TN 54 (04-19)

GN 04440.505 Completing the SSA-847-U3, SSA Request for Case Action

A. Background on using the SSA-847-U3

Review components use the SSA-847-U3 to return technical corrective actions (TCAs) to adjudicating components.

For Details See:

NOTE: Review components do not return group I and group II deficiencies to adjudicating components using form SSA-847-U3. Quality reviewers cite all group I and group II deficiencies on an SSA-1774-U5, Request for Corrective Action, form.

B. Procedure for completing the SSA-847-U3

1. Field site completion of the SSA-847-U3

The Office of Quality Review (OQR) case processing system propagates the following information into the SSA-847-U3:

  • claimant’s SSN,

  • claimant’s name,

  • claim type,

  • claim level, and

  • name of the adjudicating component.

For all other fields, quality reviewers mark the appropriate boxes and fill in the corresponding text, when appropriate.

2. Remarks for the SSA-847-U3

In the Remarks section of the SSA-847-U3, quality reviewers must include the following:

  • a rationale for the return,

  • appropriate policy references supporting the rationale,

  • corrective action required (if applicable), and

  • subsequent folder routing instructions.

3. Disposition of the SSA-847-U3

All disability components should be able to view the SSA-847-U3 in the certified electronic folder. Quality reviewers upload the SSA-847-U3 to OQR's case processing system, at case clearance, using "Action" under the Forms Info tab.

NOTE: The OQR Weekly Deficiency Report only includes information for TCAs recorded as regulation basis code changes. No other types of TCAs are reflected in the weekly report.

To Link to this section - Use this URL:
GN 04440.505 - Completing the SSA-847-U3, SSA Request for Case Action - 04/23/2019
Batch run: 04/23/2019