Basic (06-07)

DI 20502.020 Reconsideration Folder Content/Review

A. Introduction—electronic processing issues

Determine if the Request for Reconsideration can be processed electronically as follows:

  • Certified Electronic Folder (CEF) Overview, see DI 81001.005 to determine if the appeal can be processed without a paper folder. If so, follow instructions in DI 81010.150.

  • If the case cannot be processed as a CEF, but an Electronic Disability Collect System (EDCS) record can be created, follow instructions in DI 81010.020.

B. Folder content

NOTE: For CEFs and non-CEF EDCS cases, see DI 81001.005. See DI 81010.150C for reconsideration forms. For non-EDCS cases, the following paper documents may be in the Modular Disability Folder (MDF):

In addition to the initial claims material, the reconsideration claims file may also contain the following Field Office (FO) development.

1. SSA-561 (Request for Reconsideration)

This is used for reconsideration requests in initial claims. See GN 03102.225 for completion instructions.

2. SSA-3441 (Disability Report Appeal)

This report is used for both adult and child claimants. See DI 12095.030.

3. SSA-3367 (Disability Report – Field Office)

The FO completes item 9 and, if applicable, items 10-12,

See DI 11005.045 Completing the Paper Form SSA-3367-F5 (Disability Report – Field Office).

4. SSA-1696 (Appointment of Representative)

Information about appointment of representatives is located in GN 03910.040.

5. Current SSA-827(s) (Authorization to Disclose Information to the Social Security Administration (SSA))

This form is completed in all cases.

6. SSA-5002's (Report of Contact)

If necessary, this form is used to explain any issues such as explanation of good cause for late filing, when applicable.

7. MER (Medical Evidence of Record)

Instructions for sending MER to the DDS are located in DI 81010.125 Receiving Medical Evidence in the Field Office and DI 81010.135 for the CEF. See also DI 11010.485, DI 11010.500, DI 11010.505 and DI 11010.510 for non-EDCS cases.

8. SSA-3881 (Questionnaire for Children Claiming SSI Benefits)

This form is used in childhood reconsideration cases per DI 11005.016.

C. References

DI 12005.005 - Document and Develop the Reconsideration Request of an Unfavorable Medical Decision.

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DI 20502.020 - Reconsideration Folder Content/Review - 12/15/2014
Batch run: 01/15/2019