The FO must conduct face-to-face interviews and complete an SSA-624-F5 when:
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A change in custody has taken place.
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The payee gave unacceptable responses on the accounting report which cannot be resolved
(GN 00605.065 through GN 00605.068).
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No response is received after two requests for accounting (GN 00605.085).
EXCEPTION: In limited nonresponse situations, telephone contact is sufficient to document a Report of Contact
(SSA-5002). (See GN 00605.085B., Step 3, for specific situations).