Identification Number:
DI 10105 TN 4
Intended Audience:See Transmittal Sheet
Originating Office:ORDP ODP
Title:Disability Insurance Benefits (DIB) and Freeze
Type:POMS Transmittals
Program:Disability
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part DI – Disability Insurance
Chapter 101 – Disability and Blindness Requirements
Subchapter 05 – Disability Insurance Benefits (DIB) and Freeze
Transmittal No. 4, 08/12/2020

Audience

PSC: BA, CA, CS, DE, DEC, DS, DTE, ICDS, IES, ILPDS, IPDS, ISRA, PETE, RECONR, SCPS, TSA, TST;
OCO-OEIO: BET, BIES, BTE, CCRE, CIES, CR, CTE, ERE, FCR, FDE, FDEC, OAC, PETL, RAC, RECONE, RECONR;
OCO-ODO: BET, BTE, CCE, CR, CST, CTE, CTE TE, CTE TET, DE, DEC, DES, DS, DSE, OAC, PA, PAS, PETE, PETL, RAC, RCOVTA, RECONE, RECOVR;
ODD-DDS: ADJ, DHU, REF;
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, DRT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

ODP

Effective Date

Upon Receipt

Background

This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.

Summary of Changes

DI 10105.085 Summary of Evidence and Forms Required

The language was revsied for consistency with the revised collateral estoppel policy.

DI 10105.085 Summary of Evidence and Forms Required

The following chart provides a list of the most commonly required forms and proofs needed for most disability claims. This chart is not all-inclusive.

 

Subject

When Required

Application

Always for Disability Insurance Benefit (DIB) and/or freeze

Disability

Required for entitlement. Not necessary if claim is disallowed on other grounds.(See DI 11005.001 and DI 11010.035)

Disability Insured Status

Required for entitlement. Not necessary if the claim is disallowed on other grounds. (See DI 10105.145 and DI 11010.035)

SSA-3368-BK ( Disability Report – Adult) or electronic equivalent

If disability is developed.

SSA-827 (Authorization For Source To Release Information To The Social Security Administration)

Completed for all disability claims and in non-disability claims in which capability is an issue.

 

Proof-of-Age

  • When the claimant is within 6 months of age 55 or older and is filing under the special blind provisions (See DI 11010.055 and DI 10105.065.)

  • When the Primary Insurance Amount (PIA) or insured status (Including the special age 31 test) would be affected

  • When the evidence establishes the number holder (NH) has attained at least age 62, but has not attained full retirement age (FRA) in or before the first month of potential DIB entitlement. In this case the field office (FO) would contact the claimant to discuss benefit alternatives that are available (See DI 11010.060).

SSA-3369 (Work History Report) or electronic equivalent

When the conditions in DI 11005.025B are met.

 

Selection of Representative Payee

If the NH is incapable of handling his/her funds (See GN 00502.001).

SSA-21 (Supplement to Claim of Person Outside the United States)

If claimant lives outside the U.S. or intends to leave the U.S. (See GN 00205.180).


DI 10105 TN 4 - Disability Insurance Benefits (DIB) and Freeze - 8/12/2020