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And So It Begins: Social Security—An Introduction—Part 2Stacy Cloyd, Esq.Alan Polonsky, Esq.I
And So It Begins: Social Security—An Introduction—Part 2“And So It Begins” Social Security: An IntroductionStacy Cloyd, Esq.Alan Polansky, Esq.241Section I
8/13/2018Section INational Social Security Disability Law Conference“And So It Begins”Social Security: An IntroductionStacy Cloyd and Alan PolonskyGo to NOSSCR.CNF.IO on your laptop or mobile webbrowser to ask questions, rate this session, and more.Welcome [back]! Here’s what we’ll discuss in this hour:Applying and appealingWhere to research SSA law and policyPreparing you and your clientBasics of representative feesAPPLYING FOR BENEFITS FILING DATE Why does it matter Title II 20 CFR §404.603 Title XVI 20 CFR §416.305See also Misinformation 20 CFR §404.633 and §416.3512421
8/13/2018And So It Begins: Social Security—An Introduction—Part 2Section IHOW TO APPLY ONLINE Title II/Title XVI Paper or plastic? IN PERSON Getting AppointmentTHE STATE AGENCY Who are they Why are they Issues in Dealing with the State Agency Access to filesFailures to note representationSubmitting evidenceReceiving Determinations (Not my job‐ Well who’s job is it)APPEAL PROCESS INITIAL DETERMINATION RECONSIDERATION (in most states; more may be coming soon) HEARING APPEALS COUNCIL (but note SSR 11‐1p)2432
8/13/2018Section INational Social Security Disability Law ConferenceFEDERAL COURT DISTRICT COURT Standard of Review Substantial evidence COURT OF APPEALS Possible but really, don’t even think about it without discussing withexperienced Circuit Court Representatives. First, Do no harm!!!!!!!Questions about the application and appeals process?Researching Social Security Law and Policy Law Social Security Act Case Law (generally only useful when making arguments in court—rarelymakes sense to cite to DDS or ALJ) Regulations SSI: 20 CFR 416; SSDI: 20 CFR 404 Subregulatory Guidance POMS and HALLEX, SSRs, Acquiescence Rulings, Emergency Messages, etc. NOSSCR Can Help!2443
8/13/2018And So It Begins: Social Security—An Introduction—Part 2Section ICLIENTS Should I take this case? Screening Pro and Con When should I take this case? Initial Level/ReconsiderationHearing LevelAppeals CouncilDistrict CourtTHE HEARING EVIDENCE Obtaining and developing evidence Cost Five day rule and SSR 17‐4p TESTIMONY Claimant and/or friends and relatives Just yes or no versus tell your story and tell the whole storyTHEORY OF THE CASE Why is your client disabled? Prehearing brief or request for On the Record Favorable Brief statement at beginning of hearing Post hearing Brief/Summation2454
8/13/2018Section INational Social Security Disability Law ConferenceISSUES Law or facts Credibility is and always will be key Judge Turn ‘em down/pay ’em all Building a record Knowing when to shut up Judge Monty Hall So, let’s make a dealATTORNEY (and non‐attorney rep) FEES REGISTRATION REQUIREMENTS FEE AGREEMENTS/REPRESENTATION AGREEMENTS SPECIAL CASES Cessation/Continuance cases OverpaymentsAny final questions?2465
8/13/2018And So It Begins: Social Security—An Introduction—Part 2Contact InformationSection IStacy CloydDeputy Director, Government AffairsNOSSCRStacy.Cloyd@nosscr.orgAlan PolonskyPolonsky & Polonsky512 S. White Horse Pike, Audubon, NJ 08106856‐547‐7898apolonsky@polonskylaw.com2476
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Alan Polonsky, Esq. And So It Bns Socal SctyAn IntodctonP at 2 Scton I 241 "And So It Begins" Social Security: An Introduction . ATTORNEY (and non‐attorney rep) FEES REGISTRATION REQUIREMENTS FEE AGREEMENTS/REPRESENTATION AGREEMENTS SPECIAL CASES
