The Benefits Planning Query (BPQY) is part of the Social Security Administration’s (SSA) efforts to inform Social Security Disability Insurance (SSDI) beneficiaries and Supplemental Security Income (SSI) recipients about their disability benefits and the use of the work incentives. A BPQY statement contains detailed information about the status of a beneficiary's disability cash benefits, scheduled medical reviews, health insurance, and work history. In essence, the BPQY provides a snapshot of the beneficiary's benefits and work history as stored in SSA's electronic records
Benefits of a getting a BPQY:
A BPQY is an important tool available to beneficiaries from SSA to assist with benefits planning. It can also be helpful in determining work history and other information.
What a BPQY can tell us:
- Cash Benefits
- Medicare Coverage and State payments
- Trial Work Period months used
- Extended Medicare when appropriate
- Scheduled CDRs
- Past use of work incentives
- 1619b Status
How to obtain a BPQY
- Beneficiaries, their representative payees or authorized representatives can request a BPQY by contacting their local SSA office or by calling SSA’s toll-free number, 1-800-772-1213 between 7 a.m. and 7 p.m., Monday through Friday.
- If someone other than the beneficiary, representative payee, or appointed representative (a benefits counselor, for example) wishes to receive a BPQY, they must submit two SSA-3288 forms (Consent for Release of Information) that have been signed by the beneficiary. One is to authorize the release of Social Security records and the other to authorize the release of Internal Revenue Service earnings records. Both releases must contain the beneficiary’s Social Security number or the claim number. Copies of the SSA-3288 are available at https://www.ssa.gov/online/ssa-3288.pdf.