I-3-1-12.Obtaining Earnings Information

Last Update: 10/21/14 (Transmittal I-3-77)

A. General

Analysts will evaluate whether additional earnings information may be an issue in a particular case. For example, updated earnings information may be necessary to:

  • Determine whether insured status is met at a certain date;

  • Verify reporting of lag earnings;

  • Determine deductions in retirement or survivor's insurance cases; or

  • Ascertain work activity after onset.

Evaluating earnings information is especially important when an analyst recommends that the Appeals Council issue a favorable or partially favorable decision.

B. Necessary Queries

In all cases, analysts are required to secure and associate the following queries with a case before forwarding a recommendation to the Appeals Council:

  • Master Beneficiary Record (MBR)- Full MBR (FACT)

  • Supplemental Security Income Detailed (SSID) (Complete Record Request)

  • Disability Determination Service Query (DDSQ)

  • Summary Earnings Query (SEQY)

  • (Former) Office of Hearings and Appeals Query- Summary (OHAQ-Summary)

Information on reading and interpreting the SEQY is included in the Table of Contents found in Program Operations Manual System (POMS) at SM 00345.000. For the Detailed Earnings Query (DEQY) Table of Contents, see POMS SM 00344.000.

NOTE:

In some cases, the Disability Insured Status Calculator Online (DISCO) may also be helpful, especially in evaluating date last insured issues. Instructions for using the DISCO query can be found in the DISCO user guide. Additionally, the Work History Assistant Tool (WHAT) is also helpful in retrieving DEQY data and displaying it in an easy to read format.

C. Unposted Earnings

When unposted earnings are an issue in a case, the analyst will discuss the matter with the branch chief. In some situations, the branch chief may determine it is necessary to contact the servicing field office for further assistance.