Send a copy of Form SSA-9584-BK to the State/institution at least 60 days before the
actual date of the review. Ask them to complete and return the booklet to the RO at
least 2 weeks prior to the review. The RO will review the booklet and note any issues
needing clarification by the review team at the introductory meeting. It is also helpful
to ask the State for a copy of the State guidelines relating to use of patient's funds
in advance of the scheduled review.