Basic (05-23)

DI 39509.010 SSA Responsibility -- Records and Reports

A. Background

SSA will:

  • accumulate workload and other related data that may be required in the administration of the disability program.

  • establish and maintain the basic disability records, and

  • prepare regular and special reports for its own use, other executive agency use, as well as for the use of the Department of Health and Human Services and the Congress.

B. Description of data

1. Data necessary for SSA reports

  1. a. 

    SSA extracts and records certain data from claims material.

  2. b. 

    This data includes necessary identifying information, such as:

    • SSN, and

    • state of residence.

  3. c. 

    Nonmedical data is also included, such as:

    • age,

    • sex,

    • race,

    • marital status,

    • education, and

    • occupation.

  4. d. 

    Significant medical data is recorded covering:

    • principle diagnosis,

    • residual impairment,

    • types of medical evidence used in the determination, and

    • specific types and cost of the medical evidence purchased.

  5. e. 

    Other recorded items include the:

    • final disposition of the case (allowance, denial, continuance, cessation),

    • onset date,

    • reasons for denial, and

    • agency making the determination.

2. Data shared with States

SSA shares all data collected and tabulated which may be of particular concern or interest to the States.

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DI 39509.010 - SSA Responsibility -- Records and Reports - 05/08/2023
Batch run: 05/08/2023