Send a Form SSA-7161-OCR-SM to the appropriate field office (FO), claims-taking Foreign
Service post (FSP), or directly to the payee.
Furnish that office with the following information from the last accounting or from
the file:
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•
the amount of any conserved benefits shown on the last accounting,
-
•
the amount of the monthly benefits (not including any tax withheld), and
-
•
the amount of any accruals or conserved funds issued by SSA since the last accounting.
Request that the payee complete items 7, 8, 9 and 10 (as well as the signature block
in item 11).
Diary the request according to normal procedures. See GN 00904.245 for information on initial and followup diaries.