Taken from SSA’s Redbook:
A BPQY provides information about a beneficiary’s disability cash benefits, health insurance, scheduled continuing disability reviews, representative payee, and work history, as stored in SSA’s electronic records. The BPQY is an important planning tool for a beneficiary, an AWIC, Plan to Achieve Self-Support Specialist, benefits counselor, or other person who may be developing customized services for a disability beneficiary who wants to start working or stay on the job.
We provide BPQYs to beneficiaries, their representative payees and their authorized representatives of record upon request. Beneficiaries 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. People who are deaf or hard-of-hearing may call our toll-free TTY/TDD number, 1-800-325-0778, 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 full name, date of birth, social security number, address, and signature.
BPQY Handbook Version 5.2_7.19.2012 (PDF document)
BPQY Release SSA (PDF document)
Fact Sheet – This MD-BCN fact sheet provides instructions for beneficiaries who wish to request their own BPQY from Social Security.