Follow procedures in Documenting the Disability Folder, DI 20503.001B and Folder Preparation, DI 32001.020B, to determine when case development and evidence requests are stored in the disability
The Electronic Folder Document Type Chart provides several options for indexing letters, requests, and follow-up correspondence
to the claimant. These documents are generally stored in Section E (Blue Section)
of the CEF.
Use Copy of Case Development Correspondence, Document Type 0190, which is stored in
section E, when storing copies of the case development request letter to the claimant
in the CEF.
The DDS case processing system automatically images and indexes these letters to the
CEF after DDS creates and prints the letter. Do not use Claimant Correspondence –
Document Type 5020 to index a copy of the outgoing request letter to the CEF.
If the letter is requesting that the claimant complete and return a specific questionnaire
or form, a separate barcode must be placed on the letter to the claimant (if used
as the return cover sheet) or on the questionnaire or form. Include in this barcode
the appropriate document type for the form or questionnaire per Document Types - DI 81020.040B.3.