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Purple··3 min read

How the SSA Reviews Your Disability Case: What You Need to Know

The SSA periodically reviews disability cases to confirm continued eligibility. Here's what to expect and how to prepare.

In this article, we'll cover:

  1. What triggers a disability review
  2. The CDR process
  3. Preparing for your review
  4. What to do if benefits stop

1. What Triggers a Disability Review

Scheduled reviews (CDR):

  • Every 1-7 years typically
  • Based on improvement expectations
  • Required by law
  • Part of normal process

Review frequency:

  • Improvement expected: Every 6-18 months
  • Improvement possible: Every 3 years
  • Improvement not expected: Every 5-7 years
  • Depends on your condition

Other triggers:

  • Work activity reported
  • Medical improvement reported
  • Report from others
  • Random selection

Work-related reviews:

  • If you start working
  • To check continued disability
  • Especially at SGA level
  • Separate from CDR

Important: Getting a CDR notice doesn't mean you'll lose benefits. Most people continue receiving benefits after review.

2. The CDR Process

Initial notice:

  • Mailer or form received
  • Questionnaire about condition
  • Medical treatment history
  • Daily activities

Two types of CDRs:

  • Medical CDR: Is disability continuing?
  • Work CDR: Are you working at SGA?
  • Different processes
  • Can be combined

Medical CDR steps:

  1. Complete questionnaire
  2. SSA gathers medical records
  3. Disability examiner reviews
  4. Decision made

Possible outcomes:

  • Benefits continue
  • Benefits stop (improvement)
  • Benefits stop (failure to cooperate)
  • Further review needed

3. Preparing for Your Review

Stay in treatment:

  • Continue seeing doctors
  • Follow treatment plans
  • Document your condition
  • Keep records

When you get the form:

  • Complete thoroughly
  • Be honest
  • Describe limitations
  • Return promptly

Important information:

  • All treating doctors
  • Medications and side effects
  • How condition affects daily life
  • Work limitations

Common mistakes:

  • Minimizing symptoms
  • Missing deadlines
  • Incomplete responses
  • Not listing all doctors

4. What to Do If Benefits Stop

If you disagree:

  • Appeal within 10 days
  • Request continued benefits
  • Benefits continue during appeal
  • Don't delay

Appeal levels:

  • Reconsideration
  • Administrative Law Judge hearing
  • Appeals Council
  • Federal court

Getting help:

  • Disability attorney
  • Legal aid
  • Advocacy organizations
  • Free consultations available

Preparing appeal:

  • Gather new evidence
  • Get doctor statements
  • Document your condition
  • Explain why decision wrong

During the Review

What they look at:

  • Has condition improved?
  • Can you work now?
  • Are you following treatment?
  • What does evidence show?

Medical improvement standard:

  • Benefits can only stop if
  • Medical condition improved AND
  • You can now work
  • High bar to meet

Your responsibilities:

  • Respond timely
  • Provide information
  • Attend appointments
  • Keep treating condition

Rights during review:

  • See your file
  • Submit evidence
  • Have representation
  • Appeal decisions

Protecting Your Benefits

Ongoing:

  • Maintain treatment
  • Keep records
  • Report accurately
  • Respond promptly

Document everything:

  • Medical appointments
  • Symptoms and limitations
  • Daily challenges
  • Treatment effects

If concerned:

  • Talk to your doctor
  • Get supporting statements
  • Know your rights
  • Seek help early

How Purple Helps

  • Track medical expenses
  • Organize financial records
  • Document your situation
  • Stay organized
  • Manage your benefits

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