Use the following forms or letters when requesting evidence from the claimant.
NOTE: Document the claims development worksheet (DW01/DW03) file with the type of evidence
or information requested and the date of the request. Do not maintain a copy of the development request if we can document it electronically. Retain
a copy of the letter (e.g., in NDRed using the Evidence Portal) if we will deny the
claim for failure to comply and the letter was not produced or stored electronically.
Destroy any paper copy of the request when you receive the evidence or information.
1. SSA-2708 (Field Office Call/Come in Request)
Use the SSA-2708 to:
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•
request that the claimant telephone or visit the office; and
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•
identify additional required evidence or information.
2. SSA-L566 (Social Security Application Development)
Use the SSA-L566 to:
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•
transmit a teleclaim application for signature; and
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•
request necessary evidence or information.
3. SSA-L1043 (Social Security Request for Information)
Use the SSA-L1043 for initial mail request to explain what evidence we need. Allow
up to 15 days for response to this initial request.
4. SSA-L1045-U2 (Request for Information — Final Request)
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a.
Use the SSA-L1045-U2 if the claimant does not respond to the initial request for evidence.
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b.
Allow 15 calendar days for a response before sending a disallowance letter (or an
award that is less than favorable) to the claimant. (For information on failure to
submit essential evidence, see GN 01010.410.)
NOTE: The SSA-L1045–U5 requesting evidence should indicate the original 30–day final request
period and date, which begins with the initial request (for information on how to
close a protective writing, see GN 00204.012).
5. SSA-L732 (Request for Additional Information)
Use the SSA-L732 to obtain additional information when we require a signature. (For
complete instructions on obtaining supplemental applications or statements, see GN 00205.020.)