TN 6 (10-99)

RM 01340.018 Processing Requirements - Determining If Processing Requirements Are Met General (DOC)

A. Introduction

To enable GESS to identify the record and issue an earnings and benefit estimate statement, certain processing requirements must be met.

B. Policy

All requests are required to have the following information: number holder's name, social security number, date of birth, mailing address, signature and date if the request is signed by a third party.

C. When to use

Use this procedure to determine that all of the processing requirements are met. Also apply these guidelines when examining correspondence requests.

D. Procedure

Examine the Form SSA-7004-SM-OP1 and take the appropriate action:

  • If all of the applicable access and disclosure requirements have been met, continue processing per RM 01340.029.

  • If all of the applicable access and disclosure requirements are not met, continue processing per RM 01340.004C.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0101340018
RM 01340.018 - Processing Requirements - Determining If Processing Requirements Are Met General (DOC) - 04/24/2013
Batch run: 04/24/2013
Rev:04/24/2013