When an EDCS exclusion or limitation is present for any claim associated with a case,
the paper MDF is the official case record.
NOTE: Although the official folder is paper for EDCS limitations, the case is not totally
removed from electronic processing. The field office (FO) may use EDCS to collect
information (e.g., 3368, 3367) and other components (Disability Determination Services
(DDS), Office of Disability and Review (ODAR), etc.) may use the electronic file to
collect and store documents that will be converted to paper when the case is closed.
To create the MDF:
Enter the deceased number holder’s (NH) Social Security number (SSN) on the face of
the folder tab. DO NOT enter the Disabled Widow(er)’s Benefit (DWB) claimant's own
Print the surname of the widow(er) and his or her first initial on the reverse of
the folder tab with the surname first.
Complete the appropriate paper forms (e.g., SSA-3368, SSA-3367, SSA-827) and store
them in the appropriate section of the paper MDF.
NOTE: The FO must annotate the SSA-3367 (Disability Report – Field Office) with the prescribed
period and the controlling date for the Disability Determination Services (DDS). Use
the chart in DI 11005.050C to compute these dates and enter them on the form.
When a claimant is filing a DWB and a Disability Insurance Benefit (DIB) or Supplemental
Security Income (SSI) claim simultaneously:
prepare the paper MDF, following instructions in Paper Modular Disability Folder DI 70005.000; and
staple the back flap of the DIB folder to the front flap of the DWB folder.
If either claim folder does not require DDS review, prepare a report of contact (RPOC)
in the Modernized Claims System (MCS) detailing this information, print it, and place
it in the DIB folder.
DI 11010.210 – Assembling and Transmitting the Official Folder to Disability Determination Services
DI 81010.030 – Certified Electronic Folder (CEF) Exclusions and Limitations