Identification Number:
Intended Audience:All RCs/ARCs/ADs/FOs/TSCs/PSCs/OCO/OCO-CSTs/OHO/OARO
Originating Office:DCO OPSOS
Title:Medical CDR – Activities of Daily Living (ADL) now optional
Type:EM - Emergency Messages
Program:Title XVI (SSI); Disability
Link To Reference:See Reference at the end of this EM.
Retention Date: August 8, 2023

A. Purpose

This emergency message (EM) notifies field office (FO) technicians of procedural changes during FO development of medical continuing disability review (CDR) documentation on the Activities of Daily Living (ADL) questions 8A and 8B for the SSA-454 paper form and i454 mySSA application.

B. Background

Effective February 11, 2023, adult beneficiaries may complete and submit the SSA-454 (Continuing Disability Review Report) and the SSA-827 (Authorization to Disclose Information to The Social Security Administration) online. The online SSA-454 will be known as the “i454”. The link to the i454 will be posted to the beneficiaries my Social Security account.

Additionally, the SSA-454 has been simplified and reorganized to reduce completion time and provide clarity in the questions on the form. The i454 will reflect the revised SSA-454. The SSA-454 will be further revised to remove ADL questions 8A and 8B from the new form. The instructions in this EM will apply while the agency works to remove questions 8A and 8B from the form.

C. Instructions

When the FO receives either a paper SSA-454 or the online i454, and the beneficiary chooses to complete the ADL questions 8A and 8B, technicians should continue to process the form(s) as normal.

If the beneficiary does not answer the ADL questions for 8A and 8B, technicians do not have to develop these prior to transferring to the DDS
as they are no longer required.

: To accommodate systems limitations during the EDCS transfer, edits concerning ADL questions have been relaxed to allow propagated data from the i454 application into EDCS.

Additional Resource

Please refer to the i454 User & Functionality Guide which houses details and specifics too involved for the EM.

Direct all program-related and technical questions to your Regional Office (RO) support staff using vHelp or Program Service Center (PSC) Operations Analysis (OA) staff. RO support staff or PSC OA staff may refer questions, concerns or problems to their Central Office contacts.

DI 13001.010 Component Responsibilities for Continuing Disability Review (CDR) Cases
DI 13005.001 Field Office (FO) Procedures for Medical Continuing Disability Review (CDR) Cases
DI 13005.020 Field Office Actions for Processing and Screening Continuing Disability Review (CDR) Folders and Alerts
DI 13005.025 Field Office (FO) Actions to Initiate a Continuing Disability Review (CDR)
DI 13005.040 Completion of the Form SSA-454-BK (Continuing Disability Review Report) in Adult and TXI Child Continuing Disability Review (CDR) Case
DI 81010.225 CDR Forms for Electronic Continuing Disability Review (eCDR) Reviews
DI 81010.230 Creating an EDCS Record for an Electronic Continuing Disability Review (eCDR)
i454 User & Functionality Guide
EM-23011 - Medical CDR – Activities of Daily Living (ADL) now optional - 2/9/2023