TN 124 (05-25)

DI 11005.022 Completing and Reviewing Interview Forms

A. Disability interview forms

The disability report forms SSA-3368-BK (Disability Report – Adult), SSA-3441-BK (Disability Report – Appeal), and SSA-454-BK (Continuing Disability Review Report) provide the Disability Determination Services (DDS) with information needed to make a disability determination, such as a detailed explanation of the claimant's medical information, functional abilities, and any work history. Field Office (FO) interviewers assist claimants in completing these forms during the disability interview process before transferring the case to the DDS.

B. Responsibilities for completing disability reports

FO interviewers or reviewers must ensure that information documented on the disability report and other forms that are designated as the FO's responsibility (see DI 11005.018) is as complete and accurate as possible.

FO interviewers and reviewers should resolve discrepancies in information contained in the file before the claim is transferred to the DDS (e.g., reports of different dates last worked on the SSA-3368-BK and SSA-3369-BK (Work History Report)).

C. Procedures to complete and review disability reports

Use the following guidelines when completing and reviewing the claimant's forms:

  • Every applicable question should be answered as completely and accurately as possible.

  • Enter “NA” when a question does not apply.

  • Addresses, including ZIP codes and telephone numbers, including area codes, must be complete, unless a regional or local arrangement with the DDS permits a partial entry or a coded annotation in the medical source items.

  • For questions requesting a “Yes” or “No” answer, be sure the applicant checked one of the blocks or explained why neither was appropriate, and provided an explanation when appropriate.

  • When no items are checked in questions requesting that the claimant check items on a list, ask the claimant if they overlooked the question. If the claimant intentionally left the question blank, enter “N/A”.

  • Where we ask for a narrative response, or one would be appropriate, the claimant should provide a thorough and complete explanation.

  • Use the Remarks section to provide further explanation of any answers, elaborate on sources listed, or supply additional sources of evidence.

NOTE: Carefully review the forms for indications of work activity or receipt of other disability benefits (e.g., workers’ compensation) that may affect the claim. For FO responsibilities in work development, see instructions in DI 11010.140A. For FO responsibilities in workers’ compensation and public disability benefits (WC/PDB) development, see instructions in DI 52140.001.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0411005022
DI 11005.022 - Completing and Reviewing Interview Forms - 05/29/2025
Batch run: 05/29/2025
Rev:05/29/2025