WAG 22-08-13: SDX Family Community Resource Center Inquiry Program

PM 22-08-13.

SDX and SOLQ share comparable fields (see WAG 25-04-04). SOLQ information is online and is more detailed than SDX information. However, the monthly SDX information is used for central budgeting.

When the SDX information agrees with the client's statement, no further proof is necessary. When the SSI amount centrally budgeted differs from the amount claimed by the client, complete an SOLQ inquiry. If SOLQ information confirms the client's statement, send a Discrepancy Referral (Form 1925) and a copy of the SOLQ inquiry to the SSA Programs Control Unit (SSA/PCU).

If SOLQ does not confirm the client's statement, obtain other proof of the SSI amount received. Send Form 1925 with the other proof to SSA/PCU.

The SSA/PCU:

  • investigates the problem,
  • takes action to correct the problem,
  • excludes the client's SSI from central budgeting, if appropriate, or
  • contacts Family Community Resource Center to request that certain actions be taken.
  • APPEAL CODE: 
  • APPEAL DECISION CODE: SSA's decision on latest appeal. 
    • space  No Decision.
    • FF Fully Favorable.
    • PF Partially Favorable.
    • UF Unfavorable.
    • 1D Dismissed - cannot be appealed.
    • 2D Dismissed - filed by improper requestor.
    • 3D Dismissed - filed prematurely.
    • 4D Dismissed - filed late without good cause.
    • WD Dismissed - withdrawn.
    • T1 Dismissed - claimant deceased.
    • AD Dismissed - abandoned.
    • OT Closed - other.
    • FC Fully or Partially Favorable (decision before 12/00 SOLQ conversion).
    • Court cases - level not recognized by DHS: 
      • UN Unfavorable. Not appealed by recipient.
      • UA Unfavorable. Appealed by recipient.
      • FA Favorable. SSA appealed.
      • FN Favorable. SSA didn't appeal.
  • APPEAL DECISION DATE: 
    • Date of SSA's decision on latest appeal.
  • EXCLUSION CD: Exclusion from Central Budgeting. 
    • 01 No valid SSN on CDB.
    • 02 SSA/PCU is working on case.
    • 03 No usable SDX information received.
    • 09 Excluded from food stamp budgeting only.
  • RR BOARD NO: Converted Railroad Retirement Identification number.
  • RETROACTIVE LUMP SUM AMOUNT: Dollar amount.
  • 1619 STATUS: Qualified Severely Impaired Individual Status 
    • Y -Person is 1619 eligible.
    • N -Person is not 1619 eligible.
  • TRANS CD: A 2-position code indicating action/source of SDX record. 
    • 00 No action since last SDX record (on Treasury files only), refers to "no payment actions" only.
    • 10 State ID number accreted.20 State ID number not accreted due to mismatch.
    • 30 State ID number changed.
    • 40 State ID number not changed due to mismatch.
    • 50 State ID number deleted.
    • 60 State ID number not deleted due to mismatch.
    • 70 Requested SDX data provided in response to State query.
    • 80 No requested SDX data provided due to mismatch.
    • 90 No requested SDX data provided for pending record not in file.
    • AO State cross-reference WIN number updated.
    • BJ Identifies 503 Leads file record.
    • BO Interim Assistance Reimbursement transaction processed.
    • CO Interim Assistance Reimbursement transaction rejected.
    • RF Identifies reconciliation file record.
    • OP Identifies a pending record.
    • OW T30 termination.
    • OX T30 reaccretion (termination), potentially ineligible (appears only on updates).
    • OY T30 reaccretion (termination), potentially eligible (appears only on updates).
    • OZ T30 new/replacement record.
    • 01 New claim-currently eligible. If the payment status code (PSC) is E01, no SSI payment will be made.
    • 02 New claim-currently ineligible.
    • 03 New to State-eligible for SSI and/or supplementation in new State.
    • 04 New to State-Ineligible in new State.
    • 05 Person moved to another State.
    • 06 Change (other than address) occurred in record.
    • 07 Nonpayment (Nxx) or termination (Txx, other than T30) transaction to a record in C01, E01, M01, P01, or Sxx payment status, or a change to an ineligible record that does not affect eligibility status.
    • 08 Intrastate address change and/or payee name change (Payee Name and Mailing Address, Payee ZIP Code, Residence Address, Residence, ZIP Code fields).
    • 09 Intrastate address change (and/or payee name change) and change in amount paid.
    • 16 Combination of codes 10 and 06.
    • 17 Combination of codes 10 and 07.
    • 36 Combination of codes 30 and 06.
    • 37 Combination of codes 30 and 07.
    • 56 Combination of codes 50 and 06.
    • A6 Combination of codes A0 and 06.
    • A7 Combination of codes A0 and 07.
  • UNEARNED INCOME DATA TYPE CD: 
    • A Social Security.
    • B Black Lung.
    • C Veterans Administration compensation (not based on need).
    • D Railroad Retirement.
    • E Veterans Administration pension based on need.
    • F Assistance based on need and not excluded from unearned income.
    • H Income-in-kind (support and maintenance).
    • I Ineligible child allocation.
    • J Value of the one-third reduction.
    • K Blind countable income.
    • L Military pension.
    • M Federal Civil Service pension.
    • N Support payments received from absent parent.
    • P Employment-related pension (State or local government retirement, private pension).
    • Q Workers' Compensation.
    • R Rents, interest, dividends, royalties.
    • S Other.
    • T Alaska longevity bonus.
    • V Net deemed income (see Deemed Income Amount and Deemed Income Amount (Retrospective fields).
    • X Minimum income level amount.
    • Y Special needs reduction (applies to a Federal countable minimum income level).
    • Z State countable income (Vermont only).
  • AMOUNT: 
    • Dollar amount.
  • FREQUENCY: 
    • How often received.
  • UNEARNED INCOME FREQUENCY: Indicates whether or not unearned income is being received or was received. 
    • C Continuous monthly payment or uninsured (Title II claim number suffix T and M), or Title II benefits in nonpay status.
    • N Onetime payment.
    • T Termination of continuous monthly payment.
    • R Used in conjunction with Type A income to indicate potential eligibility to an RRB benefit.
    • U  Used only in conjunction with Type D entry to indicate RRB has jurisdiction of Title II (Type A) payment and that recipient's entitlement to a RRB annuity has not been determined.
  • WIDOW/WIDOWER: 
    • W Indicates the person is age 60 to 64 and ineligible for SSI because of Title II increase. Determine eligibility as a Early Widow/Widower.
  • MEDICAID ELIGIBILITY CODE: A one-position code indicating the status of Medicaid eligibility. 

    The codes used in Illinois are as follows:

    • C -Qualified Severely Impaired Individual (1619).
    • D -Disabled adult child.
    • W -Person who is age 60 through 64 and ineligible for SSI benefits because of a Title II increase. Treat this class of widows/widowers as if they were SSI recipients for Medicaid purposes.

      The following codes may appear but are not used in Illinois: 

    • A, G, R, S, or Y.