BPQY

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.

A signed consent form is required when the BPQY will be sent to someone other than the beneficiary (for example, to the beneficiary’s Representative Payee, Authorized Representative,  advocates, benefits counselors, or an organization). These individuals/organizations must submit a Consent for Release of Information form (SSA-3288) that has been appropriately signed by the beneficiary. The Consent for Release of Information is needed to release information from Social Security records, and must contain the beneficiary’s Social Security Number (SSN) or the Claim Number. THE CONSENT FORM REQUIRES A WET SIGNATURE FROM THE BENEFICIARY. 

BPQY Handbook (PDF document)

BPQY Release SSA-3288 (PDF document) 

Fact Sheet – This MD-BCN fact sheet provides instructions for beneficiaries who wish to request their own BPQY from Social Security.

(Reference: https://www.ssa.gov/redbook/)