When the call sufficiently resolves the issue, document the file as follows:
Initial claim situations the requesting claims adjudicator will
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Document the response onto the RPOC screen in MCS
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Always record sufficient data to describe and authenticate the evidence/statement
given and support the action to be taken
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Annotate the appropriate application screen(s) or the RMKS screen in MCS as required.
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Post-adjudicative situations:
Item being worked as a paper item:
Item being worked paperless:
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Record the results on an SSA-5002 or SSA-795 and have the response scanned into the
Paperless System as a non-actionable item in addition to storing the form in the folder
(if present).
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The results of the contact should be recorded on one of the available electronic forms
available within the Paperless system.
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Disability claims processed using an electronic folder
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Refer to the instructions in POMS for storing documents in the electronic disability
folder. SSA also will be establishing a non-disability repository for the electronic
storage of evidence on non-disability cases. Once established, records of phone contacts
will be stored there.
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When the call serves as interim documentation, document the file as above and prepare
a diary for 30 days pending receipt of whatever material the individual has promised
to furnish.