TN 13 (11-97)

GN 00904.206 DIO processing of claims inquiries

A. Procedure — claims inquiries from the Philippines or claims-taking countries

Obtain a benefit estimate if the claims inquiry is from an individual in a claims-taking country (as shown in GN 00904.225C.) or the Philippines.

1. No possible entitlement

Advise the claimant in accordance with existing instructions.

2. Entitlement possible — inquiry is a protective filing date

Send an SSA-L437 to the inquirer.

Forward the inquiry to the servicing FBU. Note that it is a protective writing.

Place a copy of the inquiry in the L-DUP folder.

Diary in accordance with GN 00904.245.

Note: If a 6-month close-out notice is necessary, CDB will send it.

3. Entitlement possible —inquiry is not a protective filing writing

Send an SSA-L437 to the inquirer.

Forward the inquiry to the servicing FBU.

Place a copy of the inquiry and the SSA-L437 in the permanent folder or, if there is none, the L-DUP folder in the 6-month destruct file.

B. Procedure — claims inquiries from other countries

Refer claims inquiries from individuals in the British Virgin Islands, Canada, the U.S. and Western Samoa to the servicing FO.

Handle claims inquiries from individuals in other countries by direct mail, except as provided in GN 00904.217.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0200904206
GN 00904.206 - DIO processing of claims inquiries - 05/03/2018
Batch run: 05/03/2018
Rev:05/03/2018