TN 4 (09-13)

DI 12045.065 Career Railroad Retirement Board (RRB) Cases When Claimant Files an Appeal

A. Claimant files a request for reconsideration

If a claimant files a SSA-561-U2 (Request for Reconsideration), the field office (FO) must:

  1. Establish the appeal in the Modernized Claims System (MCS)/Modernized Supplemental Security Income Claims System (MSSICS) using the Appeals Program (Banana) or manually enter information into the appeal screens.

  2. Establish the appeal in the Electronic Disability Collect System (EDCS), unless the claim is an EDCS exclusion.

  3. For forms required for filing a reconsideration, see DI 81010.150C.

  4. If the case is EDCS, and you must transfer the case to the Great Lakes Program Service Center (GLPSC)-Disability Processing Branch (DPB), code V32, refer to DI 11050.055.

  5. If the case is an EDCS exclusion, follow DI 11050.060 and send the SSA-561-U2 to:

    GLPSC Disability Processing Branch (Office Code V32)
    P.O. Box 87755
    Chicago, Illinois 60680-0955

NOTE: To process an iAppeals i561, see GN 03101.125.

B. Claimant files a request for hearing

If a claimant files a HA-501 (Request for Hearing by Administrative Law Judge), and the claimant is a career railroad worker or the disabled dependent survivor of a career railroad worker, see DI 44001.105A the FO must:

  1. Establish the appeal in MCS/MSSICS using the Appeals Program (Banana) or manually enter information into the appeal screens.

  2. Establish the appeal in EDCS, unless the claim is an EDCS exclusion. Add the following message in either EDCS or eView (see DI 81010.080).

    “This claimant is a career railroad worker or the disabled dependent survivor of a career railroad worker and coordination with the Railroad Retirement Board (RRB) may be necessary. We sent copies to the GLPSC-DPB in Chicago for RRB coordination. GLPSC-DPB will send ODAR copies of all medical or vocational evidence, as well as disability determinations from RRB.”

  3. For forms required for filing a hearing, see DI 81010.150C.

  4. Send copies of the HA-501 and SSA-636 to GLPSC-DPB.

  5. Transfer the case to the Office of Disability Adjudication Review (ODAR) for a disability decision.

If the claim is an EDCS exclusion, the FO must:

  1. Prepare an SSA-636-U3 and add the following in the Remarks section of the SSA-636:

    "This claimant is a career railroad worker or the disabled dependent survivor of a career railroad worker and coordination with the Railroad Retirement Board (RRB) may be necessary. We sent copies to the GLPSC-DPB in Chicago for RRB coordination. GLPSC-DPB will send ODAR copies of all medical or vocational evidence, as well as disability determinations from RRB.”

  2. Send copies of HA-501 and SSA-636 to GLPSC-DPB.

  3. Associate HA-501 and SSA-636 with the folder and forward to ODAR for a disability decision.

NOTE: To process an iAppeals i501, see GN 03101.125.

C. References related to processing RRB claim

  • GN 03102.400 Reconsideration of Claims Involving Railroad Compensation –Procedure

  • DI 11050.001 Use of Railroad (RR) Compensation in Disability Cases

  • DI 11050.055 Transferring Electronic Disability Collect System (EDCS) Cases to Great Lakes Program Service Center – Disability Processing Branch (GLPSC-DPB)

  • DI 11050.060 Transferring Non-Electronic Disability Collect System (EDCS) Cases to the State DDS or Great Lakes Program Service Center – Disability Processing Branch (GLPSC-DPB)

  • DI 11010.262 Railroad (RR) Cases Sent to Great Lakes Program Service Center – Disability Processing Branch (GLPSC-DPB)

  • DI 81010.085 Transferring Cases in the Electronic Disability Collect System (EDCS)

  • DI 44001.105 Jurisdiction of Dual Eligibility Claims

  • DI 4