TN 16 (05-93)
DI 40505.100 Medical Improvement Expected (MIE) Cases With Work Activity
See DI 55025.010 for medical CDR processing instructions for beneficiaries with Tickets to Work.
These are medical CDRs initiated because of events other than a medical alert.
Most such issues may be raised in the FO or PC. If raised in FO, the FO will secure
SSA-454 BK and other CDR information and forward development to PC for folder association
and CDR action. (If folder already in FO, they will forward it with SSA-454-BK directly
If PC cannot take final action, folder will be sent to FO or to DDS, depending on
Return to work in a MIE case may indicate medical recovery. A medical CDR will be initiated.
For purposes of this section, current MIE criteria apply - DI 26525.025. A case diaried under old criteria is not subject to an immediate medical CDR if
it does not meet current MIE criteria.
3. Clear-cut cessation may result
A clear-cut cessation results if a beneficiary with a MIE diary returns to work and meets certain other conditions - DI 28030.035.
Title XVI cases are not ceased for work activity (DI
40540.001), but a clear-cut cessation applies if all the criteria are met.
Either the PC or DDS may prepare a clear-cut cessation.
NOTE: A medical CDR is not conducted in title II - only MIP or MINE cases during the TWP, unless medical recovery
1. Folder review; MIE diary appropriate?
Determine if diary appropriate - DI 26525.015. Do not screen per DI 40505.001C; work activity may require investigation regardless of the medical issue.
2. MIE diary not appropriate
a. Establish correct diary:
Cancel the MIE diary with an SSA-3500, and establish a MIP or MINE diary as appropriate - DI 26525.001.
Take action on title II work activity. For information on the processing center’s responsibilities in work continuing disability
reviews, please refer to DI 13010.023.
Alert FO of earnings, if it is not clear whether the earnings have been reported.
3. MIE diary appropriate clearcut case
Prepare a clear-cut cessation determination if all the criteria are met.
Prepare notice with benefit continuation language.
Forward folder to FO for appeals period. Tell FO to handle as a medical cessation: benefit continuation rights apply.
4. MIE diary appropriate; not a clearcut case
If report of work is detailed, but does not meet the clear-cut provisions:
Establish TWP months, and CDIO, on SSA-3500-U2. (If DDS does not establish a medical cessation, a TWP
Explain issue on SSA-847-U3, or on SSA-5526-U3 if CDR interview not done; forward folder to DDS or FO for CDR.
5. MIE diary appropriate; work needs investigation
If the report of work lacks the detail necessary for an evaluation:
Establish CDIO on SSA-3500-U2
Forward case to FO by SSA-5526-U3 for development and CDR interview; explain what information is needed.
If title XVI involved, request income and resources (I&R) decision and any necessary
Tell FO to forward case to DDS for a medical determination when FO actions are complete.