What are the 3 steps of the review process for Social Security benefits?

Asked by: Mozell DuBuque  |  Last update: June 25, 2025
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Step 1: Field office checks to see if the customer meets basic non-medical requirements. Step 2: State Disability Determination Services (DDS) checks to see if the customer's medical condition meets the disability requirements. Step 3: Field office approves or denies the claim and issues the decision letter.

What is Step 3 of the Social Security application process?

Step 3: A medical screen to allow applicants who are the most severely disabled. Medical evidence on an applicant's impairment is assessed under step 3 using codified clinical criteria called the Listing of Impairments, which includes over 100 impairments.

What is step 2 of 3 of the Social Security review process?

Step 2 – Does the Applicant Have a Severe Impairment? At Step 2, SSA considers the medical severity of the applicant's medically determinable impairment and its duration.

How long does it take for Social Security to review your case?

Once you have submitted your application for disability benefits, it generally takes 6 to 8 months for an initial decision. You can log in or create a personal my Social Security account to check the status of your pending application.

What is step 4 of the Social Security review process?

In part 5 of our six-part blog series, we look at whether or not you are capable of performing past relevant work, which is Step 4 of the Five-Step Sequential Evaluation Process used by the Social Security Administration in determining eligibility for benefits under the Social Security Act.

How To Calculate Social Security Benefits [3 Easy Steps]

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What is a final review for Social Security?

The Final Review Process

While the medical review focuses on whether your disability meets the Social Security Administration's (SSA) criteria, the non-medical review ensures you meet other essential eligibility requirements.

What is step 2 of the Social Security retirement review process?

THE SSA USES STEP TWO AS A THRESHOLD FOR SSD BENEFITS

Therefore, to proceed through the SSA review process, you must prove you have a severe physical or mental condition. If the SSA finds your condition is not severe, then they will deny your claim for benefits.

What triggers a Social Security review?

If the medical evidence you provide isn't up to date then an exam may be requested. Every three years that you are on disability, a disability review will be conducted by Social Security, but the time frame may change depending on your condition and when improvements are expected to be made.

What is the maximum back pay for SSDI?

How Far Back Will SSDI Cover? Minus the five-month waiting period, you should receive back payments for any delays. The maximum SSDI will provide in back payments is 12 months. Your disability would have to start 12 months before you applied to receive the maximum in SSDI benefits.

What is the most commonly approved disability?

Overall, however, the most approved disability for Social Security is disabilities involving the musculoskeletal system and/or connective tissues. According to the World Health Organization (WHO), such conditions include arthritis, back pain, and lupus.

How do I pass my Social Security review?

You're more likely to pass a CDR by following these tips:
  1. Be responsive. Let the SSA know immediately if any non-medical information changes, such as your address. ...
  2. Follow your medical treatment protocols. ...
  3. Keep up-to-date medical records.

What are the signs you will be approved for social security disability?

6 Signs That You Will Be Approved for Disability
  • #1 Sign That You Will Be Approved for Disability: Meeting Work Credit Requirements.
  • #2: Strong Medical Evidence.
  • #3: Meeting the SSA's Listed Impairment Criteria.
  • #4: Earning Below SGA Limits.
  • #5: Age as an Eligibility Factor.
  • #6: Inability to Perform Past Work.

Why is my Social Security under review?

From time to time, we review your eligibility for SSI to verify you get correct payment amounts each month. During these reviews, we ask about your income, resources, and living arrangements—things that can change with time.

What is step 3 of the Social Security review process pdf?

Step 3: Does the individual's medical condition meet or equal the severity of a Listing? individual's impairment(s). determinable physical or mental impairment(s) matches them. exactly or to be of equal severity.

What are the three steps of the Social Security application process?

5 Steps to Apply for Social Security
  • Step 1: Make sure you want to apply. Make sure you make the right decision about when to apply. ...
  • Step 2: Assess eligibility. Make sure you are eligible. ...
  • Step 3: Gather documents. ...
  • Step 4: Complete application. ...
  • Step 5: Monitor status.

How long does it take for Step 3 application to be approved?

Processing time from submission of your application (including fees and CID) to availability of your scheduling permit is approximately 2 weeks (7-10 business days). Processing can be delayed if there are issues with either your application or your CID. FSMB will email you about any issues that are identified.

What is the most SSDI will pay?

Social Security Disability Insurance (SSDI) – The maximum payment is $3,822 a month (up from $3,627 in 2023). The maximum family benefit for SSDI is about 85% to 150% of the disabled worker's benefit. The maximum payment at full retirement age is $3,822 monthly.

How long does it take to receive SSDI back pay once approved?

Unlike your actual benefits, which should arrive within five or so months of your approval, you can expect back pay to arrive a few months after that. Also, rather than being distributed monthly like your benefits are, your back pay will arrive as a one-time lump sum payment. Is There A Limit On Back Pay?

What is the 5 year rule for Social Security?

If you become disabled before your full retirement age, you might qualify for Social Security disability benefits. You must have worked and paid Social Security taxes in five of the last 10 years.

What illness automatically qualifies for disability?

It includes:
  • Musculoskeletal Disorders, such as arthritis, fibromyalgia, and back pain.
  • Special Senses and Speech, such as blindness and hearing loss.
  • Respiratory Disorders, such as cystic fibrosis and respiratory failure.
  • Cardiovascular System, such as hypertension and heart disease.

Can you have money in the bank if you are on SSDI?

SSDI payments are not affected by having a house, a car, money in the bank, or owning other possessions. On the other hand, many SSI clients are surprised to learn that assets do affect their benefits. Social Security will take into consideration the amount of your assets, because it is a needs-based program.

How do you know if Social Security is investigating you?

What are the signs that Social Security is investigating you? Signs may include increased communication from the SSA, requests for documentation, discrepancies in records, monitoring of changes in your circumstances, patterns of claims, interviews or home visits, and suspicious activity reports.

What is the SSDI payment schedule for 2024?

Second Wednesday: If your birthday is from the first through the 10th, expect your payment on the second Wednesday of each month. Third Wednesday: If your birthday is from the 11th through the 20th, expect your payment on the third Wednesday of each month.

What is the Stage 4 SSDI?

Step 4 Bottom Line

If SSA finds that you can do your past work, you are not considered to be disabled, and the 5-Step Process ends. If they find that you cannot do your past work, it does not necessarily mean you are considered disabled. This is one major difference between SSD/SSI and Workers' Compensation.

How long does it take Social Security to do a review?

Generally, it takes about three to five months to get a decision. However, the exact time depends on how long it takes to get your medical records and any other evidence needed to make a decision. How does Social Security make the decision? We send your application to a state agency that makes disability decisions.