In-Person (Intranet) Requestors

RCS OMB Package
9/18/2021

RCS OMB Package

Table of Contents

1. Happy Path............................................................................................................................................................................................ 3
1.1. Search Results ............................................................................................................................................................................... 3
1.2. TA Verify Customer Identity (TAVCI) (Terms of Service) ............................................................................................................... 4
1.3. TA Collect Contact Info (TACCI) ..................................................................................................................................................... 5
1.4. TA Send Activation Code (TASAC) ................................................................................................................................................ 6
1.5. TA Finish Online Digital Activation Code (TAFODAC) .................................................................................................................... 7
2. Extra Pages ........................................................................................................................................................................................... 8
2.1. Account Management - Standard Account Summary Page ............................................................................................................ 8
2.2. Account Management - Extra Security Account Summary Page .................................................................................................... 9
2.3. Standard Account Summary Page – on phone – Lockout ............................................................................................................ 10
2.4. TA Mailed Activation Code (TAMAC)............................................................................................................................................ 11
2.5. Mailed Activation Code – Only Physical Address Verified ............................................................................................................ 12
2.6. Cancel Account Confirm (CACM) ................................................................................................................................................. 13
2.7. Sample Customer Internet Screens and Sample Notices Updated .............................................................................................. 14
3. Error Pages ......................................................................................................................................................................................... 15
3.1. Search Result Restricted .............................................................................................................................................................. 15
3.2. Search Result Restricted Pending Account .................................................................................................................................. 16
3.3. Error - Basic Account - Collect Contact Info ................................................................................................................................. 17

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1. Happy Path
1.1. Search Results

This page displays when a technician conducts a SSN search on a customer who does not have a
standard or advanced account.
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1.2. TA Verify Customer Identity (TAVCI) (Terms of Service)

This page displays when a technician selects the “Create Account” button on the Search Results
page.

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1.3. TA Collect Contact Info (TACCI)

This page follows TAVCI after customer agrees to the Terms of Service.

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1.4. TA Send Activation Code (TASAC)

This page follows TACCI if both digital and physical address verify.

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1.5. TA Finish Online Digital Activation Code (TAFODAC)

This page follows TASAC if the customer opts to receive the activation code via text message. This
completes standard identity verification on phone. The customer must return to RIL to bind their
account with the identity proofing event.
Time: 3 days
URL: www.socialsecurity.gov/setup

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2. Extra Pages
2.1. Account Management - Standard Account Summary Page

This page displays for a standard account holder following a SSN search by the technician.

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2.2. Account Management - Extra Security Account Summary Page

This page displays for an Extra Security account holder following a SSN search by the technician.

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2.3. Standard Account Summary Page – on phone – Lockout

This page enables technicians to unlock new accounts created after September 18, 2021.

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2.4. TA Mailed Activation Code (TAMAC)

This page displays if the customer chooses “Home Address” on the TASAC page.

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2.5. Mailed Activation Code – Only Physical Address Verified

This page displays if only the customer’s physical address verifies.

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2.6. Cancel Account Confirm (CACM)

This page displays if the customer chooses to cancel their account and the technician initiates that
action.

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2.7. Sample Customer Internet Screens and Sample Notices Updated

This page is an example of the updated links to the Sample Customer Internet Screens and Sample
Notices.

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3. Error Pages
3.1. Search Result Restricted

This page displays when the customer has requested a block on their account and the technician
applied the block.
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3.2. Search Result Restricted Pending Account

This page displays when the customer did not use their activation code in the allotted time.

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3.3. Error - Basic Account - Collect Contact Info

This page displays if the information entered does not match our records.

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