The FO will follow the same procedures as provided for title II cases. Record conserved
funds in accordance with SM 01301.639. In dual entitlement cases, record conserved
funds as title XVI. Request the prior accounting form from OCRO. Forward requests
for retrieving the SSA-623-SM on SSA-2339-U3 with a copy of the SSIRD, the beneficiary's
name, and the SSN under which benefits are paid to:
OCRO, Validation Branch
5-P-1 South Building
Attn: Analysis Staff
300 North Greene Street
Baltimore, Maryland 21201
Check the DIAR (diary data) portion of the SSI-record display for the AR diary. If
there is an AR diary present, the prior year's accounting has not been completed.
Diary the case for an additional 30 days but do not delay release of the conserved
funds. In concurrent cases, the payee will have accounted for both benefits under
Resolve any discrepancies. If the amount appears to be in order, recertify to the
successor payee or recipient in accordance with SM 01901.005.