TN 1 (09-09)

DI 27540.020 Concurrent Title II/Title XVI Reopening Notices

In adverse reopening determinations in concurrent Title II/Title XVI claims, the due process requirements applicable to Title XVI also apply to the Title II claim. These cases require due process decision notices with benefit continuation language, where applicable, or Goldberg/Kelly language. Benefit continuation, as provided under the Social Security Act (as amended by P.L. 98-460), requires the claimant to request benefit continuation. Goldberg/Kelly provisions automatically continue benefits when the claimant appeals within 10 days.

Prepare notices for

  • Title II on blank SSA-L-951-U2 letterhead, and

  • Title XVI on SSA-L8052-U2 letterhead.

See Also:

DI 27525.010 - Providing Due Process in Adverse Reopenings Involving Title XVI and Concurrent Title II/XVI Cases.

A. Reopening and revision is fully favorable

  • Title II – No DDS notice is required.

  • Title XVI – No DDS notice is required.

B. Reopening and revision is less than fully favorable

1. Allowance to closed period – Title II and Title XVI

  • Allowance to Closed Period - Title II – Reopening Notice 4 (NL 00705.216)

  • Allowance to Closed Period - Title XVI – Reopening Notice 5 (NL 00705.221)

2. Denial to partially favorable onset (not AOD) – Title II and Title XVI

  • Denial to Partially Favorable Onset (Not AOD) - Title II – Reopening Notice 6 (NL 00705.226)

  • Denial to Partially Favorable Onset (Not AOD) - Title XVI – Reopening Notice 7 (NL 00705.231)

3. Denial to closed period – Title II and Title XVI

  • Denial to Closed Period - Title II – Reopening Notice 8 (NL 00705.236)

  • Denial to Closed Period - Title XVI – Reopening Notice 9 (NL 00705.241)

4. Fully favorable or partially favorable onset to a later onset

  • Fully Favorable or Partially Favorable Onset to a Later Onset - Title II – Reopening Notice 10 (NL 00705.246)

  • Fully Favorable or Partially Favorable Onset to a Later Onset - Title XVI – Reopening Notice 11 (NL 00705.251)

C. Reopening and revision is unfavorable

  • Allowance to Denial – Title II – Reopening Notice 1 (NL 00705.201)

  • Allowance to Denial – Title XVI – Reopening Notice 2 (NL 00705.206)

D. Basis change only – blind to disabled

  • Change in Basis – Blind to Disabled – Title II – Reopening Notice 13 (NL 00705.261)

  • Change in Basis – Blind to Disabled – Title XVI – Reopening notice 14 (NL 00705.266)

E. No change in basis or end result – claimant aware or denial of request to reopen and revise

  • No Change in Basis or End Result – Claimant Aware or Denial of Request to Reopen - Title II – Reopening Notice 12 (NL 00705.256). Add disclaimer paragraph 842.

  • No Change in Basis or End Result – Claimant Aware or Denial of Request to Reopen - Title XVI – Reopening Notice 12 (NL 00705.256). Add disclaimer paragraph 841.

F. No change in basis or end result – claimant unaware

  • Title II – No DDS notice is required.

  • Title XVI – No DDS notice is required.

G. Reopening and revision is unfavorable – notifying auxiliaries in separate households

  • Auxiliary – Title II – Reopening Notice 3 (NL 00705.211)

  • Title XVI – no DDS notice is required.