TN 25 (07-06)
In preparing the onsite report, the following items should be used as background and reference materials:
The current policy questionnaire (Form SSA-9584-BK);
Last onsite review report;
Correspondence generated as a result of prior onsite recommendations;
Current instructions regarding representative payee policies and the representative payee onsite review program; and
Summary reports submitted by the review team, including worksheets completed for each beneficiary included in the sample.