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Expanded dataset:  The current version expands the number of data elements available from 4 to 71 principally with data not previously published.  See the change history and the data dictionary for additional information.

This documentation describes a publicly available dataset containing historical and current information about the processing by the Social Security Administration (SSA) of claims for disability benefits.  The dataset includes monthly information from October 2000 onwards concerning claims for disability benefits that were referred for a disability determination to one of the 54 state agencies.  The data may be used to examine disability application filing trends by time and by state, state agency workloads, and disability claims outcomes.  Refer to the data dictionary for a complete description of individual data items.  Specific data elements for each state agency are claim workload receipts, end of period pending counts, determinations, and the number of determinations which were favorable.  Data is provided at the initial claims and reconsideration levels, and for continuing disability reviews (CDRs).  Breakouts are provided for Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and concurrent claims (both SSDI and SSI).

A CSV dataset containing monthly data can be downloaded from: http://www.socialsecurity.gov/disability/data/SSA-SA-MOWL.csv

An XLS version of the same monthly dataset can be downloaded from:
http://www.socialsecurity.gov/disability/data/SSA-SA-MOWL.xls

A dataset which contains state agency receipt, clearance and allowance data on a fiscal year basis as part of its data is described at http://www.socialsecurity.gov/disability/data/ssa-sa-fywl.htm.  This fiscal year file also contains additional information which allows a more refined analysis of disability claims including eligible population filing and allowance rates.

These datasets are also available through the data.gov raw data catalog at http://www.data.gov/catalog.

Index:                                                [Go to Top]
Agency Program Description
Data Set Description
Time Period Description
Data Collection Description
Technical Documentation
Data Dictionary
Bibliographic Citation
Change History

 

Agency Program Description             [Go to Table of Contents]  [Go to Top]

The Social Security Administration (SSA) administers several programs which provide benefits to those who are both disabled and meet other program eligibility requirements. The process for determining whether or not a claimant is disabled is complex.  Depending upon a particular claim SSA might evaluate among other factors medical evidence establishing a disabling condition, medical and vocational evidence determining the capacity for work that might remain, the ability to perform past work, the availability of possibly suitable employment, and severity and length of disability.  For SSA purposes a claimant is either found disabled or not disabled as SSA awards disability benefits only for long term or terminal disability and not for partial or temporary disability.  A description of SSA’s disability programs can be found at http://www.socialsecurity.gov/disability.

Pursuant to statute, initial claims for disability benefits are usually sent by SSA to a state agency which, following SSA rules and guidelines, makes the initial determination on behalf of SSA as to whether or not a claimant is disabled.  The state agency is an entity of the state government in which it is located, and is reimbursed by SSA for all costs incurred by the state agency while performing work for SSA.  In addition to the fifty states a disability unit exists for the District of Columbia, Puerto Rico and Guam.  The term “state agency” applies to these additional entities as well.  SSA also refers to a state agency as a Disability Determination Service (DDS).  This dataset includes information beginning with October 2000 concerning the workload processed by state agencies, and by federal components performing work similar to that of a state agency.

The state agencies’ primary responsibility is to make medical determinations for SSA on claims filed by residents of the state or similar entity.  However, states with heavy workloads might transfer cases to other state agencies or to a federal component, and states with available capacity may receive cases transferred from other state agencies.   The state agencies for states bordering Canada may also process claims for Canada, and the state agencies bordering Mexico may also process claims for Mexico.  Disability determinations for any other residents not mentioned are handled by a federal component.

Eligibility for disability benefits for programs administered by SSA always have two sets of eligibility criteria, namely disability and non-disability criteria.  A favorable finding is required for both disability and non-disability criteria in order for benefits to be awarded.  State agencies make a determination only for the disability criteria.  The most time consuming and work intensive part of processing a claim for disability benefits whether SSDI or SSI is usually the disability determination.

SSA administers two different programs which pay disability benefits, Social Security Disability Insurance benefits (SSDI), and Supplemental Security Income (SSI).  The disability standard for SSDI and SSI benefits are the same except for issues of blindness and for SSI Disabled Child benefits.  Beyond the factor of disability, benefit eligibility and amount for SSDI depends primarily on the amount and timing of earnings of the person on whose Social Security account the claim is being made.  SSDI benefits of some amount are generally payable to a person who has become disabled and who has a claim against an account where Social Security taxes were regularly being paid.

In addition to being found disabled, benefit eligibility and amount for SSI benefits depends on income and resources available plus other factors such as residency and US citizenship status.  SSI benefits are generally payable only to those who are disabled and of quite limited income and resources. 

 

Data Set Description               [Go to Table of Contents]  [Go to Top]

Conclusions concerning the residency of disability applicants need to take into consideration that for workload management reasons claims for residents of one state might be referred to the state agency of another state.  “State” as used for these datasets refers to the state of the state agency making the disability determination, and not to the state of residency of the applicant or beneficiary.

Also, this dataset includes only disability claims sent to a state agency for a determination concerning disability criteria.  Disability claims which do not meet the non-disability criteria are normally denied without being sent to a state agency.  Claims pending in a state agency will be returned to SSA without a determination if SSA determines while a claim is pending in a state agency that non-disability criteria were not met.  Some favorable disability determinations made by a state agency may still ultimately result in denials due to a failure to meet non-disability criteria uncovered after the favorable state agency determination was made.  In a small number of cases a prior favorable or unfavorable decision may be adopted without the claim being sent to a state agency.  In a small number of cases a new claim might be joined to an appeal for a prior claim with that new claim then bypassing the state agency. 

SSA refers to the simultaneous filing by the same person of an SSI claim and an SSDI disability claim as a “concurrent" claim filing.  Where an applicant applies for both SSI and SSDI benefits that claim is normally counted only once since there is usually no additional level of effort required if both types of claims are processed together.  Simultaneous claims for the small number of cases where multiple SSDI benefits are filed by the same person at the same time are each counted separately.  For example, an applicant could conceivably under the appropriate circumstances file an SSDI disability claim whose amount if awarded might be based upon their own earnings, those of a deceased spouse, or those of one or more parents already receiving SSDI benefits based on the parent’s own earnings.

The division of claims between SSDI, SSI and concurrent claims can provide significant information about the socioeconomic status of applicants and the demographics of the state agency service area.  SSDI-only applicants have a work history and enough income or resources so that they do not qualify for SSI.  SSI-only applicants do not have a recent work history and have very low or no income and resources so that they would probably qualify for SSI.  Concurrent-only applicants have a recent work history yet also have so little income and resources that they might also qualify for SSI.

Claims filing analysis can be accomplished by comparing all cases, SSDI only cases, all SSDI cases (SSDI only plus concurrent only cases), concurrent cases (both SSDI and SSI), all SSI cases (SSI only plus concurrent only cases), and SSI only cases.  The associated data files provide counts of all cases and breakouts for SSDI only, SSI only and concurrent only.   To analyze all SSDI cases you would need to combine SSDI only and concurrent cases.  To analyze all SSI cases you would need to combine SSI only and concurrent cases.

The first time a state agency reviews a claim for disability benefits SSA refers to that first filing as an “initial claim.”  If an initial claim is denied, that denial can be appealed.  For some state agencies these denied and appealed initial claims are next reviewed by independent adjudicators at a state agency, and these appealed claims are referred to by SSA as “reconsiderations.”  For other state agencies an appeal of a denied initial claim bypasses the reconsideration step and is referred to a Social Security Administrative Law Judge, with these appealed claims being referred to as a “hearing request.” 

Before October 1, 1999, all denied initial claims would be referred on appeal for a reconsideration, and all subsequently denied reconsiderations which were appealed would be referred for a hearing.  Beginning October 1, 1999, appealed initial claims in some states would bypass the reconsideration step and be referred for a hearing.  These states are referred to as “prototype states” as this was a part of a demonstration prototype project still underway at SSA.  Field AH below indicates whether or not a state is a prototype state for the time period for the row of data provided.  Not all states implemented prototype at the same time.  Some states with multiple locations may have implemented prototype at different times for different locations.  California implemented prototype at only some of its sites, representing on average about 23 percent of its cases.  The prototype indicator in this dataset is set to “Y” if any part of the state participated in the prototype process that month.  Prototype states may still process reconsiderations where the initial claim was not processed in a prototype state, even though the applicant subsequently moved to a prototype state.  Prototype states may also process reconsiderations for residents of other states as part of workload balancing.

Data presented for initial claims and for reconsiderations are not longitudinal, that is, a reconsideration request does not necessarily represent a specific initial claim that was denied at the initial claims level by the same state agency now processing the reconsideration of that denied initial claim.  In particular a reconsideration appeal rate cannot even be estimated or approximated for prototype states from data present in these datasets for reasons described in the previous paragraph.

Data are also provided for Continuing Disability Reviews (CDRs).  A state agency may be requested by SSA to conduct a medical review of a claim based on disability that was previously approved.  The purpose of the review is to determine whether or not the disability still exists, and therefore whether disability benefits should continue to be provided by SSA.  A favorable decision on a CDR is referred to as a “continuation” and an unfavorable decision is referred to as a “cessation.”  CDRs processed by a state agency are evaluated using a medical review.  Other CDRs processed elsewhere in SSA can be evaluated based upon work activity rather than medical criteria.  These work activity CDRs evaluate work activity independent of medical criteria to determine if the work itself demonstrates an ability to engage in “substantial gainful activity” and therefore warrant a cessation action.  The subject datasets discussed here include only medical CDRs conducted in a state agency and do not include any work CDRs.

When evaluating disability status, persons applying for SSI who are under age 18 are evaluated with different disability eligibility criteria from those over age 18.  Data in these datasets are separately provided at the initial claim and reconsideration levels for these SSI Disabled Child (SSI DC) claims.  SSI DC claims should not be confused with SSDI child benefits.  SSDI child benefits are usually paid because the parent is retired or deceased and the child is under a certain age or a student, and not because the SSDI child is disabled.  There is a category of SSDI claims called both “childhood disability benefits” (CDB) or “disabled adult children” (DAC) which refers to persons over 18 who became disabled before age 22 but will be receiving benefits on the account of their retired or deceased parent.  Disabled worker, disabled adult children, disabled widow and Medicare only claims on account of disability are all counted together in these datasets.  SSI DC claims are also part of the same count unless specifically identified as a breakout count.  Only about 0.5 percent of SSI DC cases are concurrent and therefore SSI DC cases for the most part can be treated as a breakout of SSI only claim categories in this dataset.

A state agency may dispose of a claim by making a determination (favorable including a continuation, partially favorable, or unfavorable including a cessation), or by transferring the case to another location, or by terminating development and returning the case to SSA without a determination.  Dispositions in the dataset provided include only determinations for initial claims, reconsiderations and continuing disability reviews (CDRs), and do not include any other method of disposing of the case, or any other workload performed by a state agency for SSA.  Some states have multiple locations which process work for SSA while other states might have only one location.  Data is provided here only by state regardless of how many locations process work for SSA within that state. 

Federal components can assist state agencies.  All federal components are summarized together in this dataset in a state code of “FE.”

Workload counts reported elsewhere by SSA may differ from the data shown here in several respects.  First, some other reports may count certain types of CDRs as initial claims and not CDRs as is done here.  These types of CDRs are called “expedited reinstatements.”  A beneficiary who was receiving benefits which were subsequently stopped due to work may apply to have benefits reinstated on an expedited basis provided certain conditions are met.  Second, the CDRs reported in this dataset generally refer only to CDRs performed to review medical factors of entitlement.  An additional class of CDRs based upon evaluation of work performed while receiving disability benefits are generally performed by other SSA components and not State Agencies and are therefore not reported in this dataset.  Third, there may be small differences when the monthly data available in this dataset is rolled up into quarterly or yearly data and compared to other published quarterly or yearly data.  The reasons for this are discussed below under the topic of “Corrections.”

 

Time Period Description                     [Go to Table of Contents]   [Go to Top]

SSA counts its work in weekly increments as of the close of system processing each Friday.  An SSA month may have either four or five weeks and normally ends on the last Friday of the month.  For this reason when using monthly data there is a natural monthly variation depending upon the number of weeks in that particular operating month.  An SSA quarter will always have 13 weeks (three SSA months) and normally ends on the last Friday of the last month of the quarter.  An SSA year usually has 52 weeks (12 SSA months, 4 SSA quarters) which coincide with the federal fiscal year, namely ending with the last Friday in September, and beginning the next fiscal year with the following week.  The federal fiscal year begins with October 1 and ends the following September 30. 

There are some exceptions.  In December of 2004 the last week in December was included in the month of January.  In SSA year/fiscal year 2005 there were 53 weeks, and SSA did not include week 53 in any monthly or quarterly measure but did count week 53 in any SSA year/fiscal year measure.  Many offices deferred counting work in this week 53 until the first week of the next SSA year/fiscal year.  The same event will occur in December of 2010.

A time-series translation table is available which can assist in translating between different types of time periods such as SSA week, month and quarter, fiscal year, and calendar quarter and year.  This table also identifies for each month how many weeks were included in that month (either 4 or 5) so that you may more accurately compare certain measures from one month to the next.  The Date field in the current dataset can be looked up in the translation table’s “Week Ending Date” to determine time series equivalences or the number of weeks in the month.

The date translation table is described at:
http://www.socialsecurity.gov/disability/data/ssa-dates1.htm

A CSV dataset containing monthly data can be downloaded from:
http://www.socialsecurity.gov/disability/data/SSA-DATES1.csv

An XLS version of the same monthly dataset can be downloaded from:
http://www.socialsecurity.gov/disability/data/SSA-DATES1.xls

 

Holidays are celebrated by each state according that state’s own holiday calendar.

See “corrections” below to describe why for this dataset data published at a lower level interval such as months may not always add up to a higher level interval, such as quarter or fiscal year.

 

Data Collection Description               [Go to Table of Contents]  [Go to Top]

Data reflected in these datasets comes entirely from SSA systems, including updates made to SSA systems by transactions received from state agency systems. 

Data is captured by automated means.  When SSA transfers a claim to a state agency the transfer is recorded in SSA computer systems and communicated electronically to state agency systems.  When a state agency completes or otherwise disposes of a claim, information concerning the disposition of the claim is entered into the state agency system.  The state agency system then electronically communicates that information back to SSA systems.  This data is then used along with other SSA maintained data to create a data store containing information about all disability claims pending in or disposed of by state agencies and any similarly involved federal component.  The data store is know as the Disability Operational Data Store (DIODS) and is considered the SSA definitive data store for disability claims for state agency workload management purposes.

SSA may occasionally make workload count adjustments where are an identifiable error occurred in the workload measurement system, or where a claim was reported as being sent to a state agency but was never actually sent to a state agency, or for other technical reasons.

 

Corrections                            [Go to Table of Contents]  [Go to Top]

DIODS is built upon row level data for individual disability cases sent to a state agency.  Within DIODS each time period is summarized from case level data and stored at the end of that time period.  Retroactive corrections to individual row level records within that time period after that time period has already been summarized and stored do not result in a recalculation of the already stored summary.  While each summary is made with the most recent data available at the time the summary was made and not subsequently recalculated, the underlying corrected data is used when computing future summaries which include the corrected time period.  For that reason, weekly data may not always add up to monthly data, monthly data may not always add up to quarterly data, and quarterly data may not always add up to fiscal year data.  For research and analysis purposes the difference is not relevant.  For workload management purposes the longer overlapping time period should be considered to be the more correct number.  For example, a quarterly summary will be more accurate than the sum of monthly summaries for the same time period, and a fiscal year summary will be more accurate than the aggregated quarterly and monthly summaries for that yearly period.

For this reason a comparison of data between different time intervals may not add up to the same number.  For example, summarizing data provided for the twelve months making up the fiscal year may not add up exactly to a single fiscal year number as the fiscal year number will include corrected data that monthly data did not.  Data for a specific past time period should usually not change from one dataset to another updated version of the dataset except in cases of a correction needed for a material error.

 

Technical Documentation                [Go to Table of Contents]  [Go to Top]

This dataset is provided in both CSV and XLS formats.  Data is physically provided in ascending State Code and Date order.  Only one Date Type is present in each file.  Data is provided with one row for each State Code for each Date.  The full Date for a specific time period will be the same for every State Code in the file.  The row with the combination of State Code plus Date (or State Code plus Formatted Date) is unique within the dataset.  The earliest date is October of 2000.  No row is provided which is a summary of other rows.  File Name, File Version, Update Date and Date Type are the same for all rows for production, documentation, traceability and usability reasons. 

CSV File Characteristics:  This dataset is made available as a comma separated variable (CSV) file using ASCII characters with each line terminated with a carriage return + line feed combination (hex 0d, hex 0a).  Fields are separated from each other by a comma, characters are not quoted, spaces are suppressed, no signs are used for numbers, complete dates appear in mm/dd/yyyy format, and leading zeros are suppressed from both numbers and date sub-components mm and dd.  Header information is the first row rather than data.

XLS File Characteristics:  This dataset is also made available as a spreadsheet in XLS format.  Underlined text in the spreadsheet are active hyperlinks to obtain help or additional information located via bookmarks within http://www.socialsecurity.gov/disability/data/ssa-sa-mowl.htm.  Row 8 contains hyperlinks to an explanation for every individual column in the spreadsheet.  The XLS file can be used without an active Internet connection, but help via the hyperlinks would then not be available.  The XLS file is compatible with any application program which can process Microsoft Excel 5.0/95 or later data.  Data types are “general” except for dates which are of type “date” (columns C and G) and allowance/continuation rates which are of type “number.”  Column H, a year and month in ANSI yyyy-mm format, is of type “general.”  This spreadsheet employs the following features:  cells containing hyperlinks to other Internet locations at www.socialsecurity.gov, merged cells for some column headers, hidden columns (A, B, C, F, G), frozen panes (rows above row 9, and columns to the left of column I), TEXT and MAX function usage in cell D6; and IF function usage in cell D5.

Update Policy:  The dataset is updated with a new time period each published time period within 30 days of the close of the prior time period.  Since earlier time periods are not discarded, the dataset is updated by replacement of the entire prior file.  The replacement file may reflect additional changes other than the addition of a new instance of the time period.  An example might be material retroactive corrections to older time periods.  The same file download URL will be used to point to datasets that are changed only by virtue of appending new data, correcting old data, appending new columns or altering sort order or other changes that do not affect the definition of data that appeared in earlier versions of the same file.  However, if structural or substantive changes are made to the dataset the download URL for the dataset may be changed.  The documentation for the dataset, this web page, will be updated as required but the URL for this documentation will not change.  A Change History appears at the end of this document.  Versions of the dataset other than the most recent version are not available once they have been replaced by an updated version.

 

Data Dictionary                   [Go to Main Table of Contents]  [Go to Top]

Dictionary Index:

File Metadata:  Fields A – C, File Name, File Version and file Update Date.
Record geography:  Fields D – E, Region Code and State Code.
Record time period:  Fields F – H, Date Type, Date and Formatted Date.
Initial Claims:  Fields I – AG.
            All Initial Clams:  Fields I – M.
            Breakouts of All Initial Claims:
                        SSDI Only Initial Claims:  Fields N – R.
                        SSI Only Initial Claims:  Fields S – W.
                        Concurrent Only Initial Claims:  Fields X – AB.
                        (Combine SSDI Only and Concurrent Only to create All SSDI Initial)
                        (Combine SSI Only and Concurrent Only to create All SSI Initial)
            Breakout of SSI Only Initial Claims:
                        SSI Disabled Children (DC) Initial Claims:  Fields AC – AG.
Prototype States Indicator:  Field AH.
Reconsiderations:  Fields AI – BG.
            All Reconsiderations:  Fields AI – AM.
            Breakouts of All Reconsiderations:
                        SSDI Only Reconsiderations:  Fields AN – AR.
                        SSI Only Reconsiderations:  Fields AS – AW.
                        Concurrent Only Reconsiderations:  Fields AX – BB.
                        (Combine SSDI Only and Concurrent Only to create All SSDI Recon.)
                        (Combine SSI Only and Concurrent Only to create All SSI Recon.)
            Breakout of SSI Only Reconsiderations:
SSI Disabled Children (DC) Reconsiderations:  Fields BC – BG.
Continuing Disability Reviews (CDRs):  Fields BH – CA.
            All CDRs:  Fields BH – BL.
            Breakouts of All CDRs:
                        SSDI Only CDRs:  Fields BM – BQ.
                        SSI Only CDRs:  Fields BR – BV.
                        Concurrent Only CDRs:  Fields BW – CA.
                        (Combine SSDI Only and Concurrent Only to create All SSDI CDRs)
                        (Combine SSI Only and Concurrent Only to create All SSI CDRs)
                        (Breakout of SSI Only CDRS is not available)

FILE METADATA:
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Field AFile Name , alphabetic.  Contains the name of the file (including the extension) from which this row came, and is the same for every row in the dataset.  This is a hidden column in the XLS version of this dataset.  The XLS version also has the file name in cell E2.

Field B:  File Version, unsigned numeric.  Identifies the version of the file in which this row was found.  Field B currently has a value of 2.  File Version will be the same for every row in the dataset.  The version number is incremented whenever a definitional change occurs to the dataset.  The Change History will identify the differences between file versions.  This is a hidden column in the XLS version of this dataset.  The XLS version also has the version available in cell E3.

Field CUpdate Date , in mm/dd/yyyy format.  Indicates the date the data in the file was produced, whether for update or correction purposes.  This date will be the same for every row in the dataset.  This is a hidden column in the XLS version of this dataset.  The XLS version also has the update date available in cell E4.

Field DRegion Code , three positions, alphabetic.  For management purposes each state is a part of one of ten SSA administrative regions.  In addition to the fifty states a state agency also exists for the District of Columbia, Puerto Rico and Guam.  All federal components performing work similar to a state agency are included together using a separate region identifier of FED.
The Region Code is one of the following eleven codes:
ATL:  Atlanta Region (SSA Region 4), includes AL, FL, GA, KY, MS, NC, SC, TN.
BOS:  Boston Region (SSA Region 1), includes CT, MA ME, NH, RI, VT.
CHI: Chicago Region (SSA Region 5), includes IL, IN, MI, MN, OH, WI.
DAL: Dallas Region (SSA Region 6), includes AR, LA, NM, OK, TX.
DEN:  Denver Region (SSA Region 8), includes CO, MT, ND, ST, UT, WY.
FED:  Not a state agency, includes all federal components making disability claims determinations.  A state designation of FE used to indicate collectively all federal disability processing components.  The FED designation exists for comprehensive presentation purposes and is not an SSA administrative region.  Other datasets for initial disability claims processing might not include FED processed cases.
KCM: Kansas City Region (SSA Region 7), includes IA, KS, MO, NE.
NYC:  New York Region (SSA Region 2), includes NJ, NY, PR.
PHL: Philadelphia Region (SSA Region 3), includes DC, DE, MD, PA, VA, WV.
SEA:  Seattle Region (SSA Region 10), includes AK, ID, OR, WA.
SFO:  San Francisco Region (SSA Region 9), includes AZ, CA, GU, HI, NV.

Field EState Code , two positions, alphabetic.  See
http://www.itl.nist.gov/fipspubs/fip5-2.htm, tables 1 and 2, for a listing of possible FIPS two position alphabetic state codes.  States which actually appear are listed in the description above for Field D.  In addition a state code of FE may also appear in region FED, indicating all federal disability processing components.  The row with the combination of State Code plus Date is unique per dataset.

Field FDate Type , two positions, alphabetic.  See Time Period Description for further information about SSA time periods.  This is a hidden column in the XLS version of this dataset.  A translation table is available to convert time-series between date types.
MO:  SSA month, ignore any day (dd) that is present in Date.  Months in Date from 10 through 12 of one calendar year are in the same SSA year/fiscal year as months 01 through 09 of the next year.  For a given month only one mm/yyyy combination will appear for a state.  The label “Monthly Data” will also appear in cell D5 of the XLS version.
QR:  SSA quarter, ignore any day (dd) that is present in Date.  The month will be the last month of the quarter (December, March, June, September).  The first quarter (December, 12/dd/yyyy) is in the same SSA year/fiscal year as the March, June and September quarters of the next year (3/dd/yyy, 6/dd/yyyy and 9/dd/yyyy).  The label “Quarterly Data” will also appear in cell D5 of the XLS version.
FY:  SSA year/fiscal year, ignore any month and day (mm/yyyy) that is present in Date.  The month will always be 9 for September.  The year is the fiscal year.  The label “Fiscal Year Data” will also appear in cell D5 of the XLS version.

Field GDate , in mm/dd/yyyy format.  Lead zeros for mm and dd are suppressed.  See Date Type above for the significance of this date.  The full Date for a specific time period will be the same for every State Code in the file.  This is a hidden column in the XLS version of this dataset.  A translation table is available to convert time-series between date types based upon the value in the field and the type of date in Date Type.

Field H:  Formatted Date, in ANSI/ISO 8601 YYYY-MM calendar date format where Field F, Date Type, is MO (monthly) or Date Type is QR (quarter).  For quarter, MM identifies the last month of the calendar quarter.  This Field H appears in YYYY format as the fiscal year (not calendar year) where Date Type is FY.  See Time Period Description for further information about SSA time periods.  In the XLS version of the data set the earliest and latest dates in the file are shown in a text string in cell D7 as “From yyyy-mm thru yyyy-mm”.  A translation table is available to convert time-series between date types based upon the value in the field and the type of date in Date Type.

ALL INITIAL CLAIMS:
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Field IReceipts (All Initial), unsigned numeric.  The number of initial claims received during the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields N, S and X are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field I.

Field JClosing Pending (All Initial), unsigned numeric.  The number of initial claims pending as of the end of the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields O, T and Y are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field J.  Opening pending can be approximated but not exactly computed by subtracting receipts from closing pending.

Field KDeterminations (All Initial), unsigned numeric.  The number of determination clearances for initial claims made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by a state agency.  Determinations do not include transfers to other SSA operating units or other state agencies for additional processing, or cases returned to SSA without a determination, or adjustments made on account of error or for other reasons.  These other types of non-determination dispositions can be approximated but not exactly computed by taking the Closing Pending of the prior time period, adding Receipts for the current time period and subtracting Determinations for the current time period.  Concurrent SSDI and SSI cases are only counted once.  Fields P, U and Z are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field K.

Field L:  Allowances (All Initial), unsigned numeric.  A breakout of Field K, Determinations (All Initial), which were favorable determinations.  The allowance may be either fully or partially favorable.  Fields Q, V and AA are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field L.

Field M:  Allowance Rate (All Initial), percentage to two decimal places.  The number of Allowances (All Initial), Field L, divided by Determinations (All Initial), Field K, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

INITIAL CLAIMS BREAKOUTS – SSDI ONLY:
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Field N:  Receipts (Initial SSDI Only), unsigned numeric.  The number of SSDI-only (T2) initial claims received during the designated time period.  Concurrent cases are not included.  This Field N is a breakout of Field I, Receipts (All Initial).  To determine all initial claims receipts with any SSDI involvement combine this Field N with Field X, Receipts (Initial Concurrent Only).

Field O:  Closing Pending (Initial SSDI Only), unsigned numeric.  The number of SSDI-only (T2) initial claims pending as of the end of the designated time period. Concurrent cases are not included. This Field O is a breakout of Field J, Closing Pending (All Initial).    To determine closing pending for all initial claims with any SSDI involvement combine this Field O with Field Y, Closing Pending (Initial Concurrent Only).

Field P:  Determinations (Initial SSDI Only), unsigned numeric.  The number of determination dispositions for SSDI-only (T2) initial claims made during the designated time period.  Concurrent cases are not included.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations.  This Field P is a breakout of Field K, Determinations (All Initial).  To determine total determinations for all initial claims with any SSDI involvement combine this Field P with Field Z, Determinations (Initial Concurrent Only).

Field Q:  Allowances (Initial SSDI Only), unsigned numeric.  The breakout of Determinations (Initial SSDI Only), Field P, which were favorable.  This Field Q is also a program breakout of Field L, Allowances (All Initial)Concurrent cases are not included.  To determine total allowances for all initial claims with any SSDI involvement combine this Field Q with Field AA, Allowances (Initial Concurrent Only).

Field R:  Allowance Rate (Initial SSDI Only), percentage to two decimal places.  The number of Allowances (Initial SSDI Only), Field Q, divided by Determinations (Initial SSDI Only), Field P, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

INITIAL CLAIMS BREAKOUTS – SSI ONLY:
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Field S:  Receipts (Initial SSI Only), unsigned numeric.  The number of SSI-only (T16) initial claims received during the designated time period.  Concurrent cases are not included.  Field N is a breakout of Field I, Receipts (All Initial).  To determine all initial claims receipts with any SSI involvement combine this Field S with Field X, Receipts (Initial Concurrent Only).

Field T:  Closing Pending (Initial SSI Only), unsigned numeric.  The number of SSI-only (T16) initial claims pending as of the end of the designated time period.  Concurrent cases are not included.  Field T is a breakout of Field J, Closing Pending (All Initial).  To determine closing pending for all initial claims with any SSI involvement combine this Field T with Field Y, Closing Pending (Initial Concurrent Only).

Field U:  Determinations (Initial SSI Only), unsigned numeric.  The number of determination dispositions for SSI-only (T16) initial claims made during the designated time period.  Concurrent cases are not included.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations. Field U is a breakout of Field K, Determinations (All Initial).  To determine closing pending for all initial claims with any SSI involvement combine this Field U with Field Z, Determinations (Initial Concurrent Only).

Field V:  Allowances (Initial SSI Only), unsigned numeric.  The breakout of Field U, Determinations (Initial SSI Only), which were favorable.  Field V is also a program breakout of Field L, Allowances (All Initial)Concurrent cases are not included.  To determine closing pending for all initial claims with any SSI involvement combine this Field V with Field AA, Allowances (Initial Concurrent Only).

Field W:  Allowance Rate (Initial SSI Only), percentage to two decimal places.  The number of Allowances (Initial SSI Only), Field V, divided by Determinations (Initial SSI Only), Field U, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

INITIAL CLAIMS BREAKOUTS – CONCURRENT ONLY:
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Field X:  Receipts (Initial Concurrent Only), unsigned numeric.  The number of concurrent-only (both SSDI and SSI) initial claims received during the designated time period.  Field X is a breakout of Field I, Receipts (All Initial).  To determine all initial claims receipts with any SSDI involvement combine this Field X with Field N, Receipts (Initial SSDI Only).  To determine all initial claims receipts with any SSI involvement combine this Field X with Field S, Receipts Initial SSI Only).

Field Y:  Closing Pending (Initial Concurrent Only), unsigned numeric.  The number of concurrent-only (both SSDI and SSI) initial claims pending as of the end of the designated time period.  Field Y is a breakout of Field J, Closing Pending (All Initial).  To determine closing pending for initial claims with any SSDI involvement combine this Field Y with Field O, Closing Pending (Initial SSDI Only).  To determine closing pending for initial claims with any SSI involvement combine this Field Y with Field T, Closing Pending (Initial SSI Only)

Field Z:  Determinations (Initial Concurrent Only), unsigned numeric.  The number of determination dispositions for concurrent-only (both SSDI and SSI) initial claims made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations.  Field Z is a breakout of Field K, Determinations (All Initial).  To determine closing pending for initial claims with any SSDI involvement combine this Field Z with Field P, Determinations (Initial SSDI Only).  To determine closing pending for initial claims with any SSI involvement combine this Field Z with Field U, Determinations (Initial SSI Only)

Field AA:  Allowances (Initial Concurrent Only), unsigned numeric.  The breakout of Field Z, Determinations (Initial SSI Only), which were favorable.  Field AA is also a program breakout of Field L, Allowances (All Initial).  To determine allowances for all initial claims with any SSDI involvement combine this Field AA with Field Q, Allowances (Initial SSDI Only).  To determine allowances all for initial claims with any SSI involvement combine this Field AA with Field V, Allowances (Initial SSI Only).

Field AB:  Allowance Rate (Concurrent SSI Only), percentage to two decimal places.  The number of Allowances (Initial Concurrent Only) in Field AA, divided by Determinations (Initial Concurrent Only), Field Z, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

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INITIAL CLAIMS BREAKOUT – ALL SSDI:
Combine SSDI Only and Concurrent Only fields.

INITIAL CLAIMS BREAKOUT –  ALL SSI:
Combine SSI Only and Concurrent Only fields.

INITIAL CLAIMS BREAKOUT –
SSI DISABLED CHILDREN ONLY:
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Field AC:  Receipts (Initial SSI DC Only), unsigned numeric.  The number of SSI Disabled Child initial claims received during the designated time period.  Field AC is a breakout of Field S, Receipts (Initial SSI Only).  (Only about 0.5 percent of SSI DC cases are concurrent, so SSI DC cases are treated here as if they were breakout items for SSI Only cases.)

Field AD:  Closing Pending (Initial SSI DC Only), unsigned numeric.  The number of SSI Disabled Child initial claims pending as of the end of the designated time period.  Field AD is a breakout of Field T, Closing Pending (Initial SSI Only)

Field AE:  Determinations (Initial SSI DC Only), unsigned numeric.  The number of determination dispositions for SSI Disabled Child initial claims made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations. Field AE is a breakout of Field U, Determinations (Initial SSI Only)

Field AF:  Allowances (Initial SSI DC Only), unsigned numeric.  The breakout of Field AE, Determinations (Initial SSI DC Only), which were favorable.  Field AF is also a breakout of Field V, Allowances (Initial SSI Only)

Field AG:  Allowance Rate (Initial SSI DC Only), percentage to two decimal places.  The number of Allowances (Initial SSI DC Only), Field AF, divided by Determinations (Initial SSI DC Only), Field AE, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

RECONSIDERATIONS:
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Field AH:  Prototype State, single character, either Y or N.  A “Y” indicates this entity was processing at least some prototype cases for this time period.  An “N” indicates that this entity processed no prototype cases for this time period.  In prototype states the reconsideration step of appeal for a denied initial claim is usually skipped with the next level of appeal being a hearing.

Field AI:  Receipts (All Recon), unsigned numeric.  The number of reconsiderations received during the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields AN, AS and AX are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field AI.

Field AJ:  Closing Pending (All Recon), unsigned numeric.  The number of reconsiderations pending in the state as of the end of the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields AO, AT and AY are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field AJ.  Opening pending can be approximated but not exactly computed by subtracting receipts from closing pending.

Field AK:  Determinations (All Recon), unsigned numeric.  The number of determination clearances for reconsiderations made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Determinations do not include transfers to other SSA operating units or other state agencies for additional processing, or cases returned to SSA without a determination, or adjustments made on account of error or for other reasons.  These other types of non-determination dispositions can be approximated but not exactly computed by taking the Closing Pending of the prior time period, adding Receipts for the current time period and subtracting Determinations for the current time period.  Concurrent SSDI and SSI cases are only counted once.  Fields AP, AU and AZ are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field AK.

Field AL:  Allowances (All Recon), unsigned numeric.  A breakout of Field AK, Determinations (All Recon), which were favorable determinations.  The allowance may be either fully or partially favorable.  Fields AQ, AV and BA are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field AL.

Field AM:  Allowance Rate (All Recon), percentage to two decimal places.  The number of Allowances (All Recon), Field AL, divided by Determinations (All Recon), Field AK, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

RECONSIDERATIONS BREAKOUTS – SSDI ONLY:
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Field AN:  Receipts (Recon SSDI Only), unsigned numeric.  The number of SSDI-only (T2) reconsiderations received during the designated time period.  Concurrent cases are not included.  This Field AN is a breakout of Field AI, Receipts (All Recon).  To determine all reconsiderations receipts with any SSDI involvement combine this Field AN with Field AX, Receipts (Recon Concurrent Only).

Field AO:  Closing Pending (Recon SSDI Only), unsigned numeric.  The number of SSDI-only (T2) reconsiderations pending as of the end of the designated time period.  Concurrent cases are not included.  This Field AO is a breakout of Field AJ, Closing Pending (All Recon).  To determine closing pending for all reconsiderations with any SSDI involvement combine this Field AO with Field AY, Closing Pending (Recon Concurrent Only).

Field AP:  Determinations (Recon SSDI Only), unsigned numeric.  The number of determination dispositions for SSDI-only (T2) reconsideration claims made during the designated time period.  Concurrent cases are not included.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations.  This Field AP is a breakout of Field AK, Determinations (All Recon).  To determine total determinations for all reconsiderations with any SSDI involvement combine this Field AP with Field AZ, Determinations (Recon Concurrent Only).

Field AQ:  Allowances (Recon SSDI Only), unsigned numeric.  The breakout of Determinations (Recon SSDI Only), Field AP, which were favorable.  Concurrent cases are not included.  This Field AQ is also a program breakout of Field AL, Determinations (All Recon).  To determine total allowances for all reconsiderations with any SSDI involvement combine this Field AQ with Field BA, Allowances (Recon Concurrent Only).

Field AR:  Allowance Rate (Recon SSDI Only), percentage to two decimal places.  The number of Allowances (Recon SSDI Only), Field AQ, divided by Determinations (Recon SSDI Only), Field AP, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

RECONSIDERATIONS BREAKOUTS – SSI ONLY:
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Field AS:  Receipts (Recon SSI Only), unsigned numeric.  The number of SSI-only (T16) reconsiderations received during the designated time period.  Concurrent cases are not included.  Field AS is a breakout of Field AI, Receipts (All Recon).  To determine all reconsiderations receipts with any SSI involvement combine this Field AS with Field AX, Receipts (Concurrent Only).

Field AT:  Closing Pending (Recon SSI Only), unsigned numeric.  The number of SSI-only (T16) reconsiderations pending as of the end of the designated time period.  Concurrent cases are not included.  Field AT is a breakout of Field AJ, Closing Pending (All Recon).  To determine closing pending for all reconsiderations with any SSI involvement combine this Field AT with Field AY, Closing Pending (Recon Concurrent Only).

Field AU:  Determinations (Recon SSI Only), unsigned numeric.  The number of determination dispositions for SSI-only (T16) reconsideration claims made during the designated time period.  Concurrent cases are not included.   A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations.  Field AU is a breakout of Field AK, Determinations (All Recon).  To determine closing pending for all reconsiderations with any SSI involvement combine this Field AU with Field AZ, Determinations (Recon Concurrent Only).

Field AV:  Allowances (Recon SSI Only), unsigned numeric.  The breakout of Field AU, Determinations (Recon SSI Only), which were favorable.  Field AV is also a program breakout of Field AL, Allowances (All Recon)Concurrent cases are not included.  To determine closing pending for all reconsiderations with any SSI involvement combine this Field AV with Field BA, Allowances (Recon Concurrent Only).

Field AW:  Allowance Rate (Recon SSI Only), percentage to two decimal places.  The number of Allowances (Recon SSI Only), Field AV, divided by Determinations (Recon SSI Only), Field AU, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

RECONSIDERATIONS BREAKOUTS – CONCURRENT ONLY:
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Field AX:  Receipts (Recon Concurrent Only), unsigned numeric.  The number of concurrent-only (both SSDI and SSI) reconsiderations received during the designated time period.  Field AX is a breakout of Field AI, Receipts (All Recon).  To determine all reconsiderations receipts with any SSDI involvement combine this Field AX with Field AN, Receipts (Recon SSDI Only).  To determine all reconsiderations receipts with any SSI involvement combine this Field AX with Field AS, Receipts (Recon SSI Only).

Field AY:  Closing Pending (Recon Concurrent Only), unsigned numeric.  The number of concurrent-only (both SSDI and SSI) reconsiderations pending as of the end of the designated time period.  Field AY is a breakout of Field AJ, Closing Pending (All Recon).  To determine closing pending for reconsiderations with any SSDI involvement combine this Field AY with Field AO, Closing Pending (Recon SSDI Only).  To determine closing pending for reconsiderations with any SSI involvement combine this Field AY with Field AT, Closing Pending (Recon SSI Only)

Field AZ:  Determinations (Recon Concurrent Only), unsigned numeric.  The number of determination dispositions for concurrent-only (both SSDI and SSI) reconsiderations made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations.  Field AZ is a breakout of Field AK, Determinations (All Recon).  To determine closing pending for reconsiderations with any SSDI involvement combine this Field AZ with Field AP, Determinations (Recon SSDI Only).  To determine closing pending for reconsiderations with any SSI involvement combine this Field AZ with Field AU, Determinations (Recon SSI Only)

Field BA:  Allowances (Recon Concurrent Only), unsigned numeric.  The breakout of Field AZ, Determinations (Recon SSI Only), which were favorable.  This Field BA is also a program breakout of Field AL, Determinations (All Recon).  To determine allowances for all reconsiderations with any SSDI involvement combine this Field BA with Field AQ, Allowances (Recon SSDI Only).  To determine allowances for all reconsiderations with any SSI involvement combine this Field BA with Field AV, Allowances (Recon SSI Only)

Field BB:  Allowance Rate (Concurrent SSI Only), percentage to two decimal places.  The number of Allowances (Recon Concurrent Only) in Field BA, divided by Determinations (Recon Concurrent Only), Field AZ, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

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RECONSIDERATIONS BREAKOUT – ALL SSDI:
Combine SSDI Only and Concurrent Only fields.

RECONSIDERATIONS BREAKOUT –  ALL SSI:
Combine SSI Only and Concurrent Only fields.

RECONSIDERATIONS BREAKOUT –
SSI DISABLED CHILDREN ONLY:
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Field BC:  Receipts (Recon SSI DC Only), unsigned numeric.  The number of SSI Disabled Child reconsiderations received during the designated time period.  Field BC is a breakout of Field AS, Receipts (Recon SSI Only).  (Only about 0.5 percent of SSI DC cases are concurrent, so SSI DC cases are treated here as if they were breakout items for SSI Only cases.)

Field BD:  Closing Pending (Recon SSI DC Only), unsigned numeric.  The number of SSI Disabled Child reconsiderations pending as of the end of the designated time period.  Field BD is a breakout of Field AT, Closing Pending (Recon SSI Only)

Field BE:  Determinations (Recon SSI DC Only), unsigned numeric.  The number of determination dispositions for SSI Disabled Child reconsiderations made during the designated time period.  A determination is a favorable, partially favorable or unfavorable finding made by the state agency.  Other dispositions are not determinations. Field BE is a breakout of Field AU, Determinations (Recon SSI Only)

Field BF:  Allowances (Recon SSI DC Only), unsigned numeric.  The breakout of Field BE, Determinations (Recon SSI DC Only), which were favorable.  Field BF is also a breakout of Field AV, Allowances (Recon SSI Only)

Field BG:  Allowance Rate (Recon SSI DC Only), percentage to two decimal places.  The number of Allowances (Recon SSI DC Only), Field BF, divided by Determinations (Recon SSI DC Only), Field BE, expressed as a percentage.  This is the number of claims per 100 for the specified workload that received a favorable determination from a state agency.

ALL CONTINUING DISABILITY REVIEWS (CDRs):
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Field BH:  Receipts (All CDR), unsigned numeric.  The number of Continuing Disability Reviews (CDRs) received during the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields BM, BR and BW are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field BH.

Field BI:  Closing Pending (All CDR), unsigned numeric.  The number of CDRs pending as of the end of the designated time period.  Concurrent SSDI and SSI cases are only counted once.  Fields BN, BS and BX are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field BI.  Opening pending can be approximated but not exactly computed by subtracting receipts from closing pending.

Field BJ:  Determinations (All CDR), unsigned numeric.  The number of determination clearances for CDRs made during the designated time period.  A determination is a continuation (favorable) or cessation (unfavorable) finding made by a state agency.  Determinations do not include transfers to other SSA operating units or other state agencies for additional processing, or cases returned to SSA without a determination, or adjustments made on account of error or for other reasons.  These other types of non-determination dispositions can be approximated but not exactly computed by taking the Closing Pending of the prior time period, adding Receipts for the current time period and subtracting Determinations for the current time period.  Concurrent SSDI and SSI cases are only counted once.  Fields BO, BT and BY are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field BJ.

Field BK:  Continuations (All CDR), unsigned numeric.  A breakout of Field BJ, Determinations (All CDR), which were continuations (favorable).  Fields BP, BU and BZ are additive breakouts by program (SSDI only, SSI only, Concurrent only) of this Field BK.

Field BL:  Continuation Rate (All CDR), percentage to two decimal places.  The number of Continuations (All CDR), Field BK, divided by Determinations (All CDR), Field BJ, expressed as a percentage.  This is the number of claims per 100 for the specified CDR workload that received a favorable continuation determination from a state agency.

CDR BREAKOUTS – SSDI ONLY:
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Field BM:  Receipts (CDR SSDI Only), unsigned numeric.  The number of SSDI-only (T2) CDRs received during the designated time period.  Concurrent cases are not included.  This Field BM is a breakout of Field BH, Receipts (All CDR). To determine all CDR receipts with any SSDI involvement combine this Field BM with Field BW, Receipts (Concurrent CDR Only).

Field BN:  Closing Pending (CDR SSDI Only), unsigned numeric.  The number of SSDI-only (T2) CDRs pending as of the end of the designated time period.  Concurrent cases are not included.  This Field BN is a breakout of Field BI, Closing Pending (All CDR).  To determine closing pending for all CDRs with any SSDI involvement combine this Field BN with Field BX, Closing Pending (CDR Concurrent Only).

Field BO:  Determinations (CDR SSDI Only), unsigned numeric.  The number of determination dispositions for SSDI-only (T2) CDRs made during the designated time period.  Concurrent cases are not included.  A determination is a continuation (favorable) or cessation (unfavorable) finding made by the state agency.  Other dispositions are not determinations.  This Field BO is a breakout of Field BJ, Determinations (All CDR).  To determine total determinations for all CDR with any SSDI involvement combine this Field BO with Field BY, Determinations (CDR Concurrent Only).

Field BP:  Continuations (CDR SSDI Only), unsigned numeric.  The breakout of Determinations (CDR SSDI Only), Field BO, which were favorable.  Concurrent cases are not included.  This Field BP is also a program breakout of Field BK, Continuations (All CDR).  To determine total allowances for all CDR with any SSDI involvement combine this Field BP with Field BZ, Continuations (CDR Concurrent Only).

Field BQ:  Continuation Rate (CDR SSDI Only), percentage to two decimal places.  The number of Continuations (CDR SSDI Only), Field BP, divided by Determinations (CDR SSDI Only), Field BO, expressed as a percentage.  This is the number of claims per 100 for the specified CDR workload that received a favorable continuation determination from a state agency.

CDR BREAKOUTS – SSI ONLY:
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Field BR:  Receipts (CDR SSI Only), unsigned numeric.  The number of SSI-only (T16) CDRs received during the designated time period.  Concurrent cases are not included.  Field BR is a breakout of Field BH, Receipts (All CDR).  To determine all CDR receipts with any SSI involvement combine this Field BR with Field BW, Receipts (CDR Concurrent Only).

Field BS:  Closing Pending (CDR SSI Only), unsigned numeric.  The number of SSI-only (T16) CDRs pending as of the end of the designated time period.  Concurrent cases are not included.  This Field BS is a breakout of Field BI, Closing Pending (All CDR).  To determine closing pending for all CDRs with any SSI involvement combine this Field BS with Field BX, Closing Pending (CDR Concurrent Only).

Field BT:  Determinations (CDR SSI Only), unsigned numeric.  The number of determination dispositions for SSI-only (T16) CDRs made during the designated time period.  Concurrent cases are not included.  A determination is a continuation (favorable) or cessation (unfavorable) finding made by the state agency.  Other dispositions are not determinations.  This Field BT is a breakout of Field BJ, Determinations (All CDR).  To determine total determinations for all CDR with any SSI involvement combine this Field BT with Field BY, Determinations (CDR Concurrent Only).

Field BU:  Continuations (CDR SSI Only), unsigned numeric.  The breakout of Field BT, Determinations (CDR SSI Only), which were favorable.  Concurrent cases are not included.  This Field BU is also a program breakout of Field BK, Continuations (All CDR).  To determine total allowances for all CDR with any SSI involvement combine this Field BU with Field BZ, Continuations (CDR Concurrent Only).

Field BV:  Continuation Rate (CDR SSI Only), percentage to two decimal places.  The number of Continuations (CDR SSI Only), Field BU, divided by Determinations (CDR SSI Only), Field BT, expressed as a percentage.  This is the number of claims per 100 for the specified CDR workload that received a favorable continuation determination from a state agency.

CDR BREAKOUTS – CONCURRENT ONLY:
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Field BW:  Receipts (CDR Concurrent Only), unsigned numeric.  The number of Concurrent-only (both SSDI and SSI) CDRs received during the designated time period.  Field BW is a breakout of Field BH, Receipts (All CDR).  To determine all CDR receipts with any SSDI involvement combine this Field BW with Field BM, Receipts (CDR SSDI Only).  To determine all CDR receipts with any SSI involvement combine this Field BW with Field BR, Receipts (CDR SSI Only).

Field BX:  Closing Pending (CDR Concurrent Only), unsigned numeric.  The number of Concurrent-only (both SSDI and SSI) CDRs pending as of the end of the designated time period.  Field BX is a breakout of Field BI, Closing Pending (All CDR).  To determine closing pending for CDR with any SSDI involvement combine this Field BX with Field BN, Closing Pending (CDR SSDI Only).  To determine closing pending for CDRs with any SSI involvement combine this Field BX with Field BS, Closing Pending (CDR SSI Only)

Field BY:  Determinations (CDR Concurrent Only), unsigned numeric.  The number of determination dispositions for Concurrent-only (both SSDI and SSI) CDRs made during the designated time period.  A determination is a continuation (favorable) or cessation (unfavorable) finding made by the state agency.  Other dispositions are not determinations.  Field BY is a breakout of Field BJ, Determinations (All CDR).  To determine closing pending for CDRs with any SSDI involvement combine this Field BY with Field BO, Determinations (CDR SSDI Only).  To determine closing pending for CDR with any SSI involvement combine this Field BY with Field BT, Determinations (CDR SSI Only)

Field BZ:  Continuations (CDR Concurrent Only), unsigned numeric.  The breakout of Field BY, Determinations (CDR SSI Only), which were favorable.  This Field BZ is also a program breakout of Field BK, Continuations (All CDR).  To determine allowances for all CDRs with any SSDI involvement combine this Field BZ with Field BP, Continuations (CDR SSDI Only).  To determine allowances all for CDRs with any SSI involvement combine this Field BZ with Field BU, Continuations (CDR SSI Only).

Field CA:  Continuation Rate (Concurrent SSI Only), percentage to two decimal places.  The number of Continuations (Concurrent SSI Only) in Field BZ, divided by Determinations (CDR Concurrent Only), Field BY, expressed as a percentage.  This is the number of claims per 100 for the specified CDR workload that received a favorable continuation determination from a state agency.

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CDR BREAKOUT – ALL SSDI:
Combine SSDI Only and Concurrent Only fields.

CDR BREAKOUT –  ALL SSI:
Combine SSI Only and Concurrent Only fields.

CDR BREAKOUT –
SSI DISABLED CHILDREN ONLY:
This category is available only for initial claims and reconsiderations.
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Bibliographic Citation                      [Go to Table of Contents]  [Go to Top]

The author and publisher is the Social Security Administration (SSA), Office of Retirement and Disability Policy (ORDP), Office of Disability Programs (ODP) located in Baltimore, Maryland.  The title for the file SSA-SA-MOWL.csv is “SSA State Agency Monthly Workload Data.”  The date of production is in Field C, Update Date, of the specific file used.  The URL to access SSA-SA-MOWL.csv is listed above but is subject to change.  See “Update Policy” above for additional information.  The name of the website is http://www.socialsecurity.gov.  This page should be copied at the same time the dataset is downloaded as this page is the documentation for this dataset.  The documentation URL will not change.  The date the dataset and documentation were downloaded should also be retained for documentation and citation purposes.

 

Change History:                               [Go to Table of Contents]   [Go to Top]

This change history does not reflect the date the dataset was last updated, and may not reflect changes to the documentation that are of an insubstantial nature.
1/20/2010:  Initial release, SSA-SA-MOWL.csv file version 1.  Consisted of base information for all initial claims.
3/22/2010:  Record expansion, SSA-SA-MOWL.csv and .xls file version 2.  Added information for reconsiderations and continuing disability reviews (CDRs).  Provided breakouts for SSDI only, SSI only and concurrent claims for all categories.  Provided breakouts for SSI Disabled Children (SSI DC) for initial claims and reconsiderations.  Provided a prototype state indicator for reconsiderations.  Added an ANSI formatted date in column H.  Version 1 fields H – K shifted to fields I – L. All fields from M – CA are new.  Added an XLS version in addition to the CSV version.
6/24/2010:  Included a date translation table to assist in the conversion between different time intervals.