The FO conducts face-to-face interviews with the payee, the beneficiary, and/ or the
custodian. If the payee and the beneficiary or custodian are served by separate FO's,
the FO serving the payee completes Parts I and IV, and the FO serving the beneficiary
or custodian completes Parts II and III. (See GN 00501.015E. for discussion of resident FO.) Each claims or service representative who conducts
an interview will sign Part IV. The SSA-624-F5 is available electronically via eForms.