Social Security Administration (SSA) Releases New Guidance on Special Needs/Pooled Trusts Determinations

SSA published a new emergency message (EM) that provides instructions for the Regional Centralization of Supplemental Security Income (SSI) Trust Reviews workflow for SSI trust resource determinations, including use of the SSI Trust Monitoring System (SSITMS). The Atlanta, Philadelphia, and Seattle regions developed the Regional Centralization of SSI Trust Reviews workflow to help improve accuracy and consistency of SSI trust resource determinations. Effective April 28, 2014, a member of the Regional Trust Reviewer Team (RTRT) must review all resource determinations for trust documents presented for SSI initial claims and PE actions before adjudication. Field offices (FOs) and the RTRTs will communicate and transfer information through the SSITMS.

Read the guidance memo

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