The quality of the background information sent to the CE source affects the quality
of the CE report more than the quantity of the information. Provide any longitudinal
information necessary to ensure a quality CE report, especially in cases involving
mental impairments. Provide background information to the CE source based on the specific
case facts, rather than on a minimum or maximum number of pages.
Provide duplicates or summaries of relevant evidence such as:
Medical evidence of record including any medical opinion(s)
The most recently completed disability report form in file (i.e., SSA-3368 (Disability
Report-Adult), SSA-3820 (Disability Report-Child), SSA-3441 (Disability Report-Appeal),
or SSA-454 (Continuing Disability Review Report)
Forms completed by the claimant or others, such as the SSA-3373-BK (Function Report-Adult)
Information extracted from documents used in communications, such as from a Disability
Determination Services (DDS) medical or psychological consultant, if the information
will be helpful to the CE source.
NOTE: Comply with State law governing the release of information. Do not offer any opinion,
implied or stated, about the severity of the claimant’s impairment(s), or make any
statement or comment that would be prejudicial to the claimant.