Social Security Ruling, SSR 18-02p; Titles II and XVI: Determining the Established Onset Date (EOD) in Blindness Claims, 49621-49623 [2018-21369]
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Federal Register / Vol. 83, No. 191 / Tuesday, October 2, 2018 / Notices
be expected to improve the individual’s
functioning so that he or she is not
disabled, we would find that DAA is
material to the determination of
disability and deny the claim for that
reason.
[FR Doc. 2018–21359 Filed 10–1–18; 8:45 am]
BILLING CODE 4191–02–P
SOCIAL SECURITY ADMINISTRATION
(Catalog of Federal Domestic Assistance,
Program Nos. 96.001, Social Security—
Disability Insurance; 96.002, Social
Security—Retirement Insurance; 96.004,
Social Security—Survivors Insurance;
96.006, Supplemental Security Income)
[Docket No. SSA–2018–0011]
Social Security Ruling, SSR 18–02p;
Titles II and XVI: Determining the
Established Onset Date (EOD) in
Blindness Claims
AGENCY:
Nancy A. Berryhill,
Acting Commissioner of Social Security.
ACTION:
Policy Interpretation Ruling
Social Security Administration.
Notice of Social Security Ruling
(SSR).
We are providing notice of
SSR 18–02p, which rescinds and
replaces the following sections of SSR
83–20, ‘‘Titles II and XVI: Onset of
Disability,’’—(1) ‘‘Title II: Blindness
Cases,’’ and (2) ‘‘Title XVI—Specific
Onset is Necessary,’’ as it applies to
blindness claims. Specifically, this SSR
addresses how we determine the EOD in
blindness claims under titles II and XVI
of the Social Security Act (Act). We
concurrently published a separate SSR,
SSR 18–01p, ‘‘Titles II and XVI:
Determining the Established Onset Date
(EOD) in Disability Claims,’’ which
rescinded and replaced all other parts of
SSR 83–20. Therefore, SSR 83–20 is
completely rescinded and replaced by
SSR 18–01p and SSR 18–02p.
DATES: We will apply this notice on
October 2, 2018.
FOR FURTHER INFORMATION CONTACT: Dan
O’Brien, (410) 597–1632, Dan.OBrien@
ssa.gov. For information on eligibility or
filing for benefits, call our national tollfree number at 1–800–772–1213, or visit
our internet site, Social Security online,
at https://www.socialsecurity.gov.
SUPPLEMENTARY INFORMATION: Although
5 U.S.C. 552(a)(1) and (a)(2) do not
require us to publish this SSR, we are
publishing it in accordance with 20 CFR
402.35(b)(1).
We use SSRs to make available to the
public precedential decisions relating to
the Federal old age, survivors,
disability, supplemental security
income, and special veterans benefits
programs. We may base SSRs on
determinations or decisions made in our
administrative review process, Federal
court decisions, decisions of our
Commissioner, opinions from our Office
of the General Counsel, or other
interpretations of law and regulations.
SUMMARY:
amozie on DSK3GDR082PROD with NOTICES1
Although SSRs do not have the force
and effect of law, they are binding on all
components of the Social Security
Administration in accordance with 20
CFR 402.35(b)(1).
This SSR will remain in effect until
we publish a notice in the Federal
Register that rescinds it, or until we
publish a new SSR in the Federal
Register that rescinds and replaces or
modifies it.
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17:16 Oct 01, 2018
Jkt 247001
Titles II and XVI: Determining the
Established Onset Date (EOD) in
Blindness Claims
We are providing notice of SSR 18–
02p which rescinds and replaces the
following sections of SSR 83–20: ‘‘Titles
II and XVI: Onset of Disability,’’—(1)
‘‘Title II: Blindness Cases,’’ and (2)
‘‘Title XVI—Specific Onset is
Necessary,’’ as it applies to blindness
claims. Concurrently, we published a
separate SSR, SSR 18–01p, ‘‘Titles II
and XVI: Determining the Established
Onset Date (EOD) in Disability Claims,’’
which rescinded and replaced all other
parts of SSR 83–20. Therefore, as of
October 2, 2018, the date this SSR was
published in the Federal Register, SSR
83–20 is completely rescinded and
replaced by SSR 18–01p and SSR 18–
02p.
Purpose: This SSR explains how we
determine the EOD in blindness claims
under titles II and XVI of the Social
Security Act (Act).
Citations: Sections 216, 220, 223,
1602, 1611, and 1614 of the Act, as
amended; Public Law 108–203, 118
STAT. 535; 20 CFR 404.110, 404.130,
404.303, 404.315–.316, 404.320–.321,
404.335–.336, 404.350–.351, 404.1505,
404.1510, 404.1512, 404.1572,
404.1581–.1584, 416.202, 416.305,
416.912, 416.981–.984.
Policy Interpretation:
To be entitled to disability insurance
(DI) benefits under title II of the Act or
eligible for Supplemental Security
Income (SSI) payments under title XVI
of the Act based on blindness, a
claimant must file an application, meet
the relevant statutory definition(s), and
satisfy the applicable non-medical
requirements. If we find that a claimant
meets the relevant statutory definitions
and meets the applicable non-medical
requirements during the period covered
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49621
by his or her application, we then
determine the claimant’s EOD. The EOD
is the earliest date that the claimant
meets both the relevant definitions and
non-medical requirements during the
period covered by his or her
application.
Outline
I. What is the EOD?
A. What is the statutory definition of
blindness?
B. What are the statutory definitions
of disability for blind claimants and
when do they apply?
1. What is the statutory definition of
disability for a title II blind
claimant who is younger than 55?
2. What is the statutory definition of
disability for a title II blind
claimant who is age 55 or older?
C. What are the non-medical
requirements?
II. What are some special considerations
related to the EOD?
A. What if a claimant meets all the
requirements for DI benefits or SSI
payments based on blindness and
based on another impairment?
B. What happens when a claimant
applies for DI benefits under title II
and meets the statutory definition
of blindness, but continues to work?
III. When is this SSR applicable?
Discussion
I. What is the EOD?
For title II blindness claims, the EOD
is the earliest date that the claimant
meets the statutory definitions of
blindness and disability 1 and the
applicable non-medical requirements 2
for entitlement to benefits during the
period covered by his or her
application. For title XVI blindness
claims, the EOD is the earliest date that
the claimant meets the statutory
definition of blindness 3 and the
1 42 U.S.C. 416(i)(1)(B) (defining blindness),
423(d)(1)(A) (defining disability for blind
individuals younger than age 55), 423(d)(1)(B)
(defining disability for statutorily blind individuals
age 55 and older); 20 CFR 404.1581 (defining
blindness), 404.1582 (explaining how we determine
a period of disability based on blindness), 404.1583
(explaining how we determine disability for blind
persons who are age 55 or older).
2 See, e.g., 20 CFR 404.315, 404.316, 404.320,
404.321 (setting forth some of the non-medical
requirements for title II DI benefits), 20 CFR
404.335, 404.336 (same for title II disabled
widow(er)’s benefits (DWB)), 20 CFR 404.350,
404.351 (same for title II childhood disability
benefits (CDB)).
3 42 U.S.C. 1381a (‘‘Every aged, blind, or disabled
individual who is determined . . . to be eligible on
the basis of his income and resources shall, in
accordance with and subject to the provisions of
this title, be paid benefits by the Commissioner of
Social Security’’) (emphasis added), 1382(a)
(defining an eligible individual), 1382c(a)(2)
E:\FR\FM\02OCN1.SGM
Continued
02OCN1
49622
Federal Register / Vol. 83, No. 191 / Tuesday, October 2, 2018 / Notices
applicable non-medical requirements 4
for eligibility for SSI payments during
the period covered by his or her
application.
A. What is the statutory definition of
blindness?
Titles II and XVI of the Act define
blindness as central visual acuity of 20/
200 or less in the better eye with the use
of a correcting lens. We consider an eye
to have a central visual acuity of 20/200
or less when it has a limitation in the
fields of vision such that the widest
diameter of the visual field subtends an
angle no greater than 20 degrees.5 Under
title XVI of the Act, an individual may
also be considered blind if he or she: (1)
Was found blind under a State plan
approved under title X or XVI of the Act
as in effect for October 1972; (2)
received aid under that plan because of
blindness for December 1973; and (3)
continues to be blind as defined under
that plan.6
B. What are the statutory definitions of
disability for blind claimants and when
do they apply?
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A claimant who seeks DI benefits
under title II based on blindness must
show that he or she meets the statutory
definition of blindness as well as the
statutory definition of disability during
the period under consideration.7 A
claimant who seeks SSI payments under
title XVI based on blindness need only
show that he or she meets the statutory
definition of blindness during the
period under consideration.8 Title II of
the Act defines disability differently for
those who are younger than age 55 and
those who are age 55 or older.
(defining blindness); 20 CFR 416.981 (defining
blindness), 419.982 (explaining when we will
consider an individual to be blind based on a State
plan).
4 See, e.g., 20 CFR 416.202, 416.305 (setting forth
some of the non-medical requirements for title XVI
SSI payments).
5 42 U.S.C. 416(i)(1)(B), 1382C(a)(2); 20 CFR
404.1581, 416.981.
6 42 U.S.C. 1382c(a)(2); 20 CFR 416.982.
7 42 U.S.C. 423(d)(1)(A), (B); 20 CFR 404.1512(a),
404.1582, 404.1583.
8 42 U.S.C. 1381a (‘‘Every aged, blind, or disabled
individual who is determined . . . to be eligible on
the basis of his income and resources shall, in
accordance with and subject to the provisions of
this title, be paid benefits by the Commissioner of
Social Security’’) (emphasis added), 1382(a)
(defining an eligible individual); 20 CFR 416.912
(providing that, in general, a claimant must prove
to us that he or she is blind), 416.981 (defining
blindness), 416.982 (explaining when we will
consider an individual to be blind based on a State
plan).
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17:16 Oct 01, 2018
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1. What is the statutory definition of
disability for a title II blind claimant
who is younger than 55?
For claimants who meet the statutory
definition of blindness during the
period under consideration and are
younger than age 55, the Act defines
disability as the inability to engage in
any substantial gainful activity (SGA) 9
by reason of any medically determinable
physical or mental impairment which
can be expected to result in death or
which has lasted or can be expected to
last for a continuous period of not less
than 12 months.10
2. What is the statutory definition of
disability for a title II blind claimant
who is age 55 or older?
For claimants who meet the statutory
definition of blindness during the
period under consideration and are age
55 or older, the Act defines disability as
the inability by reason of such blindness
to engage in SGA requiring skills or
abilities comparable to those of any
gainful activity in which the claimant
has previously engaged with some
regularity and over a substantial period
of time.11
C. What are the non-medical
requirements?
A claimant is not entitled to DI
benefits or eligible for SSI payments
based on blindness unless he or she
meets the applicable non-medical
requirements. The non-medical
requirements—such as the insured
status requirements under title II and
the income and resource limitations
under title XVI—vary based on the
type(s) of claim(s) the claimant filed. To
illustrate, we identify below the most
common types of claims and some of
the regulations that explain the nonmedical requirements for that type of
claim.
• DI Benefits: 20 CFR 404.315,
404.316, 404.320, 404.321;
• Disabled Widow(er)’s Benefits
(DWB): 20 CFR 404.335, 404.336;
• Childhood Disability Benefits
(CDB): 20 CFR 404.350, 404.351; and
• SSI: 20 CFR 416.202, 416.305.
9 20 CFR 404.1510 (defining SGA as significant
and productive physical or mental duties done (or
intended) for pay or profit), 404.1572 (providing
further details about what we mean by SGA); see
also 42 U.S.C. 423(d)(4)(A), 20 CFR 404.1584
(collectively describing how to calculate SGA for
claimants who meet the statutory definition of
blindness).
10 42 U.S.C. 423(d)(1)(A).
11 Id. at (d)(1)(B).
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II. What are some special
considerations related to the EOD?
A. What if a claimant meets all the
requirements for DI benefits or SSI
payments based on blindness and based
on another impairment?
If a claimant meets all the
requirements for entitlement to DI
benefits or eligibility for SSI payments
based on blindness, and also meets all
the requirements for entitlement to DI
benefits or eligibility for SSI payments
based on another impairment, we will
establish two EODs. One EOD will be
for the first date the claimant meets all
the requirements for entitlement to DI
benefits or eligibility for SSI payments
based on blindness, and the other will
be for the first date the claimant meets
all the requirements based on the other
impairment. The EOD for the other
impairment may be before or after the
EOD for blindness.
B. What happens when a claimant
applies for DI benefits under title II and
meets the statutory definition of
blindness, but continues to work?
If a claimant applies for DI benefits
under title II and meets the insured
status requirements 12 and the statutory
definition of blindness, but continues to
work (even at the SGA level), we may
establish a period of disability for him
or her. A period of disability must last
for at least five consecutive, full
calendar months.13 If we establish a
period of disability, we ‘‘freeze’’ the
claimant’s earnings during that period
and will not use them to compute cash
benefits (unless it advantages the
claimant) or to determine whether the
claimant still has insured status.14
However, a period of disability, or
disability freeze, does not automatically
entitle the claimant to monthly cash
benefits.15 To be entitled to monthly
cash benefits, the claimant must still
meet the statutory definitions of
blindness and disability and the
12 20 CFR 404.110 (describing how we determine
fully insured status and explaining that an
individual needs at least six quarters of coverage
but not more than 40 quarters of coverage to be fully
insured), 404.130(e) (explaining that a claimant is
insured in a quarter for purposes of establishing a
period of disability or becoming entitled to DI
benefits if in that quarter the claimant meets the
statutory definition of blindness and is fully
insured).
13 20 CFR 404.320(a), (b)(4) (explaining that ‘‘[a]
period of disability is a continuous period of time
during which you are disabled’’ and that one of the
requirements to be ‘‘entitled to a period of disability
. . . [is that a]t least 5 consecutive months go by
from the month in which [the claimant’s] period of
disability begins and before the month in which it
would end’’).
14 42 U.S.C. 420; 20 CFR 404.1582.
15 20 CFR 404.1582.
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amozie on DSK3GDR082PROD with NOTICES1
Federal Register / Vol. 83, No. 191 / Tuesday, October 2, 2018 / Notices
applicable non-medical requirements
during the period covered by his or her
application.
For purposes of determining the EOD,
if we find that the claimant meets the
insured status requirements and the
statutory definition of blindness, but he
or she is performing SGA, we will
establish up to two dates. First, we will
establish a disability freeze date, which
is the date the claimant first met the
insured status requirements and the
statutory definition of blindness. If the
claimant later stops working or his or
her work is no longer SGA, we will
establish a second date called the
‘‘adjusted blind onset date’’ (ABOD).
The ABOD is the date the claimant
stopped performing SGA and became
entitled to monthly cash benefits under
title II of the Act, subject to a five-month
waiting period.
The five-month waiting period begins
with the first full month that the
claimant does not perform SGA.
However, if the claimant is age 55 or
older and performing SGA, we consider
how the claimant’s work activity
compares with work he or she did in the
past.16 We consider work to be noncomparable if it requires skills and
abilities that are less than or different
from those the claimant used in the
work he or she did in the past.17 If the
claimant is age 55 or older and
performing ‘‘non-comparable’’ SGA, we
will count the months the claimant
performs ‘‘non-comparable’’ SGA in the
waiting period if they also fall within
the period of disability.
We cannot establish a disability freeze
for DWB or CDB claimants under title II
of the Act. There is also no freeze
equivalent for SSI claimants under title
XVI of the Act. However, to be eligible
for SSI payments based on disability
under title XVI, a claimant need only
meet the statutory definition of
blindness and the applicable nonmedical requirements. Thus, a claimant
seeking SSI payments based on
blindness need not show that he or she
is unable to perform SGA, but if the
claimant is working, we will consider
his or her earnings under the income
and resource rules of title XVI of the
Act.18 When a claimant’s income or
resources exceed the Act’s limitations,
he or she is ineligible for SSI payments
under title XVI because he or she does
not meet the applicable non-medical
requirements,19 even though the
16 20
CFR 404.1584(c).
17 Id.
18 20
CFR 416.983(b), 416.984.
CFR 416.202(c), (d) (explaining that to be
eligible for SSI payments, a claimant may not have
‘‘more income than is permitted’’ or ‘‘more
resources than are permitted’’).
19 20
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17:16 Oct 01, 2018
Jkt 247001
claimant meets our statutory definition
of blindness.20
III. When is this SSR applicable?
This SSR is applicable on October 2,
2018. We will use this SSR beginning on
its applicable date. We will apply this
SSR to new applications filed on or after
the applicable date of the SSR and to
claims that are pending on and after the
applicable date. This means that we will
use this SSR on and after its applicable
date in any case in which we make a
determination or decision. We expect
that Federal courts will review our final
decisions using the rules that were in
effect at the time we issued the
decisions. If a court reverses our final
decision and remands a case for further
administrative proceedings after the
applicable date of this SSR, we will
apply this SSR to the entire period at
issue in appropriate cases when we
make a decision after the court’s
remand.
[FR Doc. 2018–21369 Filed 10–1–18; 8:45 am]
BILLING CODE 4191–02–P
SUSQUEHANNA RIVER BASIN
COMMISSION
Actions Taken at September 7, 2018,
Meeting
Susquehanna River Basin
Commission.
ACTION: Notice.
AGENCY:
As part of its regular business
meeting held on September 7, 2018, in
Binghamton, New York, the
Commission approved or tabled the
applications of certain water resources
projects, and took additional actions, as
set forth in the SUPPLEMENTARY
INFORMATION below.
DATES: September 7, 2018.
ADDRESSES: Susquehanna River Basin
Commission, 4423 N Front Street,
Harrisburg, PA 17110–1788.
FOR FURTHER INFORMATION CONTACT: Ava
Stoops, Administrative Specialist,
telephone: 717–238–0423; fax: 717–
238–2436; srbc@srbc.net. Regular mail
inquiries may be sent to the above
address. See also Commission website at
www.srbc.net.
SUPPLEMENTARY INFORMATION: In
addition to the actions taken on projects
identified in the summary above and the
listings below, the following items were
also presented or acted upon at the
business meeting: (1) Tabling the release
of a proposed rulemaking for
consideration at a future Commission
meeting; (2) adoption of an update to
SUMMARY:
20 20
PO 00000
CFR 416.984.
Frm 00094
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Sfmt 4703
49623
the Commission’s investment policy
statement addenda; (3) granting a
request from Lycoming County Water &
Sewer Authority to extend the deadline
to commence withdrawal by two years;
(4) approval of several grant
amendments and agreements, and an
equipment purchase; (5) tabling action
on a resolution for a consumptive use
water storage and mitigation project at
Billmeyer Quarry for consideration at
the December 2018 Commission
meeting; and (6) a report on a delegated
settlement, pursuant to Commission
Resolution 2014–15, with Moxie
Freedom, LLC, in the amount of $1,200.
Project Applications Approved
The Commission approved the
following project applications:
1. Project Sponsor and Facility: ARD
Operating, LLC (Pine Creek), McHenry
Township, Lycoming County, Pa.
Renewal of surface water withdrawal of
up to 0.499 mgd (peak day) (Docket No.
20140902).
2. Project Sponsor and Facility: BKV
Operating, LLC (East Branch Wyalusing
Creek), Jessup Township, Susquehanna
County, Pa. Renewal of surface water
withdrawal of up to 0.999 mgd (peak
day) (Docket No. 20140904).
3. Project Sponsor and Facility: Cabot
Oil & Gas Corporation (Tunkhannock
Creek), Nicholson Township, Wyoming
County, Pa. Renewal of surface water
withdrawal of up to 2.000 mgd (peak
day) (Docket No. 20140903).
4. Project Sponsor and Facility:
Columbia Water Company, Hellam
Township, York County, Pa.
Groundwater withdrawal of up to 0.015
mgd (30-day average) from Dugan
Well 4.
5. Project Sponsor and Facility:
Eclipse Resources-PA, LP (Cowanesque
River), Deerfield Township, Tioga
County, Pa. Surface water withdrawal of
up to 3.000 mgd (peak day).
6. Project Sponsor and Facility:
Elizabethtown Area Water Authority,
Elizabethtown Borough, Lancaster
County, Pa. Renewal of groundwater
withdrawal of up to 0.300 mgd (30-day
average) from Well 5 (Docket No.
19880402).
7. Project Sponsor and Facility:
Inflection Energy (PA) LLC (Loyalsock
Creek), Upper Fairfield Township,
Lycoming County, Pa. Renewal of
surface water withdrawal of up to 1.700
mgd (peak day) (Docket No. 20140905).
8. Project Sponsor: Lancaster County
Solid Waste Management Authority.
Project Facility: Solid Waste Resource
Recovery, Conoy Township, Lancaster
County, Pa. Renewal of consumptive
use of up to 0.950 mgd (peak day)
(Docket No. 19880901).
E:\FR\FM\02OCN1.SGM
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Agencies
[Federal Register Volume 83, Number 191 (Tuesday, October 2, 2018)]
[Notices]
[Pages 49621-49623]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2018-21369]
-----------------------------------------------------------------------
SOCIAL SECURITY ADMINISTRATION
[Docket No. SSA-2018-0011]
Social Security Ruling, SSR 18-02p; Titles II and XVI:
Determining the Established Onset Date (EOD) in Blindness Claims
AGENCY: Social Security Administration.
ACTION: Notice of Social Security Ruling (SSR).
-----------------------------------------------------------------------
SUMMARY: We are providing notice of SSR 18-02p, which rescinds and
replaces the following sections of SSR 83-20, ``Titles II and XVI:
Onset of Disability,''--(1) ``Title II: Blindness Cases,'' and (2)
``Title XVI--Specific Onset is Necessary,'' as it applies to blindness
claims. Specifically, this SSR addresses how we determine the EOD in
blindness claims under titles II and XVI of the Social Security Act
(Act). We concurrently published a separate SSR, SSR 18-01p, ``Titles
II and XVI: Determining the Established Onset Date (EOD) in Disability
Claims,'' which rescinded and replaced all other parts of SSR 83-20.
Therefore, SSR 83-20 is completely rescinded and replaced by SSR 18-01p
and SSR 18-02p.
DATES: We will apply this notice on October 2, 2018.
FOR FURTHER INFORMATION CONTACT: Dan O'Brien, (410) 597-1632,
[email protected]. For information on eligibility or filing for
benefits, call our national toll-free number at 1-800-772-1213, or
visit our internet site, Social Security online, at https://www.socialsecurity.gov.
SUPPLEMENTARY INFORMATION: Although 5 U.S.C. 552(a)(1) and (a)(2) do
not require us to publish this SSR, we are publishing it in accordance
with 20 CFR 402.35(b)(1).
We use SSRs to make available to the public precedential decisions
relating to the Federal old age, survivors, disability, supplemental
security income, and special veterans benefits programs. We may base
SSRs on determinations or decisions made in our administrative review
process, Federal court decisions, decisions of our Commissioner,
opinions from our Office of the General Counsel, or other
interpretations of law and regulations.
Although SSRs do not have the force and effect of law, they are
binding on all components of the Social Security Administration in
accordance with 20 CFR 402.35(b)(1).
This SSR will remain in effect until we publish a notice in the
Federal Register that rescinds it, or until we publish a new SSR in the
Federal Register that rescinds and replaces or modifies it.
(Catalog of Federal Domestic Assistance, Program Nos. 96.001, Social
Security--Disability Insurance; 96.002, Social Security--Retirement
Insurance; 96.004, Social Security--Survivors Insurance; 96.006,
Supplemental Security Income)
Nancy A. Berryhill,
Acting Commissioner of Social Security.
Policy Interpretation Ruling
Titles II and XVI: Determining the Established Onset Date (EOD) in
Blindness Claims
We are providing notice of SSR 18-02p which rescinds and replaces
the following sections of SSR 83-20: ``Titles II and XVI: Onset of
Disability,''--(1) ``Title II: Blindness Cases,'' and (2) ``Title XVI--
Specific Onset is Necessary,'' as it applies to blindness claims.
Concurrently, we published a separate SSR, SSR 18-01p, ``Titles II and
XVI: Determining the Established Onset Date (EOD) in Disability
Claims,'' which rescinded and replaced all other parts of SSR 83-20.
Therefore, as of October 2, 2018, the date this SSR was published in
the Federal Register, SSR 83-20 is completely rescinded and replaced by
SSR 18-01p and SSR 18-02p.
Purpose: This SSR explains how we determine the EOD in blindness
claims under titles II and XVI of the Social Security Act (Act).
Citations: Sections 216, 220, 223, 1602, 1611, and 1614 of the Act,
as amended; Public Law 108-203, 118 STAT. 535; 20 CFR 404.110, 404.130,
404.303, 404.315-.316, 404.320-.321, 404.335-.336, 404.350-.351,
404.1505, 404.1510, 404.1512, 404.1572, 404.1581-.1584, 416.202,
416.305, 416.912, 416.981-.984.
Policy Interpretation:
To be entitled to disability insurance (DI) benefits under title II
of the Act or eligible for Supplemental Security Income (SSI) payments
under title XVI of the Act based on blindness, a claimant must file an
application, meet the relevant statutory definition(s), and satisfy the
applicable non-medical requirements. If we find that a claimant meets
the relevant statutory definitions and meets the applicable non-medical
requirements during the period covered by his or her application, we
then determine the claimant's EOD. The EOD is the earliest date that
the claimant meets both the relevant definitions and non-medical
requirements during the period covered by his or her application.
Outline
I. What is the EOD?
A. What is the statutory definition of blindness?
B. What are the statutory definitions of disability for blind
claimants and when do they apply?
1. What is the statutory definition of disability for a title II
blind claimant who is younger than 55?
2. What is the statutory definition of disability for a title II
blind claimant who is age 55 or older?
C. What are the non-medical requirements?
II. What are some special considerations related to the EOD?
A. What if a claimant meets all the requirements for DI benefits or
SSI payments based on blindness and based on another impairment?
B. What happens when a claimant applies for DI benefits under title
II and meets the statutory definition of blindness, but continues to
work?
III. When is this SSR applicable?
Discussion
I. What is the EOD?
For title II blindness claims, the EOD is the earliest date that
the claimant meets the statutory definitions of blindness and
disability \1\ and the applicable non-medical requirements \2\ for
entitlement to benefits during the period covered by his or her
application. For title XVI blindness claims, the EOD is the earliest
date that the claimant meets the statutory definition of blindness \3\
and the
[[Page 49622]]
applicable non-medical requirements \4\ for eligibility for SSI
payments during the period covered by his or her application.
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\1\ 42 U.S.C. 416(i)(1)(B) (defining blindness), 423(d)(1)(A)
(defining disability for blind individuals younger than age 55),
423(d)(1)(B) (defining disability for statutorily blind individuals
age 55 and older); 20 CFR 404.1581 (defining blindness), 404.1582
(explaining how we determine a period of disability based on
blindness), 404.1583 (explaining how we determine disability for
blind persons who are age 55 or older).
\2\ See, e.g., 20 CFR 404.315, 404.316, 404.320, 404.321
(setting forth some of the non-medical requirements for title II DI
benefits), 20 CFR 404.335, 404.336 (same for title II disabled
widow(er)'s benefits (DWB)), 20 CFR 404.350, 404.351 (same for title
II childhood disability benefits (CDB)).
\3\ 42 U.S.C. 1381a (``Every aged, blind, or disabled individual
who is determined . . . to be eligible on the basis of his income
and resources shall, in accordance with and subject to the
provisions of this title, be paid benefits by the Commissioner of
Social Security'') (emphasis added), 1382(a) (defining an eligible
individual), 1382c(a)(2) (defining blindness); 20 CFR 416.981
(defining blindness), 419.982 (explaining when we will consider an
individual to be blind based on a State plan).
\4\ See, e.g., 20 CFR 416.202, 416.305 (setting forth some of
the non-medical requirements for title XVI SSI payments).
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A. What is the statutory definition of blindness?
Titles II and XVI of the Act define blindness as central visual
acuity of 20/200 or less in the better eye with the use of a correcting
lens. We consider an eye to have a central visual acuity of 20/200 or
less when it has a limitation in the fields of vision such that the
widest diameter of the visual field subtends an angle no greater than
20 degrees.\5\ Under title XVI of the Act, an individual may also be
considered blind if he or she: (1) Was found blind under a State plan
approved under title X or XVI of the Act as in effect for October 1972;
(2) received aid under that plan because of blindness for December
1973; and (3) continues to be blind as defined under that plan.\6\
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\5\ 42 U.S.C. 416(i)(1)(B), 1382C(a)(2); 20 CFR 404.1581,
416.981.
\6\ 42 U.S.C. 1382c(a)(2); 20 CFR 416.982.
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B. What are the statutory definitions of disability for blind claimants
and when do they apply?
A claimant who seeks DI benefits under title II based on blindness
must show that he or she meets the statutory definition of blindness as
well as the statutory definition of disability during the period under
consideration.\7\ A claimant who seeks SSI payments under title XVI
based on blindness need only show that he or she meets the statutory
definition of blindness during the period under consideration.\8\ Title
II of the Act defines disability differently for those who are younger
than age 55 and those who are age 55 or older.
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\7\ 42 U.S.C. 423(d)(1)(A), (B); 20 CFR 404.1512(a), 404.1582,
404.1583.
\8\ 42 U.S.C. 1381a (``Every aged, blind, or disabled individual
who is determined . . . to be eligible on the basis of his income
and resources shall, in accordance with and subject to the
provisions of this title, be paid benefits by the Commissioner of
Social Security'') (emphasis added), 1382(a) (defining an eligible
individual); 20 CFR 416.912 (providing that, in general, a claimant
must prove to us that he or she is blind), 416.981 (defining
blindness), 416.982 (explaining when we will consider an individual
to be blind based on a State plan).
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1. What is the statutory definition of disability for a title II blind
claimant who is younger than 55?
For claimants who meet the statutory definition of blindness during
the period under consideration and are younger than age 55, the Act
defines disability as the inability to engage in any substantial
gainful activity (SGA) \9\ by reason of any medically determinable
physical or mental impairment which can be expected to result in death
or which has lasted or can be expected to last for a continuous period
of not less than 12 months.\10\
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\9\ 20 CFR 404.1510 (defining SGA as significant and productive
physical or mental duties done (or intended) for pay or profit),
404.1572 (providing further details about what we mean by SGA); see
also 42 U.S.C. 423(d)(4)(A), 20 CFR 404.1584 (collectively
describing how to calculate SGA for claimants who meet the statutory
definition of blindness).
\10\ 42 U.S.C. 423(d)(1)(A).
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2. What is the statutory definition of disability for a title II blind
claimant who is age 55 or older?
For claimants who meet the statutory definition of blindness during
the period under consideration and are age 55 or older, the Act defines
disability as the inability by reason of such blindness to engage in
SGA requiring skills or abilities comparable to those of any gainful
activity in which the claimant has previously engaged with some
regularity and over a substantial period of time.\11\
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\11\ Id. at (d)(1)(B).
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C. What are the non-medical requirements?
A claimant is not entitled to DI benefits or eligible for SSI
payments based on blindness unless he or she meets the applicable non-
medical requirements. The non-medical requirements--such as the insured
status requirements under title II and the income and resource
limitations under title XVI--vary based on the type(s) of claim(s) the
claimant filed. To illustrate, we identify below the most common types
of claims and some of the regulations that explain the non-medical
requirements for that type of claim.
DI Benefits: 20 CFR 404.315, 404.316, 404.320, 404.321;
Disabled Widow(er)'s Benefits (DWB): 20 CFR 404.335,
404.336;
Childhood Disability Benefits (CDB): 20 CFR 404.350,
404.351; and
SSI: 20 CFR 416.202, 416.305.
II. What are some special considerations related to the EOD?
A. What if a claimant meets all the requirements for DI benefits or SSI
payments based on blindness and based on another impairment?
If a claimant meets all the requirements for entitlement to DI
benefits or eligibility for SSI payments based on blindness, and also
meets all the requirements for entitlement to DI benefits or
eligibility for SSI payments based on another impairment, we will
establish two EODs. One EOD will be for the first date the claimant
meets all the requirements for entitlement to DI benefits or
eligibility for SSI payments based on blindness, and the other will be
for the first date the claimant meets all the requirements based on the
other impairment. The EOD for the other impairment may be before or
after the EOD for blindness.
B. What happens when a claimant applies for DI benefits under title II
and meets the statutory definition of blindness, but continues to work?
If a claimant applies for DI benefits under title II and meets the
insured status requirements \12\ and the statutory definition of
blindness, but continues to work (even at the SGA level), we may
establish a period of disability for him or her. A period of disability
must last for at least five consecutive, full calendar months.\13\ If
we establish a period of disability, we ``freeze'' the claimant's
earnings during that period and will not use them to compute cash
benefits (unless it advantages the claimant) or to determine whether
the claimant still has insured status.\14\ However, a period of
disability, or disability freeze, does not automatically entitle the
claimant to monthly cash benefits.\15\ To be entitled to monthly cash
benefits, the claimant must still meet the statutory definitions of
blindness and disability and the
[[Page 49623]]
applicable non-medical requirements during the period covered by his or
her application.
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\12\ 20 CFR 404.110 (describing how we determine fully insured
status and explaining that an individual needs at least six quarters
of coverage but not more than 40 quarters of coverage to be fully
insured), 404.130(e) (explaining that a claimant is insured in a
quarter for purposes of establishing a period of disability or
becoming entitled to DI benefits if in that quarter the claimant
meets the statutory definition of blindness and is fully insured).
\13\ 20 CFR 404.320(a), (b)(4) (explaining that ``[a] period of
disability is a continuous period of time during which you are
disabled'' and that one of the requirements to be ``entitled to a
period of disability . . . [is that a]t least 5 consecutive months
go by from the month in which [the claimant's] period of disability
begins and before the month in which it would end'').
\14\ 42 U.S.C. 420; 20 CFR 404.1582.
\15\ 20 CFR 404.1582.
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For purposes of determining the EOD, if we find that the claimant
meets the insured status requirements and the statutory definition of
blindness, but he or she is performing SGA, we will establish up to two
dates. First, we will establish a disability freeze date, which is the
date the claimant first met the insured status requirements and the
statutory definition of blindness. If the claimant later stops working
or his or her work is no longer SGA, we will establish a second date
called the ``adjusted blind onset date'' (ABOD). The ABOD is the date
the claimant stopped performing SGA and became entitled to monthly cash
benefits under title II of the Act, subject to a five-month waiting
period.
The five-month waiting period begins with the first full month that
the claimant does not perform SGA. However, if the claimant is age 55
or older and performing SGA, we consider how the claimant's work
activity compares with work he or she did in the past.\16\ We consider
work to be non-comparable if it requires skills and abilities that are
less than or different from those the claimant used in the work he or
she did in the past.\17\ If the claimant is age 55 or older and
performing ``non-comparable'' SGA, we will count the months the
claimant performs ``non-comparable'' SGA in the waiting period if they
also fall within the period of disability.
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\16\ 20 CFR 404.1584(c).
\17\ Id.
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We cannot establish a disability freeze for DWB or CDB claimants
under title II of the Act. There is also no freeze equivalent for SSI
claimants under title XVI of the Act. However, to be eligible for SSI
payments based on disability under title XVI, a claimant need only meet
the statutory definition of blindness and the applicable non-medical
requirements. Thus, a claimant seeking SSI payments based on blindness
need not show that he or she is unable to perform SGA, but if the
claimant is working, we will consider his or her earnings under the
income and resource rules of title XVI of the Act.\18\ When a
claimant's income or resources exceed the Act's limitations, he or she
is ineligible for SSI payments under title XVI because he or she does
not meet the applicable non-medical requirements,\19\ even though the
claimant meets our statutory definition of blindness.\20\
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\18\ 20 CFR 416.983(b), 416.984.
\19\ 20 CFR 416.202(c), (d) (explaining that to be eligible for
SSI payments, a claimant may not have ``more income than is
permitted'' or ``more resources than are permitted'').
\20\ 20 CFR 416.984.
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III. When is this SSR applicable?
This SSR is applicable on October 2, 2018. We will use this SSR
beginning on its applicable date. We will apply this SSR to new
applications filed on or after the applicable date of the SSR and to
claims that are pending on and after the applicable date. This means
that we will use this SSR on and after its applicable date in any case
in which we make a determination or decision. We expect that Federal
courts will review our final decisions using the rules that were in
effect at the time we issued the decisions. If a court reverses our
final decision and remands a case for further administrative
proceedings after the applicable date of this SSR, we will apply this
SSR to the entire period at issue in appropriate cases when we make a
decision after the court's remand.
[FR Doc. 2018-21369 Filed 10-1-18; 8:45 am]
BILLING CODE 4191-02-P