BASIC (10-01)

A. Introduction

A personal contact is recommended, but not required, in each CDR case to help ensure that beneficiaries have a full opportunity to present their cases. The contact should be made with:

• the beneficiary; if there is no mental impairment; or

• either the beneficiary only or both the beneficiary and the payee, if there is one, when the beneficiary has a physical impairment only; or

• the payee only, if there is one, when the beneficiary has a mental impairment.

B. Policy

In the following situations, a personal contact may always be waived:

• If the relationship between the representative payee and the individual is an official one (e.g., an institution, government agency);

• If the individual or representative payee agrees or requests that the CDR be conduced by mail;

• The beneficiary resides in a foreign country, unless the individual is in a U.S. field office;

• A notice of work activity is received in a title II MIP or MINE diaried case. A CDR will not be conducted immediately (unless medical improvement is alleged). A trial work diary will be established and a notice will be sent informing the beneficiary that he/she will be contacted at the expiration of the TWP.

• A 1619 CDR has been initiated from ODO.
  (See DI 13005.016 ff.)