When a CDR selection for a Title II or concurrent (Title II and Title XVI) case occurs
under the Automated Direct Release (ADR) system or after processing a Form SSA-455-OCR-SM (Disability Update Report), an alert generates to the folder location site.
Some common folder location sites include:
the Social Security Administration’s National Record Center (SSANRC),
a program service center (PSC) module, or
the Disability Processing Branch (DPB).
The folder location site will forward the paper comparison point decision (CPD) folder(s)
to the servicing FO using an alert flag or the Form SSA-5526-U3 (Request for Assistance - Disability).
If the paper CPD folder(s) is already in a FO, the PSC sends the alert flag or the
Form SSA-5526-U3 to the FO. The alert flag or Form SSA-5526-U3 identifies the case and requests the FO to initiate a full medical CDR (commonly
referred to as a “DO CDR” action). For a case requiring a “DO CDR” action in the PSC,
see DI 40502.001. The PSC may forward additional documentation to the FO (for example, the CDR mailer
form, attachments to the mailer form, work and earnings information, information that
the disabled individual's whereabouts are unknown or that the disabled individual
has refused to cooperate, etc.) using the Form SSA-5526-U3.
For a complete discussion of Title II and concurrent (Title II and Title XVI) CDR
alerts and folder retrieval, see subchapter DI 40525.000.
NOTE: For instructions on processing electronic CDR cases, see DI 81010.000.