Effective Dates: 08/25/2016 - Present Previous | Next

TN 10 (10-00)

RM 01301.510 WBDOC Requests for FO Assistance

A. Policy

See RM 01340.000 for the procedures WBDOC uses to process incoming Social Security Statement requests and corrected data from requesters on Form SSA-7014.

During its processing operations, WBDOC uses Form SSA-984 to request FO assistance with incorrect, incomplete or illegible requests for Social Security Statements and in resolving SSN and identifying information issues resulting from Forms SSA-7014. WBDOC attempts to resolve the problems by telephone or through correspondence with the requesters wherever possible. WBDOC asks FOs for help when requesters need direct assistance or when FOs must initiate action to correct records.

B. Exhibit — Form SSA-984, Earnings Information Requests and/or Claims Lead

S2RB-F3

EARNINGS INFORMATION REQUEST,

CLAIMS LEAD AND REFERRAL FOR F/O ACTION

DATE:

CLERK NO.

PHONE NO. 570-831-1626

To: District Manager

DO CODE  _______    

From:

Social Security Administration

Wilkes-Barre Direct Operations Center
P.O. Box 7004 Wilkes-Barre
PA 18767-7004

We are forwarding the attached material for the reason(s) checked below:

  1. A. 

    Request for Action

    1.

    [ ]

    Request for Change of Address (In Claim Status)

    2.

    [ ]

    Benefit Inquiry

    3.

    [ ]

    Disability Inquiry

    4.

    [ ]

    Medicare Inquiry

    5.

    [ ]

    Claims Lead

    6.

    [ ]

    SS-5(s) Received

    7.

    [ ]

    Other:
  2. B. 

    Request for Earnings Information

1.

[ ]

Identifying information provided does not match SSA records. The name, date of birth or sex alleged on the attached SSA-7014A, request, does not match our records. Please review the numident.

2.

[ ]

SSN provided is incomplete and/or incorrect.

3.

[ ]

The attached request is for information on someone who is deceased. Please contact the person requesting this information and handle the BE/earnings request per EM981115, dated 6/26/98.

4.

[ ]

SS-5 required to update/correct SSA records.

The SSA-7005/SSA-7014-A dated _____   was obtained under the identifying information shown on the most recent numident. However, this information does not agree with the information alleged by the requester.

5.

[ ]

The original address/signature and the request has been altered. We are not sure the number holder authorized the change, therefore we must deny the request.

6.

[ ]

Other related issues:

C. Description of Form SSA-984

Form SSA-984 has a check-box format and is divided into three sections:

  • •

    Improperly Completed SSA-7004-SM-OP1 (or SSA-4732)

  • •

    Request for Earnings Information, and

  • •

    Facsimile Request for Earnings Information

When requesting FO assistance, WBDOC will check the appropriate box for the requested FO action and attach the incoming requests or other pertinent material.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0101301510
RM 01301.510 - WBDOC Requests for FO Assistance - 08/25/2016
Batch run: 03/29/2017
Rev:08/25/2016