Organize the facts for a late Social Security review request
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Sort the facts the client gives under the four good-cause headings in 20 C.F.R. § 404.911. Leave the conclusion blank, and write no request.
- What the lawyer must review
- 20 C.F.R. § 404.911: in deciding whether good cause is shown for missing a deadline to request review, the Administration considers what circumstances kept the person from making the request on time, whether its action misled the person, whether the person did not understand the requirements of the Act resulting from amendments to the Act, other legislation or court decisions, and whether any physical, mental, educational or linguistic limitation, including any lack of facility with the English language, prevented a timely request or prevented the person from understanding or knowing about the need to file one. Examples are in subsection (b). You read them. You decide whether to ask, and you write the request. This section is in the Title II rules. Open the supplemental-security-income rule if that is the benefit.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Calculate operative dates independently from the current rule and actual triggering event. Check exceptions and record the verified deadline.
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.