The SSA-11-BK is the paper form a potential payee completes to apply to be payee.
Use the SSA-11-BK only when it is not possible to use the eRPS. For example, applications for undocumented
aliens must be taken on the paper form.
NOTE: Faxed, mailed, or dropped off SSA-11’s are leads. You must follow up with a face-to-face interview, telephone interview or video service delivery
(VSD) interview. For information on subsequent face-to face interviews see GN 00502.113B.2.
REMEMBER: Payee applications must be taken in the eRPS whenever possible (MS INTRANETERPS 001.001
for individual payee applicants and MS INTRANETERPS 014.001 for organizational/institutional
payee applicants). When a paper application is taken because the system is temporarily
unavailable, process the application through eRPS when the system becomes available.
To the extent practicable, the SSA-11-BK must be completed in a face-to-face interview. This section describes the expected answers to the questions on the SSA-11-BK and
how to evaluate those answers. (for undue hardship or subsequent face-to-face interviews,
see GN 00502.113).
For procedures on processing manual payee actions, see GN 00502.190, for procedures on storing the SSA-11-BK see GN 00502.110C.
NOTE: Where the beneficiary dies before the SSA-11 is completely processed, FOs should handle
the SSA-11 as incomplete, and notify the payee applicant of the action taken (see
GN 01010.475 and GN 00502.110C.10).