This subchapter contains instructions for documenting nondisability eligibility in supplemental security income (SSI) disability/blindness initial claims that require a disability determination. These instructions are also applicable to aged claims which require a disability/blindness determination to establish eligibility.

The subchapter includes the following items.

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  An explanation of when to use simultaneous development versus deferred development of nondisability factors

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  The application procedures for simultaneous and deferred development claims

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  An explanation of what documentation actions to take with respect to the nondisability issues in simultaneous development and deferred development claims when appeals are filed

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  When to conduct a preeffectuation review contact (PERC) and procedures for completing PERCs when a disability allowance is received on simultaneous and deferred development claims

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  Special instructions for certain situations related to adjudicating disability claims, e.g., a description of the manual notice to issue when the medical allowance is the result of a reconsideration

The following is a list of other application issues covered elsewhere.

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  Abbreviated Applications, SI 00602.000 ff.

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  SSI interviewing, SI 00601.000 ff.

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  Requesting evidence, SI 00601.000 ff.

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  Closeout Procedures, SI 00601.000 ff.

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  Completing Form SSA-8000-BK (Application for SSI), SI 00604.000 ff.

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  Completing Form SSA-8001-F5 (Application for SSI), SI 00605.000 ff.

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  Completing disability forms, DI 11005.000 ff.

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  Preparing and sending the disability folder, DI 11055.000 ff.

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  Presumptive disability determinations, DI 11055.230 ff.

A disability claim requires a disability determination when a claimant meets nondisability eligibility requirements in a least one month in the life of the application (SI 00601.010C).

An aged claim requires a disability determination for allowance when the:

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  additional optional supplement for blindness/disability is needed to permit eligibility;

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  determination is crucial to eligibility as an alien; or

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  individual would not be eligible even if their onset of disability occurred after lawful admission to the U.S. as a permanent resident. In such situations, sponsor deeming applies indefinitely per P.L. 104-193, if the alien was admitted after 08/22/1996 and the sponsor has effectuated an Affidavit of Support Form I-864 with the Department of Homeland Security. See SI 01320.910 for instructions on processing these claims.