Use forms SSA-821-BK and SSA-820-F4 to collect details concerning work activity. See DI 10505.035 and DI 10510.025 for detailed instructions for completing these forms that are for use in self-help, telephone, and face-to-face interviews. Use eWORK to help complete these forms and to develop monthly wage verification to employers (form SSA-L725, see OS 15010.347).

In post-entitlement situations, make a SGA determination with a SSA-833 and a TWP determination with a SSA-899. Multiple SSA-833s may be needed to document determinations during the EPE. In addition, use the SSA-4268 to provide the personalized information needed when determining SGA. Use the eWork system to help prepare the determination forms, the notices, and input facsimiles.