TN 10 (10-00)

RM 01301.505 Direct Contacts By Requesters Who Received Forms SSA-7014

A. Procedure — general

If an SSN holder who received five versions of the SSA-7014 contacts the FO or TSC with questions or requests for assistance in responding to the correspondence, take the following actions.

B. Procedure — “SSA-7014A” Format (Identifying Information Doesn't Match Numident Record)

See RM 01301.042 for a discussion of this format. See RM 01301.506 for steps in assisting SSN holders with these letters.

C. Procedure — “SSA-7014B” Format (No Earnings on Record)

See RM 01301.043 for a discussion of this format.

Explain covered earnings to the requester (see RS 01901.000). If the requester believes that there should be earnings posted to the record, process the allegation using routine earnings corrections procedures in RM 03800.000.

D. Procedure — “SSA-7014D” Format (Death Indicator on Numident or Mbr)

See RM 01301.044 for a discussion of this format.

TSC personnel should refer erroneous indicator situations to the servicing FO using MDW (see MSOM MDW 001.001-1).

E. Procedure — “SSA-7014E” (Benefit Claim Pending on Record)

See RM 01301.045 for a discussion of this format.

Provide the requester with the appropriate earnings and benefit estimate information based on his/her pending claim file.

F. Procedure — “SSA-7014G” Format (Title 2 Processing Limitation)

See RM 01301.046 for a discussion of this format.

Check the MBR for the requester's SSN to determine the condition that is preventing preparation of a Statement. Follow instructions in RM 01301.046D

For handling contacts about these letters.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0101301505
RM 01301.505 - Direct Contacts By Requesters Who Received Forms SSA-7014 - 12/02/2015
Batch run: 12/02/2015
Rev:12/02/2015