In all cases, analysts are required to secure, review, and
associate in the Queries section of the claims file the following
queries before forwarding a recommendation to the AC:
•
Master Beneficiary
Record (MBR)
- Full MBR (FACT)
•
Supplemental Security Income Detailed (SSID)
(Complete Record Request)
•
Disability Determination Service Query (DDSQ)
•
Summary Earnings Query (SEQY)
•
Customer Service Record (CSR)
•
National Directory of New Hires (NDNH)
Do not use NDNH queries in Retirement & Survivors
Insurance (RSI) cases. Only certified earnings records, such as
the Informational/Certified Earnings Records System (ICERS), may
be used to verify Date Last Insured (DLI) and work-related income
in RSI cases. See Program Operations Manual System (POMS) at GN 01010.009.
Utilization of the NDNH query should
be consistent with the instructions set forth in POMS SI 00810.550 in
all cases. Additionally, for information about certified and uncertified
earnings, please see GN 01010.009.
The NDNH query should only be associated
with the Non-Disability Development section (D section) when it
is exhibited in a partially favorable or fully favorable AC decision,
or in cases that involve substantial gainful activity or other work-related
issues (but not RSI cases; see Note 1 above). The NDNH query should
only remain part of the record in eView or in a paper file when
it is exhibited in the D section. Therefore, when the NDNH query
is not exhibited in an electronic case, the analyst will move the
query to the Current Development/Temporary section (C section) of
eView so that it will be deleted from eView upon case closure. Similarly,
when the NDNH query is not exhibited in a paper case, the analyst
will place the query in the C section of the paper file to ensure
removal upon case closure.
If there are recent earnings that may change the DLI or Date
First Insured, the analyst will also obtain and associate a Disability
Insured Status Calculator Online (DISCO) query in the Queries section
of the claims file. Instructions for using the DISCO query can be
found in the DISCO user guide.
Information on insured status and
work history will be on the SEQY. Information on reading and interpreting
the SEQY is found in the POMS at SM 00345.000. For more details
on the places and periods of work and non-covered work, see the
Detailed Earnings Query (DEQY) (See POMS SM 00344.000). Additionally,
the Work History Assistant Tool (WHAT) is also helpful in retrieving
DEQY data and displaying it in an easy to read format.
The CSR is particularly helpful
to check the claimant's address. For additional instructions on
how to locate the claimant's address, follow the procedures in the
Hearings, Appeals and Litigation Law manual HA 01380.030 A.2.