When the case contains a non-recorded substantive deficiency and the FO must take
corrective action because the date last insured (DLI), prescribed period (PP) or attainment
of age 22 is at issue, develop per GN 04440.235C.1.b., Correcting Non-Recorded Deficiencies, and take the following additional action:
Code the review screens prior to creating the eForms so the information propagates
into the eForm.
Prepare an SSA-5524 and ask the FO to verify the DLI, PP or attainment of age 22 (whichever
is at issue) and document the CEF.
Prepare an informational SSA-1774-U5 and notify the adjudicating component of the
Clear the case to the FO.
Send the SSA-5524 and SSA-1774-U5 to the CEF during the clearance process.
NOTE: In Group II deficiencies, if there is missing or inadequate documentation involves
a relatively simple question, (e.g., when did the claimant actually stop work) the
review component has the option to telephone, email, or fax the request to the FO
rather than preparing an SSA-5524-U3. When using this expedited process, the review
component must document the conversation and outcome on an SSA-5002 (Report of Contact)
and add it to the folder.
For an explanation of adjudicating component corrective action in group II work activity
documentation deficiencies, see DI 30005.228.
The review component retains jurisdiction of the CEF in pending status. The review
component clearance stops processing time from accruing on the case while the FO completes
the requested development. Follow DI 81030.021E.1., DI 81030.021E.2. or DI 81030.021E.3. for action after the FO completes development.