TN 27 (05-26)

DI 13015.030 Initially Obtaining the Paper Comparison Point Decision (CPD) Medical Folder

A. Background

The Social Security Administration (SSA) is required by law to periodically review the continuing eligibility of all disability beneficiaries and recipients. In performing this review (which we call a continuing disability review, or CDR), the severity of the beneficiary/recipient's medical condition at the time of the most recent favorable medical decision finding that the individual was disabled or continues to be disabled (i.e., CPD) is compared to the severity of the individual's current medical condition. Although the majority of CPD folders are electronic, there may be occasions where the CPD folder is a paper folder. In such cases, the Disability Determination Services (DDS) needs to review the prior paper folder containing the medical evidence supporting the favorable CPD to conduct a CDR. Below, we provide instructions for obtaining that prior paper folder.

B. Procedures

The procedures in this subsection discuss the actions regarding the paper CPD folder.

1. Obtaining the paper CPD folder

When a CDR selection for a Title II, Title XVI, or concurrent case occurs under the Automated Direct Release (ADR) system, see DI 13005.020A

2. Reviewing the paper CPD folder

The FO is responsible for reviewing the folder received to determine whether the necessary prior medical information is in the file. If multiple folders are received, the FO needs to examine each file to determine which folder contains the needed medical evidence. If no medical evidence is received see DI 13015.080.

3. Unable to locate the CPD folder

If the FO is unable to locate the folder with the critical medical evidence related to the CPD, and the DDS cannot determine the individual is "currently disabled", the FO will follow the instructions Title II or Title XVI – FO Interview – Medical Folder Not Located - “Currently Disabled” Step in DI 13015.070.

4. DDS requests a replacement folder

Regardless of title, if the FO is unable to locate the CPD folder, and the DDS finds the beneficiary/recipient is not currently disabled, the DDS will prepare an assistance request (AR) to the FO asking them to prepare a replacement folder under the full reconstruction process.

For non-CEF or cases where EDCS UAT is not appropriate, use the most expeditious way to coordinate actions in these situations, e.g. telephone, email, or fax, with email being the preferred method for assistance requests and subsequent documentation.

5. Replacement folder

The FO will prepare a replacement folder under the full reconstruction process by following the instructions Not “Currently Disabled” - Full Replacement Folder Requested by DDS in DI 13015.090. The replacement folder must contain sufficient medical evidence/leads for the DDS to complete a medical improvement review standard (MIRS) determination.

Experience shows that when every effort is made to find a lost folder, in most cases the folder is found.

C. References

DI 13015.070 Title II or Title XVI – FO Interview – Medical Folder Not Located - “Currently Disabled” Step

DI 13015.080 Unable to Locate Medical Folder after Initial FO Search - Detective Work

DI 13015.090 Not “Currently Disabled” - Full Replacement Folder Requested by DDS

DI 40525.020 Initially Obtaining the CPD Medical Folder


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0413015030
DI 13015.030 - Initially Obtaining the Paper Comparison Point Decision (CPD) Medical Folder - 05/07/2026
Batch run: 05/08/2026
Rev:05/07/2026