The field office (FO) establishes EXRs and EXR appeals in the Electronic Disability Collect System (EDCS) and transfers the case to Disability Determination Services (DDS). When transferred to DDS, the DDS Disability Folder Selection screen will identify the case level of "EXR Initial" or "EXR Recon".

NOTE: Paper EXR cases are identified by the flag (refer to exhibit 4 in DI 13050.105C) placed on top of the paper folder. The flag will state,"Expedited Reinstatement Case-Priority Handling".

The EXR request must include the following:

1. 1. 

   Expedited Reinstatement Request form SSA-371, Request for Reinstatement for Title II; or SSA-372, Request for Reinstatement for Title XVI.

   NOTE: The SSA-371 now includes the Medicare acknowledgement statement;

2. 2. 

   The appropriate Title II or Title XVI paper application (SSA-16-BK, SSA-10-BK, SSA-4-BK, SSA-8000-BK);

3. 3. 

   The FO completes the SSA-454-BK, Report of Continuing Disability Interview, SSA-3367, Disability Report-Field Office, and SSA-827, Authorization for Source to Release Information to the Social Security Administration in EDCS;

4. 4. 

   SSA-820-BK or SSA-821-BK:

   • •

     For Title II, the FO uses these forms to develop and document all work activity in the 12-month retroactive period, or from the Benefit Termination Month (BTM), whichever is later. They use initial claim policy rules to evaluate earned wages per DI 10505.005D.

   • •

     For Title XVI, the FO uses these forms to develop and document all work activity beginning with the month of filing.

5. 5. 

   SSA-823- Report for SGA Determination. The click and sign feature in Uniforms can be used to complete form SSA-823. In Item 2C under Continuing Disability Review/Post-Entitlement (CDR/PE), documents the following:

   • •

     For Title II cases, the FO documents the month of EXR filing (and protective fling date if applicable), prior termination month, and the SGA determination for each month in the retroactive period. If possible, retro-activity prior to the month of filing exists, indicate in the remarks, "possible retro-activity exists prior to the month of filing".

   • •

     If there is SGA in all months of the 12-month retroactive period and in the month of filing, the first possible MOE is the month following the month of filing. In this situation, annotate the remarks of the SSA-823 with “SGA in the month of filing, First possible MOE is MM/YY”.

     NOTE: Document first possible month of entitlement regardless in MM/YY format regardless of SGA.

     NOTE: The retroactive period does not include months prior to the BTM. Therefore, if the BTM is fewer than 12 months before the request for EXR, do not provide SGA and non-SGA determinations for months prior to the BTM. If SGA work stopped prior to the BTM, review the prior termination decision, and determine if reopening is appropriate.

   • •

     For Title XVI cases, the FO documents the month of filing, and the SGA determination for the month of the EXR filing to present. If there is SGA in the month of filing, add the remark "SGA in the month of filing, First possible MOE IS MM/YY". NOTE: Document first possible month of entitlement in MM/YY format regardless of SGA.

6. 6. 

   SSA-8240- Request wage and employment information authorization and record it in the Wage and Employment Information Authorization (WEIA) application per, GN 00204.150C; and

7. 7. 

   The FO documents the comparison point decision (CPD), the month benefits terminated due to work, the established onset date from the previous entitlement, and the EXR filing date in EDCS.

   NOTE: If the CPD is electronic, the FO may transfer the EXR request to the servicing DDS. If the CPD folder is paper, the FO must wait for the receipt of the paper CPD folder before transferring the EXR request to the servicing DDS. DDS will need the comparison point decision (CPD) folder to make the EXR medical determination. If the CPD folder is paper, follow folder retrieval instructions in DI 13015.030 through DI 13015.250, and DI 40525.020 through DI 40525.150. If you are unable to locate the CPD folder, follow instructions in DI 13015.080 and DI 13015.090. If the CPD folder was processed in EDCS, you will be able to "link" it to the EXR case when you create it in EDCS.