Identification Number:
DI 27001 TN 11
Intended Audience:See Transmittal Sheet
Originating Office:LP DP
Title:Introduction
Type:POMS Full Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part DI – Disability Insurance
Chapter 270 – Reconsideration Case Processing
Subchapter 01 – Introduction
Transmittal No. 11, 07/29/2026

Audience

PSC: DE, DEC, RECONR, SCPS;
OCO-OEIO: CR, ERE, FDE, RECONE;
OCO-ODO: DE, DEC, DS, RECONE;
ODD-DDS: ADJ, DHU;

Originating Component

DP

Effective Date

Upon Receipt

Background

Disability Policy (DP) created this new section to provide guidance for adjudicating claims at the reconsideration level. During the Disability Quality Forum, several Disability Determination Services (DDS) identified inconsistencies in the reconsideration instructions. DP drafted the new section to ensure the DDS makes accurate and complete reconsideration determinations and address inconsistencies in existing reconsideration instructions, and align with recently revised POMS sections about reconsideration case processing instructions. The section includes updates to our adopting medical assessments and affirming prior determination instructions.

Summary of Changes

DI 27001.015 Adjudicating Cases at the Reconsideration Level

We created this new section to:

  • Add instructions to review and evaluate the evidence with cross-references to other relevant policies.

  • Add instructions to update the Disability Case Processing System (DCPS) with cross-references to other relevant policies.

  • Add instructions for when a medical assessment at the reconsideration level may be adopted.

  • Add instructions for making the reconsideration determination and clarify the difference between adopting a medical assessment and affirming a determination.

  • Add the Title II reconsideration regulation citations.

DI 27001.015 Adjudicating Cases at the Reconsideration Level

CITATIONS:

Social Security Act- Section 205(b);

Regulations: 20 CFR 404.901, 404.907 - 404.922, 404.1615 - 404.1617, 416.1401, and 416.1407- 416.1422 416.1015 - 410.1017.

A. Review, evaluate, and update

1. Review and evaluate the evidence

The reconsideration involves an independent review of all the evidence of record, including any evidence received before or after the initial determination, as well as any available evidence from a prior folder(s).

For information on:

2. Update the Disability Case Processing System (DCPS)

Update DCPS for consistency with any new evidence or changes to the claimant's medical condition(s).

For information on:

  • Reconsideration rationale preparation, see DI 27020.000.

  • Documenting symptom evaluation findings, see DI 24501.021D.

  • Articulation requirements for medical opinions and prior administrative medical findings (PAMF) for claims filed after March 27, 2017, see DI 24503.030.

B. Medical assessments at the reconsideration level

An adjudicative team consisting of a disability examiner (DE) and a medical consultant (MC), psychological consultant (PC), or both complete the medical assessment form(s) in DCPS. The DE, MC, and PC who make the reconsideration determination must be different from the adjudicative team members who made the initial determination. The MC, PC, or both are responsible for completing the medical portion of the reconsideration determination, including any residual functional capacity (RFC) assessment. The DE may assist with completion of the medical assessment form(s).

1. Independent medical assessment

After a complete, independent review of all the evidence in the file, the MC, PC, or both must perform an independent medical assessment of the claimant's impairment(s). The MC or PC is not bound by any findings from the initial determination. Thus, the MC or PC can find that the claimant has the same, more, or different medically determinable impairments (MDI). Likewise, the MC or PC can make the same or different findings about the severity of the MDIs and, if applicable, the claimant's RFC.

REMINDER: The adjudicative team must articulate their consideration of PAMFs from the initial level of review in the medical assessment(s), if applicable. For more information on PAMFs, see DI 24503.005B.6, DI 24503.025, and DI 24503.030.

2. Evidence supports adopting initial level medical assessment(s)

After a complete, independent, and thorough review of the evidence in the file, the MC or PC may adopt the prior medical assessment(s) prepared at the initial level.

Adoption means the adjudicative team agrees with all the findings and conclusions of the initial medical assessment and uses it to adjudicate the reconsideration determination, rather than completing an entirely duplicate medical assessment.

If the medical assessment at the reconsideration level will be exactly the same as the initial level assessment, the adjudicative team may adopt the initial level medical assessment.

If there are any changes in the functional limitations, the adjudicative team cannot adopt the initial level assessment and a new assessment will have to be prepared.

If the MC or PC adopts the initial level medical assessment(s), include the following statement on the adopted medical assessment: “I have reviewed all of the evidence in the file. I adopt as written the [medical assessment] (e.g., physical RFC, MRFC, etc.) of [date] by [MC or PC name].”

The MC or PC must sign and date the medical assessment using an approved electronic signature.

For information on:

  • Adopting an initial level Psychiatric Review Technique (PRT), see DI 24583.005G.1.

  • Adopting an initial level physical RFC or MRFC, see DI 24510.066B.

  • Adopting electronic medical assessments, see DI 81020.025D.

  • Adjudicating disabled child (DC) claims at the reconsideration level, see DI 25230.001B.6.

NOTE: Adopting a medical assessment(s) is not the same as affirming the initial determination because the medical assessment is only part of the reconsideration determination. For more information on affirming (or reversing) the initial determination, see DI 27001.015C. in this section.

C. The reconsideration determination

When making the reconsideration determination, we either affirm or reverse the initial determination.

For information on:

1. Reconsideration affirmation

The following situations are considered a reconsideration affirmation:

Initial Determination

Reconsideration Determination

Denial

Denial

Allowance

Allowance with no change to established onset date (EOD)

2. Reconsideration reversal

The following situations are considered a reconsideration reversal:

Initial Determination

Reconsideration Determination

Denial

Allowance

Allowance

Denial

Allowance

Allowance with a change in EOD

 



DI 27001 TN 11 - Introduction - 7/29/2026