DI 32005: Routing - Initial/Reconsideration/Reopening Cases
TN 1 (09-10)
For electronic cases, follow the instructions in DI 81020.115.
NOTE: Reopenings of favorable reconsideration determinations based on medical factors are the jurisdiction of the disability hearing unit.
A. Fully or partially favorable revision
|
Source of Reopening Issue |
Destination |
Special SSA-408 Entries |
|---|---|---|
|
Title II only: |
||
|
Field Office (FO) or Disability Quality Branch (DQB) Via Form SSA-1774 (Request for Corrective Action) |
FO, DQB, |
“Title II Favorable Reopening” If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Current Application Pending |
FO |
Title II—Favorable Reopening. Associate Title II non-disability material and send to ODO. |
|
Any Other |
FO |
Title II—Favorable Reopening If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Title XVI Only : |
||
|
Current Application Pending |
FO |
Title XVI Favorable Reopening—Prior Denial Reversed. Prepare T50 and new SSA-450S. If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
FO or DQB Via SSA-1774 |
FO, DQB, |
Title XVI Favorable Reopening. Decisional data not transmitted. If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Other, No Current Application |
FO |
Title XVI Favorable Reopening—Prior Denial Reversed—Effectuate Payment If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Concurrent Title II - Title XVI: |
||
|
FO or DQB Via SSA-1774 |
FO, DQB, |
Concurrent Title II - Title XVI Favorable Reopening—Decisional Data Not Transmitted If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Initial Case Pending |
FO |
“Concurrent Title II-Title XVI Favorable Reopening. Retain Title XVI SSA-831 and non-disability material. Associate Title II non-disability material and photocopy of Title XVI SSA-831 with folder and send to OCO.” If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
|
Any Other |
FO |
“Concurrent Title II-Title XVI Favorable Reopening—Prior Denial Reversed—Decisional Data Not Transmitted” If an appointed representative is involved add: “Prepare and release a copy of the award notice to the appointed representative.” |
B. Adverse revision
|
Source of Reopening Issue |
Destination |
Special SSA-408 Entries |
|---|---|---|
|
Title II Only : |
||
|
FO or DQB Via SSA-1774-U4 |
FO, DQB, |
“Title II Adverse Revision—Benefits Continuing” |
|
Any Other |
FO |
“Title II Adverse Revision—Benefits Continuing” |
|
Title XVI Only: |
||
|
FO or DQB Via SSA-1774-U4 |
FO, DQB, |
“Title XVI Adverse Revision—Benefits Continuing” |
|
Any Other |
FO |
“Title XVI Adverse Revision—Benefits Continuing” |
|
Concurrent Title II - Title XVI: |
||
|
FO or DQB Via SSA-1774-U4 |
FO, DQB, |
“Title II-Title XVI Adverse Revision—Benefits Continuing” |
|
Any Other |
FO |
“Title II-Title XVI Adverse Revision—Benefits Continuing” |
C. No revised determination necessary
When review of a case indicates no reopening and revision action is warranted, then route the case to the referring office with the following:
“No change in determination dated ; revised determination not necessary.” Insert latest date from items 38 or 33 of the SSA-831 considered for revision.