Process eCDR hearings in EDCS and view them in eView.

IMPORTANT: When the CDR is a Title XVI only or concurrent, before initiating the eCDR appeal in EDCS, the CS must use MSSICS to update the SSID to document the filing of the medical cessation appeal as well as the SBC election, if applicable. If Direct SSR update is required, the FO can manually enter the required fields in EDCS on the CDR Information and Claims Information pages.

To process the eCDR hearing, EDCS users must open EDCS and establish a record by completing the following actions:

• •

  Select CDR Hearing from the Select Case Level screen;

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  Select OK button;

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  Enter the appeal filing date on the Confirm Case Creation screen, if it did not propagate from MSSICCS;

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  Select Create Case button;

  Key in the CDR information, the SSA-3367 (Disability Report-Field Office), and the SSA-3441 (Disability Report-Appeal) data in EDCS on the Form(s) Selection screen;

  NOTE: The Copy from Prior button in EDCS will be enabled if information is available to copy from prior level(s). For more information see Creating Electronic Disability Collect System (EDCS) Cases - DI 81010.020E.1.

• •

  Enter the reason for the appeal and limited data similar to the eCDR Initial CDR including:

1. a. 

   the SSN,

2. b. 

   claim type,

3. c. 

   name,

4. d. 

   address,

5. e. 

   statutory benefit continuation (SBC) information

6. f. 

   attorney representative name and address, and

7. g. 

   representative payee name and address;

REMINDER: Verify and update the appropriate address, telephone number, and representative information on the mainframe before transferring the hearing in EDCS.

• •

  Obtain a paper HA-501 (Request for Hearing by Administrative Law Judge) or written statement signed by the claimant and one SSA-827 (Authorization to Disclose Information to the Social Security Administration (SSA)). Also obtain an SSA-3881 (Questionnaire for Children Claiming SSI Benefits) for SSI childhood disability claims. NOTE: Do not delay sending the eCDR hearing to the HO to obtain an SSA-3881 or an SSA-827;

• •

  Fax the front and back of the HA-501 or written statement signed by the claimant into the CEF, then dispose of the form per instructions in Storing Non-Medical Evidence in the Certified Electronic Folder DI 81010.135;

  NOTE: For SSI only appeals recorded in MSSICS, the FO may print the appeal request from MSSICS and fax a copy into the CEF. If one is provided, fax the SSA-827 to the CEF. For more detailed information about SSA-827 requirements for a hearing request, see Field Office Instructions for Obtaining Form SSA-827 - DI 11005.057.

• •

  Fax a good cause for late filing statement signed by the claimant into the CEF when appropriate;

• •

  Fax medical evidence submitted by the individual with the eCDR hearing request into the CEF per Faxing Documents into the Certified Electronic Folder (CEF) Using Barcodes DI 81010.090;

• •

  Fax any development regarding Statutory Benefit Continuation (SBC) (for example, Report of Contact, SSA-792, and any other documentation per Statutory Benefit Continuation (SBC) DI 12027.001 into the CEF. Dispose of the development per Storing Non-Medical Evidence in the Certified Electronic Folder DI 81010.135; and

• •

  Mail other forms (SSA-3881 and, SSA-821 (Work Activity Report-Employee), etc.) provided for the eCDR hearing to the HO. The HO scans the document into the CEF or sends the document to the contract scanner.

When transferring the eCDR request for hearing, the FO must:

• •

  Review the claim to resolve any edits;

• •

  Select the Transfer/Updates tab in EDCS;

• •

  Answer the paper folder indicator (PFI) question (NOTE: if an electronic CPD is linked to the eCDR, the PFI will default to No);

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  Ensure Title II Statutory Benefit Continuation (SBC) fields are completed

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  Transfer all parts of an eCDR, concurrent or multiple entitlements at the same time.

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  Mail all paper folder(s) associated with the case to the hearing office at the time of electronic transfer

  NOTE 1: The DCF CDRI screen automatically records the appeal(s) on the DCF after EDCS transfer. For more information on transferring the eCDR reconsideration, see MSOM CDR 001.025.

  NOTE 2: The EDCS automatic updates to the DCF are for appeal cases only, the FO must still add initial CDR case movement manually or through WAC

The EDCS routing form generates at the point of transfer if a paper folder is involved. (The CR has the option to print or cancel print of the routing form.)

If a paper CPD folder was used to make the cessation determination:

• •

  Place the SSA-827 and any other relevant documents including medical evidence submitted by the individual in the paper folder;

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  Print and attach an EDCS routing form to the top of the folder; and

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  Send the folder to the HO.

If the CPD folder is a CEF, attach the EDCS routing form to t any other relevant documents including medical evidence submitted by the individual and mail them to the HO.

Do not print an EDCS routing form if there are no paper documents or forms (for example, SSA-827s, SSA-792s, etc.) being sent. For more information on routing SSA-827s, see Field Office Instructions for Obtaining Form SSA-827 DI 11005.057.

When the FO receives an alert on the EDCS Claims Actions page notifying them of the HO decision on an eCDR appeal:

Title II only cases:

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  Review the MBR to ensure the applicable information received from EDCS and the DCF updated automatically.

• •

  No Post-entitlement Online System (POS) action is required.

• •

  Verify SBC termination, if applicable.

• •

  Ensure the MBR is updated within 5 days. If the MBR does not update in 5 days, technicians should proceed with manual action to update the MBR.

Title XVI and Concurrent cases:

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  Review both the SSID and MBR to ensure medical cessation appeal determination automatically posted;

• •

  Verify the SBC benefits have ended for BOTH titled programs

• •

  No POS action is required for the Title II claim.

• •

  Ensure both the MBR and SSID are updated within 5 days. If the MBR and or SSID do not update in 3-5 days, technicians should proceed with manual actions to update the MBR and or SSID.