PROGRAM OPERATIONS MANUAL SYSTEMPart DI – Disability InsuranceChapter 235 – Specific Case InstructionsSubchapter 10 – Death CasesTransmittal No. 8, 12/10/2020
This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.
Summary of Changes
DI 23510.020 Death after Filing – Title II (Chart)
Corrected reference within the chart, under routing. From, DI 81030.085 Certified Electronic Folder (CEF) Alerts, Flags, and Messages; to, DI 81020.085 Certified Electronic Folder (CEF) Flags.
Use this chart to determine required disability determination services (DDS) actions regarding Form SSA-831 (Disability Determination and Transmittal), notification, and any special routing instructions. For additional instructions related to these procedures, please see DI 23510.001 and DI 23510.010.
Alleged onset date (AOD) less than five full months before the month of death and no possibility of earlier onset (waiting period case). Also see, DI 23510.001C for additional instructions.
Disability insurance benefit (DIB) or disabled widow(er) benefit (DWB) (Initial or Reconsideration)
(See, DI 81020.127 Processing “No Determination” Claims)
(Determined by current legacy system limitations) Complete only the following items not propagated by the system:
Items 30 & 31: Examiner signs and dates.
Item 34 (Remarks): Enter “Death in waiting period -- no possibility of earlier onset.”
No DDS-prepared notification is required.
SSA-831 not required
(Determined by current legacy system limitations) Process per the instructions in DI 81020.127
Established onset date (EOD) same as AOD
DIB, childhood disability beneficiary (CDB), DWB (Initial or Reconsideration)
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.
EOD after AOD (whether the EOD is more than or less than five full months before the month of death);
DIB, CDB, or DWB (Initial or Reconsideration)
Partially Favorable Allowance
“7” for the diary reason.
Item 29 (Ltr): Enter “PSC/DL”. (If the system is unable to generate the proper disability determination notice and a manual notice must be prepared.)
Prepare a personalized disability explanation in the third person.
Route case to the field office (FO) with a Special Handling flag (see, DI 81030.085 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
81020.130 Electronic Case Closure.
Severe impairment did not last 12 months nor was it the cause of death
Any fully unfavorable determination (excludes “death in the waiting period”)
Item 34: Enter an appropriate decision paragraph from DI 23510.030 Determination Paragraph, Disability Insurance Benefit (DIB) Claim filed after Death (Chart) for DIB cases. Make no entry for DWB or CDB cases.
For DWB and CDB cases, the personalized disability explanation does not include a decision paragraph.
Route the case to the FO with a Special Handling flag (see, DI 81020.085 Certified Electronic Folder (CEF) Flags).
Alert the FO via email that the notice attachment should be released when the claim is processed.
For eDib cases, see DI 81020.130 Electronic Case Closure.