SSA-1 MCS Signature Proxy

CCE Screens SSA-1 Reduced Retirement
After technicians verify the claimant’s identity (e.g., SSN, Name, DOB, etc.), they will proceed
to take the retirement application by entering the SSN and name into the Consolidated Claim
Experience (CCE) system.

123-45-678

John Doe

1

CCE Screens SSA-1 Reduced Retirement
Once the information is entered, the applicant information screen appears for the technician to
indicate the “applicant type” to indicate if an individual is filing for themselves or if a proper
applicant (e.g., court appointed guardian) is filing on their behalf. For this limited release,
technicians will only utilize the CCE system for situations when an individual is filing for
themselves. Technicians will continue to take all other retirement claims using MCS.

This page also allows the technician to indicate what modality are they using to collect the
information (e.g., in person, phone, etc.) and provides the Privacy Act Statement for technicians
to read to the claimant.

2

CCE Screens SSA-1 Reduced Retirement
Next, the technician collects the contact information for the claimant. If SSA collected this
information prior to the claim’s interview (e.g., when scheduling an appointment), the prior
contact information will automatically be displayed into the path for technicians to verify or
update the information. Similarly, the prior collected information for spoken and written
language preference along special requested accommodations will be displayed.

3

CCE Screens SSA-1 Reduced Retirement
Once that information is confirmed or updated, technicians will continue to the next CCE screen
to collect the claimant marriage information.
If individuals answer “No” to both
questions, then we do not collect any
marriage information.
If individuals answer yes to any of these
questions, then we proceed to collect the
related information.

If the marriage
ended, we asked
how it ended.

4

CCE Screens SSA-1 Reduced Retirement
Once that information is collected, we proceed to ask about any children the claimant has. We
will only collect information about children if the claimatn answers “yes” to this question.

Next, we ask the individual if they have a disability condition and if they answer “yes”, then the
technician explain the option to file for both retirement and disability benefits. If the individual
wants to file for both benefits, CCE will transfer the prior collected information into MCS, and
technicians will finish taking both applications in MCS. Technicians will continue using CCE
only if the individual only wants to file for retirement (i.e. answers “no” to filing for disability).

5

CCE Screens SSA-1 Reduced Retirement
We also ask the individual to provide us with information about their work. These questions help
us to determine if additional earnings should be included on their benefit computation and
monthly payments.
If they answer yes, then
another screen appears to
collect the work information

6

CCE Screens SSA-1 Reduced Retirement
In addition of the employer information, we also ask for the yearly earnings amount
and if there will be any months that they will not work at all.

Similarly, we also ask the claimant if they have worked outside the US.

7

CCE Screens SSA-1 Reduced Retirement
As the technician asks about the claimant’s work, we also inquire about any foreign work that
may be covered under Social Security benefits of other countries.
NOTE: If no spouse is listed in
Marriage Information, then
Spouse questions will not
generate.

If the individual answers
“yes” to this question, the
CCE system will
automatically transfer all the
information to MCS to
continue collecting all other
information there.

W also ask about work from the Railroad.

8

CCE Screens SSA-1 Reduced Retirement
As we collect information about pensions, we ask individuals if they are eligible to any pension
from work not covered under SSA e.g., State, or local agencies.

If the individual indicates they are not currently receiving a pension but will be in the future, we
only ask for a date for such pension.

9

CCE Screens SSA-1 Reduced Retirement
Another piece of information we ask the individual is when they would like to start receiving
benefits. The year and months options provided the individual is based on different factors, i.e.,
their date of birth, a protective filing date, and the month they are filing the application.
In situations where individuals
want benefits outside these
factors, the technician will select
“elect other date” and annotate
the specific date requested.
determination.

After the individual elects a month to start receiving benefits, we collect their bank account
information for direct deposit as required by the treasury department.
Individuals indicating that they do not
have a bank account, are provided with
the option to enroll in the direct express
program. If they answer “yes” to direct
express, the treasury department will
handle the enrollment. Similarly, if the
individual refuses both options, the
treasury department will contact then to
discuss the need of a waiver.

10