BASIC (01-04)

DI 80640.040 Case Transfers between Electronic Offices and Non-Electronic Offices

A. DDS transfers EF to non-EF office

During the implementation period, there may be instances where the EF must be transferred to an office that has not yet implemented the electronic disability process.

B. Actions by sending DDS

When this occurs, the sending DDS should:

  • Update the EF to document that the case is being transferred to a non-EF office.

    NOTE: This can be included in a dated Report of Contact documenting the folder transfer or DDS worksheet that is stored in the EF & MDF.

  • Prepare a route slip to ship the MDF to the receiving office.

  • Annotate on the route slip “EF Transfer to non-EF Office”.

  • Attach the route slip to the front of the MDF and ship to the destination office.

C. Actions by receiving office

The receiving office should:

  • Receipt and assign the paper MDF following normal procedures.

  • Use eView “Case Data” tab to access and review the Disability Report.

  • Process the paper MDF following current procedures.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0480640040
DI 80640.040 - Case Transfers between Electronic Offices and Non-Electronic Offices - 03/12/2013
Batch run: 03/12/2013
Rev:03/12/2013