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Pretty sure it’s to confirm Medicare liens don’t exist. Because if you tell them the client doesn’t have one they make you fill out the Medicare no SSN form.
Can confirm this is why our adjusters do it
What state is this happening in? I’m in CA and have never been asked for the SSN & DOB.
Medicare compliance is one reason, if there's a child support lien filed is another. If the client has a very common name, they may need to cross-reference to make sure there are no lien holders who may be entitled to a cut of the settlement.