Indiana Social Security Disability Attorney Blog

A question I am asked nearly every week is “can I work and at the same time apply for Social Security disability benefits?”  This question makes perfect sense.  Some people feel, because of sickness or injury, that they can no longer work in the same way that they were able to work when they were much younger.  They are ready to stop working and receive disability, a benefit for which they paid “into” for years.  They want to avoid a gap in money coming into the household between the time they stop working and the time they begin to receive disability benefits.  Other people have determined that the money they might receive from Social Security disability will not be sufficient to pay their ongoing debts.  Therefore, they wish to “supplement” their monthly Social Security disability benefit by working.  Others, who have stopped working due to illness or injury, begin to feel better after a while.  They want to test their ability to work while their disability application is being considered.

The answer to the question is complicated.  Social Security’s federal disability programs are rooted in the concept that a person who is too sick or injured to engage in work activity should receive disability payments.  So what is “work activity” in the Social Security world?

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The recent celebrity deaths of Kate Spade and Anthony Bourdain have reignited a national conversation about death by suicide.  According to the American Foundation for Suicide Prevention, there are about 123 suicides a day.  For each suicide, there are 25 attempts.  Men commit suicide 3.5 times more frequently than women.  Death by suicide is a leading cause of death in the U.S.  In  fact, according to a recent study by the Centers for Disease Control and Prevention, the suicide rate has increased in nearly every state from 1999 through 2016 (only Nevada showed a decease in the suicide rate of 1%).  While somewhat counter intuitive, a lack of a history of mental illness is not an accurate predictor of whether a person will commit suicide.  In fact, about 54% of the people who committed suicide were not diagnosed with a mental health condition when they died.  The experts have not identified one single issue or cause for the reason people commit suicide.  There are a number of factors which are felt to contribute to death by suicide.  These factors include health, abuse, job, money, legal, housing and relationships.  (The National Suicide Prevention Lifeline toll free number is 1-800-273-8255.)

Social Security does not recognize the possibility of “suicide” by itself as a disabling condition.  Similarly, Social Security does not award disability to the survivor of a person who committed suicide, just because the person committed suicide.  However, Social Security does identify suicidal risk as a condition which, when combined with other signs and symptoms, may form the basis of an award for Social Security disability benefits.  For example, when evaluating whether a person’s depressive disorder meets or equals listing 12.04, the person’s depression must be characterized by at least five of nine separate symptoms listed by the Commissioner.  One of the nine symptoms include “thoughts of death or suicide.”

The Social Security Administration does recognize “suicidal tendencies ” as a basis for expedited handling and ruling of an application for disability and for an appeal for disability.  The rules for the Social Security staff designating a case as “critical” (and therefore entitled to expedited handling) is basic “the OHO staff may designate the case as critical if there is an indication that the claimant is suicidal.” (HALLEX I-1-2-1-40.)  It is likely that the claimant’s statements to the OHO staff are not enough to have the case designated suicidal.  Normally, the staff requires medical documentation to support suicidal tendencies.  The medical documentation must, normally, be supported by the findings or conclusions of a medical provider.  An advocate for the claimant should consider filing a request to have the case declared “critical” because the medical record supports the conclusion suicidal risks.  In my experience, the Social Security staff is well trained in the area of whether a case should be expedited due to suicidal risks.

On March 18, 2018, I blogged asking: Is There A Commissioner of Social Security?  In that blog, I noted that President Trump’s January 23, 2017 appointment of Nancy A. Berryhill to serve as the Acting Commissioner of Social Security expired under the Vacancies Reform Act (5 U.S.C.A. 3345 et seq.) as of November 17, 2017.  Because of the expiration of her appointment, Ms. Berryhill’s title changed from: “Nancy A. Berryhill, Acting Commissioner of Social Security” to: “Nancy A. Berryhill, Deputy Commissioner for Operations, performing the duties and functions not reserved to the Commissioner of Social Security.”

On April 17, 2018, President Trump nominated Andrew M. Saul to become the next Commissioner of Social Security.  (Mr. Saul’s nomination was received by the U. S. Senate and referred to the Committee on Finance. )  The effect of this nomination is to revive the status of Nancy A. Berryhill to “Acting Commissioner” of Social Security.  As explained by Judge Ambrose in the case of Guy C. Patterson v. Nancy A. Berryhill, Commissioner (Acting), U. S. Social Security Administration, Dist. Court, WD Pennsylvania, No. 2:18-cv-00193, decided June 14, 2018, the Vacancies Reform Act has a “spring-back” clause which allows Ms. Berryhill to become the “Acting Commissioner” once a nomination for a Commissioner of Social Security has been made by the President and received by the U.S. Senate.  Ms. Berryhill will continue to serve as the Acting Commissioner as long as Mr. Saul’s nomination is pending in the U.S. Senate.  The reason Ms. Berryhill is the “Acting Commissioner” is due to the plan/order of succession of the Social Security Administration.  The succession order provides that when a vacancy exists at the Commissioner level, the person who is next in line is the Deputy Commissioner of Operations.  Ms. Berryhill is the Deputy Commissioner of Operations.

From a litigation perspective,  Rule 25(d) of the Federal Rules of Civil Procedure provides that when a party who is a party to a law suit because of her official capacity, ceases to serve in that position, the official’s successor is automatically substituted as a party.  Proceedings in the pending litigation following the automatic substitution should be in the name of substituted party.  Rule 25(d) also allows for the court, before which the case is pending, to enter an order of substitution “at any time.”  That said, even without an order of substitution, the substitution is not affected.

It should go without saying that to be found disabled under the Social Security disability system, it is necessary to apply for Social Security disability benefits by filing a valid application for benefits. (20 CFR § 404.603 and 20 CFR § 416.305.) But what is “valid” application?

For an application for Social Security disability benefits to be “valid,” the form used must be a form which the Social Security Administration has approved. Also, the application needs to be signed by the applicant for benefits (unless an exception applies). Unless very limited exceptions apply, the person seeking benefits must be alive at the time the application is filed. The person signing the application must sign under the penalties for perjury. Finally, filing the application with the Social Security Administration is required. (20 CFR § 404.610 and 20 CFR § 416.310.)

When is a disability application considered “filed” under the program rules? The default rule is the Social Security administration considers an application for disability benefits “filed” on the earlier of either the date of receipt of the application at a location approved by the Social Security Administration (usually a Social Security office) or on the protective filing date. (20 CFRE § 404.614 and 20 CFR § 416.325.) Many applications for Social Security disability are filed on the internet using the Social Security Administration’s secure website ( www.ssa.gov.) If the application is filed using the internet, then the filing date is the date which Social Security receives the completed application. [TIP: When using the internet to complete and file an application, Social Security will produce a receipt showing the date which the application was completed and successfully filed. It is important to print and save that receipt. The receipt can establish the date of filing.]

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In October 2010, Congress passed Rosa’s Law (Public Law 111-256) which changed references of “mental retardation” in specified federal laws to “intellectual disability.”  Historically, the medical profession, our legal system and our laws have struggled with labeling a person with intellectual disorders.  At the beginning of the 20th Century, persons with intellectual disorders suffered under pejorative names like “idiot,” “imbecile,” and “moron.”  These names were used to describe a person’s IQ starting with the lowest and then advancing to a moderate score.  By the late 20th century, these names were replaced by the term “mental retardation.”

Rosa Marcelino, a 9 year old girl from Maryland, who is afflicted with Down Syndrome helped changed the pejorative labels.  Rosa, along with her parents and family, were instrumental in changing the law of Maryland so that the term “mental retardation” was removed from the health and education statutes of Maryland.  That effort then went to the U.S. Congress.  Both the Senate and House in 2010 unanimously passed a law amending the language in all federal health, education and labor laws removing the term “mental retardation” and in its place substituting the term “intellectual disabilities.”  President Obama signed the bill into law.  During the signing ceremony, President Obama quoted Nick, Rosa’ brother, as to the reason for the need of the bill: “What you call people is how you treat them.  If we change the words, maybe it will be the start of a new attitude toward people with disabilities.”  The federal law is named after Rosa.

In conformity with the mandate of Rosa’s Law, the Social Security Administration replaced the term “mental retardation” to “intellectual disability” in its Listing of Impairments.  (Cf. Change in Terminology “Mental Retardation” to “Intellectual Disability,” 78 Fed Reg. 46499 (2013).)  This change was effective on August 1, 2013.

The answer is no!  On January 23, 2017, President Trump appointed Nancy A. Berryhill the Acting Commissioner of Social Security.  The appointment occurred under a federal law known as the Vacancies Reform Act (5 U.S.C.A. 3345 et seq.). The term “acting” in important.  The United States Congress did not confirm the appointment of Ms. Berryhill.  The Vacancies Reform Act permits a person to serve in a government position which requires the advice and consent of the United States Senate without Senate confirmation.  The point of the legislation is to allow a person to temporary full fill the duties of position while the Senate is considering a permanent replacement.  However, this permission is time limited.  In the case of the Social Security Administration, the President has not yet nominated a permanent replacement.

In Ms. Berryhill’s case, under the Vacancies Reform Act, the “acting” appointment ended November 17, 2017.  The Social Security website continued to show that Ms. Berryhill was the “Acting” Commissioner of Social Security after November 17, 2018.  On March 6, 2018, the U.S. Government Accountability Office, through its General Counsel, notified the President, Congress and the Director of the Office of Personnel Management.  The notice had to do with the Social Security Administration’s continued use of the title of “Acting” Commissioner of Social Security, after November 17, 2017.  The notice concluded that because of the continued use of the term “Acting” the Social Security Administration was in violation of the Vacancies Reform Act. Sometime after the letter was sent, the Social Security Administration changed its website.  Now the website suggests that Ms. Berryhill is the Deputy Commissioner for Operations and “performing duties and functions not reserved to the Commissioner of Social Security.”  For now, the position of the Commissioner of Social Security is vacant. Continue reading

Every year, the Social Security Administration complies numbers which it says represents the allowances and denials the Commissioner of Social Security has made in the past fiscal year for applications and appeals for disability. The following numbers are not just for Indiana or the Indianapolis Office of Hearings Operations but for the nation. The numbers and their percentages are only for the decisions made in fiscal year 2017. Therefore, the application or appeal could have been filed a year or many years before fiscal year 2017.

The application process for federal Social Security disability is always started by the filing of an initial application. The initial application can be filed either on line at www.sss.gov or by going to a local Social Security office. (To find a local Social Security office near you just enter in you zip code at Social Security Office Locator.) In fiscal year 2017, 34% of the claims were approved and 66% of the initial claims were denied. These numbers are about the same as they had been last year.

If your initial claim falls within the 66% of those which were denied, then you should file a request for reconsideration. This first appeal is reviewed by in house physicians and psychologists at the Disability Determination Bureau in Indianapolis. The rate of approval was 12% with 87% denied.