Pamela Begay v. Commissioner of Social Security Administration

CourtDistrict Court, D. Arizona
DecidedFebruary 18, 2026
Docket3:24-cv-08228
StatusUnknown

This text of Pamela Begay v. Commissioner of Social Security Administration (Pamela Begay v. Commissioner of Social Security Administration) is published on Counsel Stack Legal Research, covering District Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pamela Begay v. Commissioner of Social Security Administration, (D. Ariz. 2026).

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 Pamela Begay, No. CV-24-08228-PCT-SMB

10 Plaintiff, ORDER

11 v.

12 Commissioner of Social Security Administration, 13 Defendant. 14 15 The Court now considers Plaintiff Pamela Begay’s appeal from the Social Security 16 Administration’s denial of Plaintiff’s application for disability insurance benefits (“DIB”). 17 The Court reviewed the briefing, the Administrative Record (“AR”), and the 18 Administrative Law Judge’s (“ALJ”) decision (AR 15–27). The Court affirms the ALJ’s 19 decision for the following reasons. 20 I. BACKGROUND 21 This case relates to two applications. First, Plaintiff’s Title II application for DIB. 22 Second, Plaintiff’s Title XVI application for Supplemental Security Income (“SSI”). 23 A. Title II Application 24 On February 24, 2022, Plaintiff applied for DIB, alleging a disability onset date of 25 January 1, 2019. (AR 15.) In that application, Plaintiff noted that she also intended to 26 apply for SSI. (AR 199.) However, Plaintiff did not file an SSI application at the time. 27 (Doc. 10 at 2.) 28 Plaintiff’s DIB claim was denied initially on July 22, 2022, and upon 1 reconsideration on May 9, 2023. (AR 15.) After an administrative hearing, an ALJ issued 2 an unfavorable decision on May 1, 2024, finding Plaintiff not disabled. (AR 26–27.) The 3 Appeals Council denied review of that decision, making the ALJ’s determination the final 4 decision of the Commissioner of the Social Security Administration. (AR 1–6.) Plaintiff 5 seeks review of the Commissioner’s decision pursuant to 42 U.S.C. § 405(g). 6 B. Title XVI Application 7 On March 1, 2024, Plaintiff applied for SSI under Title XVI. (AR 15.) That same 8 day, Plaintiff’s attorney requested that Plaintiff’s SSI application be considered 9 concurrently with her DIB claim. (Id.) The ALJ declined to escalate Plaintiff’s SSI 10 application, finding the two claims did not share an overlapping period of time. (Id.) The 11 ALJ explained that the DIB claim involved a time period from January 1, 2019 to March 12 31, 2020, and the SSI claim involved a time period beginning March 1, 2024 (the date she 13 filed her application). (Id.) Therefore, the ALJ did not consider Plaintiff’s SSI claim in 14 her May 1, 2024 decision. (Id.) Plaintiff’s SSI application is currently being processed. 15 (Doc. 17 at 1.) 16 II. LEGAL STANDARD 17 The Court only reviews the issues raised by the party challenging the ALJ’s 18 decision. See Lewis v. Apfel, 236 F.3d 503, 517 n.13 (9th Cir. 2001). The Court will 19 uphold an ALJ’s decision “unless it contains legal error or is not supported by substantial 20 evidence.” Orn v. Astrue, 495 F.3d 625, 630 (9th Cir. 2007). “Substantial evidence is 21 more than a mere scintilla but less than a preponderance” and is such that “a reasonable 22 mind might accept [it] as adequate to support a conclusion.” Id. (first quoting Bayliss v. 23 Barnhart, 427 F.3d 1211, 1214 n.1 (9th Cir. 2005); and then quoting Burch v. Barnhart, 24 400 F.3d 676, 679 (9th Cir. 2005)). As a general rule, if the “evidence is susceptible to 25 more than one rational interpretation,” the Court will affirm the ALJ’s decision. Burch, 26 400 F.3d at 679. That said, the Court should “consider the entire record as a whole and 27 may not affirm simply by isolating a specific quantum of supporting evidence.” Orne, 495 28 F.3d at 630 (citation modified). 1 III. DISCUSSION 2 Plaintiff’s appeal is puzzling. Her Complaint states she seeks review of the ALJ’s 3 denial of her Title II DIB claim. (Doc. 1 at 1.) But her Opening Brief does not challenge 4 the ALJ’s findings regarding this claim. (Doc. 10 at 2.) In fact, she concedes that the 5 denial was “reasonable.” (Id.) Rather, Plaintiff’s Opening Brief claims that the ALJ erred 6 in attributing a March 1, 2024 filing date to her SSI application instead of a protective filing 7 date of February 24, 2022—the date she notified the Social Security Administration, in her 8 DIB application, that she intended to also file an SSI application. (Id.) Then, Plaintiff’s 9 Reply Brief requests declaratory relief regarding her SSI application. 10 The Court begins with plaintiff’s protective filing date request, then turns to her 11 request for declaratory relief. 12 A. Protective Filing Date 13 If a social security claimant makes an oral or written inquiry about SSI benefits 14 before filing a formal written application, the Social Security Administration will send 15 notice that the claimant must file the intended application within sixty days of the notice. 16 See 20 C.F.R. §§ 416.340, 416.345. This is known as a “close-out” notice. See Brooker v. 17 Colvin, No. 13-CV-05459-WHO(WHO), 2014 WL 3870043, at *4 (N.D. Cal. Aug. 6, 18 2014). If the claimant timely files the application after receiving the close-out notice, the 19 Social Security Administration will use the date of the initial inquiry as the filing date. 20 This is known as the protective filing date. In SSI applications the filing date is important 21 because SSI benefits “cannot precede the month following the month of application.” 22 Gonzalez v. Comm’r of Soc. Sec., No. 1:25-CV-00034-KES-GSA, 2025 WL 2928696, 23 at *6 n.7 (E.D. Cal. Oct. 15, 2025). In other words, SSI payments cannot be made 24 retroactive to this date. See 20 C.F.R. §§ 416.203, 416.501. 25 As noted, Plaintiff filed her Title II claim on February 24, 2022. In that application, 26 Plaintiff informed the Social Security Administration that she intended to file an 27 application for SSI benefits. The Social Security Administration Program Operations 28 Manual System (“POMS”) states that “the title II application serves as an oral inquiry for 1 SSI” benefits. SSA POMS SI 00601.027(B)(2). Thus, Plaintiff had sixty days from 2 receiving a close-out notice to file her Title XVI application to preserve her protective 3 filing date. Plaintiff concedes that, under the POMS, “applicants filing for title II benefits 4 receive SSI protective filing closeout language online.” See id.; SSA POMS GN 5 00201.005(E)(1) (“Online closeout language closes out the oral inquiry created by the Title 6 II application.”); (Doc. 10 at 11.) Therefore, Plaintiff had until April 25, 2022 to file her 7 Title XVI application to preserve the initial oral inquiry date. 8 Plaintiff did not file a formal written application until March 2024. She alleges she 9 was under the impression that someone from the Social Security Administration would 10 schedule an appointment with her to help her apply for SSI benefits after making her oral 11 inquiry, which did not happen. Apparently, while applying for Title II DIB online, Plaintiff 12 saw an information box stating: “Get Started to Apply for SSI.” (AR 309.) In this box, it 13 said: “This process takes about 5-10 minutes. We ask for basic information. After you 14 complete the online process, a Social Security representative schedules an appointment to 15 help you apply for benefits.” (Id.) Following this information, there is a “Get started” 16 button.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Heckler v. Day
467 U.S. 104 (Supreme Court, 1984)
The Federal Trade Commission v. J. Weingarten, Inc.
336 F.2d 687 (Fifth Circuit, 1964)
Donald O. Coe v. Otis Thurman, Warden
922 F.2d 528 (Ninth Circuit, 1991)
William Ludwig v. Michael Astrue
681 F.3d 1047 (Ninth Circuit, 2012)
Klemm v. Astrue
543 F.3d 1139 (Ninth Circuit, 2008)
Orn v. Astrue
495 F.3d 625 (Ninth Circuit, 2007)
Cummins v. Barnhart
460 F. Supp. 2d 1112 (D. Arizona, 2006)
Wright v. Califano
587 F.2d 345 (Seventh Circuit, 1978)

Cite This Page — Counsel Stack

Bluebook (online)
Pamela Begay v. Commissioner of Social Security Administration, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pamela-begay-v-commissioner-of-social-security-administration-azd-2026.