This
These
The Other
Exceptions
100

This date DDS establishes the person became disabled taking into account medical and non medical factors.

Date of Disability Onset (established Onset Date - EOD)

100

These types of payments from your employer are excluded from being counted as substantial gainful activity

Sick Pay

Vacation Pay

Short Term/Long Term Disability

100

The amount of months in the Disability waiting period

5 full months

100

Name a disability that is an exception to the Medicare waiting period

Lou Gehrigs's disease


End Stage Renal Disease

200

This is where you transfer a case to for Disability if Railroad Board is involved instead of DDS.

Great Lakes Processing Center (PC5)

200

These are mandatory tools that you should be using for each Disability case prior to taking the application

DIBWIZ

DISCO

200

How many months after the Date of Entitlement to Disability does Medicare begin for the beneficiary.

On the 25th month


(24 month waiting period)

200

Processed in an expedited manner at all levels of application and adjudication. Example: Stage 4 Cancer

TERI

300

This form is where you document any work activity after the Alleged Onset Date

SSA-821 or SSA-820

Don't forget to also complete the SSA-823!!

300

The day the person alleges they became disabled 

Alledged Onset Date

300

The amount of months for a DIB claim to have possible retroactive benefits from the date of filing

12 months

300

Although excluded for being counted towards the Substantial Gainful Activity amount (SGA), this type of payment may affect your monthly payment if approved. Even if paid in a lump sum prior to filing for Disability.

Worker's Compensation

400

This is the earliest possible date a person is disabled based on non-medical factors and is determined by SSA.

Potential Onset Date

400

The amount considered as Substantial Gainful Activity for 2024

$1550.00

400

The amount of months for retroactive T16 benefits from the date of filing

Zero

400

If an individual is making over SGA at the time of application, we look at these things to possibly decrease the amount of their countable earnings

IRWE (Income related work expenses)

Subsidies

Reduction in work

500

The number that we use in the Monthly Earnings Conversion formula to get a more accurate number. 

4.333

500

The amount of Trial Work Months that an individual receives after their disability starts and they are making over $1140.00 per month (2024)

9 months

500

This form must be completed along with the SSA-3368 in order to obtain permission for the beneficiaries Medical Records. This form can either be wet signed or attested to. 

SSA-827 Authorization to disclose information to SSA

500

In this exception, a person who stops or reduces their work within 60 months of their disability termination receives a 6 month provisional payment while a decision is being made by DDS.

Expedited Reinstatement 

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