Perform the following activities and document your actions and findings:
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Report evidence of work issues not previously developed to the FO, including work
activity identified in the medical records or other information in the case folder
that might affect the EOD. The FO will determine when SGA ceased and recommend possible
UWA(s). See DI 11010.620A for information on DDS development requests.
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Consider any indication of past or present work activity and the possible effect it
has on the EOD.
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Determine if work activity during a period when disability was alleged is a UWA.
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Consider an EOD earlier than the AOD, if supported by the evidence. However, request
assistance from the FO to determine if there was a period of SGA before the AOD.
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Request assistance from the FO if you need additional documentation of work activity.
For cases requiring FO development, see DI 11010.620A.1.
After completing the actions above, use the non-medical information provided by the
FO and the medical evidence of record to establish the earliest possible EOD the totality
of the evidence supports.
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Consider the possibility of a UWA and explain your decision to establish or not to
establish a UWA period, on an SSA-5002 or on the “Technical Issues” page in eCat.
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Provide a personalized disability explanation (PDE) if the EOD is after the AOD and
is not fully favorable to the claimant. Send the PDE with an SSA-L1157–DI or SSA-L1157–SI.
REMINDER: If SGA ceased after the AOD, and you are establishing an EOD on the date SGA ceased,
provide a PDE that states we cannot establish an EOD before SGA ceases. (See DI 25501.280 Notifying Claimants of Partially Favorable Allowances.)