For a disability determination that is not the Disability Determination Services (DDS) jurisdiction (e.g., a career railroad case or a case that insured status is not met at the established onset), the disability examiner (DE) or disability processing specialist (DPS) may

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  either adopt or reject the DDS determination depending on the facts of the case, and

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  complete the SSA-831 (Disability Determination and Transmittal) then

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  route the case to the field office or claims authorizer/claims technical examiner (CA/CTE) for final processing.

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  Notify the DDS of the correction per DI 30005.204B.

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  Enter in item 34 of the SSA-831 “Improper DDS Jurisdiction - Determination Adopted.”

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  Code the SSA-831 in accordance with DI 27515.001H.

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  Delete the DDS code in item 2.

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  Notify the DDS of the correction per DI 30005.204B.

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  Prepare a new determination and rationale;

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  Scan or fax the new SSA-831 and rationale into the appropriate sections of the certified electronic folder (CEF);

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  Place all copies of the DDS SSA-831 in the “Green Section” of the CEF. If a paper folder exists, destroy any copies of the DDS SSA-831 and write “DO NOT PROCESS. SEE ODO OR PC DETERMINATION DATED” on the original;

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  Sign and date the notation on the original SSA-831 and scan it into the CEF. For paper folders, prong-file the SSA-831 on the right side of the folder; and

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  Notify the DDS of the correction per DI 30005.204B.

When the DDS establishes an onset date prior to the insured status first met date

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  Enter the correct EOD in item 15A of the SSA-831 to show the first date that both insured status and medical disability are met;

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  On the SSA-831 the PC will enter remarks in Item 34: “Item 15A is based on the date first insured. Impairment was of a disabling severity, for purposes of the duration requirement, as of [date]”.

See also

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  DI 20101.001, DDS and SSA Jurisdictions for Initial and Subsequent Cases

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  DI 44001.105, Jurisdiction of Dual Eligibility Claims