Effective Dates: 8/08/2025 - Present

Identification Number:
GN 04440 TN 182
Intended Audience:See Transmittal Sheet
Originating Office:OARO Office of Quality Review
Title:Federal Quality Review of Disability Determinations
Type:POMS Full Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM

Part GN – General

Chapter 044 – Quality Appraisal

Subchapter 40 – Federal Quality Review of Disability Determinations

Transmittal No. 182, 08/08/2025

Audience

PSC: DE, DEC;
OCO-OEIO: FDE;
DQB: DE, PL;
OCO-ODO: DE, DEC, DS, RECONE;

Originating Component

OQR

Effective Date

Upon Receipt

Background

This transmittal ensures that the procedures for citing technical corrective actions is consistent with the functionality of the OQR case processing system.

Summary of Changes

GN 04440.505 Completing the SSA-847-U3, SSA Request for Case Action

Subsection A , we added the words and/or the field office to the final sentence to reflect that some corrective actions may be forwarded to the field office and not just the adjudicating components.

GN 04440.505 Completing the SSA-847-U3, SSA Request for Case Action

A. Background on using the SSA-847-U3

Review components use the SSA-847-U3 to return technical corrective actions (TCAs) to adjudicating components and or field office.

For details see:

NOTE: Review components do not return group I and group II deficiencies to adjudicating components using form SSA-847-U3. Quality reviewers cite all group I and group II deficiencies on an SSA-1774-U5, Request for Corrective Action, form.

B. Procedure for completing the SSA-847-U3

1. Field site completion of the SSA-847-U3

The Office of Quality Review (OQR) case processing system propagates the following information into the SSA-847-U3:

  • •

    claimant’s SSN,

  • •

    claimant’s name,

  • •

    claim type,

  • •

    claim level, and

  • •

    name of the adjudicating component.

For all other fields, quality reviewers mark the appropriate boxes and fill in the corresponding text, when appropriate.

2. Remarks for the SSA-847-U3

In the Remarks section of the SSA-847-U3, quality reviewers must include the following:

  • •

    a rationale for the return,

  • •

    appropriate policy references supporting the rationale,

  • •

    corrective action required (if applicable), and

  • •

    subsequent folder routing instructions.

3. Disposition of the SSA-847-U3

All disability components should be able to view the SSA-847-U3 in the certified electronic folder. Quality reviewers upload the SSA-847-U3 to OQR's case processing system, at case clearance, using "Action" under the Forms Info tab.

NOTE: The OQR Weekly Deficiency Report only includes information for TCAs recorded as regulation basis code changes. No other types of TCAs are reflected in the weekly report.


GN 04440 TN 182 - Federal Quality Review of Disability Determinations - 8/08/2025