Before starting an application for benefits, take the following steps:
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Ask to see the claimant’s SSN card to ensure it shows the correct name and SSN.
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Establish the identity of the claimant, per GN 00203.020.
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Discuss eligibility and related evidence requirements with the claimant. This discussion
is essential to the claimant's decision to file.
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Identify the issues for resolution; e.g., proof of age or living arrangements.
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Determine if the person you are interviewing intends to file a claim or is making
an inquiry.
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Use the PREI screen to record the Title II pre-application interview.
NOTE: The development record or developmental worksheet screens provide a ready reference
to avoid oversight errors.