When the FO must take the corrective action, return the case by SSA-5524-U3 (Request
for Assistance) and request the necessary action. Tell the FO to prepare a technical
denial, if appropriate.
If you need documentation or verification of the DLI for a title II adult disability
claimant, the prescribed period (PP) for a disabled widow(er) claimant, or age 22
for a childhood disability claimant, send the case to the FO with an SSA-5524-U3.
NOTE: If the missing or inadequate documentation involves a relatively simple question,
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 a SSA-5002 (Report of Contact)
and add it to the folder.
Ask the FO to document or verify the DLI, the PP, or the childhood disability claimant's
age and either:
Prepare a technical denial if necessary, effectuate the denial, and notify the review
component of the final outcome of the case;
Effectuate the allowance, if a technical denial is not appropriate and the onset date
stays the same. Notify the review component of the final outcome of the case; or
Return the case to the review component if a technical denial is not appropriate and
the onset date changes.