TN 1 (05-02)
DI 28087.045 Advising SSA of VR Screening Results
Regardless of whether screening is performed by DDS examiners or a special VR screening unit, it is essential that the screening decision be recorded on the disability determination form (SSA-832-U5 or SSA-833-U5).
NOTE: Referrals must also be reported on the State Agency Operations Report (SAOR).
A. Procedure - title II claim only or title XVI claim only
1. Applicant Referred
Check the Sc. In (Screened In) box on the SSA-831-U5 or on the SSA-833-U5. Enter “Blind” above “Screened In” if referral will be to a blind agency.
2. Applicant Previously Referred By The DDS
Check the “Previously Referred” box on the SSA-832-U5 or the SSA-833-U5 if there is an SSA-831-U5 or SSA-833-U5 in file showing that the person was referred (screened-in) at an earlier time by the DDS.
B. Procedure - concurrent title II/XVI claims
Although the SSA district office will usually forward an individual's title II and title XVI claim to the DDS at the same time, sometimes they will not be able to do so because one of the claims must be retained in the field office pending resolution of a nondisability issue. Whether the claims are processed in the DDS simultaneously or separately, in most cases the DDS should show the same referral action on both determination forms and report that action twice on the SAOR (once for title II purposes and once for title XVI purposes). There will be exceptions, however. If an individual's concurrent claims are processed at different times, the fact that there is no referral to VR when the first determination is prepared does not preclude referral when the second determination is prepared. Therefore, the DDS may, in some infrequent instances, report a screen-out for the first determination and a referral with the second. Annotate both determination forms (title II and title XVI) as in DI 28087.045A.1. or DI 28087.045A.2., whichever is appropriate.