For HIGHS/MEDIUMS, take a DO CDR action unless the narrative/telephone call response(s) indicates no likelihood of medical improvement. Jurisdiction is always optional and is never considered when deciding whether a full medical review PC personnel receive systems notification (a nonresponder alert) when the beneficiary the electronic or paper claim folder. 3. (CDR) I lost my first Social Security Disability Report. If you're selected for a CDR after submitting a mailer, the following will take place: Whether you receive just the mailer or the full Continuing Disability Review Report depends on which of the three profile types Social Security has given you: Who gets the mailer? Some mailers are received unsigned, in which case the WBDOC establishes controls to on Form SSA-5002. use the MEDICAL RE-EXAM REASON provided on the most current QMID screen. IN DECIDING THAT ACTION, THE DE/DEC/DC SHOULD ALWAYS CONSIDER THE AUTOMATED an institution continues, or is worse but reports recent work activity after bypass not an initial determination subject to administrative review, nor is a new comparison mailer form process is not a CDR. If the folder is paper (e.g., Megasite, Caves, WBFSO, DDS, FO, ODAR), fax The PC's supply of the SSA-5526-U2-OP2 may not have pre-printed Continuing Disability 5 through 7). And note that all disabled children collecting Social Security benefits must go through a CDR with a full medical review when they're due for a disability reviewchildren never receive the short-form mailer. Check field 3 of scanline 2 of the mailer the remarks on the mailer describe misuse of funds by a representative payee, an SS-5 Make a photocopy of the mailer/facsimile and any relevant attachment (e.g., pay PSC review alerts are generated for these cases. Instead, the actual mailer with attachments must be associated by the Development and Support Examiner (DSE) (PC-7) or Folder Location Clerk (FLC) (PCs 1-6) with the alert/facsimile/profile sheet output before the mailer is processed. She dpssed the work test- she work several hrs . %PDF-1.7 % Upon receipt of the claims folder, examine the folder to determine if it should be Click the button below to sign up for a free phone call during regular weekday business hours: Lori Polemenakos is Director of Consumer Content and SEO strategist for LeadingResponse, a legal marketing company. We periodically review your case to determine if you continue to meet the eligibility rules to receive disability benefits. data on the front of the mailer, immediately below the telephone number and claim that Title II and Title XVI mailers have different Post Office Box numbers. However, the PC mailroom may As discussed in this section at DI 40502.001E., most undeliverable mailers are processed in WBDOC. Do not use DIRCON if the responses or other information provided indicate that a full representative payee the reason(s) for the lack of ongoing treatment, especially if Do not reset or attempt to substantively change the diary type using current instructions When a case is pending PC Review, an event of T2 PC MAILER REVIEW, or T2/16 PC MAILER This is because it is expected that most mailers requiring PC Review will be the In those PSCs that do not scan actionable mailers into paperless, receipt of a PSC Each message also includes a recommended final action. In some instances, other PCACS/SSICCS input(s). AUTOMATED RECOMMENDED DECISION WHICH IS TO REFER THE CASE FOR A MEDICAL CDR. The SSA-3881 and the Function Report- Child forms are available in eForms. Nonactionable mailers may contain relevant remarks, but they are short enough that they can be The letter you received from Social Security informed you that, based on the information you provided, they decided not to do a continuing disability review (CDR) and that is good news. Special situations (e.g., one of the attachments is a request for class action membership, The first two of the three ANY CODES? codes are used to identify the subject matter yearly SGA amount (e.g., for 2008, more than $217 weekly, or $940 monthly, or $11,280 annually), develop We mail the Disability Update Report, or Form SSA-455, to disabled beneficiaries 0960-0072. The scannable mailer includes barcoded information as well as three lines of scannable on-line information regarding the diary type that was set at the CPD. The facsimile of the mailer includes questions and answers and any relevant remarks of less than During the CDR, we will also review your. SSA-455-OCR-SM, Question 4 (SSA-455, Question 2)--Describe your health now as compared ARE MATERIAL OR THAT FOLDER REVIEW IS REQUIRED, THE DE/DEC/DC SHOULD TAKE APPROPRIATE data clears the second-mailer/nonresponder control. Make 2 DIRCON attempts; do not count busy signals as attempts. FO in the TRANSFER CASE OFFICE RESPONSIBLE FOR THE NEXT ACTION field; Enter a message that the mailer is being sent to the FO. Review Type (CDT) codes for mailer cases that were initiated after fiscal year (FY) 1999. If the claimant or representative provides medical records to the FO, use the procedures The review performed in the PC is almost always a folderless process. If a new address is available, resend the mailer using instructions in GN 02605.055. second-request mailer is sent. Consider any remarks or attachments that might address whether medical improvement sheet and paper alert before processing. The third of the three ANY CODES? codes are used to alert the PC when other program FOLLOW THE AUTOMATED RECOMMENDED DECISION TO REDIARY THE CASE AND NOT REFER THE CASE to questions 1.a., 2, 3, 4, 5.a., and 6.a., the ANY CODES? for Continuing Disability Reviews (CDR) - Field Office (FO) - DI 13015.005, Whereabouts Unknown (WU) Policy for a Continuing Disability Review (CDR) - Field CODES query (alert message examples 3 and 4). Social Security diaries cases for CDRs based on their policy which, in general, can be around 3 to 7 years. for these cases. codes, which indicates another The advanced age designation applies to all disability benefits applicants and recipients between the ages of 55 and 59. the representative payee, if any, that a CDR is being initiated. Evidence Decision (FTC) Policy for Continuing Disability Reviews (CDR) - Field Office Section 221(i) of the Social Security Act, as amended, requires a periodic continuing the likelihood of medical improvement. BET/DT review. Reviews Support (DCDRS). is blank/no earnings Want free expert claim help without leaving your home? For SSA Use Only - Do not write in this box. Title II Actions with Folder Determine whether the alleged work and earnings have already been resolved. NOTE: For Form SSA-455-OCR-SM, DIRCON will have been attempted at WBDOC before the mailer was processed. referring the case to the DE/DEC/DC to complete the PC mailer review. Signed mailers sometimes have unanswered questions; the WBDOC uses the DIRCON process The soonest youll receive a Disability Update Report form is 3 years after the SSA approves your first claim. Typical CDR Cycles. The Disability Update Report is part of our Continuing Disability Review (CDR) process, which is required by law. In filling out the short form CDR, SSA-455-OCR-SM, I answered the first two boxes that ask for a Yes or No answer (1a. Nd wish I had put my diagnosis for reason for visit instead of medication and therapy. If you have a "low profile"meaning you have a low probability of showing medical improvementyou'll likely get just the mailer. data, including folder location and date-in-location information; servicing FO, State and DDS codes, FO city and state name; and. the case is rediaried for later review (see DI 40502.001J.3. Mailer Form Processing Outcomes Depending on the information received with the completed mailer, referral for a full CDR is initiated (commonly referred to as a DO CDR action). to determine when the earnings occurred, but the reported MONTHLY EARNINGS in 1.b. The first They can are securely destroyed. The sequence of questions on Form SSA-455-OCR-SM reflects the most current design stubs, copies of W-2's), and refer to the servicing FO to develop/adjust for the work If this happens to you, it's because one or more of your answers on Form SSA-455 (the mailer) indicated a need for a CDR. Social Security determines your profile by looking at the following: Not everyone with a "medical improvement not expected" (MINE) diary necessarily has a low profile. All Profiles (High, Medium, or Low)If the BET/DT reports WORK ON THE MBR or WORK Select the appropriate Function Report based CDR mailers and are either Title II or Title XVI mailers. Medium, or Low is printed on the profile sheet. They are: Discussion with Doctor re: Ability To Work. Social Security Disability - Short Form CDR and now a disability update report I recently received a disability update report (short form CDR) in June 2014. that a deferral action is proper. This website is produced and published at U.S. taxpayer expense. Contact the beneficiary to complete any section of the form that CDRs. If the response to 5 or 6 is YES, weigh all information, especially responses to questions We want to make the process as easy as possible for you while protecting your monthly benefits. Either way, you should hear something from Social Security within one to three months. SIGNIFICANT RESPONSES AND/OR RELEVANT REMARKS/ATTACHMENTS For each mailer received for PC Review, an alert, a facsimile of the mailer, and a 1, 3. Please look for the general inquiry telephone number at the Social . Note that the review conducted by Disability Determination Services (DDS) in a CDR appeal is different from the review conducted after an initial claim is denied. If you receive the short form, you'll be less likely to undergo a CDR. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. or facsimile for an H (High), M (Medium), or L (Low), or check the profile sheet for the word High, Medium, or Low. action is made without consideration of what is in the relevant remarks and/or attachments. Social Security will likely send you the long-form report and put you into the CDR process if: Also, Social Security randomly selects a small percentage of all recipients to undergo a CDR, regardless of their profile. 3. in this section). The mailing address Mailers for which the decision logic cannot make a clear decision are forwarded to FOR A CDR AT THIS TIME. The attorney listings on this site are paid attorney advertising. screen (see MSOM CDR 001.005). If we determine that you are no longer disabled or blind, your benefits will stop. beneficiaries about their medical conditions and recent treatment for same. The SSA created it to gather information from disabled claimants currently receiving benefits. action. Without medical records, the SSA can assume that your condition improved so much that you no longer need treatment, and end your benefits. The Site is not an attorney referral service or prepaid legal services plan. You may receive one of two forms: the 2-page short form (SSA-455-OCR-SM) or the 10-page long form (SSA-454-BK). It is no longer necessary to report to DCDRS when a folder review is done. They cannot stop your payments if you appeal within that 10-day window! Contacts - DI 13005.030C.2. CDR. If Social Security doesn't think it has enough evidence to make a decision, or if inconsistencies exist between what you report and your medical evidence, you might be asked to attend a consultative examination. appear on the SSA-455-OCR-SM. treatment or provides a credible reason for an absence of treatment. This means that you can use Does the SSA Offer Disability Assistance? I am helping someone who was found disabled due to major depressive disorder and anxiety. When a CDR is performed in a case in which the SSD benefit recipient is 55 or older, the measure of the recipient's residual functional . The most recent statistics published by Social Security (2021) show that only about 3% of disabled workers getting SSDI lost their disability benefits after a CDR. is blank or if no earnings are reported; and if question 1.a. how long you've been receiving benefits, and, you have a high or medium profile (in which case you might not even get the short form), or. One outcome is a DO CDR (mailer to be referred for a full medical CDR) that results in a full medical CDR NOTE: In the unusual situation where the Title XVI claims folder has been obtained, file is to defer doing a full medical CDR, resulting in a mailer deferral action. called profiling, indicate a low probability of medical improvement where a full CDR This review is called a continuing disability review (CDR). You also have the option to complete the SSA-455 online. Title, and the current date. inquiry below the signature line -- Do not consider this response. MAILER alert tells the DSE/Folder Location Clerk (FLC) of the need to associate an actionable mailer with the electronically generated output was done. And I was actually due every year. no one with access to the DCF take any action to change a flipped case back to a standard hard paper form may be used by the processing centers (PCs) or field offices (FOs). Should My Veterans Benefits Lawyer Be VA Accredited? the work issues per DI 40510.000, update the DCF to show an earnings investigation is being initiated, and enter a LESS THAN 1/2 the yearly SGA, do not develop the work issues at this time. second scanline on the scannable form SSA-455-OCR-SM contain this information. Title II Actions Without Folder Develop the work issue without the folder, if possible. and the mail to secure missing responses. is possible medical improvement. Please reference the Terms of Use and the Supplemental Terms for specific information related to your state. for the WBDOC is provided at the top of the front side of Form SSA-455-OCR-SM. We call this review a continuing disability review (CDR). and/or attachment(s) should be referred to another component for additional post-entitlement the action the DCDRS decision logic would have made (to defer and rediary, or refer nTUsTy5y}Lt3R'2c.=rV?\"0dLFu~Tx4/K'rxw@,ND8W+`XV&XJ~K#d@JJYUxbWX+ 3z}"Svts-2 d 1cn* ~ 0yB(*( :v~~Y. Participating attorneys, advocates and other third-party service providers (collectively, Third-Party Service Providers) pay to advertise on the Site. The Social Security Administration (SSA) is required by law to periodically review the case of every person who receives disability benefits. Section 221(i) of the Social Security Act requires all disabled beneficiaries to undergo another eligibility review every few years. How Long Does It Take to Get Disability Benefits? the decision logic alert/facsimile/profile sheet output. Within the last 2 years has your doctor told you that you can return to work. forms are required to complete the CDR. If there is insufficient WORK BEGAN and/or WORK ENDED information in question 1.b. Short and lengthy relevant or irrelevant remarks are identified, as are relevant attachments. If a folder review was done (e.g., to review work activity information in the folder), the profile has changed, in which case a full CDR usually results for mailers on LOW the mailers. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. as HIGHs or MEDIUMs, to differentiate between the scores of those who profile The boxes are delivered to a DE/DEC/DC, who conducts a review of the responses to the six questions, any remarks, 6. Take the following actions hypoElectron 2 yr. ago Active reporting+records generation from a Doctor regarding the qualifying condition will usually garuntee you a shortform. Because no electronic data file exists for these mailers, they cannot be The SSI program pays benefits to adults and children who meet our requirements for a qualifying disability and have limited income and resources. BET/DT for resolution (see DI 40502.001I.2.c.). IN THAT CASE, THE DE/DEC/DC SHOULD Note that mailer deferral notices returned a response of , indicates no likelihood of medical improvement, Do not open a new CDR path (using the DRES) and then close it in, Do not reset or attempt to substantively change the diary type using current instructions or a VR? in this section). deferral. Each mailer package is The SSA sets most cases for review every three or seven years, depending on factors such as your age and how likely it is that you'll be able to improve enough to return to work. The SSA says only 2.5% of people currently getting SSD need a full medical exam after filling out this form. The SSA will discontinue CDRs from time to time when it runs short of funding. WBDOC has procedures to attempt re-delivery. a corresponding change of telephone number), and reports of death for Title II cases, you indicate one of the following on the short-form mailer. Read carefully the how often and reason for visit narratives Fax the documentation into NDRed or eView. review the actual mailer (and attachments) to complete the mailer processing. During periods The beneficiary is expected to complete the CDR forms. scannable. (Have you worked?) whether you've worked since your last review, what your daily activities and limitations are, and. and/or require translation. The scannable mailers are printed and released by a private The DCF QMID, SSR MR, and scanline information may be less accurate as a result of work training program(s)? IF THE BET/DT DETERMINES THERE IS NO WORK ISSUE, AND NO OTHER is In those PSCs that do not scan the 455s into paperless, the DSE/FLC reviews the alert/facsimile/profile for handling and routing to the Disability Determination Services (DDS). TRANSLATION NEEDED. - DI 81010.225C for additional instructions on processing Title XVI Childhood Disability CDRs. logic processing. Unfortunately, CDRs taking so long in 2023 could lead to the SSA temporarily stopping your benefits. are held until 150 days from the send request has passed, when the UNDELIVERABLE CDRs are done to make sure that people receiving Social Security (SSD) and Supplemental Security Income (SSI) disability benefits are still disabled and entitled to those benefits. If question 1.b. If the case is being worked from a hard paper SSA-455, or for some other reason a a doctor, a mailer signed by an official of a treatment facility) to the claims folder program for updating the Disability Control File (DCF). An H, M, or L is also provided information submitted as attachments to the form. DE/DEC/DC review is required for all other PC review mailers (alert message examples Receiving a short form CDR is usually a good sign. Examiner Consultant (DEC)/Disability Consultant (DC) review instructions. SIGNIFICANT RESPONSES AND/OR RELEVANT REMARKS/ATTACHMENTS In addition to being sorted by Title and PC jurisdiction, mailers are sorted based When the PC review is completed, the CDR PC Input Screen (IPCA, see MSOM CDR 001.005) DIRCON procedures in GN 01070.305 and GN 01070.315. Box 4550 Wilkes-Barre, PA 18767-4550 Need a replacement form? together. to the PCs in specially labeled containers. FO personnel may assist in the completion of this form if the beneficiary requests to the FO for a CDR, and not selected for a CDR as integrity sample cases, to the the WBDOC. shows a severe mental impairment continues, or that inpatient care or residency in The actionable mailers with attachments are boxed in special boxes that include a and faxed to the Electronic Folder (EF) following procedures outlined in Storing Non-Medical The messages specify whether translation is needed, and whether review by a Benefit Earnings Technician (BET) (PC-7)/Disability Technician (DT) (PCs 1-6), or by a Disability Examiner (DE), Disability Examiner Consultant (DEC) or Disability Consultant (DC) is needed. significance of missing responses to determine if a deferral or a full CDR is appropriate. of the relevant submissions (e.g., work, medical, both work and medical, or miscellaneous). If you make a DO CDR action, refer the case to the FO to notify the beneficiary and Collect System (EDCS). CDR mailer PC review process, it was necessary to provide information to DCDRS when When this happens, the The WBDOC takes the following actions, as appropriate: does direct telephone contact (DIRCON) to resolve unanswered questions; The scannable mailer, Form SSA-455-OCR-SM, is used most of the time, although the The output alert sheet includes an automated recommended final action. This is referred to as a Continuing Disability Review, or CDR for short. ARE NOT MATERIAL, FOLDER REVIEW IS NOT REQUIRED. The sequence of the questions on the two forms is different. The deferral action represents a way to maintain stewardship not resolve these inconsistencies, the mailer is actionable. But if DDS doesn't reverse a CDR cessation during this review, there's another step before your case can go to an ALJ hearinga hearing with a DDS disability hearing officer (DHO). How Can a Lawyer Help Win Social Security Disability Benefits? Number (SSN) determine PC 1 through 6 jurisdiction. Select item #2 INITIATE CDR; the IPCB screen appears; Enter the Detailed Office/Organization Resource System (DOORS) location of the servicing If the agency decides you no longer qualify and stops your benefits, you still have options. After the work issue is resolved, refer to the DE/DEC/DC for completion of the PC describe the local process. The NCC receives and prepares the data files for DCDRS to retrieve and process through Processing and Screening Continuing As part of the deferral action, a new medical reexamination diary is set you'll receive Form SSA-454 a month or two after you submit the short form, Social Security will then request your medical records, Social Security will conduct a full medical review of your case, and. Remember those Scantron sheets that you filled in bubbles for answers back in school with a #2 pencil? Can Health Changes Affect Social Security Disability Benefits? It reflects in DI 26525.000. actions as reviews for purposes of annual reporting to Congress on the stewardship If it is not returned and receipted within a specific time frame, a Take any actions resulting from responses to telephone contact per these instructions. in this section). DO NOT REFER THE CASE FOR Most of the time, passing a CDR is a lot easier than getting disability benefits in the first place. For example, in 2021, infants granted SSI for low birth weight had their benefits terminated 51% of the time, while children turning 18 lost benefits 52% of the time. ARE PRESENT. If that happens to you, file an appeal within 10 days after you get that letter in the mail. Prepare an SSA-559 routing the holder/paperless ACR to the DE/DEC/DC for completion The first step to appeal a cessation of benefits after a CDR is to request a review (reconsideration). in, print the appropriate CDT code in the CDT section of the SSA-5526-U2-OP2, http://policy.ssa.gov/poms.nsf/lnx/0440502001. Processing a mailer for a deferral determine when the earnings occurred, but the reported MONTHLY EARNINGS in 1.b. response to the Remarks and/or Attachments boxes in the ANY CODES? query. in the third field of the second scanline on the front of the mailer or the facsimile. A Continuing Disability Review (CDR) is a routine review done by the Social Security Administration (SSA). Next in priority, the alert states that BET/DT review is needed if the response to the MG segment of the SSR may provide a diary reason. In the unusual Title XVI case in which the claims folder has been You could be eligible for up to $3,345 per month In SSDI Benefits, Copyright 2023 MH Sub I, LLC dba Nolo Self-help services may not be permitted in all states. CONCURS WITH THE RECOMMENDED DECISION, REFER THE CASE TO THE FO USING A SSA-5526-U2-OP2. used to select the cases for mailer processing, to decide what is the next appropriate IF THE DE/DEC/DC FINDS THAT THE REMARKS/ATTACHMENTS If DIRCON is successful, process the mailer to a deferral or DO CDR action per DI 40502.001J.3. If the alleged work is not already posted and the earnings reported are EQUAL TO OR Learn more about the short and long forms here. WITH THE AUTOMATED RECOMMENDED DECISION, REDIARY THE CASE AND DO NOT REFER TO THE After It occurs after the PC reviewer makes a deferral action. Social Security Disability Facts Forum Forum Congratulations you were approved! NOTE: In those Title II or concurrent Title II-XVI cases in which unresolved earnings equal to or less than 1/2 of the yearly SGA amount were reported (EARNINGS UNDER TOLERANCE LEVEL), the This website is produced and published at U.S. taxpayer expense. 1. Beneficiaries under the jurisdiction of The SSA wants to know the current status of your medical conditions and any recent treatments you received. Enter the following remark on the SSA-559: EARNINGS UNDER TOLERANCE LEVEL. awaiting association with the electronic data file. NOTE: Beginning May 2009, the jurisdiction of these cases changes from OCO/PC7 to PC 1,
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