A personal contact is recommended, but not required, in each CDR case to help ensure
that beneficiaries have a full opportunity to present their cases. The contact should
be made with:
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•
the beneficiary; if there is no mental impairment; or either
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•
the beneficiary only or both the beneficiary and the payee, if there is one, when
the beneficiary has a physical impairment only; or
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•
the payee only, if there is one, when the beneficiary has a mental impairment.