If the widow(er) is entitled to mother’s or father’s benefits and becomes disabled,
determine if it would be advantageous for the disabled widow(er) to elect DWB per
RS 00207.005B. Additionally, review the widow(er)’s own earnings record to determine if he or she
is insured for DIB, following instruction in DI 11015.001B.
NOTE: A mother or father beneficiary can be deemed to be entitled to DWB for health insurance
(HI) purposes only, so he or she may wish to establish eligibility to DWB solely for
Follow processing instructions in DI 11015.005B (in this section), noting that it is not necessary to establish an MCS claim to create
an EDCS case for the disabled widow(er). Create the MCS-Exclusion case in EDCS per
DI 81010.020 and DI 81010.035B.
1. If disability is established
When the DDS makes a favorable determination, the FO completes the SSA-3601 Claims
Routing form. Proceed as follows:
Complete the top portion of the 3601 in the usual manner, following instruction in
Check the “Action Required” block and include the message “DWB conversion case. Please
see SSA-831 in CEF under SSN xxx-xx-xxx.”
Fax the 3601 to the Program Center (PC) of jurisdiction.
Upon receipt of notice that disability has been established, the program center (PC)
prepares the widow(er)'s award effective with the first month for which the claimant
is no longer entitled to mother's/father's benefits.
2. If disability is not established
When the DDS makes an unfavorable determination, the FO processes the disallowance
via Manual Adjustment, Credit, and Award Direct Data Entry (MACADE). For complete
MACADE processing instructions, see Disallowances, Abatements, and Withdrawals SM
RS 00207.005 – Widow(er)’s Benefits – Conversion of Benefits – Policy
RS 00207.020 – Health Insurance (HI) for Disabled Widow(er)s
RS 00208.110 – Medicare – Requirements for Entitlement – Mothers/Fathers