TN 18 (08-25)

QR 04440.505 Completing the SSA-847-U3, SSA Request for Case Action

 

A. Background on using the Request for Case Action

Review components use the Request for Case Action to return technical corrective actions (TCAs) to adjudicating components and or field office.

For Details See:

NOTE: Review components do not return group I and group II deficiencies to adjudicating components using a Request for Case Action. Quality reviewers cite all group I and group II deficiencies on a Request for Corrective Action.

B. Procedure for completing the Request for Case Action

1. Field site completion of the Request for Case Action

The Quality Review (QR) case processing system propagates the following information into the Request for Case Action:

  • claimant’s SSN,

  • claimant’s name,

  • claim type,

  • claim level, and

  • name of the adjudicating component.

For all other fields, quality reviewers mark the appropriate boxes and fill in the corresponding text, when appropriate.

2. Remarks for the Request for Case Action

In the Remarks section of the Request for Case Action, quality reviewers must include the following:

  • a rationale for the return,

  • appropriate policy references supporting the rationale,

  • corrective action required (if applicable), and

  • subsequent folder routing instructions.

3. Disposition of the Request for Case Action

All disability components should be able to view the Request for Case Action in the certified electronic folder. Quality reviewers upload the Request for Case Action to QR's case processing system, at case clearance, using "Action" under the Forms Info tab.

NOTE: The QR Weekly Deficiency Report only includes information for TCAs recorded as regulation basis code changes. No other types of TCAs are reflected in the weekly report.

 


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/1304440505
QR 04440.505 - Completing the SSA-847-U3, SSA Request for Case Action - 08/14/2025
Batch run: 09/18/2025
Rev:08/14/2025