Clients who are age 65 or older, terminally ill (TERI cases), compassionate allowances, and those that meet presumptive listing criteria should be immediately referred to SSA. Do not submit an SSI application. SSA must process these claims directly.
SSA may find that persons who meet certain severe disability criteria are presumptively disabled. The list of allegations that meet Social Security Administration (SSA) presumptive disability criteria are maintained on the SSA website.
When a client appears to meet SSA presumptive disability criteria:
SSA has an obligation to provide benefits quickly to applicants whose medical conditions are so serious that they clearly meet disability standards. Compassionate Allowances allow SSA to target the most obviously disabled individuals for allowances based on minimal objective medical evidence that can be obtained quickly.
The List of Compassionate Allowances Conditions can be found on the SSA website. Be sure to check the list regularly for new conditions.
When a person appears to meet SSA Compassionate Allowances criteria:
SSA refers to their disability criteria as the “Listings” and publishes them in Disability Evaluation Under Social Security. SSA considers a person disabled when the medical disorder meets or equals the listed disability criteria.
The Division of Disability Determination Services (DDDS):
Assistance includes:
The facilitation process includes the following activities:
Revised on: September 7, 2024
Attorney Requests for Records
When an attorney representing a client receiving SSI Facilitation services makes a request for additional medical records to assist with the SSI appeal process, SSI Facilitators will follow CSD Procedure: Attorney Requests for Records.
Revised on: July 1, 2020
When an additional evaluation or testing is necessary to support a SSI application at any level of the determination process, and DDDS will not pay per their policy, use the following procedures:
EXAMPLE: An ABD recipient with a mental illness has missed multiple DDDS consultative exams despite coordination with DDDS to arrange transportation. DDDS has refused to schedule another consultative examination. Submit an expenditure request through the Barcode ETR process for an evaluation that meets DDDS consultative examination criteria.
Include your personal observation statement within the i3368PRO. (Sign and date the personal observation statement and include it in the application packet if unable to access the i3368 PRO).
Revised on August 1, 2024
Revised on June 24, 2016
Teleservice is available for clients when a face to face interview is not possible. Clients may schedule an appointment to apply for SSI by calling SSA Teleservice at 1-800-772-1213, or CSO staff may call and arrange a telephone appointment for the client.
When a person transfers from one CSO to another, the SSI facilitator in the receiving CSO: