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Chart for analyzing claimant’s previous work.
by David F. Traver
Excerpted from
Social Security Disability
Advocate's Handbook
After interviewing a claimant, and
after reviewing the disability claim file and contacting third party
witnesses such as co-workers, employers, and family members as
necessary, a claimant’s representative will have determined the nature
of the claimant’s past work activity in sufficient detail to list the
following characteristics of each past relevant job the claimant
has performed:
Client Name
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1
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Employer
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2
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The job title “as performed”
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3
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Date the job began
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4
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Date the job ended
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5
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Reason(s) the job ended
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6
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Job duties “as performed”
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7
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Function-by-function physical & mental (exertional and
nonexertional) demands required to carry out the job duties “as
performed” (worker trait factors)
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8
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Environmental conditions in which the job was performed
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9
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Wages/Self-employment income (by month, if possible, and as
necessary to make an SGA determination)
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10
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Impairment-related work expenses
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11
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Employer or other subsidies
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12
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Special circumstances, if any, under which the job was
performed
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13
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Machines used by the worker
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14
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Tools used by the worker
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15
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Equipment used by the worker
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16
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Work Aids used by the worker
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17
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Work processes carried out
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18
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Work setting
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19
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Industry
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20
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Materials used by the worker
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21
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Products made
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22
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Subject matter dealt with
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23
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Services rendered
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24
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Skill level (SVP) “as performed”
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25
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DOT job title and 9-digit occupational classification number
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26
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DOT physical demand classification
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27
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DOT skill level classification (SVP)
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28
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DOT Reasoning (R), Mathematical (M), and Language (L) levels
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29
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GOE code
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30
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Significant SCO function-by-function
worker trait factors “as generally performed”
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Armed with this information, a direct
function-by-function comparison of the claimant’s RFC with the
functional demands of past relevant work resolves the step-four
issue. If the step-four determination favors the claimant, the foregoing
information will then be required to make the step-five determination,
including a determination of whether the claimant has acquired work
skills which may be transferred to other jobs within the claimant’s
residual functional capacity.
David F.
Traver has represented hundreds of claimants at SSA and over 200
claimants in U.S. District Courts. He has bachelor and master
degrees in vocational rehabilitation, and is the author of
Social Security
Disability Advocate’s Handbook, from which this article is
excerpted.
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