GN 01070.235:
When FO To PC OPTEL Procedure Is To Be Used
Effective Dates: 11/10/2016 - Present- Effective Dates: 04/04/2018 - Present
- TN 19 (05-07)
- GN 01070.235 When FO To PC OPTEL Procedure Is To Be Used
- A. Policy for use of FO to PC OPTEL procedure
- OPTEL calls can be used when FO personnel have questions concerning an overpayment / recovery situation involving a case where:
- * Jurisdiction for collection activity has been transferred to the FO.
- * The beneficiary has requested an explanation of his/her overpayment notice.
- * Clarification of a processing center development request is required.
- * An explanation of worksheet entries is required.
- * Benefit offset is in progress, the claimant has made a full refund and efforts to stop withholding through ROAR have been unsuccessful.
- B. When to use the MDW process
If the issue is clearly too complicated to be explained over the telephone, use of the MDW should be considered. (Refer to MSOM MDW-001-001 for instructions on this procedure or to "Modernized Development Worksheet Instructions for Intercomponent Development Requests" at: http://kcnet.kc.ssa.gov/cps/t2systems/TOC for MDW.html.)- If the issue is clearly too complicated to be explained over the telephone, consider use of the Modernized Development Worksheet (MDW). (Refer to MSOM MDW-001–001 for instructions on this procedure or here for MDW instructions for inter-component development requests.
- The MDW can also be used for certain contacts falling outside the criteria described in GN 01070.235A, if all the following conditions are met.
- * The contact must involve an overpayment / recovery issue.
- * Circumstances warranting special handling (e.g. potential public relations problem, financial hardship, etc.).
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