Claimants who entered iClaim by selecting the radio button labeled “I am applying for myself” on the iClaim Welcome page, will be displayed the iAppt link.

If a third party entered iClaim by selecting “I am helping someone who is not with me, and therefore cannot sign the application at this time”, iClaim returns the appropriate online error message directing them to contact SSA for assistance. For iAppt purposes, this applies to third parties who established an intent-to-file for benefits on a claimant’s behalf by attempting to complete the iClaim application as indicated in the first sentence of GN 00204.055B.

Not all claimants who fail iClaim verification are eligible to use iAppt. Claimants with the following circumstances are not able to access iAppt:

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  have a Celebrity Indicator (Individuals of Extraordinary National Prominence [IENP]);

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  have a Master Beneficiary Record (MBR) in current payment status or a pending Modernized Claims System (MCS) claim on their Social Security number (SSN);

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  have an electronic block present on that SSN (for more information on the electronic block, see MS 01701.006); or

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  are individuals who live outside of the United States.

For these claimants, iAppt returns an online error message directing these individuals to contact SSA for assistance.

The claimant’s SSN, name, date of birth (DOB), and gender propagate from iClaim to iAppt. The claimant cannot change the SSN. However, they have the ability to update the name, DOB, and gender. In addition, iAppt requires the claimant provide their mailing address and telephone number (if a telephone appointment is indicated), and select the type of appointment. The claimant also has the option of providing an email address so iAppt can email a confirmation notice.

Local management establishes available appointments for the FO on a fifth calendar screen of eLAS. This screen is for iAppt use only, and is not available for FO or Teleservice Center (TSC) appointment scheduling.

A calendar appears displaying all available appointments for the related servicing FO, and the claimant has the opportunity to select the most convenient time and date. iAppt provides the claimant the option of entering a new zip code to search for an appointment in another FO if they cannot find an acceptable appointment in the servicing FO. Upon successfully scheduling an appointment, iAppt generates an online “confirmation” page, providing details of the scheduled appointment, including the protective filing closeout date(s).

If claimants need detailed information, “More Info” links are available throughout iAppt to provide assistance.

Protective filing closeout language and the closeout period ending date(s) appear on the iAppt confirmation page. The FO should not send any protective filing closeout notice because the online language closes out the:

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  Title II protective filing issue;

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  Title XVI protective filing established when the claimant responds “Yes” to the “Would you also be interested in Supplemental Security Income (SSI)” question on iAppt; and

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  Title XVI oral inquiry when the claimant indicates there is no intent to file for SSI.

After a claimant acknowledges reading the “Important Information” page (which contains closeout language and dates) on the “About You” segment of iAppt and selects the “Next” button, the information on that segment transmits to eLAS. The Worksheet (WKSH) screen in eLAS contains the issue of UNVER to document that iAppt used “unverified” data to create the appointment. For more information about the UNVER issue, see MS 00601.013.

eLAS identifies protective filings established through iAppt on the Leads/Protective Filing Worksheet by displaying these claim types:

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  Retirement (iRIB);

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  Medicare only (iHISMI);

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  Disability (iDIB);

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  Supplemental Security Income Disabled Individual (iSSIDI); and

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  Supplemental Security Income Aged Individual (iSSIAI).

eLAS suppresses appointment confirmation notices for appointments made through iAppt to prevent unauthorized disclosure of Personally Identifiable Information (PII). Do not send any manual notices until the UNVER issue is properly resolved. For more information about verifying the information see GN 00203.016D.2. in this section.

If the claimant wishes to reschedule an appointment originally made using iAppt, they must contact SSA. Appointments cannot be rescheduled using iAppt. The first four-appointment calendar pages in eLAS offers new appointments, not the fifth calendar. iAppt is the only access to the fifth calendar. The process of cancelling or rescheduling an appointment on the other calendar pages automatically restores the fifth calendar page’s appointment slots.

If the language preference is not English, iAppt places a remark on the RMRK screen in eLAS (**LEP: [language selected Interpreter Needed**). If the language selected is American Sign Language (ASL), then a different remark will be generated on the RMRK screen indicating the user requires an ASL interpreter (**Deaf/Hard of Hearing: Sign Language Assistance Needed**). In addition, the selection of ASL will generate an email to the FO mailbox indicating the need to schedule an interpreter for the appointment. If the FO email is undeliverable, iAppt sends an email to the appropriate Area Director’s Office mailbox to ensure the FO is notified of the need to schedule an interpreter for the appointment.

Follow pre-application actions in GN 00203.002 or, if applicable, pre-application considerations in telephone interviewing in GN 00203.015C.