Refusal or failure situations arise when the claimant either cannot or will not cooperate
with requests for him or her to provide needed evidence, perform a needed action,
or attend a consultative examination (CE) appointment. This subchapter provides guidance
in meeting your responsibility to help the claimant obtain medical and other evidence
of disability or blindness. The purpose of these policies is to give guidance that
encourages the claimant’s cooperation in providing or obtaining evidence.
In most situations, policy requires that you first attempt to contact the claimant
by telephone, and if not successful, then by mail. If the claimant is homeless, alleges
a mental impairment, or the evidence suggests a mental impairment, policy usually
requires follow up and third party involvement. You should always consider the facts
of each claim to determine the appropriateness of taking additional steps beyond what
these policies require.
DI 23007.004 - Refusal to Cooperate With Requests to the Claimant for Evidence or Action
DI 23007.005 - Failure to Cooperate With Requests to the Claimant for Evidence or Action
DI 23007.009 - Refusal to Attend a Consultative Examination Appointment
DI 23007.010 - Failure to Attend a Consultative Examination Appointment