TN 59 (07-99)
Follow the steps below for fully favorable claims.
NOTE: The CDR Query Medical Information (QMID) Screen is in the Disability Control File
(DCF) and contains information relating to medical determinations made and the medical
re-exam diary date. See DI 13010.660 and MSOM Chapter 185-W.
SSA-831-U3. For electronic cases, use the Electronic Disability Collect System (EDCS)
to complete the SSA-831 and store in the electronic folder.
Award Forms SSA-101-U3/SSA-3687-U2, as appropriate.
Indicate the appropriate notice and/or paragraphs.
Process the claim as a DOFA unless a DOFA exclusion applies. See GN 01010.008 and GN 01010.027.
If the claim is a DOFA exclusion, prepare the SSA-101-U3 and forward it to the appropriate
PSC for processing to payment status and filing.
If the claim is not a DOFA exclusion, but additional notice language is needed from
the PSC, process the claim to pay status, and forward to the appropriate PSC to complete
and release the notice and place the claim in files.
IMPORTANT: Prepare the appropriate diary according to DI 11011.005C., before forwarding the claim to the PSC.
Follow the steps below for partially favorable claims.
QMID See DI 11011.015A.1.
SSA-831-U3. For electronic cases, use EDCS to complete the SSA-831 and store in the
SSA-101-U3/SSA-3687-U2, partial award as appropriate.
Document the folder with an SSA-5002, stating the reason for the partial award and
that the claim must be forwarded to the DDS after all payment actions, for consideration
of a possible earlier onset.
Process the claim as a DOFA unless a OFA exclusion applies. If partial adjudication
can be triggered by the FO, the FO should process the claim, then forward it to the
appropriate PSC for completion of the notice and forwarding to the appropriate DDS
for consideration of an earlier onset date.
If a DOFA exclusion applies, forward the claim to the appropriate PSC for processing
to payment status and forwarding to the DDS.