The following are examples of folder preparation based on the type of claims filed
by a claimant:
The applicant files a concurrent Title II and Title XVI disability claim. Prepare
an MDF for the Title II claim along with disability materials, enclose the Title XVI
claim in a two-part brown claim folder, and then attach (staple) to the back of the
The individual and his/her spouse file concurrent Title II and Title XVI disability
claims. Enclose the Title II portion of the claims in separate MDFs for each individual
and attach (staple) the individual's SSI claim and related Title XVI materials in
the corresponding two-part brown claim folders.
The individual files a Title XVI aged claim and the spouse files a Title XVI disability
claim. Prepare an MDF only for the disabled spouse. For the Title XVI aged claim for
MSSICS cases, retain all evidence electronically in the Modernized SSI Claims System
(MSSICS), the shared Evidence (EVID) screen, and The Non Disability Repository for
Evidentiary Documents (NDRED).
The individual and his/her spouse file Title XVI disability claims. Prepare a separate
MDF for the individual and his or her spouse. Combine by attaching (staple) the back
cover of the individual's MDF to the front cover of his/her spouse's MDF before forwarding
to the DDS.
When concurrently filed Title II and Title XVI claims are not forwarded to the DDS
at the same time, refer to DI 11010.090 for Title II modification of claim routing procedures and DI 11055.150 for more information regarding assembling and handling concurrent claims.
NOTE: Do not prepare an MDF for any Title XVI claim processed and held in the FO.