RZs should be completed using the SSI Claims System whenever possible. RZs must only be conducted during face-to-face or telephone interviews, not through the mail. Use telephone interviews whenever possible so the recipient, payee, or any deemors do not miss work or medical appointments. SI 02305.031A.3 below explains when face-to-face interviews are required.

If an RZ cannot be processed in the SSI Claims System, conduct a face-to-face or telephone interview using form SSA-8203-BK.

The SSA-8203-BK is not a self-help form. Assist the recipient or payee with completing the form.If a recipient or payee requests a blank form, do not refuse to provide one; however, inform the individual that he or she will still need to complete a face-to-face or telephone interview to complete the RZ.

In the following situations, face-to-face RZ interviews are generally required.

1. a. 

   Representative payee suitability development (see SI 02305.123).

2. b. 

   Disability redeterminations (see DI 11070.001 and DI 25201.010).

3. c. 

   5B, 5H, K6, K7, U5, and/or S2 alert per SI 02310.042 is associated with a pending RZ or a CDR with a matured diary is on a pending RZ record.. See DI 13005.018 for an explanation of CDRs.

4. d. 

   A qualified alien with a 7-year time limit (see SI 02305.082).

5. e. 

   A personal contact interview is desirable when a dedicated account monitoring is performed (see GN 00605.200 through GN 00605.235).

Group RZ interviews are not allowed.