Welch Company
San Francisco, CA


S U M M A R Y


DIARY: October 18, 2010 06:36 PM Monday; Rod Welch

Social Security envelope received submit benefit review documents.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Social Security Retirement Pension Benefits Feedback Application Tel

3103 -
3103 -    ..
3104 - Summary/Objective
3105 -
310501 - Follow up ref SDS 4 0000. ref SDS 3 0000.
310502 -
310503 -
310504 -
310505 -
310507 -  ..
3106 -
3107 -
3108 - Background
3109 -
310901 - On 101008, Janice assisted application for social security benefits
310902 - scheduled to receive 1st payment on 101124. ref SDS 1 VX81
310904 -  ..
310905 - Janice mailed return envelope for submitting documentation on marriage
310906 - and divorce. ref SDS 1 VX86
310908 -  ..
310909 - On 101008 found certified copy of marriage registry. ref SDS 1 US9I
310911 -  ..
310912 - On 101010 1411 Pam found divorce papers in Millie's tax documents.
310913 - ref SDS 2 VW5G
310915 -  ..
310916 - On 101012 called Social Security and verified that certified copy of
310917 - marriage registration satisfies requirements to submit original
310918 - documentation. ref SDS 3 CF4F
310920 -  ..
310921 - On 101013 1640 envelope did not arrive from Social Security; called
310922 - and was told the envelope was processed to be mailed on 101008, and so
310923 - likely was actually mailed on 101012, because 101008 was Friday, which
310924 - prevents distribution of mail until Monday, but since Monday was a
310925 - holiday, Columbus Day, the mailing may not have occurred until 101012;
310926 - so expect to receive on 101014 - 101018. ref SDS 4 EX8F
310927 -
310929 -  ..
3110 -
3111 -
3112 - Progress
3113 -
311301 - Envelope received in the mail today, which was scheduled for delivery
311302 - last Wedensday, on 101013, from Social Security by Janice in the call
311303 - on 101008 1251. ref SDS 1 VX86
311304 -
311305 -            [On 101020 1419 received letter from Social Security dated
311306 -            101012, the day before this letter is dated on 101013, but
311307 -            received 2 days earlier -- very confusing. ref SDS 5 EX8F
311309 -  ..
311310 - Received following letter....
311311 -
311312 -    1.  Social Security Administration
311313 -        Retirement, Survivors and Disability Insurance
311314 -        WBDOC ICTU
311315 -        Plains, PA  18705 0667
311317 -         ..
311318 -    2.  Date:  October 13, 2010
311325 -         ..
311326 -        Subject:  Important Information
311332 -         ..
311333 -    3.  On October 8, 2010, we talked with you and completed an
311334 -        application for Social Security benefits.  We stored the
311335 -        application information electronically in our records and are
311336 -        enclosing a summary of your statements.
311338 -         ..
311339 -    4.  What You Need to Do
311340 -
311341 -        1.  Review the summary to ensure we recorded your statements
311342 -            correctly.
311343 -
311344 -               [...below, attached to Janice's letter received today
311345 -               and dated 101013, is another document also dated 101013,
311346 -               and titled "Application Summary" that seems to be
311347 -               Janice's notes summarize the call on 101008. ref SDS 0
311348 -               9543
311350 -             ..
311351 -        2.  If you agree with all your statements, you may retain the
311352 -            information for your records.
311354 -  ..
311355 - Social Security Administration reliance on feedback for communication
311356 - metrics of accuracy in the record of telephone interview on 101008,
311357 - aligns with POIMS theory and practice to authenticate accuracy of
311358 - communication and understandings. ref OF 1 1106
311360 -  ..
311361 - Social Security letter dated 101013, and received 101018 continues...
311362 -
311363 -        3.  If you disagree with any of your statements, you should
311364 -            contact us within 10 days after the date of this notice to
311365 -            let us know.
311366 -
311367 -               [...below letter today notifies Social Security that
311368 -               Janices notes of the call on 101008, applying for
311369 -               retirement benefits seems accurate and further submits
311370 -               clarifications. ref SDS 0 035G
311372 -                ..
311373 -               [On 101028 1502 received another letter from Social
311374 -               Security dated 101013 1539, and notifying that summary
311375 -               should be reviewed and corrections submitted to Social
311376 -               Security, without providing either the "summary" nor an
311377 -               explanation of access, ref SDS 6 KB8V, though it seems
311378 -               to be the summary received today and attached to
311379 -               Janice's letter with the subject "Application
311380 -               Summary..." shown below. ref SDS 0 9543
311382 -         ..
311383 -    5.  Important Reminder
311384 -
311385 -        Penalty of Perjury
311387 -         ..
311388 -        You ceclared under penalty of perjury that you examined all the
311389 -        information on this form and it is ture and correct to the best
311390 -        of your knowledge.  You were told that you could be liable
311391 -        under law for providing false information.
311393 -         ..
311394 -    6.  What We Need
311395 -
311396 -        We need the items listed below to decide if you can receive
311397 -        benefits.  We must see the original document(s) or a certified
311398 -        copy of the item(s).  We cannot accept photocopies except for
311399 -        tax returns.  We will return the item(s) to you.
311401 -         ..
311402 -    7.  Please bring or mail these items to us right away.  The sooner
311403 -        we receive the item(s), the sooner we can decide if you are
311404 -        eligible.
311405 -
311406 -        1.  Proof of marriage for Rodney to Mildred
311407 -
311408 -        2.  Proof of divorce or annulment for Mildred from Rodney
311409 -
311410 -               [...below letter today transmits requested documents.
311411 -               ref SDS 0 G56T
311413 -                ..
311414 -               [On 101028 1502 these documents were received back with
311415 -               Social Security transmittal letter dated 101013,
311416 -               ref SDS 6 2T5M, and in an envelope postmarked 101025,
311417 -               and with a Received stamp showing 101022, ref SDS 6
311418 -               V147, which seems like the date these document were
311419 -               received by Social Security sometime after being mailed
311420 -               today on 101018. ref SDS 0 G56T
311422 -         ..
311423 -    8.  If you have any questions about your claim please call 1 866
311424 -        586 4749 Ext 22307 and ask for Mrs Terrence.  You can also
311425 -        visit our website at www.socialsecurity.gov to find general
311426 -        information about Social Security.  You are also welcome to
311427 -        call us at 1 800 772 1213 to use our automated services or
311428 -        speak to a representative.  If you prefer to visit one of our
311429 -        offices, please check the local telephonedirectory for the
311430 -        office nearest you.  Please have this letter with you if you
311431 -        call or visit an office.  It will help us answer your
311432 -        questions.
311433 -
311434 -
311440 -         ..
311441 -        Enclosures
311443 -         ..
311444 -        Business Reply Envelope
311445 -        Attn:  Janice Terrence
311446 -
311447 - ***********************************
311449 -         ..
311450 -    1.  October 13, 2010 1539
311451 -
311456 -         ..
311457 -    2.  SG SSA-10
311458 -
311459 -        ...[Received stamp Unit: ICTJET  October 13, 2010...]
311461 -         ..
311466 -         ..
311467 -    3.  Subject:  Application Summary for Widow's or Widower's
311468 -                  Insurance Benefits
311470 -         ..
311471 -    4.  On October 8, 2010, we talked with you and completed your
311472 -        application for Social Security Benefits.  We stored this
311473 -        information electronically in our records.  We are enclosing a
311474 -        summary of your statements.
311475 -
311476 -            [On 101028 1502 received another letter from Social
311477 -            Security dated 101013 1539, and notifying that summary
311478 -            should be reviewed and corrections submitted to Social
311479 -            Security, without providing either the "summary" nor an
311480 -            explanation of access, ref SDS 6 KB8V, though it seems to
311481 -            be the summary received today with Janice's letter, as
311482 -            shown here. ref SDS 0 N55I
311484 -         ..
311485 -    5.  I apply for all insurance benefits for which I am eligible
311486 -        under Title II (Federal Old-Age, Survivors, and Disability
311487 -        Insurance) and Part A of Title XVIII (Health Insurance for the
311488 -        Aged and Disabled) of the Social Security Security Act, as
311489 -        presently amended.
311491 -         ..
311492 -    6.  I understand that the information I furnished on this
311493 -        application will ordinarily be sufficient for a determination
311494 -        on the lump sum death payment.
311496 -         ..
311497 -    7.  This may also be considered an application for survivors
311498 -        benefits under the Railroad Retirement Act and for Veterans
311499 -        Administration payments under Title 38 USC, Veterans Benefits,
311500 -        Chapter 13 (which is, as such, an application for other tyhpes
311501 -        of death benefits under Title 38).
311503 -         ..
311506 -         ..
311509 -         ..
311510 -   10.  The deceased's date of birth is January 21, 1936.
311512 -         ..
311513 -   11.  The deceased's date of death is July 29, 2010.
311515 -         ..
311516 -   12.  A prevoius applicaiton has been filed with the Social Security
311517 -        Administration by or for the deceased.
311518 -
311522 -         ..
311523 -   14.  I am a citizen of the United States.
311524 -
311531 -         ..
311532 -   17.  No previous application  as been filed with the Social
311533 -        Security Admnistration by or for me.
311535 -         ..
311536 -   18.  I do not want to file for SSI.
311537 -
311543 -        1955.  The marriage ended by divorce on January 1, 1981.
311545 -  ..
311546 - This conflicts with the record on 101008, indicating telecon with
311547 - Janice advised that Millie divorced her 1st husband prior to marriage
311548 - on April, 1982. ref SDS 1 FI6L
311550 -  ..
311551 - Social Security record telecon 101008 continues...
311558 -         ..
311559 -   22.  I do not qualify for a US Federal, state, or local government
311560 -        pension based on my own employment not covered by social
311561 -        security.
311563 -         ..
311564 -   23.  I have not and do not expect to work this year or the next
311565 -        year and I did not work in the two prior years.
311567 -         ..
311568 -   24.  I want benefits beginning with October 2010.
311570 -         ..
311571 -   25.  I do not want this application to be considered as application
311572 -        for retirement benefit on my own earnings record.
311574 -         ..
311575 -   26.  I want to enroll in Part B of Medicare.
311577 -         ..
311578 -   27.  I agree to promptly notify the Social Security Administration
311579 -        if I marry, divorce, or my marriage is annulled, or if I am
311580 -        confined in a jail, prison, penal institution, or correctional
311581 -        facility for conviction of a crime or I am confined to a public
311582 -        institution by court order in connection with a crime.  I agree
311583 -        to promptly return any benefit check I receive for the month I
311584 -        am incarcerated and for any later month.
311586 -         ..
311587 -   28.  Remarks.
311592 -         ..
311593 -   29.  Previously I was married to Diane Armstrong.  That marriage
311594 -        ended due to divorce after less than 10 years.
311595 -
311600 -         ..
311601 -   31.  I understand I do not qualify for the marriage subsidy program
311602 -        due to my earnings/income/resources.
311604 -         ..
311605 -   32.  I was informed about the yearly/monthly earnings limits.  For
311606 -        2010 it is $14,160 per year/$1180 per month.
311608 -         ..
311609 -   33.  I know that anyone who makes or causes to be made a false
311610 -        statement or representation of material fact in an application
311611 -        or for use in determining a right to payment under the Social
311612 -        Security Act commits a crime punishable under Federal law by
311613 -        fine, imprisonment or both.  I affirm that all information I
311614 -        have given in connection with this claim is true.
311615 -
311619 -        Keep for your records.
311620 -
311621 -
311623 -  ..
3117 -
3118 -
3119 - 2049
3120 -
312001 - Submitted ref DIT 1 0001 to Janice, and saying...
312002 -
312003 -    1.  October 18, 2010                         05 00003 61 10101801
312017 -         ..
312018 -    2.  Subject:  Application Social Security Benefits
312026 -         ..
312027 -    3.  Received today your letter dated October 13, 2010, ref SDS 0
312028 -        EX8F, transmitting the envelope for submitting marriage and
312029 -        divorce documentation to your office. ref SDS 0 VW6G
312031 -         ..
312032 -    4.  The statement summarizing representations in our telephone call
312033 -        on October 8, 2010, ref SDS 1 NB3H, and with the title
312034 -        "Application Summary for Widow's or Widower's Insurance
312035 -        Benefits," is true and correct to the best of my knowledge.
312036 -        ref SDS 0 9543  The marriage certificate shows Millie was
312037 -        divorced from her first husband on March 14, 1982, rather than
312038 -        January 1, 1981. [...correcting statement from Social Security,
312039 -        received today per above, ref SDS 0 K279...]  My divorce from
312040 -        Millie was entered on January 26, 2000 and effective on April
312041 -        23, 2000.  As stated in our call, I signed divorce documents on
312042 -        October 22, 1999.  Though divorced, we continued living
312043 -        together the past 10 years, while Mil battled cancer until her
312044 -        death on July 29th.
312045 -
312046 -            [On 101028 1502 received another letter from Social
312047 -            Security also dated 101013 1539, and asking customer to
312048 -            review the summary of the telephone interview on file at
312049 -            Social Security for applying to receive retirement
312050 -            benefits. ref SDS 6 KB8V
312052 -         ..
312053 -    5.  As requested in your letter on October 13th [...see above,
312054 -        ref SDS 0 VW6G...], attached are...
312055 -
312056 -        1.  Certificate of Registry of Marriage Certified Copy
312058 -            San Francisco, CA
312060 -             ..
312061 -        2.  Disolution of Marriage Effective Date April 23, 2000
312063 -            Notice of Entry of Judgement January 26, 2000
312064 -            Superior Court County of Contra Costa, California
312066 -         ..
312067 -    6.  Please return these documents after making your review.
312068 -
312069 -            [On 101028 1502 these documents were received back with
312070 -            Social Security transmittal letter dated 101013,
312071 -            ref SDS 6 2T5M, and in an envelope postmarked 101025, and
312072 -            with a Received stamp showing 101022, ref SDS 6 V147, which
312073 -            seems like the date these document were received by Social
312074 -            Security sometime after being mailed today on 101018.
312075 -            ref SDS 0 G56T
312076 -
312077 -    7.  <! close>
312078 -        Sincerely,
312079 -
312080 -
312081 -
312086 -
312087 -
312088 -
312089 -
312090 -
312091 -
312092 -
312093 -
312094 -
312095 -
312096 -
312097 -
312098 -
312099 -
312100 -
312101 -
3122 -