If payment can be made on the Title XVI portion of the claim, and none of the conditions
listed in GN 04440.222A. exist, the case will be returned to the adjudicating component for onset date corrective
action after effectuation of the Title XVI determination.
In concurrent initial claims, the folder and deficiency return will be sent to the
adjudicating component and the Title XVI SSA-831-C3/U3 will be faxed or mailed to
the FO. Exceptions to this routing policy are cases involving unresolved capability
issues or cases in which the beneficiary has a DAA condition and is incapable of managing
his/her benefits. These exception cases follow the same routing procedure as reconsideration
claims as discussed below.
In concurrent reconsideration claims and concurrent initial claims that are an exception
to the initial routing procedure, both claims folders will be routed to the FO for
effectuation of the Title XVI determination. The deficiency return and supporting
documentation will be faxed or mailed to the adjudicating component for the necessary
action on the Title II claim.
See DI 11010.120 for a further explanation of when a partial award can be made.
NOTE: Refer to GN 04440.228 for processing cases with a work activity documentation deficiency that could affect
the onset date.