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What Happens During a Continuing Disability Review (CDR)?

Getting a letter about a Continuing Disability Review can be scary, but understanding the process helps. Here's exactly what happens during a CDR and how to prepare.

In this article, we'll cover:

  1. What a CDR is
  2. How often CDRs happen
  3. The CDR process step by step
  4. What SSA looks for
  5. How to prepare

What Is a CDR?

A Continuing Disability Review is:

  • SSA's check that you're still disabled
  • Reviews your medical condition
  • Determines if benefits should continue
  • Required by law periodically

What it's NOT:

  • A new application
  • An automatic denial
  • A financial review (that's redetermination)
  • A reason to panic

Why CDRs happen:

  • Congress requires them
  • Conditions can improve
  • Medical advances occur
  • Some conditions have expected improvement

How Often CDRs Happen

CDR frequency depends on your condition:

Medical Improvement Expected (MIE):

  • Review every 6-18 months
  • Conditions expected to improve
  • More frequent reviews
  • Temporary disabilities

Medical Improvement Possible (MIP):

  • Review every 3 years
  • Improvement possible but not certain
  • Most common category
  • Many chronic conditions

Medical Improvement Not Expected (MINE):

  • Review every 5-7 years
  • Permanent, severe conditions
  • Least frequent reviews
  • Serious disabilities

Your category:

  • Listed in your approval letter
  • Can ask SSA which category you're in
  • May change based on reviews

The CDR Process Step by Step

Step 1: You receive notice

  • SSA sends letter about CDR
  • Usually includes short form (Mailer)
  • Or longer Disability Update Report
  • Deadline to respond

Step 2: Initial form

  • Short screening form (most people)
  • Questions about medical treatment
  • Work activity
  • Daily activities

Step 3: SSA reviews form

  • Most reviews end here
  • If SSA needs more info, process continues
  • Many people pass with just the mailer

Step 4: Full review (if needed)

  • Request for medical records
  • May need to see their doctor (CE)
  • More detailed evaluation
  • Takes longer

Step 5: Decision

  • SSA makes determination
  • Benefits continue, or
  • Benefits stopped (can appeal)
  • You receive letter with decision

What SSA Looks For

Medical improvement standard:

  • Has your condition improved?
  • Can you work now when you couldn't before?
  • Based on medical evidence
  • Compares to when you were approved

They review:

  • Medical records and treatment
  • Doctors' notes and opinions
  • Test results
  • Hospitalizations

They consider:

  • Current symptoms
  • Treatment effectiveness
  • Ability to work
  • Daily functioning

Red flags (not automatic denial):

  • Stopped treatment
  • No recent medical records
  • Reported significant improvement
  • Returned to work (carefully evaluated)

How to Prepare

Before the CDR:

Keep receiving treatment:

  • Continue seeing doctors
  • Take prescribed medications
  • Document ongoing symptoms
  • Don't stop treatment

Keep records:

  • Save medical records
  • Keep list of doctors and medications
  • Document how disability affects daily life
  • Note any hospitalizations or emergencies

Stay honest:

  • Don't exaggerate or minimize
  • Report accurate information
  • Inconsistencies cause problems
  • Tell the truth about your condition

When you receive CDR notice:

Respond promptly:

  • Meet all deadlines
  • Return forms on time
  • Provide requested information
  • Ask for extension if needed

Be thorough:

  • List all doctors and treatment
  • Include all medications
  • Describe daily limitations
  • Document bad days

Get help if needed:

  • Disability rights organization
  • Legal aid
  • Benefits counselor
  • Your doctor

The Disability Update Report

What it asks:

  • Medical conditions and treatment
  • Doctors and hospitals visited
  • Medications taken
  • Work activity
  • Daily activities

How to complete it:

  • Be accurate and complete
  • Describe your worst days
  • Include all conditions
  • Don't downplay limitations

Common mistakes:

  • Rushing through it
  • Not listing all doctors
  • Forgetting about specialists
  • Not describing limitations clearly

If SSA Wants More Information

Consultative Examination (CE):

  • SSA schedules exam with their doctor
  • Usually brief examination
  • Doctor reports findings
  • Don't miss the appointment

Tips for CE:

  • Attend on time
  • Be honest about limitations
  • Describe your worst days
  • Don't exaggerate or minimize

Medical records request:

  • SSA requests records from your doctors
  • You can help by providing complete list
  • Make sure records are accurate
  • Provide records yourself if needed

Possible Outcomes

Benefits continue:

  • Most common outcome
  • Your condition hasn't improved enough
  • You're still disabled
  • Normal benefit continuation

Benefits stopped:

  • SSA finds medical improvement
  • Believes you can work
  • You can appeal
  • Benefits may continue during appeal

If you disagree:

  • You have 60 days to appeal
  • Request reconsideration
  • Can request hearing
  • Benefits continue during appeal (if requested)

Appeals Process

Step 1: Reconsideration

  • Request within 60 days
  • Different person reviews
  • Check "continue benefits" box
  • Provide additional evidence

Step 2: Hearing

  • If reconsideration denied
  • Appear before administrative law judge
  • Present your case
  • Can have representative

Step 3: Further appeals

  • Appeals Council
  • Federal court
  • Consider getting legal help

Your rights:

  • Benefits can continue during appeal
  • Free legal help may be available
  • Deadlines are important
  • Documentation matters

How Purple Helps

Purple supports you through the CDR process:

  • Stable banking shows responsibility
  • Track medical expenses
  • Get benefits early while you wait
  • No disruption to your finances
  • Simple account management

With Purple, you can focus on your CDR without worrying about your banking.

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Purple is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC.