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Intake summary — Ramirez matter (SSDI appeal)

intake_summary · v1 · status in review · matter ROSENTHAL
# Intake Summary — Ramirez, M.

**Date:** 2026-03-15
**Source:** AppealCheck submission
**California resident:** Yes (Sacramento, 95820)

**Procedural posture:**
- Initial application: 2025-08-04
- Initial denial: 2025-11-20
- Reconsideration denial: 2026-02-08
- Notice received: 2026-02-12 (filed Form HA-501 on 2026-03-22, within 60-day window)
- Currently at: ALJ hearing stage

**Eligibility markers (procedural only):**
- Not currently working — clears SGA test
- Condition (chronic lumbar radiculopathy + major depression) ongoing 14+ months — meets duration test
- 8 years of insured employment in last 10 years — insured-status test likely met
- No prior representative

**Estimated past-due benefits (rough):**
- ~12 months accrued at reconsideration → $14,400–$24,000 range
- Will accrue another ~12 months by hearing date

**Recommended next steps:**
- Founder review within 5 days
- Pull SSA earnings record (DEQY) to confirm insured status
- Request medical record release from treating providers (Dr. Patel, Dr. Nguyen)
- File Form SSA-1696 (appointment of representative) on accept