We select the potential Statement recipients through the following steps:
On a weekly basis, the system systematically identifies SSN holders with a specified
birth month from the Numident database. (We exclude records with a death indicator.)
The selection pattern is designed to distribute the outgoing Statements throughout the nation so that the workload is spread as evenly as possible geographically.
The selected SSNs are run:
against the Statement History File to eliminate any SSN holders who have requested a Statement within the past 11 months;
against the MBR to eliminate individuals who are in primary benefit status or who
are age 62 or older and secondary beneficiaries on another record; and,
against WMS control systems to eliminate individuals who have title II claims pending.
Any individuals identified in these screening processes are excluded from the automatic
mailings at this point.