A “PERC” interview happens once an individual has been approved for Supplemental Security Income (SSI) benefits. PERC stands for “pre-effectuation review conference.” It is important to note that a PERC interview only takes place when only SSI benefits are awarded; it does not take place after an individual is awarded only Social Security Disability Insurance (SSDI) benefits. However, it will take place in a concurrent claim – where individual is awarded both SSI and SSDI.
Essentially, a PERC interview is a financial interview to figure out the amount ($) of SSI benefits an individual will be eligible for. The Social Security Administration (SSA) basically wants to make sure an individual is still eligible for benefits. Generally, about one month after an individual has been notified that they were approved for SSI benefits, they will get a notice in the mail regarding their financial interview. It is vital to know that completing the PERC interview is mandatory, and an individual’s SSI benefits will not begin until after their PERC is completed. Most cases will undergo a full PERC where Social Security will document all changes that could affect financial SSI eligibility.
During the PERC interview, an individual will be asked a variety of questions regarding their living arrangement, finances, and assets. Thus, prior to the interview, it is helpful if the individual gathers all documents related to these issues, so they are prepared for the interview. This documentation may include the following: checking and savings account statements, rent agreements, mortgage payments, car payments, vehicle title, loan statements, or documents showing any public assistance an individual may receive. Overall, the PERC is a crucial interview in order to receive the SSI benefits you have been approved for.