Social Security Administration Referral Process 

The following steps must be followed when referring a client to the SSA:

  1. Assigned Eligibility Worker (EW)
    1. Completes and has the client sign forms SCD 169 and SSP 14.
    2. Instructs the client to take the SCD 169 to the Social Security Administration office to verify the SSI application.
    3. Schedules a return appointment for the client to return the SCD 169.
    4. Submits the SSP 14 to be scanned Imaging.
  2. Social Security Claims Representative
    1. Completes the requested information on the SCD 169.
    2. Enters their signature, title, phone number and the date.
    3. Stamps form with the Social Security office stamp.
    4. Returns the signed SCD 169 to the applicant/recipient. 
  3. Client
    1. Returns the completed SCD 169 to the district office.
  4. Assigned EW
    1. Reviews the SCD 169 for claims representative signature, date signed, and Social Security Administration's stamp.
    2. Submits the SCD 169 to be scanned to Imaging.
    3. If the SCD 169 is incomplete instructs the client to return the SCD 169 to SSA for the missing information.
    4. Gives the client an appointment to return the completed SCD 169. 
    5. When the SCD 169 indicates the SSI Claim is either denied or being processed the following actions must be taken:
If... Then the EW...
Denied,
  • Enters SSI/SSP information into CalSAWS.
  • Submits the completed SCD 169 and SSP 14 to be scanned to Imaging.
  • Makes an email referral to the SSI Advocacy Unit. Refer to Referrals to SSI Advocacy.
Processed,
  • Enters SSI/SSP information into CalSAWS.
  • Makes an email referral to the SSI Advocacy Unit when the client meets the SSI Advocacy Criteria Referral requirement. Refer to Referrals to SSI Advocacy.
  • Submits the completed SCD 169 SSP 14 to be scanned to Imaging.
  1. SSI Advocacy Supervisor
    1. Receives the email referral from clerical staff.
    2. Reviews and determines assignment of an SSI Advocacy Social Worker. 
    3. Assigns to a Social Worker via the SSI Advocacy Web Application.
    4. E-mails clerical to create a folder for the assigned Social Worker.
    5. Submits paperwork to the assigned Social Worker.
    6. The printed copy with assigned social worker is then forwarded to designated clerical staff for processing
  2. Clerical
    1. Receives the printed copy with assigned Social Worker. 
    2. Creates a folder for the assigned Social Worker.
  3. SSI Advocacy Social Worker
    1. Receives paperwork:
      1. Establishes and/or monitors SSI applications or Appeals.
      2. Reviews MEDS system for each case on a monthly basis to verify the client’s SSI status. 
      3. Contacts SSI Advocacy Supervisor when County code is not entered into MEDS.
      4. Notifies the assigned EW and/or Fiscal (DTAC - CSS Unit) if an original SSI approval notice is received.