Acronyms & Forms
What does SGA stand for?
Answer: Substantial Gainful Activity.
What office handles non-medical issues for SSA claims?
Answer: The Field Office (FO).
What does SSI stand for?
What does SSDI stand for?
Answer: Supplemental Security Income.
Answer: Social Security Disability Insurance.
What system gives access to SSA documents and records online?
Answer: ERE (Electronic Records Express).
What is the purpose of the SSA-3373 Function Report?
Why is the Function Report important to DDS?
Answer: It explains how the client’s medical conditions affect their daily activities and functioning.
Answer: It helps DDS determine the client’s functional limitations and ability to work.
What does DDS stand for?
Answer: Disability Determination Services.
What office makes medical decisions for Initial and Reconsideration cases?
Answer: Disability Determination Services (DDS).
Which benefit program can receive retroactive benefits?
Answer: SSDI only.
What system must the 1696/Fee Agreement be uploaded into before DDS can share information?
Answer: E-View.
What is the purpose of the SSA-3369 Work History Report?
Why does DDS review the Work History Report?
Answer: It explains the client’s past jobs and work duties from the last 5 years.
Answer: To determine whether the client can still perform past work.
What does AOD stand for?
Answer: Alleged Onset Date.
What is the first level of a disability claim called?
Answer: Initial Application.
How far back can SSDI retroactive benefits go?
Answer: Up to 12 months before the application date.
How often should CM1 contact clients for updates?
Answer: At least once a month.
What should a CM1 do during a Medical Hold?
What is a Medical Hold?
Answer: Track new appointments, treatments, providers, and diagnoses.
Answer: When DDS pauses the case to monitor whether the client’s condition improves or worsens.
What form is used as the Function Report?
Answer: SSA-3373.
What is the second level after an Initial Application denial?
What happens if a client works over SGA?
Answer: Reconsideration.
Answer: The case can be denied automatically.
What is back pay?
Answer: Past-due benefits owed while the claim was pending.
What are the three main CM1 Update categories?
Answer: Work status, medical information, and contact information.
Why is medical evidence important in disability cases?
Answer: Because SSA uses it to determine if the client is disabled.
What form is used as the Work History Report?
What is the purpose of the SSA-827 form?
Answer: SSA-3369.
Answer: Medical authorization to release information to SSA.
What is a Consultative Examination also called?
Why does DDS order a CE?
Answer: A CE.
Answer: When there is not enough medical evidence.
What is the 2026 SGA amount for non-blind individuals?
Answer: $1,690 before taxes.
What does FTR stand for?
What does TERI stand for?
Answer: Fail to Reach.
Answer: Terminal Illness.
What is the Predevelopment Unit?
What happens after DDS makes a decision?
Answer: A DDS unit that works on cases before an Examiner is assigned.
Answer: The case is sent back to the Field Office.