The FO will conduct the disability interview, enter the claimant's information into
EDCS, and prepare an EDCS-3367. Additionally, the FO will complete the SSA-820 (Work
Activity Report - Self-Employment), SSA-821 (Work Activity Report - Employee), and
SSA-823 (Report of SGA Determination), as applicable, when there are work issues,
obtain an application, and obtain a signed, dated, and witnessed SSA-827. For more
information on using the SSA-820 and SSA-823, see DI 10510.025. For more information on using the SSA-821 and SSA-823, see DI 10505.035.
When the FO believes recontact with the claimant will be difficult (as discussed in
DI 11005.018A.1., in this section), the claimant asks to have the forms completed by an interviewer
or demonstrates concern about their ability to complete the forms, or the FO interviewer
suspects the claimant will be unable to complete the forms properly, the FO will complete
the SSA-3373-BK and the SSA- 3369-BK (if the claimant had more than one job in the
five-year period before they stopped working due to their medical condition(s)).
The FO will then transfer the case to the DDS.