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 -
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312098 -
312099 -
312100 -
312101 -
3122 -