Revised 7-1-07
1. SSI benefits. For an initial Supplemental Security Income (SSI) application, the Child Welfare (CW) worker completes and submits to Children and Family Services Division (CFSD) Administrative Services Unit (ASU) Form 04MP029E, Report of Social Security and Veterans Benefits for Children in Out-of-Home Placement, within ten working days from the date the child's disabling condition is identified. The child's information that must accompany Form 04MP029E for the initial determination of SSI includes:
(1) a full-certified copy of the birth certificate;
(2) the legal document showing the custody date;
(3) medical information, psychological information, or both, stating the diagnosis and prognosis dated within the last 12 months;
(4) names, addresses, and phone numbers of all medical and psychological resources; and
(5) Form 04KI027E, Placement History.
2. Change of payee. For a change of payee for existing benefits, the assigned custody specialist, within ten working days from the child entering Oklahoma Department of Human Services (OKDHS) custody and out-of-home placement:
(1) completes Form 04MP029E;
(2) attaches the legal document showing the child's date of custody and Form 04KI027E; and
(3) submits to ASU.
3. Notification of custody or placement change. When a change occurs in the type of placement for a child or OKDHS is relieved of the child's care or custody, the CW worker e-mails ASU within ten working days of the change.
4. Spenddown request. To remain eligible for SSI, the child may not accrue more than $2,000. In order to expend the child's accrued funds, a spenddown request is submitted to the assigned CFSD ASU Social Security specialist.
(1) The CW worker:
(A) e-mails a spenddown request to the assigned ASU Social Security specialist outlining the items for purchase that the child wants or needs, including, but not limited to the:
(i) approximate price of each item;
(ii) child's full name;
(iii) placement provider's name and mailing address; and
(iv) name and address of the store where the items will be purchased. An e-mail reply is sent in return indicating approval or denial of the request;
(B) attaches to a copy of the spenddown approval e-mail the:
(i) receipt for items purchased;
(ii) voided receipt;
(iii) store invoice; or
(iv) layaway receipt specifying the items and total cost, including any tax or delivery charge;
(C) faxes the documents to the assigned ASU Social Security specialist;
(D) completes Form 23CO135E, Vendor Information, posted on the OKDHS InfoNet under Contracts & Purchasing forms, at the request of CFSD, if the vendor is not listed in the Office of State Finance database. Form 23CO135E is faxed to the assigned ASU Social Security specialist; and
(E) once the purchase is made, faxes the final receipt to the assigned ASU Social Security specialist.
(2) Upon completion and submission of the paperwork for payment, a check is sent to the placement provider for the amount of the spenddown, regardless whether the check is made out to the placement provider or the store where the items were purchased. The check amount includes any down payment required for layaway of the items. Finance Division does not send a check to a county OKDHS office.