Effective Dates: 02/23/2015 - Present Previous | Next

Last Update: 2/23/2015 (Transmittal I-3-98)

HA 01320.003 Actions Before Making Recommendations to the Appeals Council

Renumbered from HALLEX section I-3-2-3

A. Discussion with Appeals Council

When novel or unusual issues or circumstances are involved in a case, an analyst may discuss the case with the Appeals Council before preparing a written analysis and recommendation. Before doing so, the analyst should be prepared to discuss fully the facts and issues involved in the case, and will generally be prepared to offer a proposed course of action.

B. Obtaining Other Input

In some circumstances, the analyst may need additional information or input before making a recommendation to the Appeals Council. For example, an analyst may need to:

  • •

    Refer medical questions to the medical support staff (see Hearings, Appeals and Litigation Law (HALLEX) manual HA 01320.011);

  • •

    Request updated or additional earnings information from the servicing field office (see HALLEX HA 01320.012); or

  • •

    Obtain policy guidance (see HALLEX HA 01320.035).

NOTE: 

When a non-disability program matter is material to the issue of entitlement, an analyst may consult with his or her branch chief. When the matter is unusually complex or involved, the branch chief may consult with the Retirement and Survivors Insurance and SSI branch chief for further advice or assistance.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/2501320003
HA 01320.003 - Actions Before Making Recommendations to the Appeals Council (I-3-2-3) - 02/23/2015
Batch run: 04/20/2025
Rev:02/23/2015