TN 64 (09-09)

A. Routing the SSA-831 for a Certified Electronic Folder (CEF)

The field office (FO) does not mail/fax a copy of the SSA-831 (Disability Determination and Transmittal) to WBDOC if the official folder is a CEF. All data needed for WBDOC to key is available electronically.

B. Routing the SSA-831 for a CEF exclusion

Complete the SSA-831 in accordance with the instructions for Title XVI in DI 11055.135 or Title II in DI 11010.205; check all copies of the form for completeness and legibility. Route copies of the SSA-831 as follows:

• Shipping and mailing of the State/Agency DATA copy of the SSA-831 to WBDOC applies only in those cases that do not require ODO or DQB pre-effectuation review (see DI 11055.065 through DI 11055.095), or in those cases where the shipping and mailing was not accomplished before return of the folder to the FO for retention (e.g., a Title XVI-only continuance).

• If the Data copy is damaged or missing, photocopy the original SSA-831, but line-out the copy designation at the bottom of the copy and write in bold letters, “TREAT AS DATA COPY,” as appropriate.

• Send the Data copy of SSA-831 to the address shown. It is not necessary to send Form SSA-834 (Continuation Sheet for Disability Determination) or Form SSA-4268 (Disability Determination Rationale) to WBDOC.