For group I documentation deficiencies based on work activity, the review component
a. annotate all of the adjudicating component’s original determination and medical
assessment forms, as well as notices, in the CEF as “Do Not Process” or “Do Not Release”,
b. code the deficiency in the case processing system,
c. notify the FO, via an SSA-5524-U3, Request for Assistance, to explain that SGA
development is needed,
d. notify the adjudicating component, via an SSA-1774-U5, Request For Corrective Action,
to explain why the determination is not policy compliant and that the case will be
routed to the FO for SGA development, and
e. route the case to the FO.
NOTE: All of the adjudicating component’s original determination and medical assessment
forms, as well as notices, must remain in the case record as part of the audit trail.