Exhibit 1 2023 Exam Reason Beneficiary Type.docx

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Attached to
Disability Medical Exams for the Railroad Retirement Board
Solicitation number
60RRBH23R0011
Issued by

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This exhibit outlines numeric codes to identify the reason for disability medical examinations and beneficiary type for the Railroad Retirement Board. The codes include initial annuity development, determinations, continuances, and reconsideration or appeal requests for employee annuitants, disability annuitants, retirement or survivor children, widows, surviving divorced spouses, disabled widows, and RUIA claimants. Corresponding solicitation 60RRBH23R0011 seeks disability medical examination services for initial annuity development and determinations, continuances, freeze or early Medicare determinations and continuances, reconsideration requests, and appeals for the Railroad Retirement Board. Offerors should review the codes to understand the types of cases for which they would provide examination services under the contract.

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Solicitation 60RRBH23R0011 Page 1 of 1 Exhibit One – Exam Reason Benefit Type

EXAMINATION REASON/BENEFICIARY TYPE

When an authorized orderer requests a consultative examination and/or an ancillary test, a numeric code will be used to identify the reason for examination and type of beneficiary. The first digit represents the reason for examination while the second digit identifies the type of beneficiary. For example, if the Disability Benefits Division (DBD) is initiating the request for an employee where an initial disability annuity determination is needed, a numeric code 22 will be used. These numeric codes will help to distinguish when reconsideration or an appeal determination is involved for your scheduling of an examining doctor for that type of case.

Listed below are all numeric codes to be used by the authorized orderers.

First Digit (Reason for Examination)

1 – Initial Annuity Development, Field Office Request
2 – Initial Annuity Determination, DBD Request
3 – Annuity Continuance, DBD Request
4 – Freeze or Early Medicare Determination, DBD Request
5 – Freeze or Early Medicare Continuance, DBD Request
6 – Reconsideration Request
7 – Freeze or Early Medicare Determination, Field Office Request
8 – Appeal, BHA Request
9 – RUIA Eligibility
0 – Reserved for Future Use

Second Digit (Type of Beneficiary)

1 – Employee, Age and Service (A&S)
2 – Employee, Disability Annuity (D/A)
3 – Retirement Child
4 – Survivor Child
5 – Widow(er), Remarried Widow(er) or Surviving Divorced Spouse
6 – Young Mother, Father or Surviving Divorced Spouse
7 – Disabled Widow(er) or Surviving Divorced Spouse
8 – RUIA Claimant
9 – Reserved for Future Use
0 – Reserved for Future Use

File details come from the government source that posted it. Updated .