The Forum

October 2023 Print Edition

NOSSCR Speaks, Ways and Means Listens: Hearing on SSA Claims Backlog

NOSSCR Interim CEO David Camp testified before the Ways & Means Committee about the impact of and potential solutions to unacceptably long processing times for disability claims at SSA.

During his testimony, Camp emphasized several policy changes that SSA could implement to reduce wait times, including:

  • Eliminating reconsideration
  • Eliminating e-signature verification, streamlining the process and saving valuable time and resources
  • Implementing more effective technology solutions at SSA

NOSSCR’s positions seemed to resonate with lawmakers across the aisle, with representatives acknowledging that the delays are unacceptable.

Want to support NOSSCR’s Advocacy efforts?

Donate to the NOSSCR PAC, which was established to educate, support, and elect candidates who advocate for Social Security disability programs.

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While committee members remained divided over funding for SSA, representatives from both sides of the aisle expressed frustration over the delays and acknowledged that SSA can and should take steps to address the delays.

Rep. Bill Pascrell (D, NJ-09) emphasizes that SSA needs to implement new policies and procedures to address the backlog of Social Security Disability claims.

Camp’s testimony drew heavily on details and stories provided by NOSSCR members and the claimants they represent.

NOSSCR thanks all its members for their continued support and will continue to urge SSA and Congress to take action to reduce wait times.

To learn more about NOSSCR’s recommendations for improving the SSA disability claims process, click here.

Mentorship Program Applications Opens November 1

The application period for NOSSCR’s Mentorship Program opens November 1. We hope you will consider participating as a mentor or mentee in this valuable program supporting professional growth and engagement in NOSSCR. Mentors and mentees will be able to connect in person at the annual conference in Nashville at a Mentor-Mentee meet-up. 

Mentors are attorneys or EDPNAs with Social Security law at least 50 percent of their caseload for more than 5 years, and mentees are attorneys or EDNPAs with less than 5 years of experience or attorneys new to Social Security law. The time commitment is up to one hour per month. The application period closes on November 30. Please apply today.

More details can be found in the Program Outline, available here

Meet the NOSSCR Staff: Jennifer Cronenberg

A headshot of Jennifer Cronenberg
Jennifer Cronenberg is NOSSCR’s Senior Counsel and Director of Legal Information.

Jennifer Cronenberg is excited to be part of the team here at NOSSCR, where she is serving as Senior Counsel, Director of Legal Information. Jennifer is responsible for conducting advocacy work with the Administration, helping shape CLE content and programming, and serving as an expert advisor to NOSSCR members. She is NOSSCR’s primary point of contact for fees and other legal issues where NOSSCR helps members interface with Social Security.

She began her career as a Social Security disability attorney in 2009 with the law firm Doherty, Cella, Keane & Associates, and has extensive experience representing claimants and training advocates.

Jennifer received her law degree from The Catholic University of America, Columbus School of Law here in D.C. She received her undergraduate degree from Ithaca College in upstate New York, where she learned that snow is best appreciated when someone else shovels it for you. Originally from Dallas, Texas, she’s thrilled that her Texas Rangers are finally back in the World Series and hopes this will finally be their year to bring home the championship!

Outside of work, Jennifer spends most of her time with her husband and two kids (aged 6 and 3), so she’s well practiced at remaining calm in an unpredictable environment. She serves as one of the leaders for the local Girl Scout troop, where she gets to showcase her love of silly songs and her begrudging tolerance of camping.

Jennifer is thrilled to be at NOSSCR and looks forward to getting to know all of our members! Don’t hesitate to reach out to Jennifer if you have a unique legal question, recurrent issue interfacing with SSA, or aged fee concerns. 

Meet the NOSSCR Staff: Emily Sobol

A headshot of Emmy Sobol, NOSSCR's new reception.
Emily Sobol joins NOSSCR as its new receptionist.

NOSSCR is thrilled to welcome Emily Sobol as our new receptionist.

Emily plays a vital role on NOSSCR’s operation team. She is responsible for directly assisting members and claimants by routing inquiries to the right channels and ensuring their questions are answered.

She is originally from San Francisco and moved to D.C. to go attend American University. She graduated in May, 2023, with a degree in business administration and a double specialization in marketing and business management.

To learn more about the NOSSCR staff, click here.

Update from 2023 NextGen Retreat

Our NOSSCR NextGen Retreat took place in New Orleans from October 19-21, and was a smashing success!

NextGen members Cody Passman, Stephen Sloan, Joseph Duerst, and Christine Burnside presented on the sequential evaluation process, federal court appeals, reducing medical records costs, and the ethical obligations at a hearing, respectively. We also heard from Assistant RCALJ for Region 6, Timothy Suing, along with Susan Ogden, Supervisory Attorney Advisor in New Orleans. Dr. Timothy Saar, a psychologist and DDS reviewer, presented on working with clients with mental and/or intellectual disabilities. NOSSCR’s Senior Counsel and Director of Legal Information, Jennifer Cronenberg, presented on how to handle cases after the claimant passes away. Our CLE Presenting Sponsor was Deuterman Law Group, and we are appreciative of their support. During the two days of CLE, attendees enjoyed snack breaks sponsored by Heard and Smith and a lunch sponsored by Trajector.

2023 NextGen attendees are posing on a dock in front of a red and white riverboat. Attendees are standing and kneeling to fit everyone in, and they are surrounding a statue in the shape of a life preserver wit the words
NOSSCR NextGen members gather a dinner and jazz cruise at the 2023 NextGen Retreat.

NextGen attendees met and mingled over other events, including a riverboat cruise sponsored by The Federal Appeals Firm, a happy hour sponsored by SSD Appeals, and dinner at Muriel’s in Jackson Square sponsored by Insurance Branch. This event would not have been possible without their sponsorship. We are also grateful to Lanier Law Group and Liner Legal for our NextGen Retreat t-shirts and welcome bags.

Our NextGen group is made up of NOSSCR members who have been practicing Social Security law for fewer than 10 years or are under the age of 40. Current NextGen members include four board members—Michael Liner, Maren Bam, Ashley Sappenfield, and Christine Burnside. Just 18 months ago, there was only one NextGen member on the Board. NextGen is truly NOSSCR’s next generation of leaders. Our retreat provided a valuable opportunity for newer practitioners to connect with colleagues, earn CLE, and participate openly in discussions about best practices (all while having some fun)!

We are excited about this dynamic group and look forward to sharing more of their voices with you at future NOSSCR events. We encourage all of our NextGen members to join us or, if you’re an experienced practitioner, consider sending your newer associates to our next event! Be on the lookout for exciting announcements about NextGen’s upcoming virtual events and involvement at our May conference.

SUMMARY: House Hearing on Protecting Beneficiaries from the Harm of Improper Payments

As many NOSSCR members know, overpayments by the Social Security Administration (SSA) can cause unnecessary hardship to claimants when they are asked to return funds that were erroneously given to them. To address concerns over SSA overpayments, the Social Security Subcommittee of the House Committee on Ways and Means held a hearing on October 18, 2023.

Witnesses included SSA Acting Commissioner Kilolo Kijakazi, Tonya Eickman of the SSA Office of the Inspector General (OIG), and Elizabeth Curda of the Government Accountability Office (GAO). NOSSCR’s David Camp, Betsy Osborn, and Daniel LaHue were in attendance.

While Kijakazi maintained that overpayments are rare, a recent SSA Inspector General (IG) report showed that the SSA recovered $4.7 billion in overpayments in fiscal year 2022. Kijakazi said that she had created a team to review the overpayments, but Members of Congress presiding over the hearing were not satisfied with the agency’s response.

Chairman Drew Ferguson (R-GA) was particularly concerned by the fact that the SSA had not yet implemented a system that would allow the agency to collect private payroll data even though Congress granted the authority to implement that system eight years ago. The program, called the payroll information exchange (PIE), is meant to reduce overpayments by allowing timely, automatic reporting of wages received by beneficiaries.

Ferguson zeroed in on the eight-year wait for PIE when he said, “What do you think that timeline is? It just seems eight years on like something’s broken in the system to go from start to eight years, and we still don’t have the program. So how much longer is this going to take?”

Kijakazi responded to Ferguson by explaining that the SSA was still in the rulemaking process for implementing the program and that she did not have a clear sense of when the agency could move forward with using PIE. 

Members of the subcommittee were noticeably frustrated by the slow pace of reform within the SSA that would potentially decrease the incidence of overpayments. Congressman Greg Steube (R-FL) wanted to know who at the agency was taking responsibility for the problem of overpayments. He asked, “Who is being held accountable for the mistakes that the Social Security Administration is making?” Kijakazi responded, “We are holding ourselves accountable.”

You can watch the full hearing here.

Update on Electronic Signatures

Recently, NOSSCR members have reported an increased frequency of electronic signature rejections. We appreciate all of you who provided us with detailed reports of these SSA errors, and we have been advocating on the topic.

Note that EM 20022 REV 3 continues to apply (not POMS), and electronic signatures continue to be acceptable. SSA officials agree, and they will take steps to remind staff of current policy. All of these were to be completed by October 27th:

  • Adding this topic to the upcoming agendas for several regional calls (e.g., ARC MOS, CDPS, Area Directors, and All Managers).
  • Issuing a reminder to the Regional Commissioners to further emphasize the use of EM 20022 REV 3.
  • Provide manager talking points to address any confusion technicians may have.
  • Provide a quick reference guide directing technicians to the appropriate instructions.
  • Collaborate with the Office of Strategy, Learning, and Workforce Development (OSLWD) to include a reminder on the biweekly front line staff training to ensure technicians also receive a visual reinforcement of any messaging the managers share.

Please continue to collect and report to NOSSCR the failure of SSA staff to accept electronic signatures.

Job Incidence Numbers in Social Security Disability Claims: A Case Study and Analysis

Many Social Security Disability claims are decided on the basis of whether there is a significant number of jobs in the nation that the disability claimant can do. NOSSCR member Kevin Liebkmann’s latest article in the Legal Services of New Jersey Report examines how the Social Security Administration (SSA) decides that issue. It also presents preliminary results of a case survey that probes into the reliability of evidence that SSA uses to decide the significant number of jobs issue.

NOSSCR Comments on the Expansion of Rental Subsidy Policy

On October 23, 2023, NOSSCR submitted the following comment letter to the Social Security Administration. The letter expresses NOSSCR’s support for changes to the nationwide implementation of the In-Kind Support and Maintenance (ISM) rental subsidy exception that would promote equity and simplify the process for applicants.

POMS Section on Transferability of Skills Revised

Effective September 28th, 2023, the POMS sections covering transferability of skills were revised as part of a plain language rewrite initiative.

While this update is a substantial rewrite to the form of the affected sections, streamlining the previous eight-step transferability of skills process down to a five-step process, there are no obvious substantive policy changes. Additionally, a new subsection, DI 25015.19, has been created to demonstrate examples of proper policy-compliant transferability of skills assessment (TSA) documentation.

This rewrite will be subjected to a future revision if the currently proposed regulation amending the lookback period for past relevant work experience from fifteen years to five years is enacted. See 88 Fed. Reg. 67135.

To see the current POMS sections, please see the following links: DI 25015.15DI 25015.017, DI 25015.018, and DI 25015.019.

Previous versions of the affected POMS sections can be viewed here.

NOSSCR Comments on the Social Security Income Simplification Process

On October 6, 2023, NOSSCR submitted the following comment letter to the Office of Management and Budget and the Social Security Administration. The letter outlines NOSSCR’s concerns about limits on which claimants will be able to use to the iSSI process and asks for more details about how the process will function.

Legislative Spotlight: Improving Employment Options for DI Beneficiaries Act

On September 18, 2023, Sen. Bill Cassidy (R-LA) and Sen. Sherrod Brown (D-OH) introduced S. 2830, the Improving Employment Options for DI Beneficiaries Act. Currently, this legislation does not have additional cosponsors. S. 2830 was referred to the Senate Committee on Finance where it is awaiting further action. A companion bill has not yet been introduced in the House.

Bill Summary: This bill is intended to facilitate an update to the Dictionary of Occupational Titles (DOT) to exclude vocations that do not exist in today’s job market. The DOT has not been updated since 1977, and the list of jobs available still includes obsolete positions such as elevator operator, nut sorter, and egg processor. NOSSCR supports this legislation.

Bill Details:

SECTION 1. SHORT TITLE.

This Act may be cited as the “Improving Employment Options for DI Beneficiaries Act”.

SEC. 2. UPDATING DATA ON WORK WHICH EXISTS IN NATIONAL ECONOMY.

Not later than 1 year after the date of the enactment of this Act, and every 3 years thereafter, the Commissioner of Social Security shall—

(1) determine the jobs which exist in the national economy (for purposes of applying section 223(d)(2)(A) of the Social Security Act (42 U.S.C. 423(d)(2)(A))) using updated data from the Bureau of Labor Statistics that reflects the full range of work which exists in the national economy, including newly created jobs in emerging industries; and

(2) submit to Congress a report describing the results of each such determination.

Noteworthy Federal Register Updates

Definition of Past Relevant Work

NOSSCR is pleased to announce that SSA has proposed to “revise the definition of past relevant work (PRW) by reducing the relevant work period from 15 to 5 years.” This will make a significant difference in step 4 determinations, as well as transferability of skills assessments. NOSSCR has long advocated for this type of commonsense modernization, and we will continue to push SSA to employ more changes to improve the outcomes of your claimants’ cases.

The Proposed Rule can be found here, and comments are being accepted until November 28, 2023.

Definition of Public Assistance Household

SSA also intends to “Expand the Definition of a Public Assistance Household.” This change will make SNAP an additional means-tested public income maintenance program. The agency also proposes to alter the definition of a Public Assistance Household “to include households in which any other (as opposed to every other) member receives public assistance.” The agency anticipates that this will decrease the number of SSI recipients who are charged with in-kind support and maintenance, while also decreasing the amount of income deemed to SSI recipients due to the SNAP benefits of other household members. While NOSSCR continues to advocate for more significant changes to in-kind support and maintenance reductions, we are encouraged by this step forward.

You can read the full text of the Proposed Rule here. Comments close on November 28, 2023.

Evaluation of “Close Proximity of Time”

SSA has submitted a Temporary Final Rule on the “Extension of the Flexibility in Evaluating “Close Proximity of Time” to Evaluate Changes in Healthcare Following the COVID-19 Public Health Emergency.” This rule recognizes that the pandemic-related delays in receiving healthcare have not yet resolved, and thus the agency proposes to continue their alteration in definition of “close proximity of time” to mean twelve months instead of four months when determining whether someone meets the musculoskeletal listings at Step 3.

SSA has also issued an Emergency Message advising on the implementation of this Temporary Final Rule.

UPDATE: Cost-of-Living Adjustment (COLA) and Other Changes for 2024

Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2 percent in 2024. SSA anticipates that, on average, beneficiaries will see an increase of more than $50 per month. This change will become effective in January 2024 (or December 29, 2023 for SSI recipients). Claimants can expect to receive notice of their new benefit amount in early December 2023.

The non-blind Substantial Gainful Activity (SGA) threshold will increase to $1,550/month for 2024, and the amount of monthly earnings that trigger a Trial Work Period (TWP) will increase to $1,110/month for 2024.

Also in 2024, the maximum monthly SSI benefit will increase to $943 for an individual and $1,415 for an eligible couple.

SSA anticipates that the 2024 average monthly Social Security benefit for all disabled workers will be $1,537.

You can read the full press release here.

For more detailed information, please view SSA’s 2024 Social Security Changes Fact Sheet.

ANALYSIS: SSA Processing Times Jump Nearly 35 Percent from 2021

SSA recently released “Initial and Reconsideration Processing Times Data” as of February 24, 2023. According to the data, the National Average processing time at the Initial level is 211 days, while the National Average processing time for Reconsideration is 210.1 days. The current averages are particularly abysmal in Florida and South Carolina where the wait time is over 300 days at both levels.

 On average, this represents a 35 percent increase in the processing times since 2021 when the national average processing times were 156 days for initial claims and 158 days for reconsideration claims. 

 These ever-increasing wait times are inexcusable and represent very real hardships for our members and the claimants they represent. NOSSCR continues to advocate for commonsense reforms within SSA that would allow for faster more accurate processing of claims at the initial levels.

 You can view the full report here — and numbers from 2021 can be found here.

Numbers prior to 2021 can be found here.

NOSSCR Interim CEO David Camp recently testified about the impact of long processing times before the House Ways and Means Social Security Subcommittee. Learn more here.

PAC Contributor List – October 2023

THANK YOU TO OUR NOSSCR PAC CONTRIBUTORS!

List includes all donors from 2023 to date


First Circuit

Ronald Belluso (CC)

Mariam Alexanian Lavoie (CC)

David Ferrari (C)

Susan Smith Webb (CC)

Second Circuit

Peter Antonowicz (CC)

Sharmine Persaud (CC)

Katrina Tomer (CC)

Third Circuit

Kate Albert (CC)

Marianne Brown (CC)

Michael Brown (CC)

Maryjean Ellis (CC)

Eric Goodale (CC)

Greg Hobbie (CC)

Adrienne Jarvis (CC)

Jess Leventhal (CC)

Sheryl Mazur (CC)

Timothy Mello (CC)

Alan Polonsky (CC)

Fourth Circuit

Russel Bowling (CC)

Leah Broker (CC)

Christine Burnside (CC)

Vaughn Clauson (CC)

Linda Cosme (CC)

Geraldine Delambo (CC)

Rick Fleming (DC)

Eric Goodale (CC)

Todd Johnson (CC)

Martin Keane (CC)

Liz Lunn (CC)

George Piemonte (CAP)

Ashley Hartmann Sappenfield (CC)

Joanna Suyes (CC)

Stacy Thompson (DC)

Laura Beth Waller (DC)

Robertson Wendt (DC)

Fifth Circuit

Paul Burkhalter (CC)

Angela Davis Morris (CC)

Thomas Fischer (CC)

John Heard (CAP)

Jonathan Heeps (CC)

Michel Hengst (CC)

Ronald Honig (CC)

Gerard Lynch (CC)

David Pogue (CC)

Alex Rankin (CC)

Sixth Circuit

Mary (Beth) Bates (CC)

Clifford Farrell (DC)

Jennifer Harris (CC)

Robert MacDonald (CC)

John Nicholson (CC)

Debra Shifrin (PC)

Donna Simpson (CC)

James Roy Williams (CC)

Seventh Circuit

Martin Carrow (CC)

Vicki Dempsey (CC)

Justin Kosiba (CC)

Randall Manus (CC)

Katherine Miller (CC)

Jeremy Pollen (C)

Avram Sacks (CC)

James Schiff (C)

Thomas Scully (CC)

Stephen Sloan (CC)

Thomas Thompson (CC)

Audrey VanGilder (CC)

Eighth Circuit

Karen Bill (CC)

Jeffrey Bunton (CC)

Julie Burkett (CC)

David Camp (CAP)

Patrick Cavanaugh (DC)

Timothy Cuddigan (DC)

Meghan Gallo (CC)

Theodore Norwood (DC)

J. Asha Sharma (CC)

Geramya Smith (C)

Frederick Spencer (CAP)

Frank Williams (CC)

Ninth Circuit

Sima Aghai (CC)

Mark Bunch (CC)

Maren Bam (DC)

Mark Caldwell (CC)

Paul Clark (CC)

Brian Clymer (CC)

Mary Fowler (CC)

Marc Kalagian (DC)

Alise Kellman (CC)

Kevin Kerr (DC)

Mark Manning (CC)

Meghan McNamara Miller (CC)

Eric Penar (CC)

Maggie Schott (CC)

David Shore (CC)

Steve Weiss (CC)

Jennifer Zorilla (CC)

Tenth Circuit

Ann Atkinson (DC)

Jay Barnes (CC)

Stephen Robert Earl (CC)

Thomas Feldman (CC)

John Harlan (DC)

Erin Stackenwalt (CC)

Steve Troutman (CC)

Gayle Troutman (CC)

Eleventh Circuit

Pamela Atkins (CC)

Carol Avard-Hicks (CC)

Richard Culbertson (CC)

Heather Freeman (DC)

Kevin Hall (CC)

Marylin Hamilton (C)

Kathleen Flynn (CC)

Doug Mohney (CC)

Krysti Monaco (CC)

Marjorie Schmoyer (DC)

Sarah White Park (CC)

David Wright (DC)


Key: CAP= Capitol Club, $5,000/monthly contribution of $416
PC= Platinum Club, $2,500-$4,999/ monthly contribution of $208-415
DC=Diamond Club, $1,000-$2,499/monthly contribution of $83-207
CC= Century Club, $100-$999
C=Contributor, all other contributions

Useful Resources – October 2023

ResourceURL
Latest Caseload Analysis Report (CAR) for the month of September 2023https://www.ssa.gov/foia/resources/proactivedisclosure/2023/CAR%20September%202023.pdf
ALJ Disposition Datahttps://www.ssa.gov/appeals/DataSets/03_ALJ_Disposition_Data.html
Contact Information for the Regional Communications Directors (RCDs)https://www.ssa.gov/agency/rcds.html OR https://www.ssa.gov/news/press/
HALLEX Contents & Recent Changeshttps://www.ssa.gov/OP_Home/hallex/hallex.html
POMS Recent Changeshttps://secure.ssa.gov/apps10/reference.nsf/instructiontypecode!openview&restricttocategory=POMT
Emergency Messages (EMs)https://secure.ssa.gov/apps10/reference.nsf/instructiontypecode!openview&restricttocategory=EM
Chief Judge Bulletins (CJBs)https://secure.ssa.gov/apps10/reference.nsf/instructiontypecode!openview&restricttocategory=CJB
FOIA Reading Room – Proactive Disclosureshttps://www.ssa.gov/foia/readingroom.html
Dataset with Contact Information for Each Field Officehttps://www.ssa.gov/open/data/FO-RS-Address-Open-Close-Time-App-Devs.html
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