PolicyNet/Instructions Updates/SI 00601 TN 73: General Applications and Interviewing Policy

Effective Dates: 4/23/2026 - Present

Identification Number:	SI 00601 TN 73
Intended Audience:	See Transmittal Sheet
Originating Office:	LP PPDX
Title:	General Applications and Interviewing Policy
Type:	POMS Full Transmittals
Program:	All Programs
Link To Reference:

PROGRAM OPERATIONS MANUAL SYSTEM
Part SI – Supplemental Security Income
Chapter 006 – The SSI Application Process
Subchapter 01 – General Applications and Interviewing Policy
Transmittal No. 73, 04/23/2026

Audience

OCO-OEIO: CR, FCR, FDE, RECONE;

OCO-ODO: CR, CST, CTE, CTE TE;

FO/TSC: CS, CS TXVI, CSR, CTE, DRT, FR, OA, TA, TSC-CSR;

Originating Component

PPDX

Effective Date

Upon Receipt

Background

To support SSA’s digital services and enhance the customer experience, we are updating our protective filing policies to streamline processes and ensure consistency with recent policy changes. The revised policies expand the ability for third parties to initiate protective filings, clarify when to create a protective filing record, and make all previous lead policies obsolete. Additionally, we modernized the process for providing closeout notices, shifting from mailed notices to on-screen or verbal delivery, further improving efficiency and accessibility for claimants. These updates are essential to align our procedures with current digital service capabilities and to provide a more streamlined experience. These instructions have been streamlined and incorporated into GN 00204 and now archived.

Summary of Changes

SI 00601.015 Protective Filing - General