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This change was made on May 2, 2018. See latest version.
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GN 02406.137: General Status Requests for Payments

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  • Effective Dates: 01/08/2013 - Present
  • Effective Dates: 05/02/2018 - Present
  • TN 14 (04-00)
  • TN 47 (05-18)
  • GN 02406.137 General Status Requests
  • GN 02406.137 General Status Requests for Payments
  • Procedure
  • A. Introduction
  • 1. Telephone Followup/Status Requests
  • * For the FO/TSC:
  • * Call the DT/FMS general number (855–868–0151) for assistance with general, routine cases.
  • * Problem cases: contact the RO/PC.
  • * For the RO Analysts and PC OAS Staff:
  • * Call the team telephone numbers for assistance. Do not call the FMS analysts on their direct telephone numbers. This will ensure that all calls are logged for workload tracking and that every request receives attention.
  • * For status of credits returned to SSA, RO Analysts and PC OAS Staff may call 202-874-8252. (Hard copies not available.)
  • This section provides instructions for Field Offices (FO), Teleservice Centers (TSC), Regional Offices (RO) and Processing Centers (PC) when general status requests for payment arise.
  • 2. TFS-3864 Followup Form
  • B. Procedure for Follow-up Request Process
  • Although this form is still accepted by FMS, SSA's use of this form should be limited to status/followup of a non-critical nature since the Robinson class action suit shortened the timeframes in which SSA has to respond to beneficiaries.
  • 1. Telephone Follow-up and Status Requests
  • * For the FO and TSC:
  • * For assistance with routine cases, call the Department of the Treasury’s (Treasury) general number (855–868–0151).
  • * For problem cases, contact the Regional Office (RO) or Processing Center (PC).
  • * For RO Analysts and PC Operations Analysis Staff (OAS):
  • * Call the Treasury team telephone numbers for assistance. Do not call the Treasury analysts on their direct telephone numbers. Calling the team number ensures that calls are logged for workload tracking, and that every request receives attention.
  • * To inquire about the status of credits returned to SSA, RO Analysts and PC OAS Staff may call 202-874-8252.
  • Followups should be handled by querying SSA's system, asking your RO/PC to query DT's CP&R system, or by calling DT's customer assistance numbers (GN 02406.1371.a. above).
  • 2. TFS-3864 Follow-up Form
  • Although this form is still accepted by Treasury, SSA's use of this form should be limited to status or follow-up of a non-critical nature since the Robinson class action suit shortened the timeframes in which SSA has to respond to beneficiaries.
  • For critical cases, follow-ups should be handled by querying SSA's system, asking your RO/PC to query Treasury's Check Payment and Reconciliation system (CP&R), or by calling Treasury's customer assistance numbers (GN 02406.137B.1.a. above).
  • C. References
  • GN 02406.430 Treasury Check Payment and Reconciliation System (CP&R) Case Action Codes
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