1

• Review an SSID and the Post Entitlement Operational Data Store (PE ODS) listing to determine whether a face-to-face or telephone interview is appropriate.

EXAMPLE: ZH09 coding in the CG field of the SSID indicates that the recipient is deaf and uses sign language; a telephone interview is not appropriate.

• Whether rep payee suitability needs to be developed, a disability redetermination is required, or the individual is a non-citizen with a 7-year eligibility limit ;

• If the recipient needs to bring evidence with him to a face-to-face interview or submit evidence subsequent to a telephone interview.

NOTE: The presence of a diary may be an indicator of required evidence.

2

Tear off the perforated tab at the top of the form to separate pages 1 and 2.

3

On page 1, fill in the following information:

• Recipient's name and mailing address or use a preprinted label.

• Office address.

• Recipient's social security number.

• Date you complete the appointment notice.

• Date and time of the scheduled interview.

4

Check the appropriate blocks on page 1 of the form and fill in:

• The number the recipient should call and the name of the person the recipient should ask for if scheduling a call-in interview; or

• The number you will be calling if you will make the phone call to conduct a phone interview; or

• The address of the field office and the person the recipient should ask for if scheduling a face-to-face interview.

5

Continue on page 1 and fill in the month/day/year the recipient needs to contact you to avoid suspension; i.e., 30 days from the date of the notice.

6

On page 2, fill in the reference date. Use the proposed appointment date to determine the reference date. (See SI 02305.034C. for instructions on determining the reference date.)

7

Check off the appropriate item(s) recipients should:

• Have on hand for telephone interviews; or

• Bring with them for face-to-face interviews.

Include the name of the recipient or deemor for whom you need the item(s).

NOTE: For the third item, enter the earliest date (month/year) for which you need to verify earnings.

In alien cases, use the other fill-in to suggest that if the recipients' alien status has changed since the last time they had contact with SSA, they should bring in evidence showing their new status.

EXAMPLE: If you are not considered a U.S. citizen for SSI purposes and your immigration status has changed since the last time we contacted you, please have available the necessary papers that show your current alien status.

8

Enter the FO phone number and the person to ask for if recipients have any questions.

9

Enter the FO manager's name and title.

10

Enclose a copy of the SSA-3073 (or SSA-3073-SP for recipients who receive Spanish forms), Important Messages from Your Social Security Office. (See SI 02305.813 for an exhibit.) Because California is a cash-out state, enclose the SSA-3073-NFS or SSA-3073-SPNFS, since these versions of the form do not include a food stamp message.

NOTE: SSA is required to inform recipients about computer matching, food stamps, and Medicaid transfer of resources rules during the RZ process. Enclosing the SSA-3073 with the appointment notice fulfills this requirement.

11

Retain a dated copy of the notice to document the beginning of the 30-day closeout period.