M21-1 · Section III.ii.1.B

Department of Veterans Affairs (VA) Requests for Information From the Social Security Administration (SSA)

M21-1 section III.ii.1.B. Official source text with a separately reviewed Claim Raven explanation when available.

Claim Raven wrote the explanation that follows. The original VA text appears below it, unchanged.

What this means

m21-1:III.ii.1.B explains department of veterans affairs (va) requests for information from the social security administration (ssa). In plain terms, the official guidance says when necessary, the Social Security Administration (SSA) and VA must share with each other information a veteran or claimant submits to either agency. It also addresses use the table below to access records sent through the SSA-GSO interface.

How this may help with a claim

Use m21-1:III.ii.1.B to audit how VA handled department of veterans affairs (va) requests for information from the social security administration (ssa). Start with the decision date, the issue being reviewed, and the evidence VA was allowed to consider, then compare the record with this rule: When necessary, the Social Security Administration (SSA) and VA must share with each other information a veteran or claimant submits to either agency. Use the table below to access records sent through the SSA-GSO interface. Cite the exact document and page when raising a factual or procedural error, and use the review rights in the actual notice for any deadline.

What to review in your file

  • Check the file against this official condition: When necessary, the Social Security Administration (SSA) and VA must share with each other information a veteran or claimant submits to either agency.
  • Confirm that the record or notice addresses this source point: Except as provided in M21-1, Part XII, Subpart ii, 2.C.1, if VA requires information from SSA in order to decide a claim for benefits, request the information in accordance with the instructions in this section.
  • Document how this stated step or exception applies: Any request for Social Security claim records should include a request for all related SSA administrative decisions. Administrative decision findings are necessary if the VA claim is ever referred for appeal.

Important limits

m21-1:III.ii.1.B explains VA guidance for department of veterans affairs (va) requests for information from the social security administration (ssa); it does not guarantee an award or replace the statutes, regulations, binding decisions, and review instructions that control an individual claim. Conditions and exceptions still matter, including this source point: When necessary, the Social Security Administration (SSA) and VA must share with each other information a veteran or claimant submits to either agency. The field offices also develop claims for Social Security/SSI benefits and prepare awards and denials.

Search terms when useful

Phrases that may help when searching your claim file or this library.

  • Department of Veterans Affairs (VA) Requests for Information From the Social Security Administration (SSA)
  • m21-1:III.ii.1.B
  • Department Requests Social
  • Security Administration SSA
  • Requests
  • information-sharing requirements
  • about making request
  • safeguarding records receives SSA.

Original VA guidance

The official VA text of this section

Overview

In This Section

This section contains the following topics:

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TopicTopic Name
1General Overview of VA Requests for Information From SSA
2VA Requests for Disability Records From SSA
3Obtaining Information Through the Federal On-Line Query (FOLQ)
4VA Requests for Verification of SSA Monthly Payments
5SSA Field Offices
6SSA Program Service Centers (PSCs)
7Alternate Means of Requesting Disability Records From SSA

1. General Overview of VA Requests for Information From SSA

Introduction

This topic contains a general overview of VA requests for information from SSA, including

  • information-sharing requirements
  • general information about making a request, and
  • safeguarding records VA receives from SSA.

Change Date

June 17, 2014

III.ii.1.B.1.a. Information-Sharing Requirements

When necessary, the Social Security Administration (SSA) and Department of Veterans Affairs (VA) must share with each other information a claimant submits to either agency.

Note: SSA does not charge for records it provides to VA.

Reference: For more information on the exchange of information between SSA and VA, see

  • 38 U.S.C. 5106, and
  • 38 U.S.C. 5701(b)(3).

III.ii.1.B.1.b. General Information About Making a Request

Except as provided in M21-1, Part XII, Subpart ii, 2.C.1, if VA requires information from SSA in order to decide a claim for benefits, request the information in accordance with the instructions in this section.

Important: Any request for Social Security claim records should include a request for all related SSA administrative decisions. Administrative decision findings are necessary if the VA claim is ever referred for appeal.

Reference: For information on the special allowance under 38 U.S.C. 1312(a) for survivors receiving Dependency and Indemnity Compensation, see M21-1, Part XII, Subpart ii, 2.C.1.

III.ii.1.B.1.c. Safeguarding Records VA Receives From SSA

Although VA maintains the records it receives from SSA in a claims folder, release of these records or the information contained therein is restricted under the provisions of 38 CFR 1.521.

Exception: Federal tax information (FTI) (or unearned income), received from SSA in the FTI match is the property of the Internal Revenue Service and requires additional safeguarding.

References: For more information on

  • FTI, see M21-1, Part XIV, 4.A, and
  • safeguarding FTI, see M21-1, Part XIV, 4.B.

2. VA Requests for Disability Records From SSA

Introduction

This topic contains information on VA requests for disability records from SSA, including

  • SSA Government-to-Government Services Online (SSA-GSO)
  • regional office (RO) responsibilities with regard to the use of SSA-GSO
  • procedures for requesting SSA records through the SSA-GSO interface
  • following-up on SSA-GSO requests
  • accessing records through the SSA-GSO interface, and
  • types of records SSA provides to VA.

Change Date

January 14, 2025

III.ii.1.B.2.a. SSA-GSO

SSA Government-to-Government Services Online (SSA-GSO) is a web-based interface that SSA owns and operates. Access to SSA-GSO allows VA employees to request and receive electronic copies of claimants’ SSA disability records through a secure, electronic messaging system.

SSA-GSO is available to authorized users during the timeframes shown in the table below:

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Day(s)Timeframe
Monday – Friday5:00 a.m. to 1:00 a.m., Eastern Standard Time (EST)
Saturday5:00 a.m. to 11:00 p.m., EST
Sunday8:00 a.m. to 11:30 p.m., EST

III.ii.1.B.2.b. RO Responsibilities With Regard to the Use of SSA-GSO

Regional offices (ROs) are required to

  • request records through the SSA-GSO website, and
  • follow the format for the requests as outlined in the SSA-GSO User Guide.

Veterans Service Center and pension management center management are responsible for designating employees to assume the following roles for the purpose of controlling and monitoring access to the interface:

  • Authorization Designee
  • Super User, and
  • Alternate Super User.

Note: SSA allows only a limited number of employees at each RO to have access to SSA-GSO.

References: For more information on

  • Super User responsibilities, e-mail Compensation Service at VAVBAWAS/CO/SSA-GSO, and
  • alternative SSA records request method, see M21-1, Part III, Subpart ii, 1.B.7.

III.ii.1.B.2.c. Procedures for Requesting SSA Records Through the SSA-GSO Interface

The table below shows the procedure for

  • submitting a request for disability records from SSA through SSA-GSO
  • documenting the request, and
  • placing the request in the claims folder.

Important: If SSA-GSO is inaccessible or inoperable for an extended period of time, follow the instructions in M21-1, Part III, Subpart ii, 1.B.7 for faxing a request to SSA.

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StepAction
1Log on to the SSA-GSO website.
2Follow the instructions in the SSA-GSO User Guide for submitting a request through SSA-GSO. Important: Users must use the following standard request format: Please send SSA medical records for this claimant. Claimant’s Name: SSN: VA File #: DOB: [mm/dd/yyyy] VA Contact: Email: Phone Number: VA Backup Contact: Email: Phone Number: VARO City and State: First Request Date: Follow-up Request Date and remarks: Note: The FIRST REQUEST DATE and FOLLOW-UP REQUEST DATE AND REMARKS fields are only required if submitting a subsequent request.
3Take a screenshot of the request as it appears in the SENT folder.
4Place a copy of the screenshot in the claims folder. Utilize the following attributes when uploading the document to the electronic claims folder (eFolder):
5Add the tracked item for the request for SSA medical records.

Reference: For more information on the appropriate tracked item and suspense periods for requests for SSA medical records, see M21-4, Appendix D.

III.ii.1.B.2.d. Following-up on SSA-GSO Requests

Use the table below when following-up on an SSA-GSO request after the expiration of the suspense period.

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StepAction
1Log on to the SSA-GSO website.
2Was an e-mail response received from SSA? If yes, follow the instructions in M21-1, Part III, Subpart ii, 1.B.2.e. No further action in this table is required. If no, complete a follow-up request according to the instructions in the SSA-GSO User Guide, and update the tracked item to show a follow-up request was submitted with a five-day suspense.
3Was an e-mail response to the follow-up request received from SSA? If yes, follow the instructions in M21-1, Part III, Subpart ii, 1.B.2.e. If no, contact the RO’s SSA-GSO Super User. Note: If necessary, the Super User may seek assistance from Compensation Service by sending an e-mail to VAVBAWAS/CO/SSA-GSO.

III.ii.1.B.2.e. Accessing Records Through the SSA-GSO Interface

Use the table below to access records sent through the SSA-GSO interface.

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StepAction
1Log on to the SSA-GSO website.
2Review the SSA response. Use the table below to determine what action is required next.
3Download the file(s) SSA provided in response to the request and save it to a local or shared hard drive. Important: Responses that SSA posts on the SSA-GSO website are automatically deleted from the website after 20 calendar days.
4Upload the file(s) SSA provided into the claimant’s eFolder. Utilize the following attributes when uploading the document(s): Exception: When uploading a negative response, enter SSA-GSO negative response as the SUBJECT. Note: Additional actions are required if a paper claims folder exists. The claims processor must also print a screenshot of the first record uploaded into the eFolder annotate the screenshot with the following text: Full record is in the eFolder, and place the screenshot in the paper claims folder.
5Utilize the appropriate claims-processing system (based on the type of claim being processed) and mark the tracked item as received. Use the date SSA responded to the request for disability records as the date of receipt.
6Delete any records that were saved to a local or shared hard drive during the download/upload activities described in this table.

Reference: For more information about uploading documents in the Veterans Benefits Management System (VBMS), see the VBMS Job Aid – Adding Documents in VBMS eFolders.

III.ii.1.B.2.f. Types of Records SSA Provides to VA

SSA provides VA the records associated with the disability determinations SSA makes for its claimants.

In response to a request for information from VA, SSA provides

  • either a photocopy of the evidence or a certification on SSA Form 704, Certification of Contents of Document(s) or Record(s), which is acceptable for VA purposes, if other requirements are met, and
  • a statement signed by an SSA employee on the back of each photocopy, showing
  • whether or not the original document appears to be genuine
  • the purported age of the document, and
  • whether there appear to be any alterations to the original document.

Exception: SSA does not provide records to VA that should already be in VA’s possession or to which VA has access, such as VA medical records.

3. Obtaining Information Through FOLQ

Introduction

This topic contains information about the FOLQ, including

  • definition of FOLQ
  • purpose of FOLQ
  • how to access FOLQ, and
  • when to use FOLQ.

Change Date

June 26, 2026

III.ii.1.B.3.a. Definition: FOLQ

The Federal On-Line Query (FOLQ) is a read-only, person-specific, real-time query developed by SSA for Federal agencies to obtain the SSA data described in M21-1, Part III, Subpart ii, 1.B.3.b.

III.ii.1.B.3.b. Purpose of FOLQ

FOLQ provides the following to authorized Federal agencies:

  • verification of Social Security numbers (SSNs)
  • Title II, Retirement, Survivors, and Disability Insurance data
  • Title XVI, Supplemental Security Income (SSI) data, and
  • a limited payment history file.

Access to this information enables VA to assist Veterans and their survivors by obtaining instant verification of eligibility information.

Reference: For more information on when to contact SSA when limited payment information is available, see

  • M21-1, Part III, Subpart ii, 1.B.6.c, and
  • M21-1, Part XIV, 2.A.2.d.

III.ii.1.B.3.c. How to Access FOLQ

Access FOLQ through VBMS using the SSA INQUIRY functionality.

Note: VBMS permits direct upload of inquiry results to the corresponding eFolder when the user selects the SAVE TO EFOLDER button.

References: For more information on

  • FOLQ, see the FOLQ User Guide, and
  • Share, see the Share Online Help.

III.ii.1.B.3.d. When to Use FOLQ

Use FOLQ to obtain or verify a Veteran’s/claimant’s

  • vital information, such as SSN, address, and/or date of birth and death
  • Social Security benefit information
  • unearned income history, and
  • SSI information.

Important: All inquiry results must be uploaded to the eFolder.

4. VA Requests for Verification of SSA Monthly Payments

Introduction

This topic contains information on VA requests for verification of SSA monthly payments, including

  • using the SSA INQUIRY functionality in VBMS, and
  • combined SSA payment to a
  • Veteran and spouse, and
  • surviving spouse and child(ren).

Change Date

June 26, 2026

III.ii.1.B.4.a. Using the SSA INQUIRY Functionality in VBMS

Use the SSA INQUIRY functionality in VBMS to verify the monthly amount of benefits SSA paid to a

  • Veteran
  • Veteran’s spouse or surviving spouse
  • Veteran’s surviving child(ren), or
  • Veteran’s parent(s).

The SSA INQUIRY functionality requires the user to provide

  • the Veteran’s/claimant’s
  • name
  • SSN
  • date of birth, and
  • VA file number, and
  • the reason for inquiry for each individual for whom information is needed.

Important: Use the SAVE TO EFOLDER button to upload the results to the VBMS eFolder, as required by M21-1, Part III, Subpart ii, 1.B.3.d.

III.ii.1.B.4.b. Combined SSA Payment to a Veteran and Spouse

SSA may issue a combined payment to a beneficiary and their spouse, although the benefit is based on the employment of only one spouse, if

  • both the wage earner and spouse reside at the same address
  • neither spouse
  • is incompetent, nor
  • voices any objection to combining of the payment, and
  • no other reason exists that would make combining of the payment undesirable, such as entitlement by the dependent spouse to old-age insurance or Social Security benefits on their own account.

Important: Consider only the amount of the combined payment that represents the Veteran’s portion as their income.

III.ii.1.B.4.c. Combined SSA Payment to a Surviving Spouse and Child(ren)

Under SSA procedures, a surviving spouse with a child or children may continue to receive Social Security benefits in their own name but, because of earnings, one or more of these checks must be for the benefit of the child or children in their custody.

5. SSA Field Offices

Introduction

This topic contains information on SSA field offices, including

  • functions of SSA field offices, and
  • contacting SSA field offices.

Change Date

June 17, 2014

III.ii.1.B.5.a. Functions of SSA Field Offices

SSA field offices generally offer the full range of Social Security services, including

  • applying for new or replacement Social Security cards
  • applying for Social Security and SSI benefits
  • making changes to benefits information, and
  • assisting eligible Medicare beneficiaries with the cost of their prescription drugs under the Medicare Prescription Drug Program.

The field offices also develop claims for Social Security/SSI benefits and prepare awards and denials.

III.ii.1.B.5.b. Contacting SSA Field Offices

SSA field offices are located in major cities throughout the United States. Use the SSA Office Locator to

  • determine the address of the nearest SSA field office, and/or
  • obtain contact information for a specific SSA field office.

Notes:

  • Contact the nearest SSA field office to obtain information about the status of a claim for Social Security/SSI benefits.
  • When reference is made within the M21-1 to the “parallel district office of SSA,” it refers to the SSA field office nearest to the RO adjudicating the claim.

6. SSA PSCs

Introduction

This topic contains information on SSA’s PSCs, including

  • locations where SSA files are maintained
  • functions of PSCs, and
  • directing questions to the appropriate PSC.

Change Date

January 14, 2025

III.ii.1.B.6.a. Locations Where SSA Files Are Maintained

The table below identifies the locations where SSA files are maintained.

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SSA files pertaining to...Are maintained in SSA’s...
tax contributionsBaltimore office.
benefit paymentsregional program service centers (PSCs).

III.ii.1.B.6.b. Functions of PSCs

PSCs process

  • favorable Title II Disability Determination Services and Office of Disability Adjudication and Review (ODAR) Disability Hearing Office (DHO) reconsidered determinations
  • favorable Administrative Law Judge and Appeals Council disability decisions, and
  • ODAR’s DHO Title II cessation determinations when they involve vocational rehabilitation.

III.ii.1.B.6.c. Directing Questions to the Appropriate PSC

Use the information in the table below to identify the appropriate PSC to contact when directed to do so by a PSC at a local SSA field office.

Important: Per M21-1, Part XIV, 2.A.2.d, do not contact SSA to request income information via fax, e-mail, telephone, etc., unless the claimant submits a written request that VA do so.

Notes:

  • Although SSNs are composed of nine digits, grouped as ###-##-####, identify the appropriate PSC by referring to the first three digits of the SSN.
  • Each PSC services cases within a specified range of account numbers, regardless of the place of residence or the place of death of the holder of the account number.

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PSC Fax Number and Follow-Up Contact InformationAccount Number Ranges
Northeastern PSC (PSC 1) Inquiry & Expediting Unit (I&E Unit) 155-10 Jamaica Avenue Jamaica, New York 11432 Fax: 718-557-3570 Follow-up: 718-557-3500001 through 134 729, and 805 through 808
Mid-Atlantic PSC (PSC 2) I&E Staff 300 Spring Garden Street Philadelphia, PA 19123 Fax: 215-597-0371 Follow-up: 215-597-8050135 through 222 232 through 236 577 through 584 596 through 599 691 through 699, and 809 through 826
Southeastern PSC (PSC 3) I&E Staff 1200 8 th Avenue North Birmingham, AL 35285 Fax: 205-801-2622 Follow-up: Janice Shoemaker (I&E Staff) - 205-801-2601, or DeWayne Williams - 205-801-2287223 through 231 237 through 267 400 through 428 587 through 595 654 through 658 666 through 675 681 through 690 730 752 through 763, and 766 through 804
Great Lakes PSC (PSC 4) 600 West Madison Street Chicago, Illinois 60661 Fax: 312-575-4251 Follow-up: Stephen Speers - 312-575-4789268 through 302 316 through 399 700 through 728, and 731
Western PSC (PSC 5) Operations Analysis Section Box 2000 Richmond, California 94802 Fax: 510-970-1424 Follow-up: Mario Gutierrez - 510-970-1417501 through 504 516 through 524 526 through 576 586 600 through 626 646 through 647 650 through 653 680 733 through 751 764 through 765, and 827 through 867
Mid-America PSC (PSC 6) I&E Staff Federal Building 601 East 12 th Street Kansas City, Missouri 64106 Fax: 833-960-2327303 through 315 429 through 500 505 through 515 525 585 627 through 645 648 through 649 659 through 665 676 through 679 732, and 868 through 899

References: For information on

  • calculating historical rates, see
  • M21-1, Part XIV, 2.A.2.d, and
  • the SSA Retro Calculator on the Pension and Fiduciary Service Intranet page, and
  • SSA cost-of-living adjustment calculations, see M21-1, Part IX, Subpart iii, 1.B.3.g.

7. Alternate Means of Requesting Disability Records From SSA

Introduction

This topic discusses an alternate means of requesting disability records from SSA, including

  • when ROs should fax requests for disability records to SSA
  • instructions for faxing requests for disability records to SSA
  • following up on faxed requests to SSA for disability records, and
  • exhibit of SSA Form SSANRC-15, FAX Request for Medical Records/Information from the Social Security Administration National Record Center (SSANRC).

Change Date

November 22, 2021

III.ii.1.B.7.a. When ROs Should Fax Requests for Disability Records to SSA

The SSA-GSO website referenced in M21-1, Part III, Subpart ii, 1.B.2 must be the primary method for requesting records from SSA.

ROs must attempt to request records through the SSA-GSO website before using the alternative fax method. Fax requests for disability records to SSA only if the SSA-GSO website is inaccessible or inoperable for an extended period of time.

III.ii.1.B.7.b. Instructions for Faxing Requests for Disability Records to SSA

Follow the instructions in the table below if it becomes necessary to fax a request for disability records to SSA.

Reminder: This method should only be used if the SSA-GSO website is unavailable as discussed in M21-1, Part III, Subpart ii, 1.B.7.a.

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StepAction
1Complete SSA Form SSANRC-15, FAX Request for Medical Records/Information from the Social Security Administration National Record Center (SSANRC). Note: In the field labeled Telephone # & Extension on SSA Form SSANRC-15, enter the direct phone number (and extension, if applicable) of the employee that faxed the request. Do not enter VA’s toll-free number. Reference: To view a blank version of SSA Form SSANRC-15, see M21-1, Part III, Subpart ii, 1.B.7.d.
2Fax the completed SSA Form SSANRC-15 without a cover sheet to the Mid-America PSC (PSC 6), I&E Staff at 833-960-2327.
3Annotate SSA Form SSANRC-15 to reflect the date the form is faxed to SSA.
4Place the completed SSA Form SSANRC 15 in the claims folder. Utilize the following attributes when uploading the document to the eFolder:

III.ii.1.B.7.c. Following Up on Faxed Requests to SSA for Disability Records

Follow the steps in the table below if SSA does not respond to a faxed request for disability records after the expiration of the suspense period.

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StepAction
1Follow up on the faxed request by calling SSA at (877) 697-4796. Ask SSA to respond to the follow-up request within 15 days. Document the telephone conversation on VA Form 27-0820, Report of General Information.
2Notify the claimant that the VA has not yet received the records it requested from SSA. Inform the claimant of the follow-up action taken. Invite the claimant to provide the disability records requested from SSA within 15 days.
3Did the RO receive the requested records after the expiration of the suspense period? If yes, process the claim, and go no further. If no, take the actions described in Steps 4 through 6 concurrently.
4Follow up a second time on the faxed request by contacting SSA by telephone. Ask SSA to respond to the follow-up request within 10 days. Document the telephone conversation on VA Form 27-0820.
5Attempt to contact the claimant by telephone for the same purposes described in Step 2. If contact is made, ask the claimant to provide the disability records VA requested from SSA, or not made, send the claimant a final notification letter. Document successful and unsuccessful attempts to contact the claimant by telephone on VA Form 27-0820.
6Notify Compensation Service’s SSA liaison of the delay in obtaining the disability records by sending an e-mail to VAVBAWAS/CO/SSA.
7Continue processing the claim after the expiration of the suspense period or when the records are received, whichever is earlier.

Note: For each follow-up attempt, ensure that the corresponding tracked items and suspense dates are updated.

References: For more information on

  • sending the claimant a final notification letter, see M21-1, Part III, Subpart ii, 1.A.1.e, and
  • the appropriate tracked item for requests for SSA medical records, see M21-4, Appendix D.

III.ii.1.B.7.d. Exhibit: SSA Form SSANRC-15

The image below represents a blank version of SSA Form SSANRC-15.