Prepare a summary of the medical source’s statement (using Form SSA-795 or other locally approved form), and forward it to the source for review and signature;
include a business reply envelope. The DDS may process a favorable CDR determination,
based on the telephone contact without waiting for the signed statement. However,
follow-up and obtain the signed statement to associate with the case, as this is a
critical part of the process and serves as documentation for future CDRs.
The DDS will include the source’s statement, if received prior to completing the case,
in the file. When receiving evidence in certified electronic folder cases, see DI 81020.060. The DDS will process statements or other evidence received after the determination
as “trailer material” in accordance with instructions in DI 28030.040.