Copyright Notice & Terms of Use

This SOP and all related materials are proprietary to Disability Advocacy Group, LLC. These materials are licensed for internal use only by the purchasing attorney or law firm.

Reproduction, distribution, or modification for resale, teaching, or commercial purposes is strictly prohibited without prior written permission. All rights reserved.

© 2025 Disability Advocacy Group, LLC.

📚 Introduction

This Standard Operating Procedure (SOP) outlines the internal steps and client communications required to manage the Reconsideration stage of a Social Security disability case. It covers file organization, task management, methods for submitting appeals, and client updates throughout the process. It includes bilingual scripts, communication tracking protocols, and timelines for interaction with SSA and DDS. The steps detailed here ensure timely responses, complete documentation, and a smooth transition to the next stage of the case: either a hearing or case closure, depending on the outcome.

🎥 Training Resources

Note: This section is intentionally left open for firm-specific video training. The procedures in this SOP require customization based on your firm’s internal processes, software tools, and staff roles.

We recommend creating or inserting videos for the following key actions, depending on your workflow:

• How to file a Reconsideration Appeal online through SSA
• Completing and submitting SSA-561 and SSA-3441 manually
• Uploading and organizing documents in CMS
• Submitting or confirming SSA representation (EOA)
• Accessing and reviewing Reconsideration files in ERE
• Sending and managing the Reconsideration Appeal Questionnaire