Use the charts below to determine the last day of the “period adjudicated” when adjudicating
a subsequent claim or post-entitlement issues.
Exhibit 1
Determining Last Day of “Period Adjudicated”
Below Administrative Law Judge (ALJ) Hearing Level1
|
Denial
|
Allowance
|
Closed Period7
|
DIB or Freeze
|
Date DDS (or SSA) 2 approved last determination of Denial or, if earlier, the DLI3.
|
Date SSA approved determination of award4 or last day of waiting period5.
|
Date DDS (or SSA) 2 approved closed period determination or if earlier, the DLI3.
|
CDB
|
Date DDS (or SSA) 2 approved last determination of denial or, if earlier, the day before attainment of
age 223.
|
Date SSA approved determination of award4.
|
Date DDS (or SSA) approved closed period determination.
|
DWB or CDB Reentitlement
|
Date DDS (or SSA) approved last determination of denial or, if earlier, the last day
of the prescribed period (PP) 3.
|
Date SSA approved determination of award or (for DWB only) last day of waiting period5.
|
Date DDS or SSA approved closed period determination or if earlier, the last day of
the PP3.
|
|
Cessation
|
Continuance
|
CDR
|
Date of DDS or SSA determination.
|
Date DDS or SSA approved determination of continuance or date SSA approved determination
of Resumption of Award (SSA-39256 series).
|
Footnotes:
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1.
Refer to SSA mainframe system queries, Master Beneficiary Record (MBR), Supplemental
Security Record (SSR), as well as the SSA-3367 and the Case Processing and Management
System (CPMS), and APRS systems, to obtain the appropriate exhibit dates.
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2.
When SSA approval is required, i.e., SSA has jurisdiction.
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3.
When alternative dates are given, the earlier one is the last day of “period adjudicated”
unless otherwise indicated in these notes.
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4.
Look for the Benefit Payment Section in eView, the MBR or SSA 831, as appropriate.
You may also contact the FO to have them review the A101 and the EF101 (SSA determination
of award) in the Online Retrieval System (ORS) if you are unable to determine the
appropriate date.
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5.
Governing date when notice was sent before expiration of waiting period.
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6.
Governing date where benefits had been terminated or interrupted.
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7.
Since a period of disability extends the DLI, contact the FO so they can review an
updated earnings record for the current DLI.
Exhibit 2
Determining Last Date of “Period Adjudicated”
ALJ or Appeals Council (AC) Decision1
|
Denial
|
Allowance
|
Closed Period6
|
DIB or Freeze
|
Date of ALJ decision or, if earlier, the DLI2.
|
Date of ALJ or AC decision.
|
Date of decision affirming or establishing a closed period or if earlier, the DLI2.
|
CDB
|
Date of the ALJ decision or, if earlier, the day before attainment of age 22.
|
Same as above.
|
Date of decision.
|
DWB or CDB Reentitle-ment
|
Date of ALJ decision or, if earlier, the last day of PP.
|
Same as above.
|
Date of decision or if earlier, the last day of PP.
|
|
Cessation
|
Continuance
|
CDR
|
Date of ALJ or AC decision.5
|
Date of ALJ or AC decision.3
|
Footnotes
-
1.
Refer to SSA mainframe system queries MBR, SSR, etc., as well as the SSA-3367 to obtain
the appropriate exhibit dates.
-
2.
When alternative dates are given, the earlier one is the last day of “period adjudicated.”
-
3.
If the ALJ or AC decision is a continuance, there is no need to adjudicate the new
application. Consider the subsequent claim a duplicate claim.
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4.
If the ALJ dismissed a request for hearing, treat any new application as if no hearing
request was ever filed.
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5.
If the AC (without issuing decision) denies or dismisses a request for review of the
ALJ's decision, the period adjudicated reverts to the ALJ decision.
-
6.
Since a period of disability extends the DLI, contact the FO so they can review an
updated earnings record for the current DLI.
Exhibit 3
Determining Last Date of “Period Adjudicated”
Court Decision1
|
Court Affirmed2
|
Court Allowance3
|
Initial Denial
|
Date of the ALJ decision or, if earlier, the DLI for a denied DIB or freeze claim,
the day before attainment of age 22 for a denied CDB claim, or the last day of the
prescribed period for a denied DWB claim.
|
Date of ALJ or AC last administrative decision.
|
CDR
|
Date of ALJ or AC decision4.
|
Date of ALJ or AC decision4.
|
NOTE: The period adjudicated by the court's decision is determined by the agency decision
under review.
Footnotes:
-
1.
Refer to SSA mainframe system queries MBR, SSR, etc., as well as the SSA-3367 to obtain
the appropriate exhibit dates.
-
2.
When a case is remanded to SSA, the period adjudicated reverts to the last SSA decision
(ALJ) appealed to the court.
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3.
The court rules only on evidence presented through the date of an ALJ decision.
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4.
If the AC (without issuing decision) denies or dismisses a request for review of the
ALJ's decision, the period adjudicated reverts to the ALJ decision.