AGENCY: Department of Workforce Services. Office of Rehabilitation. Disability Determination Services

SERIES: 81009
TITLE: Social security disability determination records
DATES: 1986-2020.
ARRANGEMENT: None.

DESCRIPTION: These are large files, containing several forms, used in preparing the documentation necessary to approve or deny social security disability claims. The files provide the documentation justifying decisions to grant or deny social security disability benefits and a complete medical history of the applicant. The record copy of the files are transferred to the federal agency. Information in these files include copies of federal forms, copies of various state fiscal forms, work notes of examiners, mailing labels, lists of claimants, federal review of cases, medical histories, psychological studies, and correspondence. Data elements include age, alcohol or drug addiction, appearance, birthplace, brothers and sisters, civil/criminal court involvement, current and past addresses, date of birth, educational level, employer, employment history, ethnic group, family history, income, marital status, medical information, military service, name, name of kin, national origin, number of children, occupation, parent's birth information, personality inventory, physical characteristics, physical disabilities, psychiatric information, race, salary, security/other investigations, sex, signature, social security number, and telephone number.

RETENTION

Retain for 6 month(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 04/1987

FORMAT MANAGEMENT

Paper: Retain in Office for 6 months and then destroy.

APPRAISAL

Administrative Legal

The United States Code, Title 42, Section 421, directs state agencies to determine disability of social security claimants according to federal regulations and 45 CFR 205.60 requires that such records be maintained for efficient operation of the state's public assistance plan. However, the working papers used to prepare the case files have no further legal or administrative value after six months. This retention will provide for the ethical destruction of the large amount of personal data in keeping with UCA 63-2-85.3(5).

PRIMARY DESIGNATION

Controlled