Send a Form SSA-7161-OCR-SM to the appropriate field office (FO), claims-taking Foreign
Service post (FSP), or directly to the payee.
Furnish that office with the following information from the last accounting or from
the amount of any conserved benefits shown on the last accounting,
the amount of the monthly benefits (not including any tax withheld), and
the amount of any accruals or conserved funds issued by SSA since the last accounting.
Request that the payee complete items 7, 8, 9 and 10 (as well as the signature block
in item 11).
Diary the request according to normal procedures. See GN 00904.245 for information on initial and followup diaries.