What is a Benefits Planning Query (BPQY)?

An essential benefits verification tool for beneficiaries and CWICs is the Benefits Planning Query or BPQY.

The BPQY is a free report to beneficiaries and provides you and your CWIC with a snapshot of the types of benefits you receive, your earnings history, and any work incentives that you've used that Social Security currently has stored in its electronic records. The BPQY report contains the following information:

  • Cash benefits (i.e., SSI and/or SSDI)
  • Health Insurance (i.e., Medicare and/or Medicaid)
  • Medical Review Dates
  • Representation (i.e., Representative Payee or Authorized Representative status)
  • SSDI Work Activity
  • SSI Work Incentives
  • Recent Earnings on Record

You will also need to provide your CWIC with verification of other public benefits received, including Food Stamps, Medicaid benefits if you are not an SSI recipient, Section 8 Housing or other rental assistance, etc. Again, if you are unable to provide this verification during an initial meeting, the CWIC can have you sign a release to receive the information.

For more detailed information on the BPQY click here.

 

How do I obtain my BPQY form?

The Social Security Administration (SSA) provides beneficiaries with a free report of their benefits history. This is called the Benefits Planning Query (BPQY). SSA will provide this report to the beneficiary or their representative payee upon request.

To obtain your BPQY contact the Social Security Administration at 1.800.772.1213. When calling, please refer to this form as SSA-2459.

What if I can't get my BPQY form?

If you cannot obtain your BPQY, Goodwill’s WIPA program will obtain the document for you as part of your initial meeting with a community work incentive coordinator.

In order for Goodwill's WIPA program to obtain your BPQY, two release forms must be completed and returned.

BPQY Consent for Release of Information Form - click to download

Consent for Release of Information shared by the Internal Revenue Service - click to download

Both documents must have the following fields completed:

  • Your full name
  • Your Date of Birth (MM/DD/YYYY)
  • Your Social Security Number
  • Sign and date the form as indicated at the bottom of each form
  • Address and daytime phone number at the bottom of each form

If you need assistance completing the consent forms, please call 1-866-960-WORK.

WIPA does not assist individuals with applying for benefits; nor do we provide support to resolve benefits issues unrelated to work.



Email: benefitscounseling@yourgoodwill.org
Call: 1-888-960-WORK

The contents of this WIPA publication are the sole responsibility of the authors and do not represent the official views of the Social Security Administration (SSA). SSA has reviewed the publication for technical accuracy; however, it should not be considered an SSA official document. The WIPA program is 95% federally funded by SSA under cooperative agreement 1WIP13050350-01-00.