Page Comparison

...

1. Required fields:

   1. Client’s first name, last name, DOB, SSN, address, phone

   2. Onset Date or Entitlement Date. (Entitlement Date=The date that the client begins receiving a Social Security monthly disability benefit.)

   3. Award Date. (You may enter either the date of the favorable decision or the date of the Title II Notice of Award.)

   4. “Send to Medicare Rep” checkbox must will be checked by default.

2. Optional field:

   1. PIA. The PIA=“Primary Insurance Amount,”: The amount of the client’s monthly disability benefit.

3. Note: The Case Type for the Matter cannot be SSI.

4. VERY IMPORTANT! Make sure that the client’s Onset Date is accurate in Prevail. If the client’s onset date is amended, or if he or she receives a partially favorable decision, change the Onset Date in Prevail to show the new onset date.

5. VERY IMPORTANT! When entering an Entitlement Date, make sure that it is on the 1st of a month.

6. A report is available in Prevail to show a list of all clients you have submitted. To locate this report:

   1. Go to Reports > Insurance Branch > Matters Sent to Insurance Branch.

7. The upload is scheduled to automatically occur every two weeks. You will receive payment directly from Insurance Branch on or about the 10th 20th of each month for the prior month’s submissions.