Adjudicate initial title II claims following the usual procedures. Upon completion
of all disability determination actions, transfer the claim to the border FO to associate
with the non-medical portion of the claim.
NOTE: Contact the border FO to discuss any questions related to ceasing medical development
(e.g., SGA earnings), before returning the case to the border FO.
1. DDS medical development and evaluation process
Follow normal medical development and evaluation procedures found in:
When initiating a follow-up letter or a telephone call, use existing DDS timeframes. You may allow additional time for mail to and from
2. Consultative examinations (CE) process
a. Claimant’s medical source
If Medical Evidence of Record (MER) is not readily available or is inadequate, arrange
a CE. The claimant’s medical source(s) is the preferred CE provider. However, if we
cannot use the claimant’s medical source, schedule the CE in the U.S. The DDS may
also maintain a list of Canadian CE providers.
b. Travel distance to a CE
If the claimant indicates that he or she does not live within a reasonable traveling
distance of the U.S. border, arrange the CE near the claimant’s residence.
c. Claimant fails to keep CE appointment
If the claimant fails to keep the scheduled CE appointment, follow the procedures
in DI 23007.010. When initiating a follow-up letter or telephone call, use existing DDS timeframes.
You may allow additional mail time for correspondence to and from Canada. If you are
unable to contact the claimant, document the file and prepare a determination based
on the information in the file.