The FO will:

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  Follow instructions in DI 11015.015 for DIB – DWB claims, DI 10005.005 for disability development and DI 10005.001 for an overview of FO responsibilities and tasks; and

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  Process the lump sum death payment (LSDP) while the disability decision is pending. Refer to instructions for special situations in DI 11025.020; and

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  Obtain an earnings record (ER) if needed on both the deceased spouse’s record and the disabled widow(er)’s record; and

REMINDER: MCS EC provides, at a minimum, the yearly earnings and the insured status determination. In the event that Modernized Claims System (MCS) Earnings Computation (EC) does not produce an ER, obtain one through Informational/Certified Earnings Record System (ICERS).

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  Prepare a Disability Determination and Transmittal, SSA-831, for each claim filed per instructions in DI 11015.015C and

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  Fax the SSA-831 to the certified electronic folder (CEF) per instructions in DI 81010.090; and

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  For further processing instructions, see DI 11015.025.

If the Disability Determination Services (DDS) sends notification of a favorable decision:

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  adjudicate the claim(s) in MCS EC if no processing limitations exists. If a processing limitation exists, prepare an EF; and

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  take any corresponding action in EDCS per instructions in DI 81010.087.

NOTE: Use the MCS EC routing form to fax any paper claims to the appropriate program center’s (PC) paperless fax number.

If a DIB beneficiary wishes to file for DWB, the FO will:

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  complete the application through MCS or obtain a form SSA-10-BK, (Application for Widow’s or Widower’s Benefits); and

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  complete any necessary nondisability development; and

NOTE: For storing non-medical evidence in the CEF, see DI 81010.135.

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  forward the DWB claim for a medical determination. Enter “Widow(er) entitled to DIB on (XXX-XX-XXXX)” on the DDTR screen in MCS, or item 23 of the paper SSA-831 if the case cannot be processed electronically per DI 11010.205; and

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  follow instructions when a disability determination is made in RS 00207.015.