TN 5 (11-93)

A. Policy

A final accounting is required if a payee's appointment terminates for reasons other than the death of the payee or the death of the beneficiary.

NOTE: If the payee is deceased, action on any conserved funds is still necessary as explained in GN 00603.110.

B. Procedure

1. General

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:

• 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.

2. Appointment Terminated- Change of Payee

Obtain a final accounting if one was not secured in the past 12 months.

Request that the payee return any conserved funds to SSA for recertification. See GN 00603.055 and GN 00605.375 for information on the transfer of conserved funds.

3. Entitlement of Beneficiary Terminated

a. Beneficiary Living

Obtain a final accounting if one was not secured in the past 12 months.

Take any action on the conserved funds as explained in GN 00603.100B.1.

b. Beneficiary Deceased

No final accounting is required. Take action on any conserved funds per GN 00603.100B.2.