1. Verify the claimant’s identity
To verify the claimant’s identity, the interviewer will need to confirm the claimant’s name and Social Security number.
2. Confirm the date of the application
The interviewer will need to confirm the date of the application to ensure that it is within the correct time frame for benefits eligibility.
3. Determine if an interview is required
Not all claimants are required to have an interview; some may be able to have their applications processed through the mail. The interviewer will need to determine if an interview is required based on the information provided in the application.
4. Obtain a signed Consent Form from the claimant, if necessary
Some claimants may be required to provide a signed consent form in order for the interviewer to collect information about their work and earnings.
5. Collect information about work and earnings for the past month
The interviewer will need to collect information about work and earnings for the past month in order to verify benefit eligibility. This includes hours worked, wages earned, and self-employment income.
6. Verify Social Security number(s) and date(s) of birth
The interviewer will need to verify Social Security numbers and dates of birth in order to confirm benefit eligibility.
7. Gather information about the current living situation
The interviewer will need to gather information about the current living situation in order to determine eligibility for benefits. This includes information about current housing, rent or mortgage payments, food costs, and other monthly expenses.
8. Ask about a health condition(s) and disability onset date(s)
The interviewer will need to ask about a health condition(s) and disability onset date(s) in order to determine eligibility for benefits. This includes questions about any medications currently being taken and doctor visits in recent months.
9. Get details on education and training
The interviewer will need to get details on education and training in order to determine eligibility for benefits. This includes questions about any recent schooling or job training completed by the claimant.
10. Find out about work history for at least the last 15 years
The interviewer will need to find out about work history for at least the last 15 years in order to determine eligibility for benefits. This includes questions about jobs held, hours worked, and wages earned during that time period.