When conducting a face-to-face interview, take the following steps:
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Enter the name(s) and SSN(s) of the claimant in the space provided on the form.
EXCEPTION: When a third party or proper applicant files the application, enter their name followed
by the word "for" and the name(s) of the claimant.
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Enter the date the claim is filed.
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Enter the telephone number and address of the servicing office.
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Enter (in the narrative) the estimated number of days it will take to hear from us.
(An estimate of the number of days required for processing may be based on regional
or local guidelines.)
If verification of military service is necessary, an additional 30 days (4 weeks)
should be included if a manual alpha search has to be done at the National Personal
Record Center (NPRC) in St. Louis. (See VB 00205.055B. for the procedure to follow when requesting verification from NPRC.)
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Explain the Paperwork/Privacy Act Notice and computer matching statements as well
as the burden estimate.
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Review the reporting responsibilities and answer any questions the claimant may have
about the requirements. Remind the claimant about the penalty provision for failure
to make a timely report.
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Tell the claimant that, if he or she is awarded SVB payments, the first few months'
checks may still contain the legend for SSI benefits.
This will only apply to the first checks issued under title VIII. Once Treasury has
made the change any future beneficiaries will receive the appropriate legend on the
title VIII checks. This doesn't apply to beneficiaries using direct deposit.
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Tell the claimant that he or she should retain the "Changes to Report" page for later
reference because it provides written acknowledgement of filing an SVB claim and explains
how to contact us, and the reverse side provides the changes to report.