The first step in the CDR evaluation process is to determine whether the individual
is performing SGA. This is a field office (FO) responsibility and determination. The
FO determines if disability ceases based on performance of SGA and determines if the
SGA exception applies, see DI 28020.050.
SGA cessation determinations are not applicable to Title XVI cases for work performed
after June 30, 1987. For additional information on this issue, see DI 28075.600. Since SGA is not a
consideration in the sequential evaluation process for Title XVI disability recipients,
proceed
directly to step 2 below.
In concurrent Title II/Title XVI cases, an individual whose Title II benefit ends
due to performance of SGA may retain Title XVI eligibility:
-
•
during the trial work period (TWP), or
-
•
when deciding whether an individual continues to have a disabling impairment for purposes
of an extended period of eligibility (EPE) or other work incentive benefits.
If a Title II or a concurrent Title II/Title XVI case contains documentation of a
work incentive program such as a TWP or EPE, do not send the case to the FO for development
of SGA. The SGA exception cannot be applied to cases involving a TWP that is in progress.
If the disability determination services (DDS) identifies a scenario for a Title II
or a concurrent Title II/Title XVI beneficiary whom continues to engage in work activity
after completion of a TWP or EPE and the FO has not addressed the work activity or has not documented that an unsuccessful work attempt
(UWA) was considered, the adjudicator should return the case to the FO for SGA development.
For instructions on returning a case to the FO for additional work development, see
DI 81020.127.
Once the FO has resolved any work issues for SGA, the adjudicator must identify the
CPD. After identifying the CPD, the adjudicator can continue to Step 2 of the CDR sequential evaluation process. For additional information on identifying
the CPD, see DI 28010.020.