PROGRAM OPERATIONS MANUAL SYSTEMPart DI – Disability InsuranceChapter 235 – Specific Case InstructionsSubchapter 10 – Death CasesTransmittal No. 4, 04/09/2020
This is a Quick Action Transmittal (QAT) and there is no change to policy or procedure.
Summary of Changes
DI 23510.025 Death Prior to Filing – Title II (Chart)
minor change to include link to NL reference
Jurisdiction is with the DDS in the State of the wage earner’s permanent residence immediately before his/her death. If the wage earner did not have a permanent residence, or a permanent residence is not obvious, determine DDS jurisdiction by the residence of the applicant.
To determine required DDS actions regarding Form SSA-831 (Disability Determination and Transmittal), notification, and any special routing instructions use this chart:
Childhood disability beneficiary (CDB) or disabled widow(er) (DWB) filed after claimant’s death
CDB or DWB
Field Office (FO) Jurisdiction
Return the case to the FO.
(See DI 81020.127 Processing “No Determination” Claims.)
Application filed more than three months after the wage earner's death
Disability insurance benefit (DIB)
(See, DI 81020.127 Processing “No Determination” Claims.)
Alleged onset date (AOD) less than five full months before the month of death (and no possibility of earlier onset)
DIB (Initial or Reconsideration)
(Program Service Center [PSC] jurisdiction unless a possible earlier onset date needs to be developed.)
Established onset date (EOD) same as AOD
Complete as usual with the following exceptions:
Item 17 (Diary): Enter
“NXP” for the diary type,
“0000” for the diary date (may be 4 or 6 characters depending on DDS legacy system), and
“7” for the diary reason.
Item 29 (Ltr./Par. No.): Leave Blank
EOD after AOD (whether EOD is more than or less than five full months before the month of death);
Partially Favorable Allowance
“7” for the diary reason.
Item 29 (Lt./Par. No.): Enter “PSC/DL”. (If the system is unable to generate the proper disability determination notice and a manual notice must be prepared.)
DDS prepares a personalized disability explanation in the third person.
Route the folder to the FO with a Special Handling flag (see, DI 81030.090 Certified Electronic Folder (CEF) Alerts, Flags, and Messages).
Alert the FO via email to release the notice attachment when the case is processed.
For electronic disability insurance benefit (eDib) cases, see DI 81020.130B Electronic Case Closure.
Severe impairment did not last 12 months nor was it the cause of death
Item 29 (Ltr. No.): Initial Claim: Enter “L443” and suffix “A”, “Z”, or “C25”.
For instructions on use of suffixes, see NL
Reconsideration: Enter “L 928”.
Item 34: Enter decision paragraph from DI 23510.030 Determination Paragraph, Disability Insurance Benefit (DIB) Claim filed after Death (Chart).
DDS prepares notification and a personalized disability explanation in the third person for release.