Use of date of oral inquiry as application filing date

Official source

We will use the date of an oral inquiry about SSI benefits as the filing date of an application for benefits only if the use of that date will result in your eligibility for additional benefits and the following requirements are met:

(a)The inquiry asks about the claimant's eligibility for…#

(a) The inquiry asks about the claimant's eligibility for SSI benefits.

(b)The inquiry is made by the claimant, the claimant's…#

(b) The inquiry is made by the claimant, the claimant's spouse, or a person who may sign an application on the claimant's behalf as described in § 416.315.

(c)The inquiry, whether in person or by telephone, is…#

(c) The inquiry, whether in person or by telephone, is directed to an office or an official described in § 416.310(b).

(d)The claimant or a person on his or her behalf as…

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Use of date of oral inquiry as application filing date

Official source

We will use the date of an oral inquiry about SSI benefits as the filing date of an application for benefits only if the use of that date will result in your eligibility for additional benefits and the following requirements are met:

(a)The inquiry asks about the claimant's eligibility for…#

(a) The inquiry asks about the claimant's eligibility for SSI benefits.

(b)The inquiry is made by the claimant, the claimant's…#

(b) The inquiry is made by the claimant, the claimant's spouse, or a person who may sign an application on the claimant's behalf as described in § 416.315.

(c)The inquiry, whether in person or by telephone, is…#

(c) The inquiry, whether in person or by telephone, is directed to an office or an official described in § 416.310(b).

(d)The claimant or a person on his or her behalf as…

#

(d) The claimant or a person on his or her behalf as described in § 416.315 files an application on a prescribed form within 60 days after the date of the notice we will send telling of the need to file an application. The notice will say that we will make an initial determination of eligibility for SSI benefits if an application form is filed within 60 days after the date of the notice. (We will send the notice to the claimant or, where he or she is a minor or incompetent, to the person who made the inquiry.)

(e)(1) The claimant is alive when the application is filed on a prescribed form, or

(2) If the claimant dies after the oral inquiry is made, the deceased claimant's surviving spouse or parent(s) who could be paid the claimant's benefits under § 416.542(b), or someone on behalf of the surviving spouse or parent(s) files an application form. If we learn that the claimant has died before the notice is sent or within 60 days after the notice but before an application form is filed, we will send a notice to such a survivor. The notice will say that we will make an initial determination of eligibility for SSI benefits only if an application form is filed on behalf of the deceased within 60 days after the date of the notice to the survivor.