The first step in the CDR evaluation process is to determine if the individual is
performing SGA. This is a field office (FO) responsibility. These CDRs may involve
a trial work period (TWP), extended period of eligibility (EPE), Section 301, or Section
1619, and may require a medical review. When appropriate, the disability determination
services (DDS) incorporates SGA determinations into the decision. When this step applies,
disability ceases based on performance of SGA. Do not apply Step 1 in:
Title XVI cases for work performed after June 30, 1987. For additional information
on this issue, see DI 28075.600.
NOTE 1: 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:
when deciding whether an individual continues to have a disabling impairment for purposes
of an EPE or other work incentive benefits.
Once the FO has resolved any work issues for SGA, the disability adjudicator must
identify the most recent favorable medical disability decision date, which is the
CPD. After identifying the CPD, the adjudicator can continue to Step 2 of the CDR evaluation process. For additional information on identifying the CPD,
see DI 28010.105.
NOTE 2: 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 24001.005.