If the beneficiary requests an informal conference, determine whether a teleconference would be acceptable. If acceptable, determine the best time and phone number to contact the beneficiary. Forward this information, along with the Request for Reconsideration, informal conference contact information obtained, and any material submitted to the servicing PASS Cadre using Exhibit 2 in SI 00870.100. Advise the beneficiary that a PASS Specialist or AWIC, other than the one who made the initial determination, will contact him or her by mail or telephone.
When the beneficiary has pertinent material to submit, a PASS Specialist may ask him or her to submit the material to the servicing FO. If the beneficiary submits the material to the FO, fax or mail the material to the PASS Cadre. For instructions pertaining to the PASS Specialist's role, see SI 00870.045.
If the beneficiary insists on an in-person conference and there is not a PASS Specialist available within the service area, refer the matter to the manager of the servicing FO. The manager may delegate the handling of the matter to an FO employee who is at least equal in grade to the employee who made the initial determination. This FO employee consults with the servicing PASS Cadre and will:
make any corresponding changes to the Supplemental Security Record;
issue the notice to the beneficiary; and
send a copy of the notice and any other materials to the PASS Cadre.
NOTE: Management may designate a lower-graded employee to assist with these activities, but this employee may not make the reconsideration decision.