TN 6 (10-99)

RM 01340.028 Examining Information Request — Overview

A. Introduction

The Form SSA-7004-SM-OP1 is designed for the requester to provide all of the information needed to produce an accurate Social Security Statement. However, the incoming request can be submitted on other than a Form SSA-7004-SM-OP1, e.g., correspondence.

B. Policy

All items on the Form SSA-7004-SM-OP1 and in the correspondence request must be examined to determine if there is sufficient information to enable GESS to process the request, and if the earnings information can be released.

C. When to use

Use this procedure after you have determined that all of the applicable access and disclosure requirements have been met.

D. Procedure

Examine the request to determine if the required following information is provided.

Provide the following information on the Form SSA-7004-SM-OP1:

  • Item 1: Name shown on your Social Security Card

  • Item 2: Your Social Security Number as shown on your card

  • Item 3: Your date of birth (Mo.-Day-Yr.)

  • Item 9/10: Address where you want the statement to be sent.

  • The requester's signature, and the date the request was signed if the requester is not the number holder.

  • If the number holder supplied all of the required information, continue processing per RM 01340.029 - RM 01340.042.

  • Review RM 01340.004 if the required information is not provided.

To Link to this section - Use this URL:
RM 01340.028 - Examining Information Request -- Overview - 04/24/2013
Batch run: 04/24/2013