Send the disability material on both claims to the DDS. When critical non-medical
requirements are in question on the Title II claim (see DI 11010.030) and a disability determination is required on the Title XVI claim, forward the official
folder to the DDS. Document the folder with the FO action being taken on the disability
claim. Be sure to enter the following in EDCS remarks section or in Item 11, Remarks
of each SSA-831 before sending the claim to the DDS:
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•
“Concurrent Title II/XVI claim”
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“Title II claim pending in FO”
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•
“SSI material on SSN forwarded” (date first claims material was forwarded to the DDS)
on the Title II SSA-831.
For claims entered into EDCS, see DI 81010.085. When the critical non-medical requirements are resolved on the Title II claim being
held, and a DDS Title II determination is necessary, transfer the Title II claim to
the DDS. Then proceed as follows:
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•
SSI Claim in the FO
If the SSI claim is being forwarded to the DDS after the Title II claim:
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Prepare and forward a SSA-5002, report of contact (RPOC) per DI 81010.085 and any disability evidence to the DDS.
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Transmit the material using the prescribed electronic processing method.
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For paper claims, place the SSI documents in a brown two part folder to be attached to the Modular
Disability Folder (MDF) previously transferred to the DDS.
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–
For claims entered into EDCS, use the UAT utility.
If the SSI claim is a technical denial and has not been sent to DDS, it is not necessary
to notify the DDS. For non CEF claims that were entered into EDCS for CEF cases, see
DI 81010.020.
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•
Title II Claim in FO
If the critical non-medical requirements are met:
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–
Prepare a Title II MDF, since this is the initial Title II transmittal. Forward the
RPOC with the paper MDF, SSA-831, and any disability evidence to the DDS. Place the
Title II non-medical material in the paper MDF. If SSI data was previously transmitted
to the DDS, the DDS associates the official folders. For claims that were entered
into EDCS, see use the UAT utility.
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–
If the non-medical requirements are not met and the claim has not been sent to the
DDS:
It is not necessary to notify the DDS. For CEF claims, see DI 81010.020. Process the Title II claim in accordance with DI 11010.075.
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•
Concurrent Title II/XVI Claims with Railroad (RR) Involvement
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If the non-medical requirements are met for both claims:.
Send the folder and the disability material for both claims to Great Lakes Program
Service Center/ Disability Processing Branch (GLPSC/DPB). If it is subsequently determined
the claimant is not eligible, contact GLPSC/DPB and request return of the folder.
If the claimant alleges he/she has filed a disability application with the Railroad
Retirement Board (RRB), see DI 11050.030.
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–
If the claimant does not meet SSI non-medical requirements:
Prepare a report of contact for the SSI file showing "Title II/Career RR claim forwarded
to GLPSC/DPB on (date)" and send only the Title II claim to GLPSC/DPB. Be sure to
include all evidence pertinent to the Title II claim. Enter "concurrent Title II/XVI
claim" in Item 11, Remarks of the Title II SSA-831. In addition, enter "SSI denied
by FO on non-medical issue" to alert GLPSC/DPB about the disposition of the SSI claim.
Retain the SSI claim in the FO.