Benefits Planning Query Handbook Essay

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Social Security Administration Benefits Planning Query Handbook (BPQY) Distributed by Office of Program Development and Research Office of Retirement and Disability Policy September 2009 Version 2.0.3C Release Date 09/16/09 (This version supersedes all previous versions.) Table of Contents Introduction 2 Sources of Data: SSA Electronic Records 2 Resolving Statement Discrepancies 2 Who Can Get A BPQY? 3 Requesting a BPQY 3 How to Reach Social Security 3 Red Book 4 Summary 4 Understanding the BPQY 4 Cash 5 Medical Reviews 7 Representation 7 Health Insurance 8 SSI Work Exclusions 9 SSDI Work Activity 9 Earnings Record 10 BPQY Cover Letter…………….………………............................................12 Consent for Release of Social Security Information…...............................13 Consent for Release of Internal Revenue Earnings Information…………..14 Medicaid State Listing Chart.......................................................................15 Possible Medicaid Entries...........................................................................16 Introduction The Benefits Planning Query (BPQY) has improved the Social Security Administration’s (SSA) efforts to inform Social Security Disability Insurance (SSDI) beneficiaries and Supplemental Security Income (SSI) recipients about their disability benefits and the use of the work incentives. A BPQY statement contains comprehensive information about an individual's disability benefits and work status. This includes the status of the beneficiary's disability cash benefits, health insurance, scheduled medical reviews, representative payee, and work history. In essence, the BPQY provides a snapshot of the beneficiary's benefits and work history as stored in SSA's electronic records. A BPQY is a planning tool that can be used by Area Work Incentive Coordinators

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