Medical evidence is a statement offered by a medical source (physician, psychologist,
or other qualified medical practitioner), based on his or her evaluation, examination,
or treatment of the beneficiary conducted within the last year, as discussed in GN 00502.040.
You must scan all SSA-787’s, and any other paper medical evidence obtained for use in your
capability determination, into NDRed or eView.
The Form SSA-787 (Physician’s/Medical Officer’s Statement of Patient’s Capability
to Manage Benefits), is a commonly used instrument to provide this kind of medical
evidence. However, other forms or summary reports from medical sources may also be used, see GN 00502.050B.2 EXCEPTIONS, in this section.
To carry the full probative value of medical evidence, the medical source, who conducted
the evaluation, examination, or provided treatment, or a person authorized to sign
such certifications (e.g., a medical records librarian), must sign the statement.
REMINDER: While the Social Security Administration (SSA) must obtain medical evidence of capability,
per GN 00502.020B, it is at SSA’s discretion that we send the SSA-787 to the medical source when developing
capability. Receiving a signed SSA-787 from a medical source, along with the Form
SSA-11 (Request to be Selected as Payee), does not eliminate the necessity of fully developing lay evidence of capability.
If you question the authenticity of a completed SSA-787, contact the medical source
who submitted the SSA-787 to confirm its authenticity and contents per GN 00502.040A.2.
Absent evidence of legal incompetence, you must make a capability determination, see
GN 00502.023, and you must obtain lay evidence in all cases – there are no exceptions even if medical evidence of incapability is in file. For information on developing
lay evidence, see GN 00502.050A.