Understand What Type of Redetermination You’re Facing

There are two types of redeterminations:

Medical Continuing Disability Review (CDR)

The SSA checks to see if your medical condition has improved and whether you still meet their definition of disability.

• Typically occurs every 3 to 7 years
• More frequent for those expected to improve medically

SSI Redetermination (Financial Review)

If you receive Supplemental Security Income (SSI), the SSA will verify your income, resources, and living situation.

• Can happen annually or biannually
• Ensures you’re still within the financial limits for SSI

Steps to Prepare for a Medical Disability Redetermination

Gather and Update Your Medical Records

• Collect all medical documents, including doctor’s notes, test results, treatment summaries, and hospital visits.
• Ensure your providers document how your condition affects your ability to work.

Continue Seeing Your Doctors Regularly

• Stay consistent with medical appointments and follow all treatment plans.
• Skipping care can be seen as a sign that your condition has improved.

Get Updated Opinions From Your Providers

• Ask your doctor to provide a written statement about your limitations.
• The more specific they are about how your condition affects daily tasks and work, the better.

Steps to Prepare for an SSI Redetermination

Track All Sources of Income

• Be prepared to show bank statements, pay stubs, or documentation of any financial support.
• Include details about cash gifts, assistance from others, or government support.

Update Information About Your Living Situation

• The SSA will ask about who lives with you, rent, household expenses, and contributions.
• Provide accurate, up-to-date information.

List All Resources and Assets

• You must report your assets, including vehicles, property, savings, and retirement accounts.
• Make sure your total resources stay below SSI limits (generally $2,000 for individuals, $3,000 for couples).

Respond Quickly and Stay Organized

When the SSA contacts you for a redetermination:

• Respond promptly to all requests
• Keep copies of every document you send or receive
• Stay in contact with the SSA to monitor progress and resolve any issues

What Happens If You’re Found Ineligible?

If the SSA decides you no longer qualify:

• You can appeal the decision within 60 days
• You may be able to continue benefits during the appeal, but you must request this quickly
• Submit additional evidence that supports your case