Contact the person by telephone, if possible. Check the SSR/MBR and FO records for
a current number. Follow up if you leave a message for the person to return your call.
If unsuccessful, follow up by mail. Document attempts to follow up on the Report of
Contact (DROC) screen in MSSICS (MSOM MSSICS 022.010) or a paper report of contact (SSA-5002) faxed
into NDRED in non-MSSICS cases.
NOTE: The Development Worksheet (DW01) (MSOM MSSICS 022.004) lists and records followups
CAUTION: Be careful not to disclose any Personally Identifiable Information (PII) about the recipient when leaving a message. Say for example, “It’s important that
he call me right away.” Do not say something like, “I’m calling about his SSI check.”
The fact that he is receiving a benefit from SSA is PII.
NOTE: A followup by visiting the home is optional. When considering a home visit, be alert
to situations that could endanger an employee or may likely be futile. It is not necessary
to document a reason for not making a home visit.