Form IM14 at a glance
What it is: State of Colorado Authorization for Reimbursement of Interim Assistance Initial Claims Payment or Posteligibility Case Payment.
Who signs: You and a State representative must sign and date the authorization for the authorization to be valid.
A filled-in Form IM14 example: an initial claim payment authorization
How to fill out Form IM14, box by box
Name, Case Number and Address
Enter your Name, Case Number, Address and City/Town/Zip Code.
Initial Claim Payment or Posteligibility Case Payment
IM14: How can the State use this form when boxes for initial claims and posteligibility cases are part of the form? The State can use this form for one case situation at a time, either an initial claim or a posteligibility case.
Initial Claim Payment Only: You are authorizing the Commissioner of the Social Security Administration (SSA) to reimburse the State for some or all of the money the State gives you. This money helps you while SSA decides if you are eligible to receive SSI benefits. If you become eligible, SSA pays the State from the retroactive SSI benefits due you. The reimbursement covers the time from the first month you are eligible to receive SSI benefits through the first month your monthly SSI benefits resume. If the State cannot stop the last payment made to you, SSA can reimburse the State for this additional payment amount.
Posteligibility Case Payment Only: You are authorizing the Commissioner of the Social Security Administration (SSA) to reimburse the State for some or all of the money the State gives you. This money helps you while SSA decides if your SSI benefits can be reinstated after being terminated or suspended. If your SSI benefits resume, SSA pays the State from the retroactive SSI benefits due you. The reimbursement covers the time from the day of the month the reinstatement is effective through the first month your monthly SSI benefits resume.
Common mistake: If both payment blocks are checked the form is not valid. You and the State must sign and date a new form with only one block checked.
Signatures, dates and GR Code
You and a State representative must sign and date the authorization for the authorization to be valid.
Sign on the Signature of Individual Receiving Interim Assistance line and enter the Date; the Signature of State Representative line has its own Date and a GR Code.
More rules for Form IM14
SSA can reimburse a State payment that is paid only from State or local funds. The State cannot be reimbursed for payments made wholly or partially from Federal funds.
SSA decides the amount of payment based on two considerations. First, SSA looks at the amount of money claimed by the State, and second, SSA looks at the amount of your retroactive SSI money available to pay the State. SSA can reimburse the State for a payment made in a month only when you receive a State payment and a SSI payment in the same month. SSA will not pay the State more money than you have for the SSI retroactive period.
This authorization is in effect for you and the State for twelve (12) months. The 12 months begin with the date the State notifies SSA through an electronic system that the State has received the authorization and ends 12 months later.
For a State using an electronic system, SSA must receive the authorization information within 30 calendar days of the State matching your SSI record with your State record. If the information is late, SSA will not accept the information sent by the State. SSA will not pay any of your retroactive SSI benefits to the State. SSA will send you any SSI money that may be due you, based on SSA's regular payment rules.
You can disagree with a decision the State made during the reimbursement process. You will receive a State notice telling you how to appeal the decision. You cannot appeal to SSA if you disagree with any State decision.
Within 10 working days after the State receives the reimbursement money from SSA, the State must send you a notice. The State will tell you the amount of the payment SSA sent to the State and your right to a hearing with the State, including how to request the hearing. Also, the notice will tell you that SSA will send you a letter explaining how SSA will pay the remaining SSI money (if any) due you.
If your situation is different
You checked the Initial Claims Block
The authorization can stay effective longer than the 12-month period, if you apply for SSI benefits before the State has the authorization form, or apply within the 12-month period the authorization is effective, or file a valid appeal of SSA's decision on your initial claim.
IM14: The period of the authorization can end before the 12-month period ends, or end after the 12-month period ends when any of these actions take place: SSA makes the initial SSI payment on your initial claim; or SSA makes a final decision on your claim; or The State and you agree to terminate this authorization.
SSA can use this form to protect your filing date if you checked the Initial Claims block. When you sign this form, you are saying that you have the intention of filing for SSI benefits if you have not already applied for benefits.
You have sixty (60) days from the date the State receives this form to file for SSI benefits. Your eligibility to receive SSI benefits can be as early as the date you sign this authorization if you file within the 60-day time period. If you file for SSI benefits after the 60-day time period, this form will not protect your filing date. Your filing date will be later than the date you sign this form.
You check Posteligibility Case Payment Only
The authorization can stay in effect longer than the 12-month period if you file a valid appeal. You must file your appeal within the time frame SSA requires.
The period of the authorization can end before the 12-month period ends, or can end after the 12-month period ends when any of these actions take place: SSA makes the first SSI payment on your posteligibility case after a period of suspension or termination; or SSA makes a final decision on your appeal; or The State and you agree to terminate this authorization.
Sources
[1] Form IM14, Authorization for Reimbursement of Interim Assistance Initial Claims Payment or Posteligibility Case Payment, State of Colorado (the Official source link on this page).