Presented By Bailey Busdeker, CPSTS

Recovery Resources

September 24th, 2015

Overview of the Application Process

Completing the Forms

SSA-1696Consent to Use

Information Form

SSA-827These forms can

be found of the website ssi.ohiobenefits.org

Obtain the Reentry Number Apply for DisabilityStart a New

Application“I am helping someone

that is not with me”.This process can be

started at www.ssa.gov/applyfordisability

Once you have obtained the reentry number, print…save and exit.

Create Client and Add MemoOn the

ssi.thebenefitbank.org website create a new client

Once your client is created you can add a memo listing your clients reentry number

This was obtained from starting the SSI/SSDI application on the SSA website

Complete the Ohio SSI/SSDI Application

To complete the application this make take several appointments

Five sections: Client Background, Medical-General, Medical-Physical, Medical-Mental, and Daily Living Activities

Complete the general information first. (Such as demographic information, daily activities, hobbies etc.)

With your client, create a list of needed information to complete the application process at your next appointment (criminal history, medical history and work history).

Use the internet as a resource for finding addresses, criminal records, education information, etc.

Get to know your client by engaging with them during the application process. The more you know about your client, the better you will be able to describe their disability!

Tips and Tricks

Print Applications, Review Information, Obtain Signatures

Forms for SSASave and ContinueEnter your final

remarks, save and continue

Print two copies of SSA-16 and SSA-8000, Client signs and dates

Print one copy of SSA-3369, SSA-3368, and SSA-3373, client will keep unsigned forms

Email the Ohio Food BanksFind the client using the client search tool

boxCopy your clients ID numberPaste your clients ID as a memo in the clients

portal

On the counselor support website ssi.ohiobenefits.org

Download the Application Cover SheetRetrieve all the signed documentsPlace today's date in the submission boxPlace the reentry number in the space

providedApplications can be mailed or hand deliveredRemember to maintain communication with

SSA, DDS, and your clientAsk questions to your OBB support team!

Submit Application and Forms to the clients local SSA office

OBB Access SSI/SSDI Guide (Version 1). (2014). Ohio, the Ohio Association of Foodbanks.

References

SSI and SSDI Denials of Eligibility:

What To Do After Receiving A Denial Notice

Jamie R. Shier, Esq.

Legal Aid Society of Columbus 11

Reasons for Denials• SSI Denials:• Income exceeds income limit to qualify• Assets/Resources exceed the asset/resource limit to

qualify• Finding that applicant is not disabled

• SSDI Denials: • Applicant has insufficient work record • Did not work sufficient quarters paying into Social

Security• Finding that applicant is not disabled 12

Denial Notice• Notices generally—always make sure that Social Security has

your current mailing address• You do not want to miss receiving important notices

• Read through the notice very carefully • Notice provides information on how to appeal the unfavorable

decision• Notice explains the deadline for requesting an appeal • You only have 60 days to appeal the denial decision

• Filing a new application is NOT the same thing as requesting an appeal• Appeal, appeal, appeal! 13

Levels of Appeal• 1st level: Request for Reconsideration • 2nd level: Request for an Administrative Law

Judge Hearing• 3rd level: Request for review by the Appeals

Council• 4th level: Appeal to the Federal District Court

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Reconsideration

• A request for reconsideration must be made in writing• Call your assigned local Social Security field office • You may also stop in at the Social Security office to speak

with a representative in person

• Tell the Social Security representative that you would like to request reconsideration to appeal the denial of your SSI or SSDI application

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Reconsideration continued• The representative will mail you the reconsideration

paperwork to complete • Complete the reconsideration paperwork and return it to

Social Security as soon as you can• Be sure to get a receipt to verify when you submitted the

request for reconsideration • Try to be patient—the appeals process can take a long

time

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While your appeal is pending…

• Continue seeking medical treatment as needed• Talk with your doctors about responding to requests

for medical records sent by Social Security• Complete disability appeal questionnaires with as

much detail as possible • Attend consultative examinations scheduled by

Social Security

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While your appeal is pending…• Keep Social Security up-to-date:• Report new medical conditions• Report new doctors• Report results of additional testing (MRIs, scans,

etc.)• Report new prescriptions (or new side effects from

prescriptions) • Report any and all changes

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Notice of Reconsideration• Once your request for reconsideration is processed,

Social Security will mail you a Notice of Reconsideration• If this notice upholds the denial of your eligibility for SSI

or SSDI, you need to appeal• To appeal, you need to submit a request for an

Administrative Law Judge (ALJ) Hearing• At this point, you should also look for an attorney to

represent you at the ALJ hearing

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Legal Assistance• Contact the Columbus Bar Association’s Lawyer

Referral Service at (614) 221-0754 • Contact the Legal Aid Society of Columbus at (614)

241-2001 • Legal Aid does not handle SSI/SSDI denials of

eligibility• Legal Aid does handle terminations of SSI/SSDI

benefits

• Legal Aid would provide you with three referrals to private attorneys for assistance 20

Questions?

• Please note you can always contact the Ohio Benefit Bank Helpdesk if you e-mail contactobb@ohiofoodbanks.org or call 1-800-648-1176

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