Program Operations Manual System (POMS)
TN 15 (08-20)
REQUEST FOR CONSERVED FUNDS (T13)
(Requested/Generated)
Caption: If You Saved Any Money
While you were (1) payee, you may have saved some money for (2) . If you have, you should return it to us unless you have already made other plans
with us for handling it. The money you will need to return includes:
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Saved and invested benefits.
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•
Interest earned from these savings and investments.
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•
Money you have left over from any checks we sent you.
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•
Any checks you might receive after the date of this letter.
Fill-in values:
Fill-in (1) - Systems Generated
Choice 1: Beneficiary's Name
Fill-in (2) - Systems Generated
Choice 1: him
Choice 2: her
RETURN CONSERVED FUNDS
(Generated)
Caption: How To Pay Us Back
To do this, you can write us a check or money order. Make it out to the Social Security
Administration. Be sure to write "Conserved Funds for (1) " , and include (2) Social Security claim number on that check or money order. Please mail it in the
enclosed envelope.
Fill-in values:
Fill-in (1) - Systems Generated
Choice 1: Beneficiary’s Full Name
Fill-in (2) - Systems Generated
Choice 1: his
Choice 2: her