Supplemental Security Income (SSI) and State Data Exchange (SDX) System 448-01-50-15-35

(Revised 12/1/12 ML #3352)

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SSI

In addition to administering the Retirement, Survivors, and Disability Insurance (RSDI) Program, the Social Security Administration also administers the Supplemental Security Income (SSI) Program which is funded under Title XVI of the Social Security Act. SSI is funded by general tax revenues (not social security taxes). This program replaced state programs of Aid to the Aged, Blind, and Disabled and is designed to help aged, blind and disabled individuals who have little or no income by providing cash payments to meet basic living needs.

SDX

The Social Security Administration has developed a comprehensive system, known as the SSI/State Data Exchange (SDX), for providing states with information about aged, blind, and disabled persons who apply for or receive Supplemental Security Income (SSI). The SDX record consists of SSI eligibility and payment data collected by the Social Security Administration. The information available on the SDX can be used to determine eligibility for CCAP, LIHEAP, Medicaid, SNAP, and TANF.

The SDX is an on-line inquiry of almost all individuals in North Dakota who have formally applied for SSI. This information is displayed on the SDX1/SDX2 Inquiry Screen (Function 17 on INME in TECS) or on the second page of the TPQY Inquiry Screen (Function 28 on INME in TECS).

Individuals are not deleted from the SDX. The state agency always receives the last known information on almost any North Dakota resident who ever applied for SSI and were either denied, received benefits at one time or are currently receiving an SSI benefit. The state agency receives daily files that are processed on the 1st and the 10th of every month which generate the following alerts.

TECS SDX ALERTS GENERATED:

When processing these alerts, follow notice timeframes for the appropriate program.


SDX_&_TECS_$$_DIFFER__ SS# ## ####	This alert is generated when a recipient’s SSI income in TECS differs from their net pay amount on the SDX. Change the "SI" income on "UNIN" in TECS.
SSI IN SDX, NOT TECS SS# ## ####	This alert is generated when a recipient is in current pay (CO1 or MO1) on the SDX but does not have SSI income in TECS. Add the "SI" income on "UNIN" in TECS. NOTE: For Medicaid, also add the "SI" income on "UNIN," with MA inclusion codes, for all previous months eligible and rebudget/reauthorize each month.
TECS HAS SSI & NO MATCH ON SDX	This alert is generated if a recipient has "SI" income on "UNIN" and there is no record or information of any kind for that person on the SDX interface. Verify if the recipient is actually getting an SSI check. (Inquire through TPQY or have the recipient verify they are receiving SSI.) If the recipient is not receiving SSI, prospectively remove the "SI" income on "UNIN" in TECS. If recipient was on the Buy-In, add the Part B premium on "EXSA".
TECS HAS SSI, NON-PAY SS# ## ####	This alert is generated when a recipient is not receiving SSI, (SDX payment status is something other than "CO1" or "MO1") but has "SI" income on "UNIN." Remove the "SI" income from "UNIN" in TECS for the future month. If recipient was on the Buy-In, add the Part B premium on "EXSA" and reauthorize the case.
POSSIBLE 1619B ELIG,_SS#_##_####____	This alert is generated when a recipient is 1619B on the SDX, (i.e. has a pay status of "NO1" and a Medicaid test indicator of A, B, or F), but does not have "SI" income on "UNIN." Add "SI" income of $.00 on "UNIN" in TECS. NOTE: For Medicaid, also add "SI" income of $.00 on "UNIN," with MA inclusion codes, for all previous months eligible as a 1619B. Force a re-budget and reauthorize each month.
NOT 1619B ELIGIBLE SS# ## ####	This alert is generated if a recipient is not eligible as a 1619B on the SDX (i.e. doesn’t have a pay status on "NO1" with an A, B, or F Medicaid test indicator), but has "SI" income of $.00 on "UNIN." Remove the "SI" income on "UNIN" in TECS for the future month. If recipient was on the Buy-In, add the Part B premium on "EXSA" and reauthorize the case.
1619B ELIG S\BE $.00	This alert is generated if a recipient is 1619B on the SDX, (i.e. has a pay status of "NO1" and on "A, B, or F" Medicaid test indicator), and has "SI" income on "UNIN" greater than $.00. Change the "SI" income to of $.00 on "UNIN" in TECS.

SDX_&_TECS_$$_DIFFER__

SS# ## ####

This alert is generated when a recipient’s SSI income in TECS differs from their net pay amount on the SDX.

Change the "SI" income on "UNIN" in TECS.

SSI IN SDX, NOT TECS

SS# ## ####

This alert is generated when a recipient is in current pay (CO1 or MO1) on the SDX but does not have SSI income in TECS.

Add the "SI" income on "UNIN" in TECS.

NOTE: For Medicaid, also add the "SI" income on "UNIN," with MA inclusion codes, for all previous months eligible and rebudget/reauthorize each month.

TECS HAS SSI &

NO MATCH ON SDX

This alert is generated if a recipient has "SI" income on "UNIN" and there is no record or information of any kind for that person on the SDX interface.

Verify if the recipient is actually getting an SSI check. (Inquire through TPQY or have the recipient verify they are receiving SSI.)

If the recipient is not receiving SSI, prospectively remove the "SI" income on "UNIN" in TECS. If recipient was on the Buy-In, add the Part B premium on "EXSA".

TECS HAS SSI, NON-PAY

SS# ## ####

This alert is generated when a recipient is not receiving SSI, (SDX payment status is something other than "CO1" or "MO1") but has "SI" income on "UNIN."

Remove the "SI" income from "UNIN" in TECS for the future month. If recipient was on the Buy-In, add the Part B premium on "EXSA" and reauthorize the case.

POSSIBLE 1619B

ELIG,_SS#_##_####____

This alert is generated when a recipient is 1619B on the SDX, (i.e. has a pay status of "NO1" and a Medicaid test indicator of A, B, or F), but does not have "SI" income on "UNIN."

Add "SI" income of $.00 on "UNIN" in TECS.

NOTE: For Medicaid, also add "SI" income of $.00 on "UNIN," with MA inclusion codes, for all previous months eligible as a 1619B. Force a re-budget and reauthorize each month.

NOT 1619B ELIGIBLE SS# ## ####

This alert is generated if a recipient is not eligible as a 1619B on the SDX (i.e. doesn’t have a pay status on "NO1" with an A, B, or F Medicaid test indicator), but has "SI" income of $.00 on "UNIN."

Remove the "SI" income on "UNIN" in TECS for the future month. If recipient was on the Buy-In, add the Part B premium on "EXSA" and reauthorize the case.

1619B ELIG S\BE $.00

This alert is generated if a recipient is 1619B on the SDX, (i.e. has a pay status of "NO1" and on "A, B, or F" Medicaid test indicator), and has "SI" income on "UNIN" greater than $.00.

Change the "SI" income to of $.00 on "UNIN" in TECS.

VISION SDX ALERTS GENERATED:

When processing these alerts, follow notice timeframes for the appropriate program.


VISION_HAS_SSI_NOT_SDX	Vision has SSI and (SSN) is not on the SDX. Verify payment status with TPQY. If payment status is not "C01" or "M01," or individual is not 1619B eligible, remove SSI income and change SSI indicator.
SDX & VISION $$ DIFFER	SDX and Vision have a discrepancy in the SSI benefit amount for (SSN).
VISION HAS SSI, NONPAY	(SSN) SDX pay status code is not "C01" or "M01," but SSI income is entered. For TF, change SSI indicator to "No" and delete SSI income. For ME, delete SSI income for the future month and if individual is not 1619B eligible change SSI indicator to "Non-disabled."
NOT 1619B ELIGIBLE	(SSN) SDX pay status code is not "N01," and Medicaid test indicator is not A, B, or F. For TF, change SSI indicator to "No." For ME, change SSI indicator to "Non-disabled" for the future month.
1619B ELIGIBLE	(SSN) SDX pay status code is "N01" with a Medicaid test indicator of A, B, or F. For TF, change SSI indicator to "No" and delete SSI income. For ME, delete SSI income; and if client chooses to be disabled, set SSI indicator to "Disabled."
SSI INCOME ON SDX	(SSN) SDX pay status is "C01" or "M01." There is no SSI income entered. For TF, change SSI indicator to "Yes" and enter SSI income. For ME, enter SSI income; and if client chooses to be disabled, change SSI indicator to "Disabled."

VISION_HAS_SSI_NOT_SDX

Vision has SSI and (SSN) is not on the SDX. Verify payment status with TPQY. If payment status is not "C01" or "M01," or individual is not 1619B eligible, remove SSI income and change SSI indicator.

SDX & VISION $$ DIFFER

SDX and Vision have a discrepancy in the SSI benefit amount for (SSN).

VISION HAS SSI, NONPAY

(SSN) SDX pay status code is not "C01" or "M01," but SSI income is entered. For TF, change SSI indicator to "No" and delete SSI income. For ME, delete SSI income for the future month and if individual is not 1619B eligible change SSI indicator to "Non-disabled."

NOT 1619B ELIGIBLE

(SSN) SDX pay status code is not "N01," and Medicaid test indicator is not A, B, or F. For TF, change SSI indicator to "No." For ME, change SSI indicator to "Non-disabled" for the future month.

1619B ELIGIBLE

(SSN) SDX pay status code is "N01" with a Medicaid test indicator of A, B, or F. For TF, change SSI indicator to "No" and delete SSI income. For ME, delete SSI income; and if client chooses to be disabled, set SSI indicator to "Disabled."

SSI INCOME ON SDX

(SSN) SDX pay status is "C01" or "M01." There is no SSI income entered. For TF, change SSI indicator to "Yes" and enter SSI income. For ME, enter SSI income; and if client chooses to be disabled, change SSI indicator to "Disabled."