TN 7 (09-02)

RM 01340.052 Claims Lead

A. Procedure — General

Classify as a “claims lead” and remove for special handling any request in which:

  • The number holder is within four months of attaining age 62 or older, and expresses an intent to file for retirement benefits. Forward to the servicing field office under cover of Form SSA-984. Check box A.5.

  • The request is for information from the record of an individual alleged to be deceased. Forward to the servicing field office under cover of Form SSA-984. Check box B.3.

  • The requester indicates that he/she has filed or wishes to file for disability benefits. Forward to the servicing field office under cover of Form SSA-984. Check box A.3.

  • Form SSA-7004-SM-OP1 received and requester indicates that he/she is disabled, process the SSA-7004-SM-OP1 request in data entry. Do not forward this type of case to the servicing field office.

  • The requester is within four months of attaining age 65, and expresses an interest in filing for Medicare. Forward to the servicing field office under cover of SSA-984. Check box A.4.

B. Procedure — Request contains foreign mailing address

If any of the above situations are received and you have determined that the request is a claims lead, etc. and the mailing address is for a foreign country, forward to Division of International Operations (DIO) under cover of Form SSA-2523, Referral For Action. Check box B.2 shown on the bottom portion of the form. Also check the appropriate box for the reason you are forwarding the request.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0101340052
RM 01340.052 - Claims Lead - 04/24/2013
Batch run: 04/24/2013
Rev:04/24/2013