If assistance is requested to certify custodian records or if records are available
outside the DO (e.g., contact stations, County Clerk), the certifying employee will
complete the certification block(s) on the current issue of SSA-562-U3 and may immediately
mail it directly to the requesting office from the contact point. The assisting office
copy of the request will be marked “cleared” and date certification was mailed to the requesting DO will be shown. This copy will
then be used by the assisting office to clear their control records.
Initiate action upon receipt of the request for assistance. Many requests represent
pending claims which cannot be paid until the request for action is returned. If completion
of the requested action is not possible within a reasonable time (e.g., 15 days in
claims cases and 30 days in ED cases), the assisting DO will send a progress report
to the requesting DO. Use the “Assisting Office Copy Progress Report” of the SSA-562-U3 for this action. Always show the reason for the delay and the expected
date of completion. Subsequent routine progress reports are not required.
If you receive a followup status request from the requesting DO and have already sent
a progress report, complete and return the status request immediately. Situations
requiring progress reports to ODO and DDS are described in CM 9533.