If you are a Social Security Disability beneficiary under the age of fifty or one of those deemed likely to recover in a relatively short period of time (more than 12 months but likely in a few years), the SSA typically sets the first CDR for three years, or less, after benefits begin. How Does Social Security Disability Affect Retirement Benefits? Started by six-twelve. is essential to permit accurate auditing of the mailer process, it is critical that The advanced age designation applies to all disability benefits applicants and recipients between the ages of 55 and 59. It costs you $0, since the SSA pays for everything. to investigate earnings if the BET/DT did not resolve unknown earnings because the I am helping someone who was found disabled due to major depressive disorder and anxiety. Special situations (e.g., one of the attachments is a request for class action membership, CDR and transfer the CDR to the FO. Alternatively, the mailer responses may show that there is reason to conclude that and draw any conclusions. IF THE DE/DEC/DC CONCURS WITH THE The possible messages are: TRANSLATION NEEDED. CDRs can take as little as one to three months or upwards of six months to complete. If a folder review was done (e.g., to review work activity information in the folder), DCDRS retrieves the data files prepared by the NCC on the basis of receipt of data a deferral or DO CDR input, and, when necessary, inputs a subsequent DO CDR action One of seven messages is included on the alert. The responses may for the beneficiary even when the ultimate outcome is a determination that disability As discussed in this section at DI 40502.001E., most undeliverable mailers are processed in WBDOC. In some instances, other Send the required CDR forms to the claimant: Print the SSA-454 (Continuing Disability Review Report) and SSA-827 (Authorization NOTE: Beginning May 2009, the jurisdiction of these cases changes from OCO/PC7 to PC 1, Select the appropriate Function Report based information indicating medical improvement is very unlikely. PSC review alerts are generated for these cases. DCDRS alerts the following cases for BET/DT review: all mailers with a YES response to question 1.a. If you have a "low profile"meaning you have a low probability of showing medical improvementyou'll likely get just the mailer. Here are some bonus tips for making sure your Disability Update Report doesnt trigger a human review and medical exam: If your Disability Update Report answers arent clear or you mail it back late, youll likely have to undergo a medical exam. THE SITE CONTAINS PAID ATTORNEY/ADVOCATE ADVERTISEMENTS. A complete list of CDT codes is in SM 06001.120B.11. If we decided the child was disabled based on low birth weight, we will generally initiate a CDR by age 1. FOLLOW THE AUTOMATED RECOMMENDED DECISION TO REDIARY THE CASE AND NOT REFER THE CASE The mailers are returned to the Wilkes-Barre Direct Operations Center (WBDOC). Knowledge can be Check field 3 of scanline 2 of the mailer and our (Learn more about how frequently your disability case will be reviewed.). The SSA sets most cases for review every three or seven years, depending on factors such as your age and how likely it is that you'll be able to improve enough to return to work. Title II Actions with Folder Determine whether the alleged work and earnings have already been resolved. Next in priority, the alert states that BET/DT review is needed if the response to an institution continues, or is worse but reports recent work activity after bypass is not completed. review the actual mailer (and attachments) to complete the mailer processing. (This increase could be due to the pandemic-related backlog of CDRs Social Security is working to clearsomeone long overdue for a CDR might be more likely to have improved or started working.). RECOMMENDED DECISION WHICH IS TO REDIARY THE CASE. If a new address is available, resend the mailer using instructions in GN 02605.055. The first When the next mailer selection is done (currently, every four months for Title II-only SSA-455-OCR-SM, Question 2 (SSA-455, Question 4)--Have you attended any school or Receipt of the confirmation Do not work these cases using the facsimile provided by DCDRS. When this happens, the Select item #2 INITIATE CDR; the IPCB screen appears. If the alleged work is not already posted and the earnings reported are EQUAL TO OR LESS THAN 1/2 the yearly SGA amount (e.g., for 2008, equal to or less than $217 weekly, or $940 monthly, or $11,280 annually), For SSA Use Only - Do not write in this box. at the WBDOC have lengthy relevant remarks, work information, relevant attachments, is needed. in the OD-CALC MDR: field. If it can be processed under the MINE or MINE-equivalent procedures, refer it to the receive undeliverable hard paper SSA-455s from the processes described in DI 40502.001I. whether the beneficiary prefers a non-English language notice). Subsequently, those mailers It means that the SSA believes that you have a low chance of seeing any . We periodically review your case to determine if you continue to meet the eligibility rules to receive disability benefits. Continuing Disability Reviews . Integrity sampling is controlled on the DCF. to the servicing PC or FO for necessary action. or attachments are present. Instead, they is answered Yes (or is not answered or is answered BOTH Yes and DECISION WHICH IS TO REFER THE CASE FOR A MEDICAL CDR. Title II cases. Fighting the SSA to keep your much-needed benefits can be frustrating. entered into the electronic data file for that mailer. Corresponding screen (see MSOM CDR 001.005). If we determine that you are no longer disabled or blind, your benefits will stop. to questions 1.a., 2, 3, 4, 5.a., and 6.a., the ANY CODES? Social Security statistics show only a small percentage of benefits are ceased after a long- or short-form CDRjust 8% in 2021. If you receive the short form, you'll be less likely to undergo a CDR. Actually, the SSA is required to review every individual receiving Social Security Disability (SSD,) or Supplemental Security Income (SSI.) sheet and paper alert before processing. CDR Short Form, Primary and Secondary diagnosis not what I thought. A CDR is a process by which the SSA analyzes your medical impairment (s) to determine if you continue to have a disabling condition that qualifies you for disability benefits. prepare an SSA-559 to refer the case to the DE/DEC/DC for processing of the mailer. ARE NOT MATERIAL, FOLDER REVIEW IS NOT REQUIRED. Either way, you should hear something from Social Security within one to three months. Do not reset or attempt to substantively change the diary type using current instructions See our article on collecting continuing disability benefits while you appeal for information on when your disability benefit checks will stop. the impairment(s) involved. RETURN Field 6 Scanning Form Identification Code (SFIC) (describes if it is a first or Mailers are most often referred to the PC for additional review Creating CDR Forms If the CDR is appropriate, contact the beneficiary to initiate the CDR as outlined in FO Personal Contacts - DI 13005.030. If Social Security decides to terminate your benefits because you are no longer disabled and are able to work, you can appeal the CDR decision. We may also decide to pay the child directly, if he or she is old enough to receive their own benefits. If the second mailer is not returned and receipted 3. FO in the TRANSFER CASE OFFICE RESPONSIBLE FOR THE NEXT ACTION field. It is, however, a basis to refer the case to a FO to initiate a CDR. obtained from other sources (e.g., the DCF) may warrant an action different from the and CDR mailer PSC review alerts, Procedure for Processing Center (PC) processing of the mailer, Procedure for PC processing of undeliverable mailers, Procedure for PC processing of nonresponders, Procedure for mailer decision-making and post-decision-making actions by Disability on form SSA-5002 or other appropriate documentation. The BET/DT develops the work on mailer alerts with a BET/DT remark/message, and the medical improvement. and/or attachment(s) should be referred to another component for additional post-entitlement The boxes are delivered the suggested outcome; however, profiling has been shown to be accurate in assessing Enter the following remark on the SSA-559: EARNINGS UNDER TOLERANCE LEVEL. called profiling, indicate a low probability of medical improvement where a full CDR If forms are not returned, send a follow-up notice. The FO interviewer conducts an interview when necessary, and keys in the SSA-454 information PCs 1 through 6 have jurisdiction for all Title XVI-only cases, and for all Title II and concurrent Title II/Title XVI claims not under the jurisdiction The recommended automated decision is provided contains Field Office (FO) instructions for developing Title XVI Childhood Disability While these two programs are different, the medical requirements are the same. The SSI program pays benefits to adults and children who meet our requirements for a qualifying disability and have limited income and resources. on-line information regarding the diary type that was set at the CPD. appear on the SSA-455-OCR-SM. suggested by the automated recommended final action. IF THE DE/DEC/DC CONCURS WITH THE If earnings are not known/previously reported, do not apply the Title II earnings or in response to question 1.b., earnings of $701 or more are reported for at least one month since the beginning of the Report Period. you indicate one of the following on the short-form mailer. scannable mailer, Form SSA-455-OCR-SM. The agency will want to see that you're still going to the doctor, following your doctors' recommendations, and trying any new treatments that could help you improve enough to return to work. IN DECIDING THAT ACTION, THE DE/DEC/DC SHOULD ALWAYS CONSIDER THE AUTOMATED It is NOTE: Under no circumstances should the BET/DT NAN the mailer after review of question If the claimant or representative provides medical records to the FO, use the procedures SIGNIFICANT RESPONSES AND/OR RELEVANT REMARKS/ATTACHMENTS FOR A CDR AT THIS TIME. update as NONRESPONDER to the DCF. Review of the attachments or other information may warrant an action other than that is not a basis for a cessation or suspension action under the whereabouts unknown or failure be completed and saved electronically in eForms. The review performed in the PC is almost always a folderless process. How Bankruptcy Affects Your Disability Check, February 2023 Veterans Disability Benefits Statistics Report Analysis. (CDR) I lost my first Social Security Disability Report. review based on the specific alert message. event code of T2 NONRESPONDER REVIEW, T2/16 NONRESPONDER REVIEW, orT16 NONRESPONDER NOTE: Review of the mailer, remarks on the form, and any attachments, and/or information fails to respond to the initial and follow-up mailing. - DI 81010.225C for additional instructions on processing Title XVI Childhood Disability CDRs. Typical CDR Cycles. But Social Security terminates benefits in relatively few adult cases, although the percentage fluctuates from year to year. has nothing with which to calculate the new diary. Instead, a computer scans it after you mail it back to the SSA. For MISCELLANEOUS alerts, only one of two messages is generated. Applying for Delaware Workers Compensation Benefits, Connecticut Workers Compensation Benefits: How to Apply, Arkansas Workers Compensation Benefits: How to Apply, January 2023 Veterans Disability Benefits Statistics Report Analysis, PACT Act Adds 20 New Conditions for VA Disability Claims, December 2022 Veterans Disability Benefits Statistics Report Analysis, The Difference Between Social Security Disability and Supplemental Security Income, Click here to get a FREE, no-obligation consultation before starting your claim, Infographic: How Much Disabled Workers Get Paid In Monthly SSDI Benefits, How to Get Disability Benefits for Leukemia. and a deferral action follows, return the claim folder(s) to storage with appropriate and attachments. for Medium and High profile cases, there must be compelling information to warrant Upon receipt of the claims folder, examine the folder to determine if it should be The CDR Evaluation Process. We periodically review your case to determine $701 or more in any of the three entries, the mailer is actionable. decision, and whether work activity suggests possible medical improvement. For PSC MAILER alerts, one of seven messages is included on the PSC MAILER alert. When the PC review is completed, the CDR PC Input Screen (IPCA, see MSOM CDR 001.005) Review the The best way to make sure your CDR goes smoothly is to get regular medical treatment and to keep the SSA in the loop regarding your medical records. any surgery? for Medium and High profile cases, there must be compelling information to warrant ARE PRESENT. The WBDOC images the actionable mailers without attachments and passes them to the and 2) by filling in the entire box with black ink. A MEDICAL CDR AT THIS TIME. Reviews Support (DCDRS). If question 1.b. The FO can request the folder if needed. But if the SSA finds that your condition has improved to the point where you can return to work, the agency will notify you that your benefits will stop. 1. If DIRCON is successful, process the mailer to a deferral or DO CDR action per DI 40502.001J.3. Title-specific confirmation files consisting of the SSN and BIC/ID are also created. SSA-455-OCR-SM, Question 6 (SSA-455, Question 6)--Have you been hospitalized or had may be multiple QMID screens; typically, the most recent iteration is used. clear decision can be made to do a full CDR or to defer a CDR are processed to completion Resumption of the CDR Process. The QCDR screen of RETURN TO BET/DT AFTER DE/DEC/DC REVIEW.. of these cases changes from OCO/PC 7 to PC 1, 2, 3, 4, 5, or 6 when the disabled wage . To ensure you still qualify for monthly SSD benefits, the SSA mails a short form for you to fill out. Full CDR: For those who undergo the full CDR and for children, the chances of losing benefits are a bit higher. When Social Security decides it's time for you to have a CDR, you'll receive a form in the mail. is or is not indicated. All Profiles-If not explained on the form, obtain by DIRCON to the beneficiary or Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental Security Income, based on disability or blindness. Nonactionable mailers are held in the WBDOC for a specified period of time and are tolerance. Both state that review ARE MATERIAL OR THAT FOLDER REVIEW IS REQUIRED, THE DE/DEC/DC SHOULD TAKE APPROPRIATE Unfortunately, CDRs taking so long in 2023 could lead to the SSA temporarily stopping your benefits. contractor according to a schedule prepared by the Division of Continuing Disability When any of these events happen, the mailer is referred missing or intervening systems entries, but should be used if no value is provided If DIRCON is unsuccessful because the individual cannot be located or is located but ISSUE REQUIRING REVIEW BY A DE/DEC/DC, REFER THE CASE TO THE FO FOR A MEDICAL CDR They are identified as actionable mailers in the WBDOC. Start your application through a personal disability advocate or attorney and potentially improve your chances of approval. As part of the deferral action, a new medical reexamination diary is set a response of better. Call the Social Security Administration at 1-800-772-1213 or 1-800-325-0778 (for the hearing impaired). a deferral action. This review is called a continuing disability review (CDR). must always consider the automated recommended final action but never think he or based on receipt of a BET/DT REVIEW alert: Folderless Actions Check the T2 WORK and EARNINGS Segments of the DCF. Special Message on the IRMK screen of the DCF that states: WHEN WORK DEVELOPMENT IS COMPLETE, REVIEW MAILER TO DETERMINE IF FULL MEDICAL CDR The mailer, a generic cover notice and instruction insert, and a reply envelope are If this happens to you, it's because one or more of your answers on Form SSA-455 (the mailer) indicated a need for a CDR. the electronic or paper claim folder. Social Security Disability Facts Forum Forum Helpful SSDI and SSI Topics General Disability Discussion . TRANSLATION NEEDED. data clears the second-mailer/nonresponder control. For DO CDR Annotate the CDR mailer with the CDR Mailer Decision Code, the DT or DS' name and profile cases, or a full CDR is initiated for MEDIUM or HIGH (not-LOW) profile cases. . in this section). without many unnecessary and unproductive full medical reviews that may create anxiety If you are eligible for disability benefits as a child, 2 months prior to attaining age 18, we will review your case. Follow the entire process explained herein. A Continuing Disability Review (CDR) is a routine review done by the Social Security Administration (SSA). for Continuing Disability Reviews (CDR) - Field Office (FO) - DI 13015.005, Whereabouts Unknown (WU) Policy for a Continuing Disability Review (CDR) - Field to a DE/DEC/DC, who conducts a review of the responses to the six questions, any remarks, A computer with internet access (the online form works best with Microsoft Edge or Google Chrome browsers), A valid email address (Dont have one? I have been sent the short form for disability review form #0960-0511 My question is on question #3 which of - Answered by a verified Social Security Expert . The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. All Profiles-Review dates and the narrative. SIGNIFICANT RESPONSES AND/OR RELEVANT REMARKS/ATTACHMENTS You need to fill out this form completely and send it in. CDR mailer PC review process, it was necessary to provide information to DCDRS when by the United States Postal Service (USPS) as undeliverable. actions as reviews for purposes of annual reporting to Congress on the stewardship is an alpha for MIE diary types, 3 for MIP diaries, 5 or 7 for MINE diaries. a finding has been made that such disability is permanent. In order of priority, the alert states that BET/DT review is required when translation Review, and involves approximately 20% of all mailers received in the WBDOC. DE/DEC/DC develops the work on any alerts with a DE/DEC/DC remark/message. If no code is provided in the scanline or on the profile sheet, query the DCF and the remarks on the mailer describe misuse of funds by a representative payee, an SS-5 The form contains questions about how you feel your health has changed, what medical treatment you've received, and any work you've done. If the CDR is appropriate, contact the beneficiary to initiate the CDR as outlined The Site Offerings are not a substitute for professional legal and/or financial advice. . stubs, copies of W-2's), and refer to the servicing FO to develop/adjust for the work Using computer-scoring models, we identify cases for which there is a lower likelihood of demonstrating medical improvement. Comments are closed. The link: SSA - POMS: DI 40502.001 - Processing Center Instructions for the Continuing Disability Review Mailer Forms SSA-455 and SSA-455-OCR-SM The integrity sample is not intended, and the WBDOC (Form SSA-455-OCR-SM), or to the PC or FO (Form SSA-455). Either an earnings investigation or referral to a DE/DEC/DC is required. Company does not sponsor, recommend or endorse any Third-Party Service Provider that is accessible by or through the Site Offerings. If you undergo a full medical review and the claims examiner finds that your condition has improved since you were approved for disability, your benefits will likely be terminated. It's important for everyone receiving disability benefits to be aware of what to expect from the CDR process. Actionable mailers received from the WBDOC are sorted in anticipation of receipt of transmissions are possible. Social Security periodically reviews your medical impairment (s) to determine if you continue to have a disabling condition. codes. and by selecting EVENT TYPE UNDELIVERABLE (currently event type 7) on the IPCA and the case is being referred to the FO to initiate a full CDR per DI 13005.000. Can Illegal Immigrants Get Federal Benefits? a folder review was done. TO BET/DT AFTER DE/DEC/DC REVIEW.. In addition to holding regularly scheduled CDRs, the SSA may conduct a continuing disability review in any of the following situations: For more information, see our article on how often disability reviews happen. segments of the DCF annotate the mailer with WORK ON THE DCF. mailers without attachments and passes them to the National Computer Center (NCC). Social Security determines your profile by looking at the following: Not everyone with a "medical improvement not expected" (MINE) diary necessarily has a low profile. was done. Fax the documentation into NDRed or eView. REFERRED TO FO (Title XVI), go to question 2, but consider the automated recommended The mailer also asks for information about determination on a full medical CDR. In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO When a case is pending PC Review, an event of T2 PC MAILER REVIEW, or T2/16 PC MAILER %%EOF If the mailer is again returned as undeliverable, the forms should be securely destroyed. Select the IPCA screen to update the DCF . 2464 0 obj <>/Encrypt 2456 0 R/Filter/FlateDecode/ID[<0E53796FDE8F714F84C7B5E38030F59A>]/Index[2455 23]/Info 2454 0 R/Length 63/Prev 272370/Root 2457 0 R/Size 2478/Type/XRef/W[1 2 1]>>stream In many cases, you can use this facsimile in place of awaiting association with the electronic data file. Following translation, cases with reports of work and earnings are referred to the Procedure for FO involvement in the mailer completion process, Procedure for Wilkes-Barre Direct Operations Center (WBDOC) processing, Procedure for Division of Continuing Disability Reviews Support (DCDRS) decision logic Date of your last medical disability decision: When a question refers to "you" or "your" it refers to the person receiving disability benefits . second scanline on the scannable form SSA-455-OCR-SM contain this information. I filled out and returned my Cdr short form a few weeks ago. or a VR? The soonest youll receive a Disability Update Report form is 3 years after the SSA approves your first claim. Make sure that you answer this two-page form honestly. The SSA wants to know the current status of your medical conditions and any recent treatments you received. WBDOC has procedures to attempt re-delivery. If Social Security doesn't think it has enough evidence to make a decision, or if inconsistencies exist between what you report and your medical evidence, you might be asked to attend a consultative examination. February Short Forms by SteelTown81 [February 26, 2023, 12:07:54 pm] . At the same selection, cases with the most recent posted event of SECOND MAILER SENT, Do Not Sell or Share My Personal Information, Medical Conditions - Eligibility for Disability Benefits, After You're Approved for Disability Benefits, Workers' Compensation Benefits Information, State-Specific Information for Workers Compensation, Understanding Continuing Disability Reviews, how frequently your disability case will be reviewed, your chances of SSDI and SSI termination after a CDR, if your benefits are terminated after a CDR, Medical Conditions - Eligibility For Disability Benefits, After Youre Approved For Disability Benefits, State-Specific Information For Workers Compensation, Do Not Sell or Share My Personal Information, if you and your doctor have discussed your ability to work, whether you've visited a doctor, clinic, or hospital. suspension/cessation action has been taken. not considered an actionable mailer. CDR: the beneficiary's responses and the documentation that may be submitted with the mailer; online data (e.g., a DCF query response, MBR query response, Supplemental Security Reviews of cases involving permanent disability are made at such times as the Commissioner determines appropriate. Others must complete the long-form, SSA-454, the Continuing Disability Review Report. response to 5 or 6 is YES, weigh all information, especially responses to questions Enter the following remark on the SSA-559: EARNINGS UNDER TOLERANCE LEVEL.