If specific criteria are met, receipt of any version of an SSA-3820 (i3820) by SSA
may serve as a protective writing for Title XVI benefits for a child. Follow the guidelines
in SI 00601.012 through SI 00601.025 to determine the protective filing date.
When the IU establishes an i3820 partial, the system tells the IU that the date the
IU started the i3820 is a protective filing date. At that time, the i3820 also issues
a closeout notice on the webpage. The closeout notice states that the IU must submit
a signed formal application to SSA within 60 days of the date they first started completing
the online disability report. Failure to submit a valid application by the end of
the closeout period results in loss of the protective filing date.
The closeout period starts with the date the user establishes the i3820 partial. The
closeout period ends 60 days later. If the IU does not submit a valid application
within 60 days of the date the IU started the i3820, the IU may start a new i3820,
which establishes a new protective filing date and a new 60-day closeout period. The
closeout period does not change if an IU establishes a subsequent i3820 partial prior
to the end of the 60-day closeout period of the first i3820 partial. The original
protective filing date still applies. Starting a second partial within the 60-day
closeout period locks the first, making it inaccessible to the IU.