Keep the concurrent claims together when both claims:
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have the same destination,
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are ready to be released at the same time, and
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are in the same folder (or stapled together).
Do not separately release a denied claim while the other claim is still being developed,
unless the disability determination services (DDS) does not issue the denial notice.
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Document each file with the disposition of the other file.
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Prepare a folder jacket to house the retained case material. To determine folder contents,
see DI 20503.001.
If both claims have the same destination, release the allowed claim separately and:
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Include an SSA-5002, Report of Contact in the allowed claim to indicate the status
of the delayed claim.
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Document the delayed claim with a copy of the other claim’s allowance determination
and, if necessary, copies of pertinent medical or non-medical information contained
in the allowed claim.
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Prepare a folder jacket to house the retained case material. To determine folder contents,
see DI 20503.001.
When one of two title II claims is in DDS jurisdiction and the other is not DDS jurisdiction,
release the files separately. The DDS:
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Retains the claim within its jurisdiction.
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Routes the other claim appropriately.
When the DDS has jurisdiction of only one claim in a case with concurrent title II
and title XVI claims and the claims are in the same folder, the DDS:
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Clears the claim that is not in the DDS's jurisdiction via the case control system.