BASIC (10-01)

DI 13005.035 Exceptions to the Personal Contact

A. Introduction

A personal contact is recommended, but not required, in each CDR case to help ensure that beneficiaries have a full opportunity to present their cases. The contact should be made with:

  • the beneficiary; if there is no mental impairment; or

  • either the beneficiary only or both the beneficiary and the payee, if there is one, when the beneficiary has a physical impairment only; or

  • the payee only, if there is one, when the beneficiary has a mental impairment.

B. Policy

In the following situations, a personal contact may always be waived:

  • If the relationship between the representative payee and the individual is an official one (e.g., an institution, government agency);

  • If the individual or representative payee agrees or requests that the CDR be conduced by mail;

  • The beneficiary resides in a foreign country, unless the individual is in a U.S. field office;

  • A notice of work activity is received in a title II MIP or MINE diaried case. A CDR will not be conducted immediately (unless medical improvement is alleged). A trial work diary will be established and a notice will be sent informing the beneficiary that he/she will be contacted at the expiration of the TWP.

  • A 1619 CDR has been initiated from ODO.
    (See DI 13005.016 ff.)


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0413005035
DI 13005.035 - Exceptions to the Personal Contact - 03/27/2008
Batch run: 01/27/2009
Rev:03/27/2008