The FO will identify cases with participation in a program of VR, employment, or other
support services (including a PASS) when conducting a medical CDR or age-18 redetermination
personal contact. The FO will record information about the program on the form SSA-454-BK
or SSA-3368-BK as appropriate (DI 14510.003A.1.).
The FO completes Part I, Section A of the SSA-4290-F4 (Development of Participation
in a Vocational Rehabilitation or Similar Program) with information about the individual
and the program before sending the case to DDS (DI 14515.020).
The file must contain a copy of the approved PASS application (SSA-545), any supplemental
forms including amendments, and the PASS approval notice before it is forwarded to
DDS. The FO will ask the PASS specialist to provide a copy of this material (via fax)
if it is not already in file. The FO may use the following website to identify the
servicing PASS cadre: http://www.socialsecurity.gov/disabilityresearch/wi/passcadre.htm.
It is important that the PASS specialist enter remarks on the SSR to identify approved
PASS cases and the servicing PASS cadre. Enter the following information on the SSR
Remarks field for every approved PASS case:
PASS approval date (mm/dd/yy),
PASS specialist’s phone number (including extension).
Be sure to update the SSR Remarks field if the PASS is suspended, resumed, or terminated
by overlaying the approval date with the appropriate information and date. For example:
“PASS term 12/05/05, 800-555-4567 x 123.”
The PASS specialist should also keep the Customer Information System (CIS) updated
so it can be used to obtain current status on individual PASSes