Planned upgrade changes: Another report for Social Security

It has recently come to our attention that the Social Security Administration is requesting client information in a particular format during audits. This format is a list of active beneficiaries containing the following information:

• Name
• Social Security Number (SSN)
• Current phone number
• Current address
• Conserved fund balance
• Benefit type (SSA, SSI, etc.)

In our August upgrade, we will be modifying one of our existing reports so that it includes all of these columns of information. This report is the Balances with Actual Deposits By Category report in the “Balances” section of reports.

In the image below, you can see the location of this particular report:

Simply run the query for whatever date range you need to include in your audit, and you’ll be presented with information in a format that looks like this:

As you can see, this report shows the categories of deposits each client has received over this date range, which corresponds to the benefit type information requested by Social Security. Once you have this information, it’s easy to copy and paste it out to a program like Excel and remove any extraneous columns of information that aren’t directly relevant to your audit.

If you have any questions about this when the time comes, you can always contact me by email or phone!