Form Ssa-827-Inst - Instructions For Completing The Ssa-827

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INSTRUCTIONS FOR COMPLETING THE SSA-827
THESE INSTRUCTIONS IN (INSERT LANGUAGE) PROVIDE THE WORDING ON THE ENGLISH VERSION OF THE SSA-827 FORM. YOU
MUST SIGN, DATE, AND RETURN THE ENGLISH VERSION OF THE SSA-827 TO YOUR LOCAL SOCIAL SECURITY OFFICE TO HAVE
YOUR DISABILITY CLAIM PROCESSED.
WHOSE Records to be Disclosed - Please provide your first, middle, last name and suffix (if any), your social security number, and your
birthdate.
AUTHORIZATION TO DISCLOSE INFORMATION TO THE SOCIAL SECURITY ADMINISTRATION (SSA)
**PLEASE READ THE ENTIRE FORM, BOTH PAGES, BEFORE SIGNING BELOW**
I voluntarily authorize and request disclosure (including paper, oral, and electronic interchange):
OF WHAT
All my medical records; also education records and other information related to my ability to perform tasks. This
includes specific permission to release :
1. All records and other information regarding my treatment, hospitalization, and outpatient care for my impairment(s)
including, and not limited to:
Psychological, psychiatric or other mental impairment(s) (excludes "psychotherapy notes" as defined in 45 CFR164.501)
Drug abuse, alcoholism, or other substance abuse
Sickle cell anemia
Records which may indicate the presence of a communicable or noncommunicable disease; and tests for or records HIV/AIDS
Gene-related impairments (including genetic test results)
2. Information about how my impairment(s) affects my ability to complete tasks and activities of daily living, and affects
my ability to work.
3. Copies of educational tests or evaluations, including Individualized Educational Programs, triennial assessments,
psychological and speech evaluations, and any other records that can help evaluate function; also teachers'
observations and evaluations.
4. Information created within 12 months after the date this authorization is signed, as well as past information.
FROM WHOM
All medical sources (hospitals, clinics, labs, physicians, psychologists, etc.) including mental health, correctional, addiction
treatment, and VA health care facilities
All educational sources (schools, teachers, records administrators, counselors, etc.)
Social workers/rehabilitation counselors
Consulting examiners used by SSA
Employers, insurance companies, workers' compensation programs
Others who may know about my condition (family, neighbors, friends, public officials)
TO WHOM
The Social Security Administration and to the State agency authorized to process my case (usually called "disability
determination services"), including contract copy services, and doctors or other professionals consulted during the
process. [Also, for international claims, to the U.S. Department of State Foreign Service Post.]
PURPOSE
Determining my eligibility for benefits, including looking at the combined effect of any impairments that by themselves would not
meet SSA's definition of disability; and whether I can manage such benefits.
Check the box to the left on the English SSA-827 if we are ONLY determining whether you are capable of managing benefits.
EXPIRES WHEN This authorization is good for 12 months from the date signed (below my signature).
I authorize the use of a copy (including electronic copy) of this form for the disclosure of the information described above.
I understand that there are some circumstances in which this information may be redisclosed to other parties
(see page 2 for details).
I may write to SSA and my sources to revoke this authorization at any time (see page 2 EXPLANATION OF FORM SSA-827). SSA will
give me a copy of this form if I ask; I may ask the source to allow me to inspect or get a copy of material to be disclosed.
I have read both pages of this form and agree to the disclosures above from the types of sources listed.
PLEASE SIGN USING BLUE OR BLACK INK ONLY.
IF not signed by subject of disclosure, specify basis for authority
to sign.
INDIVIDUAL authorizing disclosure
Check the appropriate box on the English SSA-827 to indicate
whether the person signing is the parent of a minor, guardian, or other
SIGN The individual must sign and date this authorization, and
personal representative (explain). Sign the English SSA-827 in the
provide his or her telephone number with area code, street
space provided if two signatures are required by State law.
address, city, state and zip code.
WITNESS: In this section of the English SSA-827, one who knows the person signing the form should sign as a witness and
provide his or her phone number or address. There is space for a second witness if needed.
This general and special authorization to disclose was developed to comply with the provisions regarding disclosure of medical, educational, and
other information under P.L. 104-191 ("HIPAA"); 45 CFR parts 160 and 164; 42 U.S. Code section 290dd-2; 42 CFR part 2; 38 U.S. Code
section 7332; 38 CFR 1.475; 20 U.S. Code section 1232g ("FERPA"); 34 CFR parts 99 and 300; and State law.
Form SSA-827-INST (01-2013)

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