5.7.1  Sharing Information with SSA

The Mental Health Report (126) and the Medical Examination & Capacity (2012) may be used as a communication tool between SSASocial Security Administration and the W-2Wisconsin Works agency on SSISupplemental Security Income or SSDISocial Security Disability Insurance applications.  The form can be shared with SSA at any point in the application or appeal process as long as the FEPFinancial and Employment Planner obtains a written release of information from the participant.  The participant can complete a release of information form from the W-2 agency or hand write a note that grants permission for the FEP to contact SSA.  A release of information allows the FEP to obtain information but it does not give the FEP authority to automatically get appointment letters or decision notices regarding a W-2 participant’s case.

If information contained on either the Mental Health Report (126) or the Medical Examination & Capacity (2012) conflicts with SSA’s decision, the FEP may need to follow up with both SSA and the provider to obtain correct information.  Conflicting decisions can be detrimental to participants who are seen as completely restricted from activity by the provider and deemed able to work by the SSA.  

For more information on assisting a participant with the SSI application process. (See 7.4.3)

History: There are no previous versions of this policy.