The Quality Review (QR) case processing system propagates the following information into the SSA-847-U3:

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  claimant’s SSN,

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  claimant’s name,

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  claim type,

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  claim level, and

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  name of the adjudicating component.

For all other fields, quality reviewers mark the appropriate boxes and fill in the corresponding text, when appropriate.

In the Remarks section of the SSA-847-U3, quality reviewers must include the following:

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  a rationale for the return,

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  appropriate policy references supporting the rationale,

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  corrective action required (if applicable), and

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  subsequent folder routing instructions.

All disability components should be able to view the SSA-847-U3 in the certified electronic folder. Quality reviewers upload the SSA-847-U3 to QR's case processing system, at case clearance, using "Action" under the Forms Info tab.

NOTE: The QR Weekly Deficiency Report only includes information for TCAs recorded as regulation basis code changes. No other types of TCAs are reflected in the weekly report.