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Form SSA-8203 Statement Determining Continuing Eligibility for Supplem
ICR 202209-0960-003 · OMB 0960-0416 · Object 124901300.
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Form SSA-8203-BK (01-2020) Discontinue Prior Editions Social Security Administration Page 1 of 12 OMB No. 0960-0416 Update For Official Use Only STATEMENT FOR DETERMINING CONTINUING ELIGIBILITY FOR SUPPLEMENTAL SECURITY INCOME PAYMENTS EI SSN Spouse's Name Name and Address Spouse's SSN Click the Ones That Apply C NC M N FS-APP FS-REF Interviewer's Initials DO Code Date Received When answering questions, refer to this date MARITAL STATUS/TRAVEL OUTSIDE THE UNITED STATES/LIVING ARRANGEMENTS 1. Since the date above, has your marital status (or the marital status of your parents if you are a child) changed? Yes No 2. Since the date above, have you moved to a new address? If "yes," give the new address: Yes No ADDRESS (Number, Street, City, State, and ZIP Code) DATE YOU MOVED 3. Since the date above, have you been outside the United states (the 50 States, District of Columbia, and Northern Mariana Islands)? If "yes," please give: DATE(S) LEFT (MM/DD/YYYY) No Yes No DATE(S) RETURNED (MM/DD/YYYY) 4. Since the date above, have you spent a full calendar month in a hospital, nursing home, or other institution? If "yes," please give: NAME OF INSTITUTION Yes DATE ENTERED (MM/DD/YYYY) DATE LEFT (MM/DD/YYYY) ADDRESS (Number, Street, City, State, and ZIP Code) 5. Mark X in the box which best describes where you live: House Room Nursing Home Apartment Mobile Home Rest or Retirement Home Hospital School Rehabilitation Center Other 6. Since the date above, has anyone moved into or out of the place where you live? (including births and Yes No deaths) If "yes," please give: BLIND OR INELIGIBLE CHILD DISABLED DATE DATE NAME RELATIONSHIP AGE MOVED IN MOVED OUT STUDENT MARRIED INCOME YES NO YES NO YES NO YES NO (If Yes, Explain) Form SSA-8203-BK (01-2020) Page 2 of 12 LIVING ARRANGEMENTS (continued) 7. Do any other people live in the same household with you or your spouse? If "yes," please give the Yes No following information about them (including children): BLIND OR INELIGIBLE CHILD DISABLED AGE AND/OR NAME RELATIONSHIP DATE OF BIRTH STUDENT MARRIED INCOME YES NO YES NO YES NO YES NO (If Yes, Explain) 8. Do all of the people who live with you receive public assistance payments? (For example, welfare, TANF, VA pension, general assistance, SSI.) 9. a. Do you, or your spouse living with you, own or are you buying the place where you live? If "yes," give: MONTHLY MORTGAGE PAYMENT AMOUNT: Yes No Yes No b. Do you, or your spouse living with you, rent the place where you live? Yes No c. If you are a child recipient living with your parents, do your parents own or rent the place where you live? Yes No d. Does someone else who lives with you own or rent the place where you live? Yes No e. If the place where you live is rented give, LANDLORD'S NAME ADDRESS (Number, Street, City, State, and ZIP Code) LANDLORD'S PHONE MONTHLY RENT f. If the place where you live is rented, are you (or anyone living with you) the parent or child of your landlord or your landlord's spouse? If "yes," give the name of the household member who is the related person Yes No g. If a. or b. is answered "yes." does any one who lives with you (other than your spouse) pay for or give you money for food, mortgage or rent, property insurance or taxes, heating fuel, gas, electricity, water, sewage, or garbage collection services? Yes No Yes No b. Help you pay the mortgage, rent, property insurance, property taxes, and/or sewage charges? Yes No c. Give you or help you pay for food, gas, electricity, heating fuel, water, and/or garbage collection service? Yes No 10. Since the date on page 1, did anyone not living with you: a. Give you a free place to live? If "yes," to a., b., or c., complete the following: TYPE OF HELP SOURCE NAME/ADDRESS (Number, Street, City, State, ZIP Code) PHONE NUMBER MONTHLY MONTHS AMOUNT RECEIVED Form SSA-8203-BK (01-2020) Page 3 of 12 LIVING ARRANGEMENTS (continued) 11. Since the date on page 1, did anyone give you gifts which are not cash? If "yes," complete the following: DESCRIPTION OF ARTICLE Yes SOURCE NAME/ADDRESS (Number, Street, City, State, ZIP Code) PHONE NUMBER MONTHS RECEIVED No VALUE EARNED INCOME 12. Since the date on page 1, have you, or your spouse living with you, worked OR do you expect to work in the next 14 months? If "yes," please give: Yes No a. Amounts for Past Months NAME OF WORKER GROSS WAGES How Often Amount Paid EMPLOYER'S NAME, ADDRESS (Number, Street, City, State, ZIP Code) AND PHONE NUMBER DATES OF EMPLOYMENT From: To: From: To: b. Estimates for Current and Future Months Month Amount $ $ $ $ $ $ $ $ $ $ $ $ $ Month Amount $ 13. Since the date on page 1, have you, or your spouse living with you, been self-employed or expect to be self-employed in the current taxable year? If "yes," please give: NAME OF SELFEMPLOYED PERSON TYPE OF BUSINESS LAST YEAR'S THIS YEAR'S ESTIMATED NET NET GROSS GROSS INCOME INCOME INCOME (OR LOSS) INCOME (OR LOSS) Yes No DATES OF SELFEMPLOYMENT From: To: From: To: 14. If you are disabled, do you have any special expenses that you paid that are related to your illness or injury and which are necessary for you to work? Yes No Form SSA-8203-BK (01-2020) Page 4 of 12 UNEARNED INCOME 15. Since the date on page 1, have you, or your spouse living with you, received, or do you expect to receive in the next 14 months, any of the income listed below: a. Private pensions, annuities (other than Social Security, SSI, or food stamps)? Yes No b. Unemployment or worker's compensation? Yes No c. TANF or State or local assistance based on need? Yes No d. Veterans Administration benefits (based on need, not based on need, education)? Yes No e. Rental/lease income? Yes No f. Alimony or child support? Yes No g. Dividends or royalties? Yes No h. Interest earned on money in bank accounts (including interest on checking accounts)? Yes No i. Money from a trust fund? Yes No j. Money from any other person or organization? Yes No If the answer is "yes" to any of these types of unearned income, please give: TYPE OF INCOME RECEIVED BY AMOUNT FREQUENCY DATES RECEIVED OR EXPECTED SOURCE (Name/Address of Person, Bank, Company, or Organization) From: To: From: To: RESOURCES: THINGS YOU OWN 16. Do you, or your spouse living with you, own any of the following items (answer "yes" if your name appears alone or with any other person as the owner or part owner of any of these items): a. Cash (with you, at home, in a safe deposit box)? Yes No b. Checking accounts? Yes No c. Savings accounts? Yes No d. Credit union accounts? Yes No e. Christmas club accounts? Yes No f. Savings certificates/certificates of deposit? Yes No g. Promissory notes or IOU's? Yes No h. Stocks or bonds? Yes No i. Achieving A Better Life (ABLE) accounts? Yes No j. Other items that can be cashed or sold? Yes No If "yes," please give the following information: NAME OF EACH ITEM OWNER(S) OF EACH TOTAL VALUE OF ITEM EACH ITEM NAME AND ADDRESS OF BANK, COMPANY, OR ORGANIZATION Form SSA-8203-BK (01-2020) Page 5 of 12 RESOURCES: THINGS YOU OWN (continued) 17. Do you give us permission to obtain any of your financial records from any financial institution? Yes No 18. Do you, or your spouse living with you, own or are you buying any life insurance policies? Yes No If "yes," please give the following information: NAME OF OWNER POLICY NUMBER NAME OF INSURED TOTAL FACE VALUE OF POLICY NAME AND ADDRESS OF INSURANCE COMPANY CASH SURRENDER VALUE WHEN WAS THE POLICY PURCHASED IF THERE IS A LOAN AGAINST THE POLICY, GIVE THE AMOUNT 19. Is your name, or the name of your spouse living with you, on the title of any vehicles (for example, car, truck, boat, camper, motorcycle, etc.)? Yes No If "yes," please give the following information: NAME OF OWNER(S) YEAR OF VEHICLE(S) MAKE AND MODEL CURRENT MARKET VALUE HOW MUCH IS OWED ON VEHICLE(S) MAIN PURPOSE FOR WHICH THE VEHICLE(S) IS USED (For example, employment, to obtain medical treatment, etc.) 20. Do you, or your spouse living with you, own or are you buying any real estate (land or buildings or other structures on the land)? (Include property outside the U.S., inherited property, life estates. Do not include your home.) If "yes," please give the following information: NAME OF OWNER ESTIMATED CURRENT MARKET VALUE Yes No AMOUNT OF TAX ASSESSED AMOUNT OWED ON MORTGAGE PAYMENT VALUE IF KNOWN THE PROPERTY (If any) DESCRIPTION (Include type and size of structures, acreage or lot size, and location of property) USE (Describe how the property is used. If not in use, give date of last use and next planned use.) Form SSA-8203-BK (01-2020) Page 6 of 12 RESOURCES: THINGS YOU OWN (continued) 21. Do you, or your spouse living with you, own any of the following items (answer "yes" if your name or your spouse's name appears alone or with any other person as the owner or part owner of any of these items. a. Other household or personal items not already mentioned worth more than $500? Yes No b. Other equipment (business or nonbusiness) or property of any kind (not already included on this form? Yes No If "yes," please give the following information: OWNER(S) OF EACH ITEM NAME OF EACH ITEM DESCRIPTION (Where appropriate, give name and address of bank, company, or organization) TOTAL VALUE OF EACH ITEM HOW MUCH IS OWED ON EACH ITEM USE (Describe how the property is used. If not in use, give date of last use and next planned use.) 22. a. Do you, or your spouse living with you, own any headstones, or markers, cemetery lots, crypts, urns, mausoleums, or other repositories for burial? NAME OF OWNER FOR WHOSE BURIAL RELATIONSHIP TO YOU OR YOUR SPOUSE Yes No DESCRIPTION AND VALUE b. Do you, or your spouse living with you, have any money or other assets, such as burial contracts, trusts, insurance policies, agreements, or anything else you intend to use for your burial expenses? (Include assets listed in items 16-21 if appropriate.) Yes No If "yes," please give the following information: DESCRIBE WHAT YOU HAVE SET ASIDE VALUE WHEN DID YOU SET IT ASIDE (MM/DD/YYYY) WILL INTEREST EARNED OR APPRECIATION IN VALUE REMAIN IN THE BURIAL FUND YES IS IT IRREVOCABLE YES NO NAME OF OWNER FOR WHOSE BURIAL NO Form SSA-8203-BK (01-2020) Page 7 of 12 23. a. Since the date on page 1, have you, or your spouse living with you, sold, transferred title, You disposed of or given away any money, or other property, including money or property in Your Spouse foreign countries? b. If you co-owned property with another person(s), did you or any co-owner sell, transfer, or give away any co-owned money or property? Yes No Yes No You Yes No Your Spouse Yes No If "YES" to (A) or (B), complete the table. If "NO" to both, go to 24. SOLD ON OPEN MARKET GIVEN AWAY TRADED FOR GOODS/ SERVICES DESCRIPTION OF PROPERTY VALUE OF PROPERTY AND/OR AMOUNT OF CASH GIFT DO YOU STILL OWN THE PROPERTY? YES OWNER'S/CO-OWNER'S NAME(S) NAME AND ADDRESS OF PURCHASER OR RECIPIENT SALE PRICE OR OTHER CONSIDERATION RECEIVED DATE OF DISPOSAL RELATIONSHIP TO OWNER ARE ADDITIONAL CONSIDERATION OR PROCEEDS EXPECTED? EXPLAIN IF YES, EXPLAIN NO 24. Since the date on page 1, have you (or your spouse living with you) had any change in health insurance coverage or other insurance that pays for medical bills? (Do not include Medicare, but do include insurance such as accident, automobile, or casualty if it covers medical bills for any reason.) Yes No Form SSA-8203-BK (01-2020) Page 8 of 12 25. You a. Are you currently receiving food stamps? If YES, go to "b." If NO, go to "c." b. Have you received a recertification notice within the past 30 days? If YES, go to "e." If NO, go to question 26. c. Have you filed for food stamps in the last 60 days? If YES, go to "d." If NO, go to "e." d. Have you received a favorable decision? If YES, go to question 26. If NO, go to "e." e. Is everyone in the household applying for or receiving SSI? If YES, go to "f." If NO, go to question 26. f. May I take your food stamp application today? If YES, go to question 26. If NO, explain in "g." Your Spouse Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No g. Explanation 26. a. Which language do you prefer to use when speaking to us? b. Which language do you prefer us to use when writing to you? 27. Please answer the following questions: a. Are you age 62 or older? Yes No b. If you are age 50 or older, are you a widow(er)? Yes No c. If you are age 50 or older and divorced, is your divorced spouse deceased? Yes No d. If you were disabled before age 22, do you have a parent who is age 62 or older, disabled, or deceased? Yes No You 28. a. Do you have any unsatisfied felony warrants for your arrest? Yes Go to b No Name of State/Country Your Spouse, if filing Yes No Go to b Name of State/Country b. In which state or country was this warrant issued? Go to c c. Was the warrant satisfied? d. Date warrant satisfied: Yes Go to d Yes Go to d No MM/DD/YYYY MM/DD/YYYY You Your Spouse, if filing Yes No Go to b 29. a. Do you have any unsatisfied Federal or State warrants for violating the conditions of probation or parole? No Go to c Yes Go to b No Name of State/Country Name of State/Country b. In which state or country was the warrant issued? Go to c c. Was the warrant satisfied? d. Date warrant satisfied: Yes Go to d No MM/DD/YYYY Go to c Yes Go to d No MM/DD/YYYY Form SSA-8203-BK (01-2020) Page 9 of 12 Remarks: If the address where you live is different than the address where you get your mail, please give the address where you live: ADDRESS (Number and Street) City/State ZIP Code YOUR AUTHORIZATION I give my permission for the Social Security Administration to check the information I have given on this form, and to ask my employer(s) for information about my wages. I understand that the Social Security Administration will compare its records with records from other State and Federal agencies to make sure I am paid the correct amount of benefits. I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge. I understand that anyone who knowingly gives a false or misleading statement about a material fact in this information, or causes someone else to do so, commits a crime and may be sent to prison, or may face other penalties, or both. SIGNATURES (Write in ink) Your Signature (First name, middle initial, last name) Date Spouse's Signature (First name, middle initial, last name) (Sign Only if Receiving SSI Payments) Date Area Code and Telephone Number Where You Can Be Reached WITNESSES (Write in ink) If you sign by mark (X), two people who know you must witness your signing. The witnesses must sign below and give their full names and addresses. 1. Signature of Witness 2. Signature of Witness Address (Number, Street, City, State, ZIP Code) Address (Number, Street, City, State, ZIP Code) REPRESENTATIVE PAYEE (Write in ink) Your Title or Relationship to the Recipient Address (Number, Street, City, State, ZIP Code) Area Code and Telephone Number Where You Can Be Reached Your full name (First name, middle initial, last name) Please print here Please sign here Date Form SSA-8203-BK (01-2020) Page 10 of 12 RIGHTS AND RESPONSIBILITIES Name Social Security Number Date Name Social Security Number Date Telephone Number (include area code) to call if you have a question or something to report Social Security Office you may visit in person or send in your request: Privacy Act Statement Collection and Use of Personal Information Section 1611(c) of the Social Security Act, as amended, allows us to collect this information. Furnishing us this information is voluntary. However, failing to provide all or part of the information may prevent us from making an accurate and timely decision on continued Supplemental Security Income benefits eligibility. We will use the information to make a determination of eligibility for benefits. We may also share your information for the following purposes, called routine uses: • To contractor and other Federal agency, as necessary, for the purpose of assisting the Social Security Administration in the efficient administration of its programs; • To State agencies, to identify Title XVI eligibles in the jurisdiction of those States which have not elected Federal determinations of Medicaid eligibility, in order to assist those States in establishing and maintaining Medicaid rolls and in administering the Medicaid program; and • To Federal, State, or local agencies for administering cash or non-cash income maintenance or health maintenance programs. In addition, we may share this information in accordance with the Privacy Act and other Federal laws. For example, where authorized, we may use and disclose this information in computer matching programs, in which our records are compared with other records to establish or verify a person's eligibility for Federal benefit programs and for repayment of incorrect or delinquent debts under these programs. A list of addtional routine uses is available in our Privacy Act System of Records Notices (SORN) 60-0089, entitled Claims Folders System, as published in the Federal Register (FR) on April 1, 2003, at 68 FR 15784; 60-0103. entitled SSI Record and Special Veterans Benefits, as published in the FR on January 11, 2006, at 71 FR 1830; and 60-0320, entitled Electronic Disability Claim File, as published in the FR on December 22, 2003, at 68 FR 71210. Additional information, and a full listing of all our SORNs, is available on our website at www.ssa.gov/privacy/. See Revised PRA Statement Paperwork Reduction Act Statement - This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 or the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget (OMB) control number. We estimate that it will take about 20 minutes to read the instructions, gather the facts, and answer the questions. SEND OR BRING THE COMPLETED FORM TO YOUR LOCAL SOCIAL SECURITY OFFICE. You can find your local Social Security office through SSA's website at www.socialsecurity.gov. Offices are also listed under U.S.Government agencies in your telephone directory or you may call Social Security at 1-800-772-1213 (TTY 1-800-325-0778). You may send comments on our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this address, not the completed form. Form SSA-8203-BK (01-2020) Page 11 of 12 Reporting Responsibilities • The amount of your SSI check is based on the information you tell us. To continue getting the right payment amount, you must report certain changes that happen to you. Changes could make your check bigger or smaller. • You must tell us about changes within 10 days after the month they happen. If you do not report changes, we may have to take as much as $25, $50, or $100 out of future checks you receive. • You must also report changes in income for your ineligible spouse or children who live with you, or your sponsor or sponsor's spouse if you are an alien. You must also report if any of these people buy or sell anything of value. • A List of Most of the Changes You Must Report Is On The Next Page. How To Report Changes You can report changes in any of the following ways: • Call us, toll free, at 1-800-772-1213 • Call your local Social Security Office at the number at the top of this form. • By mail or in person - see the address at the top of this form Important Facts About Food Stamps • You can apply for food stamps at the Social Security Office if you and everyone in your household get or apply for SSI • The Social Security Office will help you fill out the food stamp application. You do not have to go to the food stamp office to apply. Form SSA-8203-BK (01-2020) Page 12 of 12 CHANGES TO REPORT WHERE YOU LIVE - You must report to Social Security if: • You move. • You leave the United States for 30 days or more. • You (or your spouse leave your household for a calendar month or longer. For example, you enter a hospital or visit a relative. • You are released from a hospital, nursing home, etc. • You are no longer a legal resident of the United States. HOW YOU LIVE - You must report to Social Security: • If someone moves into or out of your household. • Changes in your marital status: • If your former spouse dies. • You get married, separated, divorced, or your marriage is annulled. • You separate from your spouse or start living together again after a separation. • Births and deaths of any people with whom you live. • You begin living with someone as husband and wife. • If the amount of money you pay toward household expenses changes. • Your spouse dies. INCOME - You must report to Social Security if: • The amount of money (or checks or any other type of payment) you receive from someone or someplace goes up or down or you start to receive money (or checks or any other type of payment). • You start work or stop work. • Your earnings go up or down. • You become eligible for benefits other than SSI. HELP YOU GET FROM OTHERS - You must report to Social Security if: • The amount of help (money, food or payment of household expenses) you receive goes up or down. • Someone stops helping you. • Someone starts helping you. THINGS OF VALUE THAT YOU OWN - You must report to Social Security if: • The value of your resources goes over $2,000 when you add them all together ($3,000 if you are married and live with your spouse). • You sell or give any things of value away. • You buy or are given anything of value. YOU ARE BLIND OR DISABLED - You must report to Social Security if: • Your condition improves or your doctor says you can return to work. • You go to work. YOU ARE UNMARRIED AND UNDER AGE 22 - A report to Social Security must be made if: • You are under age 18 and live with your parent(s), ask your parents to report if they have a change in income, a change in their marriage, a change in the value of anything they own, or either has a change in residence. • There are changes in the income, school attendance (if between the ages of 18 and 21), or marital status of ineligible children who live in your household. • You get married. • You start or stop school. YOUR IMMIGRATION AND NATURALIZATION SERVICE (INS) STATUS CHANGES - You must report any changes to Social Security. YOU ARE A REPRESENTATIVE PAYEE - You must report to Social Security if: • The person for whom you receive SSI checks has any of the changes listed above. (You may be held liable if you do not report changes that could affect the SSI recipient's payment amount, and he/she is overpaid.) • You will no longer be able or no longer wish to act as the person's representative payee.
| File Type | application/pdf |
| File Title | Statement for Determining Continuing Eligibility For Supplemental Security Income Payments |
| Subject | SSA-8203-BK; 8203-BK; 8203; Statement for Determining Continuing Eligibility for SSI Payments |
| Author | SSA |
| File Modified | 2022-09-22 |
| File Created | 2020-01-27 |