When curtailing medical development in terminal illness (TERI), compassionate allowance
(CAL), and military service casualty (MSCC) cases, if there is any doubt that the
claim may result in an allowance, it is in the claimant's best interest to complete
the entire form(s) to avoid unnecessary recontact with the claimant.
CAUTION: If it is probable that the FO or DDS recontact with the applicant will be difficult
for the reasons described in DI 11005.001, at the initial interview, the interviewer should complete all the necessary forms
indicated in DI 11005.018A.1.a. and DI 11005.018A.1.b.
The FO may curtail completion of the disability report forms when expediting the case
as one of the following.
1. Presumptive Disability/Presumptive Blindness (PD/PB) cases
Classify and expedite the case as PD/PB when the allegation is consistent with FO
observations and the categories for PD/PB findings in DI 11055.231.
For development requirements in title XVI claims, see DI 11055.230. You can also use FO findings to determine whether to curtail forms completion in
both title II and title XVI claims, even though PD/PB provisions apply only to title
2. Terminal illness (TERI) cases
Classify and expedite the case as TERI when it meets the criteria in DI 11005.601C.
NOTE: In those cases where the claimant did not allege a terminal illness, make every effort
to ensure that the claimant sees no material, which would indicate that he or she
has a terminal illness. Do not use the words "terminal" or "terminal illness" on any
material in the case folder that might disclose that information to the claimant.
3. Compassionate allowances (CAL) cases
Classify and expedite the case as CAL when the claimant alleges one of the medical
conditions found in the list of CAL conditions in DI DI 23022.080.
NOTE: System software recognizes the diseases or conditions on the CAL list; therefore,
refer to the list on a regular basis to verify that you have the most updated information.
For EDCS (3368 and 3820) guidelines, see DI 81010.085A.
For information on curtailment of the EDCS 3368 for CAL conditions, see DI 81010.025B.3.
4. Military Service Casualty Cases (MSCC) cases
Classify and expedite the case as MSCC, following the guidelines in DI 11005.003 and DI 11005.006 .