The instructions in sections SI 02305.083 through SI 02305.110 outline the development/documentation requirements for the recipient or their rep
payee's allegations during the redetermination (RZ) interview.
Instructions provide alternatives to be used depending on the circumstances of a case.
All alternatives must be read before deciding what actions are necessary.
The instructions include the statements “other information agrees” and “other information
conflicts.” Wherever these statements appear, they refer to the comparison of recipients'
allegations and prior information (see SI 02305.070F.3. for definitions of prior information.).
NOTE: Effective 11/18/2006 permission to contact financial institutions must be requested at all
RZs initiated by field offices (FOs). See SI 00515.001B. and SI 00515.001D. Documentation instructions for the Modernized Supplemental Security Income Claims
System (MSSICS) cases are in SI 00515.001D.1 Documentation instructions for non-MSSICS cases are in SI 00515.001D.2.