The first step in the CDR evaluation process is to determine whether the individual
is performing SGA. This is a field office (FO) responsibility and determination. The
FO determines if disability ceases based on performance of SGA.
SGA cessation determinations are not applicable to Title XVI cases for work performed
after June 30, 1987. For additional information on this issue, see DI 28075.600. Since SGA is not a
consideration in the sequential evaluation process for Title XVI disability recipients,
directly to step 2 below.
In concurrent Title II and Title XVI cases, an individual whose Title II benefit ends
due to performance of SGA may retain Title XVI eligibility:
during the trial work period (TWP), or
when deciding whether an individual continues to have a disabling impairment for purposes
of an extended period of eligibility (EPE) or other work incentive benefits.
In concurrent case scenarios that contain documentation of a work incentive program
such as a TWP or EPE, do not send the case to the FO for development of SGA.
Once the FO has resolved any work issues for SGA, the disability determination services
(DDS) adjudicator must identify the CPD. After identifying the CPD, the adjudicator
can continue to Step 2 of the CDR sequential evaluation process. For additional information on identifying
the CPD, see DI 28010.020.
Although the SGA determination is primarily the FO responsibility, sometimes work
issues may arise during the CDR at the DDS level. For details on DDS work activity
development responsibilities, see DI 24001.005C.