail:

(a) Date, amount and number of benefit check and name of payor;

(b) Date, amount of benefit and name of organization paying pension.

NOTE: An A/R with low income and large recurring medical bills may not be required to pay income tax or may pay income tax at a reduced rate. A/Rs may elect to change or revoke the amount of federal income tax withheld from their pensions. The A/R may complete the appropriate IRS form and file it with the IRS.

(MRG)