Claimant cannot be located at last known address or claimant’s whereabouts unknown.

Claimant’s whereabouts unknown.

Disability Determination Services (DDS) has received a statement regarding capability - allowance only; or The Field Office (FO) indicates that an Retirement and Survivor Insurance (RSI) claim has been filed (see When to Develop Capability, DI 23001.005B).

"Claimant capable (or incapable) per Dr. (name) report of (date)."

Claimant’s impairment meets listing 12.05A.

"Claimant incapable - Listing 12.05A.

When capability development was needed (see When to Develop Capability, DI 23001.005B) and DDS has been unable to secure evidence of capability - recommendation based on evidence in file - allowance only; or the FO indicates that an RSI claim has been filed.

"Capability unresolved - review of medical evidence (identify by source and date) suggests claimant is capable (or incapable)."

When capability development was needed (see When to Develop Capability, DI 23001.005B) and DDS has been unable to secure evidence of capability - allowance only; or

The FO indicates that an RSI claim has been filed.

"Capability unresolved."

DDS recommends payment of benefits before completion of its onset development (Onset, DI 25501.000).

"Return folder to DDS after award payment-possible earlier date of onset (date) to be developed."

Potential Onset Date (POD) is less than 5 full calendar months before the month of death and no earlier onset is possible.

"Death in waiting period-no possibility of earlier onset."

Established onset date (EOD) is different than POD in Title II cases.

"Change in onset" [This applies whether the EOD is favorable or unfavorable to the claimant.]

EOD after the month of filing in Title XVI cases.

“Adverse onset.”

More than one optional diary reason applies.

"Diary reasons (show applicable reason codes)".

Vocational Diary established.

"Vocational Diary established."

Trial Work Period (TWP) Diary Established.

"TWP Diary (month/year)."

Case reviewed by DDS Quality Assurance.

"DDS QA."

Earnings discrepancy indicated by the presence of an unprocessed Form SSA-7000-U3, Notice of Determination of Self-Employment Income; SSA-7010-U3 Notice of Determination of FICA Wages or SSA-4500-U6, Federal Determination of Error in State’s Wage Reports, in file.

“Earnings discrepancy.”

At the time of determination, claimant is working and the work may meet criteria for TWP month(s). (TWP can begin no earlier than the filing date or DOE, whichever is later.)

“TWP” case.

An interim notice is prepared.

“SSA-1157-U2 (DI) or (SI).”

Representative payee files for claimant after receipt of SSA-831 in DDS, insufficient space in Item 5 to show change.

“John Doe for Mary Doe”

Medicare only and concurrent Disability Insurance Benefits (DIB)/Medicare qualified government employment (MQGE) claims

"MQGE Case"

Res judicata issue in a subsequent Title II claim. See DI 27516.005.

Denial for res judicata initial claim

Recon denial for res judicata

Prior claim not located

Exception to res judicata other than prior claim not located

The issue of disability is res judicata

Recon affirmation res judicata applied

Res judicata not applied prior claim not located

Res judicata not applicable

The claimant dies prior to adjudication and a determination is necessary for Medicaid purposes only.

"Died (date of death). Determination for Medicaid Only."

Drug Addiction and Alcoholism (DAA) is not material, DAA Condition.

"DAA Not Material-DAA Condition (X, Y, or Z, as applicable)." See Drug and Alcohol Addiction (DAA), SM 05905.059.

No current evidence of DAA condition.

DAA previously established on the record in a prior determination/decision.

"No evidence of DAA condition-W." See Drug and Alcohol Addiction (DAA), SM 05905.059.

DAA is material. Denial.

"DAA is material-(A, D, or B, as applicable)." See Drug and Alcohol Addiction (DAA), SM 05905.059.

If the FO annotates "Child in Care," a claimant is seeking initial or continuing entitlement based on having a disabled child in care who is alleged to have both a physical and mental impairment.  Enter this remark if a documented mental impairment exists which is not shown as the primary or secondary diagnosis.

Type of mental impairment, type of report; e.g., “Intellectual Disability, Dr. Moore's Report, July 22, 2006."

A disability determination is needed for an individual who received transferred resources from an Supplemental Security Income (SSI) applicant or recipient. The determination is needed to establish whether the person who transferred the resources is eligible for SSI.

"Disability determination needed for SSI transfer of resources case. Alleged onset date is the date of the resource transfer. See Exceptions Transfers to a Trust, SI 01150.121."

SSI claimant attains age 18 after claim filed but before we make a determination or decision. See, If You Attain Age 18 After You File Your Disability Application But Before We Make A Determination or Decision, DI 25201.010.

Period starting with attainment of age 18 adjudicated under adult rules.

Childhood case allowance – medical evidence indicates that maternal drug or alcohol addiction is an underlying cause of the impairment (i.e., child born addicted).

“Possible Representative Payee issue – impairment related to maternal drug or alcohol abuse. See medical report from___________, dated_____.”

Childhood case allowance – medical evidence indicates the child’s mother or father is an alcoholic or drug addict.

“Possible Representative Payee issue – mother/father has a drug/alcohol abuse problem. See medical report from__________, dated_____.”

Childhood case allowance – medical evidence indicates that the child may suffer from abuse.

“Possible Representative Payee issue – medical evidence indicates child abuse. See medical report from_________, dated _____.”

DIB, Childhood Disability Benefit (CDB) or Disabled Widow's Benefit (DWB) felony or confinement impairment denials.

“Disabling impairment is (felony) or (confinement) related.”

DDS enters one of these remarks in Re-entitlement claims for Disability and Medicare Benefits per DI 23050.001

"Count prior months of benefit entitlement toward Medicare waiting period" (fully favorable determination); or "Do not count prior months of benefit entitlement toward Medicare waiting period" (partially favorable determination).

Possible Fraud or Similar Fault (FSF) in a determination or decision, per DI 23025.000

"FSF in the determination - see related documents in file."

Closed and open period of disability established on a single application.

Interim Closed Period (enter EOD for closed period and date of the end of closed period)

Adverse Medical Reopening

Adverse Medical Reopening. Revised Determination dated ___________.