20 C.F.R. § 404.1527

A medical source’s lack of specialty in the condition at issue can support giving the source’s opinion less weight.

Frank v. Colvin · filed 2015-09-08(d)(5)

Dr. Musaddeque’s opinion regarding the severity of Plaintiffs mental impairments was, therefore, not entitled to controlling weight.

Section 404.1527(c)(5) considers a medical source’s specialty when weighing an opinion about medical issues in that specialty.

DEPALM v. KIJAKAZI · filed 2022-12-06(c)(5)

Plaintiff has argued, and the Court agrees, that the ALJ erred in counting Dr. Dato’s “specialization” in favor of affording her opinion great weight. The specialization factor that is identified in the regulations for ALJs’ consideration of the appropriate weight to afford medical opinion evidence refers to a medical source’s area of medical specialty.

Section 404.1527(c)(5) permits an ALJ to give less weight to a treating physician’s opinion on an issue outside the physician’s specialty.

Davis v. Social Security Administration, Commissioner of · filed 2023-09-21(c)(5)

Further, the Court finds that the ALJ appropriately relied on Dr. Young’s qualifications as a “good reason” to discount the portion of her opinion regarding Plaintiff’s ability to handle stress. See 20 C.F.R. § 404.1527(c)(5) (“We generally give more weight to the medical opinion of a specialist about medical issues related to his or her area of specialty than to the medical opinion of a source who is not a specialist.”).

For claims filed before March 27, 2017, § 404.1527 applies with the clarifications added in 2017.

Rodriguez v. Saul · filed 2021-02-25

Accordingly, this opinion and order applies the regulations that were in effect when Rodriguez’s claim was filed with the added clarifications provided in the 2017 revisions.

Section 404.1527 applies to claims filed before March 27, 2017.

Gaitan v. Commissioner of Social Security Administration · filed 2024-09-19

The applicable regulations have since been amended, but for claims filed before March 27, ... 2017, the current regulation, 20 C.F.R. § 404.1527, applies.

Section 404.1527(c)(2)'s treating-physician rule applies to cases predating the March 27, 2017 regulatory amendment, while later cases are governed by § 404.1520c.

EDWARDS · filed 2025-12-18(c)(2)

This case was filed after the regulations were amended on March 27, 2017, so the “treating physician rule” no longer applies, however the treating relationship remains a valid and important consideration. Compare 20 C.F.R. § 404.1527(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. § 404.1520c(a) (applying to later cases).

Section 404.1527 applies to claims filed before March 27, 2017, regardless of when the ALJ decides the claim, and the controlling-weight analysis remains applicable to those claims.

Cook Messina v. Commissioner of Social Security · filed 2019-10-29

§ 404.1527 has been amended such that it applies only to claims that were filed before March 27, 2017. For claims filed after that date, medical opinions are to be evaluated under § 404.1520c, which eliminates the concept of giving controlling weight to a treating doctor’s opinion. For whatever reason, the agency made the rescission of SSR 96-2p effective as of March 27, 2017, but continues to apply § 404.1527 to claims filed before March 27, 2017, regardless of when the ALJ decides the claim.

Section 404.1527 applies to claims filed before March 27, 2017, even though the regulation has been rescinded.

Farrell v. Commissioner of Social Security · filed 2020-01-07

This regulation has been rescinded. It still applies, however, to claims (like this one) filed before March 27, 2017.

Section 404.1527 does not apply to applications filed after March 27, 2017; § 404.1520c applies instead.

Beason Sr. v. Berryhill · filed 2020-02-07

Since Plaintiff filed his application after March 27, 2017, 20 C.F.R. § 1520c, and not 20 C.F.R. § 404.1527, applies.

Section 404.1527 does not govern the evaluation of medical-opinion evidence when the newer Section 404.1520c framework applies.

Dickerson v. Commissioner of Social Security · filed 2023-06-07

Plaintiff’s reliance on 20 C.F.R. § 404.1527 and the ALJ’s failure to consider Dr. Levin’s specialization is misplaced, as the ALJ was required to evaluate the opinion evidence in accordance with 20 C.F.R. § 404.1520c, not 20 C.F.R. § 404.1527.

Section 404.1527 preserves the prior medical-opinion rules, including SSR 96-5P, for claims filed before March 27, 2017.

Lahring v. Social Security · filed 2020-03-19

Although SSR 96-5P was rescinded effective March 27, 2017, it still applies to claims, such as Lahring’s, filed before that date. 20 C.F.R. § 404.1527.

Section 404.1527’s medical-opinion-weighing factors do not apply to claims filed after March 27, 2017.

Dubose v. Commissioner, Social Security Administration · filed 2020-03-30

Although plaintiff points to the factors that must be considered in weighing opinion evidence set forth in 20 C.F.R. § 404.1527, that section is inapplicable to claims, such as plaintiff’s, filed after March 27, 2017.

Section 404.1527 applies only to claims filed before March 27, 2017.

RIBAUDO v. COMMISSIONER OF SOCIAL SECURITY · filed 2020-08-28

The Social Security Administration amended the regulations addressing the evaluation of medical evidence, see, e.g., 20 C.F.R. § 404.1527 (providing that the rules in this section apply only to claims filed before March 27, 2017), and SSR 96-2p was rescinded. Plaintiff filed his claim on October 16, 2012.

Section 404.1527 does not govern claims filed on or after March 27, 2017, because it was superseded by § 404.1520c.

CHRISTIANSON v. SOCIAL SECURITY ADMINISTRATION COMMISSIONER · filed 2020-09-07

Third, the plaintiff’s reliance on 20 C.F.R. § 404.1527 is misplaced. For claims filed on or after March 27, 2017, that regulation was superseded by 20 C.F.R. § 404.1520c, pursuant to which the commissioner no longer “defer[s] or give[s] any specific evidentiary weight, including controlling weight, to any medical opinion(s) . . ., including those from [a claimant’s] medical sources.” 20 C.F.R. § 404.1520c(a). The instant claim was filed on July 10, 2017. See Record at 15.

Section 404.1527 governs the treating-physician rule for claims filed before March 17, 2017.

Margraf v. Social Security Administration, Commissioner of · filed 2020-09-30

Moreover, Sitsler and Thomas both rely upon 20 C.F.R. § 404.1527, which is the regulation regarding the treating physician rule applicable to claims filed before March 17, 2017, and upon SSR 96-5p, which was rescinded when the new regulations became effective.

Section 404.1527(b) does not govern claims filed after March 27, 2017, because the revised medical-evidence regulations apply.

Harris v. Commissioner of Social Security · filed 2021-01-26(b)

As a preliminary matter, because the plaintiff’s application for benefits was filed after March 27, 2017, the revised regulations for evaluating medical evidence – and not 20 C.F.R. §404.1527(b) – apply, thus mooting the plaintiff’s argument that the ALJ did not utilize the correct legal standard.

For claims filed before March 27, 2017, § 404.1527's treating-source rule required ALJs to give more weight to opinions from medical sources who had examined the claimant and had a treating relationship with the claimant.

Kaehr v. Commissioner of Social Security · filed 2021-02-01(c)(1) and (2)

Previously, I would have faulted the ALJ’s analysis of Dr. Macellari’s opinion under the treating source rule which required ALJs to give more weight to opinions from medical sources who have examined and have a treating relationship with the claimant. See 20 C.F.R. § 404.1527(c)(1) and (2). ... Because Kaehr filed his application on May 1, 2017, the treating physician rule does not apply to him.

Section 404.1527’s treating-physician weighting rules do not apply to claims filed after March 27, 2017, which are governed by § 404.1520c instead.

Tooker v. Commissioner of Social Security · filed 2020-11-25

The Court first notes that Plaintiff cites to the incorrect legal standards governing the ALJ’s duties to consider medical opinion evidence and prior administrative findings in this case. Because Plaintiff’s claims were filed in May of 2017, the ALJ was required to consider the medical opinion evidence in the record under 20 C.F.R. § 404.1520c and not § 404.1527. As noted above, under the revised regulations covering claims filed after March 27, 2017, treating physician opinions are no longer entitled to controlling “weight.” No medical opinion is to be assigned any weight but an ALJ must consider all medical opinion evidence, determining each opinion’s persuasiveness by applying the regulatory factors. See id. § 404.1520c(c). Accordingly, Plaintiff’s argument that the ALJ was required to give Dr. Rutledge’s opinion controlling weight has no legal basis. Likewise, Plaintiff’s suggestion that the ALJ should have applied the six factors in weighing Dr. Rutledge’s opinion as a treating physician is incorrect.

For claims filed before March 27, 2017, § 404.1527 applies to the medical-source rules, and those claims are not affected by the later updates.

(SS) (CONSENT) Honeycutt v. Commissioner of Social Security · filed 2021-03-16

There have been recent updates to the rules on medical sources; this section of the code applies to claims filed before March 27, 2017. See 20 C.F.R. § 404.1527. Plaintiff’s claim was filed prior to 2017 and is therefore not impacted by the changes.

Section 404.1527 governs the deference owed to treating physicians for claims filed before March 27, 2017.

Hennessey, II v. Commissioner of Social Security · filed 2021-03-25

The Court notes that the law on the deference to give treating physicians has changed, but only for claims filed after March 27, 2017. See 20 C.F.R. § 404.1527. Here, Plaintiff’s claim was filed prior to March 27, 2017.

Section 404.1527’s treating-physician rule applies only to claims filed before March 27, 2017.

Debow v. Saul · filed 2021-03-26

For claims filed after March 27, 2017, regulations regarding the evaluation of medical evidence have been amended and several of the prior Social Security Rulings have been rescinded. See 20 C.F.R. §§ 404.1527, 416.927 (noting applicability only to “claims filed before March 27, 2017”). ... The “treating physician rule,” is found in one of the rescinded regulations, 20 C.F.R. § 404.1527, and does not govern this case.

For claims filed before March 27, 2017, § 404.1527 applies to the ALJ's consideration of medical opinions.

Peters v. Commissioner of Social Security · filed 2021-04-12

Because Plaintiff applied for benefits before March 27, 2017, the regulations set forth in 20 C.F.R. § 404.1527 and § 416.927 apply to the ALJ’s consideration of medical opinions.

Section 404.1527 applies to the ALJ’s consideration of medical opinions when the claimant applied for benefits before March 27, 2017.

Cereghino v. Commissioner of Social Security · filed 2021-06-29

Because Plaintiff applied for benefits before March 27, 2017, the regulations set forth in 20 C.F.R. § 404.1527 apply to the ALJ’s consideration of medical opinions.

Section 404.1527 applies only to claims filed before March 27, 2017; claims filed on or after that date are governed by the newer medical-opinion rules in § 404.1520c.

Baker v. Commissioner of Social Security · filed 2021-07-02

But Plaintiff has failed to realize that 20 C.F.R. § 404.1527 does not apply to her case because she filed her application on August 8, 2017 (Tr. 354, 522-28). See 20 C.F.R. § 404.1527 (“For claims filed . . . before March 27, 2017, the rules in this section apply.”). Instead, the rules in a new regulation apply to her case. See 20 C.F.R. § 404.1520c (“For claims filed . . . on or after March 27, 2017, the rules in this section apply.”).

Section 404.1527's medical-opinion weighing rules apply only to claims filed before March 27, 2017.

Lamb v. Commissioner of Social Security · filed 2021-07-23

However, Plaintiff filed her applications for benefits on May 31, 2018. [DN 25 at 2]. Therefore, the old rules for weighing medical opinions at 20 C.F.R. §§ 404.1527 and 416.927 do not apply. Compare 20 C.F.R. § 404.1527(c)(2) (2020) (“For claims filed before March 27, 2017, the rules in this section apply.”), with 20 C.F.R. § 404.1520c (2020) (“For claims filed on or after March 27, 2017, the rules in this section apply.”).

Section 404.1527 sets the former standards for weighing medical opinions, including possible controlling weight for certain treating-source opinions, in claims filed before March 27, 2017.

Love v. SAUL · filed 2021-09-27

Plaintiff is relying on the regulations that govern the consideration of medical opinion evidence for claims filed prior to March 27, 2017. However, Plaintiff filed her application on September 13, 2018. The new regulations, which apply to claims filed on or after March 27, 2017, focus on the persuasiveness of each medical opinion. ... In contrast, the previously applicable regulations spoke in terms of the weight to be given each opinion, including controlling weight for the opinions of certain treating sources. 20 C.F.R. § 404.1527.

Section 404.1527 governs the evaluation of medical opinions in cases filed before March 27, 2017.

Barnett v. Social Security Administration, Commissioner of · filed 2021-10-07

Plaintiff points out that the ALJ referenced the wrong regulation, 20 C.F.R. § 404.1527, when discussing how to evaluate Snyder’s opinion. This regulation only applies to cases filed prior to March 27, 2017, and this case was filed in 2018. It does not appear that this erroneous citation had any effect on the ALJ’s weighing of the opinion evidence.

Section 404.1527 does not apply to disability applications filed after March 27, 2017.

Miliner v. Social Security Administration, Commissioner · filed 2021-10-21

Miliner is correct that these regulations do not apply to Miliner’s application, which he filed after March 27, 2017. See 20 C.F.R. §§ 404.1527, 416.927. But the newer regulations that do apply, 20 C.F.R. §§ 404.1520c and 416.920c, direct the ALJ to give even less deference to medical opinions than the regulations cited by the ALJ in his decision. Thus, the ALJ’s error in citing the incorrect regulations was harmless and immaterial to the final determination of disability, and is thus not grounds for reversal.

Section 404.1527 governs the ALJ's consideration of medical opinions for claims filed before March 27, 2017.

Ibsen v. Commissioner of Social Security · filed 2021-10-21

Plaintiff ... applied for benefits before March 27, 2017, and thus 20 C.F.R. § 404.1527 applies to the ALJ’s consideration of medical opinions.

Section 404.1527(c)(2)'s treating-source controlling-weight rule applies only to claims filed before March 27, 2017.

Martinez v. Saul · filed 2021-10-29(c)(2)

For support, Plaintiff cites to 20 C.F.R. § 404.1527(c)(2), which provides that medical opinions from treating sources will be given controlling weight if the “treating source’s medical opinion on the issue(s) of the nature and severity of [the claimant’s] impairment(s) is well-supported by medically acceptable clinical and laboratory diagnostic techniques and is not inconsistent with the other substantial evidence in [the] case record.” 20 C.F.R. § 404.1527(c)(2). Plaintiff’s reliance on 20 C.F.R. § 404.1527(c)(2) is inapposite, as it applies only to claims filed before March 27, 2017. For claims filed on or after that date – Plaintiff’s claim was protectively filed on April 14, 2017 – the rule in 20 C.F.R. § 404.1520c applies (A.R. 29, 476-77).

Section 404.1527 applies only to claims filed before March 27, 2017.

Baker v. Social Security Administration, Commissioner · filed 2022-03-02

Baker cites to 20 C.F.R. § 404.1527 and related caselaw for her contention that “[a]bsent ‘good cause’ to the contrary, the ALJ must give substantial weight to the opinion, diagnosis and medical evidence of a treating physician.” But this regulation applies only to claims filed before March 27, 2017, and thus is not relevant to Baker’s claims.

Section 404.1527 applies only to claims filed before March 27, 2017.

Holt v. Social Security Administration · filed 2022-03-21

Sections 404.1527 and 416.927 apply only to claims filed before March 27, 2017. Plaintiff’s claims were filed in 2019. (R. 12.)

For claims filed after March 27, 2017, § 404.1527's treating-source hierarchy does not apply; the newer medical-opinion regulations govern instead.

DONZELLA v. COMMISSIONER OF SOCIAL SECURITY · filed 2022-03-23

As Maria D.’s claim was filed after March 27, 2017, the relevant regulations eliminated the hierarchy of medical source opinions that gave preference to the opinions of treating sources. Compare 20 C.F.R. § 404.1527 with 20 C.F.R. § 404.1520c(a) (providing, inter alia, that the Commissioner will no longer “defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior administrative medical finding(s), including those from [the claimant's] medical sources”).

Section 404.1527 governs evaluation of medical opinions for claims filed before March 27, 2017; claims filed on or after that date are governed by the newer medical-opinion rules.

Mize v. Kijakazi · filed 2022-05-26

In this case, Plaintiff filed for benefits on September 6, 2019, which was well after March 27, 2017, thus the ALJ properly applied the regulations for evaluating medical evidence pertaining to applications filed on or after March 27, 2017. These regulations differ from the regulations pertaining to applications filed prior to March 27, 2017.

Section 404.1527 governs the evaluation of medical opinion evidence for claims filed before March 27, 2017.

Riccota v. COMMISSIONER OF SOCIAL SECURITY ADMINISTRATION · filed 2022-08-02

For claims filed before March 27, 2017, 20 C.F.R. § 404.1527 governs the evaluation of medical opinion evidence.

Section 404.1527 governs consideration of medical opinions and prior administrative medical findings for claims filed before March 27, 2017, and gives preference to treating physicians’ opinions.

VIOLA v. COMMISSIONER OF SOCIAL SECURITY · filed 2022-08-17

For claims filed before March 27, 2017, § 404.1527 outlines the framework for consideration of medical opinions and prior administrative medical findings in assessing a claimant’s RFC. 20 C.F.R. § 404.1527. Under these “old” regulations, opinions from treating physicians are given preference. Id. Section 404.1520c is effective for cases filed on or after March 27, 2017, as Plaintiff’s claims were, and, accordingly, these “new” regulations apply here.

Section 404.1527 applies to claims filed before March 27, 2017; claims filed on or after that date are governed by the newer medical-opinion rules in Section 404.1520c.

Howse v. Social Security Administration, Commissioner · filed 2022-08-31

Section 404.1527 applies to claims filed before March 27, 2017. ... Howse filed her claims in August 2019,8 meaning that Section 404.1520c—not Section 404.1527—applies to her case.

For claims filed on or after March 27, 2017, § 404.1527 does not govern the evaluation of medical opinions; § 404.1520c applies instead.

Russell v. Commissioner of Social Security · filed 2022-09-12

For claims filed on or after March 27, 2017, the ALJ must apply 20 C.F.R. § 404.1520c rather than 20 C.F.R. § 404.1527.

Section 404.1527 applies to claims filed before March 27, 2017, while claims filed on or after that date are governed by § 404.1520c.

Johnson v. Social Security Administration, Commissioner · filed 2022-09-15

For claims filed . . . on or after March 27, 2017, [§ 404.1520c applies]. For claims filed before March 27, 2017, the rules in § 404.1527 apply. 20 C.F.R. § 404.1520c. Johnson filed his claim on September 10, 2019, thus § 404.1520c applies. (Tr. 179-80).

Section 404.1527 preserves the treating-physician rule for claims filed before March 27, 2017, requiring a well-supported treating physician's opinion to receive controlling weight unless it is inconsistent with substantial record evidence.

Rodriguez v. Commissioner of Social Security · filed 2022-09-19

"That rule mandates that the medical opinion of a claimant's treating physician is given controlling weight if it is well supported by medical findings and not inconsistent with other substantial record evidence." ... Notably, the agency adopted new regulations that eliminated the treating physician rule for claims filed after March 27, 2017. ... Since Plaintiff filed this claim in July 2016, the treating physician rule still applies.

Section 404.1527(c) applies only to claims filed before March 27, 2017.

McKenney v. Kijakazi · filed 2022-12-27(c)

As the Commissioner correctly notes, however, 20 C.F.R. § 404.1527(c) applies only to claims filed before March 27, 2017. See 20 C.F.R. § 404.1527 (titled “Evaluating opinion evidence for claims filed before March 27, 2017”).

Section 404.1527 does not apply to claims filed after March 27, 2017.

Wilson v. Commissioner of Social Security · filed 2023-03-30

Wilson’s request (Doc. No. 16) to apply Shelley C v. Comm’r of SSA, 61 F.4th 341 (4th Cir. 2023) is misplaced – as noted in Shelley, “All claims filed after March 27, 2017, are subject to 20 C.F.R. § 404.1520,” and not to 20 C.F.R. § 404.1527. Id. at n.6. Because Wilson’s claims were filed in October 2017, the Court applies 20 C.F.R. § 404.1520 to evaluate opinion evidence.

Section 404.1527(c)(2)’s treating physician rule applies to disability claims filed before March 27, 2017, and does not apply to later-filed claims.

Adhikari v. Commissioner of Social Security · filed 2023-09-12(c)(2)

The court notes that for disability benefits claims filed prior to March 27, 2017, the so-called “treating physician rule,” codified at 20 C.F.R. § 404.1527(c)(2), “mandates that the medical opinion of a claimant's treating physician is given controlling weight if it is well supported by medical findings and not inconsistent with other substantial record evidence.” Shaw v. Chater, 221 F.3d 126, 134 (2d Cir.2000). Here, because Plaintiff’s disability benefits application was filed on June 14, 2018, the treating physician rule is inapplicable to Plaintiff’s claim.

Section 404.1527(c)(2) applies to claims filed before March 27, 2017 and contains the treating physician rule, which later regulations eliminated.

HALLETT v. KIJAKAZI · filed 2023-09-14(c)(2)

The Court first notes that for cases such as this one, filed on or after March 27, 2017, the regulations have eliminated the “treating physician rule.” Compare 20 C.F.R. § 404.1527(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. § 404.1520c(a) (applying to later cases).

Section 404.1527 governs the consideration of medical opinions for claims filed before March 27, 2017, and gives preference to treating physicians’ opinions.

DUPREY v. COMMISSIONER OF SOCIAL SECURITY · filed 2023-09-18

For claims filed before March 27, 2017, Section 404.1527 outlines the framework for consideration of medical opinions and prior administrative medical findings in assessing a claimant’s RFC. 20 C.F.R. § 404.1527. Under these “old” regulations, opinions from treating physicians are given preference. Id. However, Section 404.1520c is effective for cases filed on or after March 27, 2017, as Plaintiff’s claims were, and, accordingly, these “new” regulations apply here.

Section 404.1527(c)'s treating physician rule applies to claims filed before March 27, 2017, and does not govern claims filed after that date.

Willard v. Commissioner of Social Security · filed 2023-09-19(c)

Before March 27, 2017, Social Security Administration (“SSA”) regulations codified the treating physician rule, which required the ALJ to assign controlling weight to a treating physician’s opinion if it was well supported and not inconsistent with other record evidence. See 20 C.F.R. § 404.1527(c). Under the treating physician rule, if an ALJ assigned less than controlling weight to a treating physician’s opinion, he or she had to provide good cause for doing so. See Winschel v. Comm'r of Soc. Sec, 631 F.3d 1176, 1178-79 (11th Cir. 2011). In this case, however, revised SSA regulations (published on January 18, 2017, and effective on March 27, 2017) apply because Plaintiff filed her claim on March 2, 2020. (see Tr. 16).

Section 404.1527(c)(2) applies to claims filed before March 27, 2017 and contains the treating physician rule, which later regulations eliminated.

DEMSKO v. KIJAKAZI · filed 2023-09-19(c)(2)

As Plaintiff acknowledges, for cases such as this one, filed on or after March 27, 2017, the regulations have eliminated the “treating physician rule.” Compare 20 C.F.R. § 404.1527(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. § 404.1520c(a) (applying to later cases).

Section 404.1527(c)(2) applies to disability claims filed before March 27, 2017.

Williams v. Kijakazi · filed 2023-09-06(c)(2)

These regulations still apply to disability claims filed before March 27, 2017.

For claims filed before March 27, 2017, medical opinions are classified as treating, examining, or non-examining, and each type receives different weight.

(SS) Tamo v. Commissioner of Social Security · filed 2023-09-26

For claims filed before March 27, 2017, there are three types of medical opinions that can be given: treating, examining, and non-examining; each is accorded different weight. Valentine v. Comm’r, 574 F3d 685, 692 (9th Cir. 2009); 20 C.F.R. § 404.1527.

Section 404.1527(d)(2)'s treating-physician standard applies to claims filed before March 27, 2017, and does not govern a claim filed later.

BRYANT v. COMMISSIONER OF SOCIAL SECURITY · filed 2023-09-26(d)(2)

In general, ALJ should accord great weight to treating physicians’ reports, especially “when their opinions reflect expert judgment based on a continuing observation of the patient’s condition over a prolonged period of time.” Rocco v. Heckler, 826 F.2d 1348, 1350 (3d Cir. 1987); 20 C.F.R. § 404.1527(d)(2). ... In so arguing, Plaintiff relies on Brownawell v. Comm’r of Soc. Sec., 554 F.3d 352, 355 (3d Cir. 2008), which, as Defendant notes, interpretated the former medical evidence regulations. See Michelle M. v. Comm’r of Soc. Sec., No. 21-14624, 2023 WL 6140658, at *6 (D.N.J. Sept. 19, 2023) (internal quotation marks and citations omitted) (“For claims filed before March 27, 2017, a cardinal principle guiding disability eligibility determinations is that the ALJ accord treating physicians’ reports great weight, especially when their opinions reflect expert judgment based on a continuing observation of the patient’s condition over a prolonged period of time.”). ... However, that standard no longer applies.

Section 404.1527’s treating physician rule governs claims filed before March 27, 2017.

Lee v. Social Security Administration · filed 2023-10-02

Because Lee’s initial claim was filed before March 27, 2017, it must be evaluated under this standard, which is known as the “treating physician rule.” See 20 C.F.R. § 404.1527. Mr. Lee’s consolidated claim is evaluated in the same manner (Dkt. No. 7-10, at 40).

Section 404.1527’s hierarchy for weighing medical opinions governs under the prior regulations, while applications filed on or after March 27, 2017 are evaluated under the new regulations.

Stewart v. Commissioner Social Security Administration · filed 2023-10-19

Under prior Social Security regulations, a hierarchy of medical opinions dictated the weight that must be given by an ALJ: treating doctors were generally given the most weight and non-examining doctors were generally given the least weight. See 20 C.F.R. §§ 404.1527, 416.927 (1991); 56 Fed. Reg. 36,932 (Aug. 1, 1991). For applications filed on or after March 27, 2017, the new regulations eliminate the ald hierarchy of medical opinions. 20 C.F.R. §§ 404.1520c(a), 416.920c(a) (2017). Plaintiff filed an application for disability insurance benefits on March 12, 2019. Thus, the Commissioner's new regulations apply.to the ALJ’s assessment of this opinion.

Section 404.1527's treating-physician rule applies only to claims filed before March 27, 2017.

Shead v. Commissioner of the Social Security Administration · filed 2023-10-31

Importantly, the new regulations no longer require any special significance be given to opinions by a treating physician. See 20 C.F.R. § 404.1527 (noting that the treating physician rule only applies to claims filed before March 27, 2017).

Section 404.1527(c)(2)’s treating-physician weighting rule is the prior rule and does not govern a claim filed after March 27, 2017.

Lovett v. Social Security · filed 2023-11-03(c)(2)

Plaintiff filed her claim after March 27, 2017, and as a result, review of her claim is governed by 20 C.F.R. §§ 404.1520c(a). ... Although an ALJ is no longer required to provide a specific weight to medical opinions – a requirement under the prior regulation, see 20 C.F.R. §§ 404.1527, 416.927, – the ALJ still needs to articulate how persuasive the ALJ finds medical opinions and prior administrative medical findings to be. ... In support of this position, Plaintiff relies on several cases predating the 2017 rule change which removed the requirement that an ALJ provide more weight to medical opinions from treating physicians. Compare 20 C.F.R. §§ 404.1520c, 416.920c, with 20 C.F.R. §§ 404.1527(c)(2), 416.927(c)(2).

Section 404.1527’s treating-physician rule does not apply to claims filed on or after March 27, 2017.

May v. SSA · filed 2023-11-08

As the Acting Commissioner points out though, “the treating physician rule—as well as the entirety of the old regulatory provisions governing the evaluation of medical opinions found at 20 C.F.R. § 404.1527—no longer apply to claims filed on or after March 27, 2017.” ... Here, there is no dispute that May’s current application was filed on February 21, 2020. [See R. 12 at pg. 1; R. 8-2 at pg. 34]. Therefore, 20 C.F.R. § 404.1520c and its factors apply and any issues regarding “controlling weight” must be disregarded.

Section 404.1527's previous rules for evaluating medical opinions apply to claims filed before March 27, 2017.

Reeve v. Kijakazi · filed 2023-11-09

Because Reeve filed his claim before March 27, 2017, the previous rules for evaluating medical opinions, as listed in 20 C.F.R. §§ 404.1527 & 416.927, apply. See 20 C.F.R. §§ 404.1520c, 404.1527, 416.920c, 416.927.

Section 404.1527's treating-physician rule applies only to claims filed before March 27, 2017.

Rice v. Commissioner of the Social Security Administration · filed 2023-11-07

See 20 C.F.R. § 404.1527 (noting that the treating physician rule only applies to claims filed before March 27, 2017).

For claims filed before March 27, 2017, § 404.1527's former medical-opinion regime applies, and the more consistent a medical opinion is with the record as a whole, the more weight it receives.

Godsey v. Social Security Administration, Commissioner · filed 2023-11-22(c)(4)

Yet that standard only applies to claims filed on or after March 27, 2017, as indicated in the title of the regulation itself, and Godsey filed his disability claim in 2015. ... Instead, the pre-2017 standard applies. ... “the more consistent a medical opinion is with the record as a whole, the more weight we will give to that medical opinion.”

Section 404.1527(c)(2)'s treating-source rule does not govern claims filed after March 27, 2017.

Minks v. Commissioner, Social Security Administration · filed 2023-12-01(c)(2)

The Regulations previously required the ALJ to give greater weight to the claimant’s treating sources. See 20 C.F.R. §§ 404.1527(c)(2), 416.927(c)(2). However, “[i]n 2017, the [SSA] rules were changed to no longer ‘defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s).’” Palan v. Saul, No. 18-cv-02130-PAB, 2020 WL 2832375, at *3 n.3 (D. Colo. June 1, 2020) (quoting 20 C.F.R. § 404.1520c(a)). Claims filed after March 27, 2017, like Plaintiff’s, are governed by the new Regulations. See 20 C.F.R. §§ 404.1520c, 416.920c.

Section 404.1527(c) applies only to cases filed before March 27, 2017 and instructs ALJs to give treating physicians’ opinions greater weight.

Herr v. Commissioner of Social Security · filed 2023-12-20(c)

Minnick applies the regulations found in 20 C.F.R. § 404.1527(c), which instruct ALJs to give treating physicians’ opinions greater weight and apply only to cases filed before March 27, 2017.

Section 404.1527's treating-physician rule applies only to claims filed before March 27, 2017.

Lowry v. Commissioner of Social Security Administration · filed 2024-02-14

For applications filed on or after March 27, 2017, such as this action, the regulatory framework for considering and articulating the value of medical opinions has been changed. See 20 C.F.R. § 404.1520c; see also 82 Fed. Reg. 5844-01, 2017 WL 168819 (revisions to medical evidence rules dated Jan. 18, 2017, and effective for claims filed after Mar. 27, 2017). Importantly, the new regulations no longer require any special significance be given to opinions by a treating physician. See 20 C.F.R. § 404.1527 (noting that the treating physician rule only applies to claims filed before March 27, 2017).

Section 404.1527 governs claims filed before March 27, 2017 and gives controlling weight to a treating source’s well-supported medical opinion when it is not inconsistent with other substantial record evidence.

Bradley v. Social Security Administration, Commissioner · filed 2024-02-16(c)(2)

In contrast, 20 C.F.R. §§ 404.1527 and 416.927, the regulations that govern for claims filed before March 27, 2017, prioritize the treatment relationship, giving more weight to a treating source’s medical opinion. Indeed, if the ALJ “find[s] that a treating source’s medical opinion on the issue(s) of the nature and severity of [Plaintiff’s] impairment(s) is well-supported by medically acceptable clinical and laboratory diagnostic techniques and is not inconsistent with the other substantial evidence in [the] case record, [the ALJ] will give it controlling weight.” 20 C.F.R. §§ 404.1527, 416.927.

Section 404.1527’s former hierarchy generally gave treating doctors the most weight and nonexamining doctors the least, but it does not govern applications filed on or after March 27, 2017.

Solem v. Commissioner Social Security Administration · filed 2024-02-21

Under prior Social Security regulations, a hierarchy of medical opinions dictated the weight that must be given by an ALJ: treating doctors were generally given the most weight and non-examining doctors were generally given the least weight. See 20 C.F.R. §§ 404.1527, 416.927 (1991); 56 Fed. Reg. 36,932 (Aug. 1, 1991). For applications filed on or after March 27, 2017, the new regulations eliminate the old hierarchy of medical opinions. 20 C.E.R. §§ 404.1520e(a), 416.9200(0 (2017). Plaintiff filed an application for disability insurance benefits on March 2, 2018. Thus, the Commissioner’s new regulations apply to the ALJ’s assessment of this opinion.

Section 404.1527(c)(2)'s treating-physician rule applies to claims filed before March 27, 2017, and does not govern claims filed on or after that date.

MCDONALD v. KIJAKAZI · filed 2024-02-29(c)(2)

However, as the Commissioner points out, for cases such as this one, filed on or after March 27, 2017, the regulations have eliminated the treating physician rule. Compare 20 C.F.R. §§ 404.1527(c)(2), 416.927(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. §§ 404.1520c(a), 416.920c(a) (applying to later cases).

Section 404.1527(c)(2)'s treating-source rule applies only to claims filed before March 27, 2017.

Finster v. Kijakazi · filed 2024-03-01(c)(2)

Third, the source cited in Burgess for the proposition that an ALJ must “always give good reasons” for the weight afforded to a “treating source’s medical opinion” is 20 C.F.R. § 404.1527(c)(2), which only applies to claims filed before March 27, 2017. Because Plaintiff filed her application for benefits on April 2, 2019, R. 437-38, that authority is inapposite here.

Section 404.1527’s treating physician rule does not apply to claims filed after March 27, 2017.

Boronow v. Kijakazi · filed 2024-03-06

Plaintiff begins this section of his argument by providing the Court with nearly three (3) pages explaining the treating physician rule and how regulations 20 C.F.R. §§ 404.1527 and 416.927 are applied. ... The Commissioner aptly noted for Plaintiff and the Court in a footnote in her brief in opposition (Doc. 26, p. 23 n.3) that Plaintiff relied on the outdated and incorrect regulations. ... As explained, this claim was filed after March 27, 2017 and thus is not subject to the treating physician rule.

Section 404.1527's treating physician rule applies to claims filed before March 27, 2017.

Skold v. Commissioner of Social Security · filed 2024-03-14

The treating physician rule is codified at 20 C.F.R. §§ 404.1527 and 416.927. Because Plaintiff filed her claim for benefits before the effective date of the new regulations on March 27, 2017, the prior regulations, including the treating physician rule of deference, apply to her application.

Section 404.1527(c)(2)'s former medical-opinion rules apply to claims filed before March 27, 2017, although an ALJ's use of the newer persuasiveness terminology was not outcome determinative when evaluating a consultative examiner rather than a treating physician.

Constantino v. Commissioner of Social Security · filed 2024-03-19(c)(2)

As an initial matter, plaintiff “notes that the ALJ appears to have applied the wrong legal standard to evaluation of the opinion evidence in this claim filed well prior to March 27, 2017” because the ALJ discusses how persuasive each opinion is in lieu of assigning weight to each opinion. Plaintiff’s Memorandum of Law [7-1] at 22. I agree that the ALJ should have applied the former regulations to this opinion. See 20 C.F.R. §§404.1527(c)(2); 416.927(c)(2). However, to the extent that the ALJ here failed to do so, I agree with plaintiff that “the harm is the same regardless.” Id. Moreover, as pointed out by the Commissioner, Dr. Ippolito is a consultative examiner, not a treating physician. Therefore, “the issue of which regulations controlled is not outcome determinative in this case”. Commissioner’s Brief [9-1] at 14-15.

Section 404.1527 applies to claims filed before March 27, 2017.

Tizol v. Commissioner of Social Security · filed 2024-03-22

The rules in 20 C.F.R. §404.1527 apply to claims filed before March 27, 2017. ... Because Plaintiff’s claim was filed after March 27, 2017, the Court applies the revised rules and regulations in effect at the time of the ALJ’s decision.

Section 404.1527 is inapplicable to claims filed after March 27, 2017.

Cornett v. SSA · filed 2024-03-19

Ms. Cornett relies heavily on 20 C.F.R. § 404.1527; however, this regulation is inapplicable because the Plaintiff’s claim was filed after March 27, 2017.

Section 404.1527(c) governs claims filed before March 27, 2017, and makes the weight given a doctor's opinion depend on the examining and treating relationship, consistency with the whole record, specialty, and other factors.

Studdard v. Social Security Administration, Commissioner · filed 2024-03-27(c)

For claims filed before March 27, 2017, such as the first claim in this case, the weight accorded a doctor’s opinion depends on the doctor’s examining and treating relationship with the claimant, how consistent the opinion is with the record as a whole, the doctor’s specialty, and other factors.5 See 20 C.F.R. §§ 404.1527(c), 416.927(c).

Section 404.1527's treating-physician rule applies to claims filed before March 27, 2017, rather than claims filed after that date.

Maldonado v. O'Malley · filed 2024-03-29

As Alvarado points out, Judge Tarnofsky discussed the 2017 amendments to SSA regulations that jettisoned the prior “treating physician rule” and explicitly noted that the amended regulations applied to Alvarado’s claims. Reply to Objections at 8 (citing R&R at 17-20); 20 C.F.R. § 404.1527 (regulation applying the “treating physician rule” to claims filed before March 27, 2017); id. § 404.1520c (regulation for claims filed after March 27, 2017); see Zwelsky v. Kijakazi, No. 21 Civ. 5823 (FB), 2023 WL 3042211, at *1 n.1 (E.D.N.Y. Apr. 21, 2023) (“The treating physician rule was repealed in March 2017.”).

Section 404.1527(d)(2)'s treating-provider deference rules apply only to claims filed before March 27, 2017.

Larcomb v. Commissioner of Social Security Administration · filed 2024-04-08(d)(2)

Second, to the extent Ms. Larcomb’s argument rests on her assertion that Dr. Tanio’s opinion “ought to have been given deference” because she is a treating provider (ECF Doc. 9, p. 14 (citations omitted)), her argument relies on old regulations that apply only to claims filed before March 27, 2017. See 20 C.F.R. §§ 404.1527(d)(2), 416.927(d)(2).

Section 404.1527 does not apply to claims filed after March 27, 2017, which are evaluated under the new medical-opinion regulations.

Sundown v. Commissioner of Social Security · filed 2024-04-09

As an initial matter, plaintiff relies on regulations and case law that do not apply to this claim. (Dkt. No. 7 at 8). Because plaintiff applied for benefits after March 27, 2017, the ALJ correctly applied the new set of regulations for evaluating medical evidence, which differs substantially from prior regulations cited by plaintiff. In evaluating claims filed March 27, 2017, or later, the agency “will not defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior administrative medical finding(s), including those from your medical sources.” 20 C.F.R. §§ 404.1520c(a), 416.920c(a) Compare with 20 C.F.R. §§ 404.1527, 416.927.

Section 404.1527(c)(2)'s treating physician rule does not apply to cases filed on or after March 27, 2017.

ROBESON v. O'MALLEY · filed 2024-05-23(c)(2)

The Court notes that for cases such as this one, filed on or after March 27, 2017, the regulations have eliminated the “treating physician rule.” Compare 20 C.F.R. § 404.1527(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. § 404.1520c(a) (applying to later cases).

Section 404.1527 applies to claims filed before March 27, 2017, and requires an ALJ to give more weight to treating-source opinions or explain why good cause exists to disregard them.

Key v. O'Malley · filed 2024-06-04

Section 404.1527 “still applies” to “claims filed prior to that date.” Id. Section 404.1527 “requires the ALJ to assign more weight to medical opinions from a claimant’s treating source or to explain why good cause exists to disregard the treating source’s opinion.”

Section 404.1527(c)(2)'s treating-physician rule applies to claims filed before March 27, 2017, not later claims governed by Section 404.1520c.

GEORGE v. KIJAKAZI · filed 2024-06-27(c)(2)

The Court emphasizes, though, that for cases such as this one, filed on or after March 27, 2017, the amended regulations set forth at 20 C.F.R. §§ 404.1520c and 416.920c apply to an ALJ’s consideration of medical opinion evidence. There are several differences between the old and new versions of the regulations, probably the most significant of which is that the newer version has eliminated the “treating physician rule.” Compare 20 C.F.R. §§ 404.1527(c)(2), 416.927(c)(2) (applying to cases prior to the amendment of the regulations) with 20 C.F.R. §§ 404.1520c(a), 416.920c(a) (applying to later cases).

For a disability claim filed before March 27, 2017, § 404.1527 requires the ALJ to determine the weight of a medical opinion rather than its persuasiveness.

O'Neal v. Commissioner of Social Security · filed 2024-07-11

Many Social Security regulations were amended effective March 27, 2017. Per 20 C.F.R. § 404.1527, the Court will use the regulations in effect at the time that this claim was filed, which required an ALJ to determine the “weight” of a medical opinion rather than its persuasiveness.

Section 404.1527 applies to disability-benefit applications filed before March 27, 2017.

Thompson v. Commissioner of Social Security · filed 2024-07-16

Because Plaintiff applied for benefits prior to March 27, 2017, this Court will proceed under the rules in 20 C.F.R. §§ 404.1527 and 416.927.

Section 404.1527(c)(2)'s treating-physician rule applies to claims filed before March 27, 2017, not to later-filed claims governed by Section 404.1520c.

URBAN v. COMMISSIONER OF SOCIAL SECURITY · filed 2024-07-18(c)(2)

The ALJ’s citation is noteworthy here as it references the regulations for evaluating opinion evidence for claims filed before March 27, 2017. This regulation is inapplicable to Plaintiff’s claims as she filed her applications on March 3, 2021. (R. 28). The regulations applicable to Plaintiff’s claims have eliminated the “treating physician rule.” Compare 20 C.F.R. § 404.1527(c)(2) (applying to cases prior to the amendment of the regulations) and id. § 416.927(c)(2) (same) with 20 C.F.R. § 404.1520c(a) (applying to later cases) and id. § 416.920c(a) (same).

Section 404.1527(c) applies only to claims filed before March 27, 2017.

Godwin v. Commissioner of Social Security · filed 2024-08-02(c)

Plaintiff argues that the ALJ committed legal error because he did not evaluate Ms. Mole’s teacher questionnaire “in light of the 20 C.F.R. § 404.1527(c) factors.” (Dkt. 13-1 at 18). Plaintiff is incorrect. The regulation she cites applies only to claims filed before March 27, 2017, while M.E.G.’s claim was filed in July 2020.

Section 404.1527 applies to claims filed before March 27, 2017.

Belden v. O'Malley · filed 2024-08-22

Because Belden filed her claim prior to March 27, 2017, we apply the regulations in 20 C.F.R. §§ 404.1527 and 416.927.

Section 404.1527 applies to claims filed before March 27, 2017, and required treating medical professionals’ opinions to receive deference and controlling weight.

Stafford v. O'Malley · filed 2024-08-27

This reflects a change to the regulations that once required an ALJ to give a treating medical professional’s opinion deference and controlling weight. See 20 C.F.R. § 404.1527. As of March 27, 2017, ALJs are under the updated requirements found at 20 C.F.R. § 404.1520c. Compare 20 C.F.R. § 404.1527 (applicable to claims filed before March 27, 2017) with 20 C.F.R. § 404.1520c (applicable to claims filed after March 27, 2017).

Section 404.1527’s treating-physician rule applies only to claims filed before March 27, 2017.

Valentine v. Commissioner of the Social Security Administration · filed 2024-09-12

For applications filed on or after March 27, 2017, such as this action, the regulatory framework for considering and articulating the value of medical opinions has been changed. See 20 C.F.R. § 404.1520c; see also 82 Fed. Reg. 5844-01, 2017 WL 168819 (revisions to medical evidence rules dated Jan. 18, 2017, and effective for claims filed after Mar. 27, 2017). Importantly, the new regulations no longer require any special significance be given to opinions by a treating physician. See 20 C.F.R. § 404.1527 (noting that the treating physician rule only applies to claims filed before March 27, 2017).

Section 404.1527 applies to claims filed before March 27, 2017, and required deference and controlling weight for a treating medical professional’s opinion.

Johnson v. O'Malley · filed 2024-09-19

This reflects a change to the regulations that once required an ALJ to give a treating medical professional’s opinion deference and controlling weight. See 20 C.F.R. § 404.1527. As of March 27, 2017, ALJs are under the updated requirements found at 20 C.F.R. § 404.1520c. Compare 20 C.F.R. § 404.1527 (applicable to claims filed before March 27, 2017) with 20 C.F.R. § 404.1520c (applicable to claims filed after March 27, 2017).

Section 404.1527’s medical-opinion standard has been replaced for current claims by the persuasiveness standard in § 404.1520c.

Hill v. O'Malley · filed 2024-09-20

That case may be persuasive authority for the proposition that the Court should examine closely an ALJ’s rejection of the opinion of an examining medical professional retained by the agency; however, the Beardsley Court relied on 20 C.F.R. § 404.1527 which has now been replaced by the standard outlined above.

Section 404.1527 and its treating-physician rule continue to govern medical-opinion evidence for claims filed before March 27, 2017.

THURSTON v. O'MALLEY · filed 2024-09-30

The Court further notes that since Plaintiff’s claim was filed before March 27, 2017, the criteria set forth at 20 C.F.R. §§ 404.1527 and 416.927, which contained what is referred to as the “treating physician rule,” continue to apply to an ALJ’s consideration of medical opinion evidence, rather than the regulations for newer claims set forth at 20 C.F.R. §§ 404.1520c and 416.920c. However, contrary to Plaintiff’s contentions, it appears the ALJ did in fact apply Sections 404.1527 and 416.927 when considering the medical opinion evidence here. This should continue on remand.

Section 404.1527 applies only to claims filed before March 27, 2017.

Sanders v. Commissioner of Social Security · filed 2024-09-30

The Court rejected that argument because “Section 404.1527 expressly limits it[s] application to claims filed before March 27, 2017” and “[S.F.L.M.’s] claim was filed in 2018”; therefore “Section 404.1527 [was] not applicable to her claim.” Id. (citing 20 C.F.R. § 404.1527). For the same reasons, § 405.1527 does not apply to Sanders’s claims, which were originally filed in 2018.

Section 404.1527's treating-physician rule does not apply to disability claims filed after March 27, 2017.

Staib v. Commissioner of Social Security · filed 2024-10-21(c)(2)

Because Ms. Staib filed her disability claim after March 27, 2017, the “treating physician” rule, pursuant to which an ALJ was required to give controlling weight to an opinion from a treating physician absent good reason not to, does not apply. See 20 C.F.R. § 404.1527; Merrell v. Comm’r of Soc. Sec., 1:20-cv-769, 2021 WL 1222667, at *6 (N.D. Ohio Mar. 16, 2021), report and recommendation adopted, 2021 WL 1214809 (N.D. Ohio Mar. 31, 2021).

Section 404.1527's prior medical-opinion rules apply to claims filed before March 27, 2017.

McColloch v. Commissioner of Social Security · filed 2024-11-07

Plaintiff filed her claim before March 27, 2017, and, therefore, the prior regulations apply to her case. See 20 C.F.R. § 404.1527.

Section 404.1527(c) governed claims filed before March 27, 2017 and required an ALJ to give a treating physician’s opinion controlling weight when it was well supported and consistent with the other record evidence.

Michel v. Commissioner of Social Security · filed 2024-12-06(c)

To backtrack, pre-March 27, 2017, Social Security Administration (“SSA”) regulations codified the treating physician rule, which required the ALJ to assign controlling weight to a treating physician’s opinion if it was well supported and not inconsistent with other record evidence. See 20 C.F.R. § 404.1527(c). ... In this case, however, revised SSA regulations (effective on March 27, 2017) apply, because Plaintiff filed her claims in June 2021 (see Tr. 103).

Section 404.1527 governs treating-physician opinions for claims filed before March 27, 2017, and can require controlling weight in certain circumstances.

Venegas v. Commissioner of Social Security · filed 2024-12-13

Section 404.1527, often referred to as the “treating physician rule,” governs the evaluation of the medical opinions of the claimant’s treating physician and under certain circumstances, requires the agency to assign “controlling weight” to such an opinion; but the regulation applies to claims filed before March 27, 2017.

Section 404.1527 applies the former treating-physician rule to disability claims filed before March 27, 2017.

Bodemuller v. O'Malley · filed 2024-12-16

However, the new regulations apply only to disability applications filed on or after March 27, 2017. See 20 C.F.R. § 404.1527 (“For claims filed (see § 404.614) before March 27, 2017, the rules in this section apply.”). Plaintiff’s application in this case was filed in 2014, and, therefore, the ALJ was required to apply the former treating physician rule to any opinions of treating physicians.

For claims filed before March 27, 2017, § 404.1527(b)-(c) supplies the standards and factors for evaluating medical-opinion evidence.

Cochran v. King · filed 2025-02-06(b)-(c)

The ALJ considered the requisite factors and applied the correct legal standard in evaluating the relevant medical opinions. See 20 C.F.R. § 404.1527(b)-(c). ... Because Cochran filed his claim before March 27, 2017, the medical opinions are evaluated under the prior regulations.

Section 404.1527 applies to evidence for claims filed before March 27, 2017.

Katheryn H. v. King · filed 2025-02-18

The ALJ did cite 20 C.F.R. § 404.1527, which applies to evidence for claims filed before March 27, 2017, and Katheryn filed her claims well after that date. ECF No. 6 at 26. The Commissioner acknowledges the ALJ’s error but contends that a one-time citation to an outdated regulation is a mere technical error and, despite it, the ALJ’s analysis followed the current, applicable regulations. ECF No. 10 at 2. Technical errors or citation to outdated regulations, in the face of an otherwise proper analysis, is not reversible error.

For a claim governed by the regulations in effect before March 27, 2017, § 404.1527 requires the ALJ to weigh every medical opinion, and the post-March 27, 2017 changes do not apply retroactively without legal authority.

McArthur v. King · filed 2025-01-22(c)

Under the governing regulations at the time, which the court acknowledges were changed as of March 27, 2017, the ALJ was required to weigh every medical opinion when assessing Plaintiff's RFC. 20 CFR § 404.1527. While Plaintiff argues the court should recognize the March 27, 2017 changes and apply it retroactively to the facts here, there is no legal authority for the court to do so.

Section 404.1527 has been superseded by § 404.1520c for claims filed after March 27, 2017.

Hamlin v. King · filed 2025-03-03

The Social Security Administration amended and reorganized the regulations and 20 C.F.R. §§ 404.1527 and 416.927 have been superseded by 20 C.F.R. §§ 404.1520c and 416.920c for claims filed after March 27, 2017.

Section 404.1527’s treating-source rule applies to claims filed before March 27, 2017 and required an ALJ to give treating medical professionals’ opinions deference and controlling weight.

Young v. Dudek · filed 2025-03-04(c)(2)

This reflects a change to the regulations that once required an ALJ to give a treating medical professional’s opinion deference and controlling weight. See 20 C.F.R. § 404.1527. As of March 27, 2017, ALJs are under the updated requirements found at 20 C.F.R. § 404.1520c. Compare 20 C.F.R. § 404.1527 (applicable to claims filed before March 27, 2017) with 20 C.F.R. § 404.1520c (applicable to claims filed after March 27, 2017).

Section 404.1527’s treating-physician rule, which required an ALJ to give a treating physician’s opinion controlling weight absent good reason, does not apply to disability claims filed after March 27, 2017.

Ditty v. Commissioner of Social Security Administration · filed 2025-03-04(c)(2)

Because Ms. Ditty filed her disability claim after March 27, 2017, the “treating physician” rule, pursuant to which an ALJ was required to give controlling weight to an opinion from a treating physician absent good reason not to, does not apply. See 20 C.F.R. § 404.1527; Merrell v. Comm’r of Soc. Sec., 1:20-cv-769, 2021 WL 1222667, at *6 (N.D. Ohio Mar. 16, 2021), report and recommendation adopted, 2021 WL 1214809 (N.D. Ohio Mar. 31, 2021).

Section 404.1527(f) is an outdated regulation that does not apply to claims filed on or after March 27, 2017.

Norager v. Dudek · filed 2025-03-21(f)

In making this argument, Mr. N. cites outdated regulations inapplicable to claims filed on or after March 27, 2017 (like this claim).

Section 404.1527’s treating-physician rule does not apply to disability claims filed after March 27, 2017.

Johnson v. Commissioner of Social Security · filed 2025-04-29

Because Ms. Johnson filed her disability claim after March 27, 2017, the “treating physician” rule, pursuant to which an ALJ was required to give controlling weight to an opinion from a treating physician absent good reason not to, does not apply. See 20 C.F.R. § 404.1527; Merrell v. Comm’r of Soc. Sec., 1:20-cv-769, 2021 WL 1222667, at *6 (N.D. Ohio Mar. 16, 2021), report and recommendation adopted, 2021 WL 1214809 (N.D. Ohio Mar. 31, 2021).

Section 404.1527’s treating-source rule applies only to claims filed before March 27, 2017.

Hygham v. Bisignano · filed 2025-04-29

Plaintiff’s Motion references 20 C.F.R. § 404.1527, implicitly suggesting the ALJ must offer a treating source’s opinion special deference. The treating source rule however, only applies to claims filed before March 27, 2017.

For claims filed before March 27, 2017, § 404.1527 requires an ALJ to assign weight to medical opinions and give a treating source’s opinion controlling weight when the prescribed conditions are met.

Lofthouse v. Bisignano · filed 2025-05-06(c)(2)

But because Ms. L.’s claims were filed before March 27, 2017, the applicable regulations require the ALJ to assign weight to medical opinions, including controlling weight to a treating source’s opinion if certain conditions are met. ... Rather, further proceedings are necessary for the ALJ to evaluate and weigh the medical opinion evidence (and other evidence) under the proper legal framework.

Section 404.1527 governs the evaluation of medical opinions for claims filed before March 27, 2017, and retains the treating source rule.

Paul Cropper v. Leland Dudek · filed 2025-05-08

The evaluation of medical opinions for claims filed before March 27, 2017, is governed by § 404.1527, which retains the treating source rule.

For claims filed before March 27, 2017, § 404.1527(c)(2) requires an ALJ to give a treating physician’s well-supported, record-consistent opinion controlling weight and otherwise determine its weight under the treating-physician framework while giving good reasons.

Martinez v. Commissioner of Social Security · filed 2025-05-15(c)(2)

For claims such as Jose’s filed before March 27, 2017, on the other hand, the “‘treating physician’ rule,” 20 C.F.R. §§ 404.1527 and 416.927, requires “deference to the views of a physician engaged in primary treatment of the claimant.” ... “First, the ALJ must decide whether the opinion is entitled to controlling weight.” Id. “The opinion of a claimant's treating physician as to the nature and severity of an impairment is given controlling weight so long as it is well-supported [sic] by medically acceptable clinical and laboratory diagnostic techniques and is not inconsistent with the other substantial evidence in the case record.” ... “Second, if the ALJ decides the opinion is not entitled to controlling weight, [the ALJ] must determine how much weight, if any, to give it.” ... “At both steps, the ALJ must ‘give good reasons in [the] notice of determination or decision of the weight [the ALJ] gives the treating source's medical opinion.’” ... Here, the ALJ erred by evaluating the evidence under the framework in 20 C.F.R. § 416.920c and not following the treating physician rule.

Section 404.1527(c)(2)’s treating-source deference does not govern claims filed after March 27, 2017.

(SS) Nelson v. Commissioner of Social Security · filed 2025-05-23(c)(2)

For claims filed after March 27, 2017, however, federal regulations no longer give deference or controlling weight to the opinions of plaintiff’s medical sources. Compare 20 C.F.R. § 404.1520c(a) with 20 C.F.R. § 404.1527(c)(2).

Section 404.1527’s treating-physician rule does not apply to disability claims filed after March 27, 2017.

Sibold v. Commissioner of Social Security · filed 2025-06-10(c)(2)

Because Mr. Sibold filed his disability claim after March 27, 2017, the “treating physician” rule, pursuant to which an ALJ was required to give controlling weight to an opinion from a treating physician absent good reason not to, does not apply. See 20 C.F.R. § 404.1527; Merrell v. Comm’r of Soc. Sec., 1:20-cv-769, 2021 WL 1222667, at *6 (N.D. Ohio Mar. 16, 2021), report and recommendation adopted, 2021 WL 1214809 (N.D. Ohio Mar. 31, 2021).

For claims filed before March 27, 2017, § 404.1527(c) requires an ALJ to weigh the source’s examining and treatment relationships, supportability, consistency, specialization, and familiarity with other record information.

Beach v. Commissioner Social Security Administration · filed 2025-06-09(c)(1)–(6)

For claims filed before March 27, 2017, an ALJ must weigh the following factors when considering medical opinions: (1) whether the source has an examining relationship with claimant; (2) whether the source has a treatment relationship with claimant; (3) supportability (as ... shown by relevant evidence and explanation); (4) consistency with the record as a whole; (5) specialization; and (6) other factors, including the source’s familiarity with other information in the record. 20 C.F.R. § 404.1527(c)(1)–(6).

Section 404.1527(c) applies the treating physician rule to claims filed before March 27, 2017, requiring controlling weight for a treating physician’s well-supported opinion that is not inconsistent with other record evidence.

Spann v. Commissioner of Social Security · filed 2025-07-10(c)

Before March 27, 2017, Social Security Administration (“SSA”) regulations codified the treating physician rule, which required the ALJ to assign controlling weight to a treating physician’s opinion if it was well supported and not inconsistent with other record evidence. ... Here, revised SSA regulations (published on January 18, 2017, and effective on March 27, 2017) apply because Plaintiff filed her claim in 2021 and alleged disability beginning March 17, 2020 (Tr. 39).

Section 404.1527(d)(2) is a superseded regulation and does not require controlling weight for a treating source’s opinion on an application filed on or after March 27, 2017.

Santiago v. O'Malley · filed 2025-07-15(d)(2)

Relying on a superseded regulation, 20 C.F.R. § 404.1527(d)(2), Plaintiff argues that the ALJ erred by failing to give controlling weight to Ms. Stetson’s opinions about Plaintiff’s limited ability to sustain concentration, persistence, and attendance and that remand is required because the RFC was not supported by substantial evidence (Dkt. No. 13 at 8-18). ... In summary, contrary to Plaintiff’s contention, the applicable SSA regulations did not require the ALJ to give controlling weight to opinion evidence from a treating therapist, and the ALJ’s assessment of the supportability and consistency of those opinions is supported by and consistent with the record evidence, which the ALJ carefully reviewed.

Section 404.1527(c)(1) applies only to claims filed before March 27, 2017, so an examining source’s opinion does not automatically receive greater weight in a claim filed after that date.

Shilts v. Commissioner of Social Security · filed 2025-07-17(c)(1)

But this argument overlooks regulatory changes implemented in 2017 that significantly alter how opinion evidence is weighed. See Thielen v. King, No. 23-CV-1378-BHL, 2025 WL 415638, at *3 (E.D. Wis. Feb. 6, 2025) (noting that Beardsley interpreted now-superseded 20 C.F.R. § 404.1527(c)(1), which applied only to claims filed before March 27, 2017). For claims filed after that date, as here, “the ALJ must not ‘defer or give any specific evidentiary weight’ to any medical sources.” Id. (quoting 20 C.F.R. § 404.1520c(a)); see also Townsend v. Kijakazi, No. 22-CV-165, 2023 WL 3022548, at *3 (E.D. Wis. Apr. 20, 2023). Thus, contrary to Ms. Shilts’s assertion, the fact that Dr. Parker conducted a physical examination as part of his consultative evaluation does not automatically entitle his opinion to greater weight.

Section 404.1527's hierarchy of medical-source opinions, which gave preference to treating sources, does not govern claims filed after March 27, 2017.

FREDMAN v. COMMISSIONER OF SOCIAL SECURITY · filed 2025-07-31

For claims filed after March 27, 2017, as here,’ the regulations eliminated the hierarchy of medical source opinions that gave preference to treating sources. Compare 20 C.E.R. § 404.1527, with 20 C.F.R. § 404.1520c(a) (providing, inter alia, that the Commissioner will no longer “defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior administrative medical finding(s), including those from [the claimant’s] medical sources”).

Section 404.1527 applies to the evaluation of opinion evidence only for claims filed before March 27, 2017.

Hernandez v. Social Security · filed 2025-09-04

As Plaintiff correctly notes, § 404.1527 applies only to opinion evidence for claims filed before March 27, 2017, whereas Plaintiff’s claim was filed on September 10, 2021. Id. (citing R. 223-36). Therefore, § 404.1520c provides the proper basis for analysis.

Section 404.1527(c)(2)’s controlling-weight and good-reasons framework for treating-source opinions does not apply to claims filed after March 27, 2017.

Anderson v. SSA · filed 2025-09-05(c)(2)

Further, while the ALJ must articulate consideration of all medical opinions, the new regulations no longer mandate the “controlling weight” analysis or the “good reasons” standard in weighing a treating source opinion. Compare 20 C.F.R. § 404.1527(c)(2) with 20 C.F.R. § 404.1520c(a), (b).

Section 404.1527(a)'s prior definition of medical opinions applies only to claims filed before March 27, 2017.

Barnes v. Commissioner of Social Security Administration · filed 2025-09-26(a)

Plaintiff appears to rely on a prior version of the regulations that is applicable only to claims filed before March 27, 2017. See 20 C.F.R. §§ 404.1527(a), 416.927(a). ... Plaintiff filed his claims in August of 2022.

Section 404.1527 supplies the framework for evaluating medical opinion evidence when determining residual functional capacity for claims filed before March 27, 2017.

DIXON v. COMMISSIONER OF SOCIAL SECURITY · filed 2025-09-30

When determining RFC, an ALJ’s consideration of medical opinion evidence is subject to the framework articulated in 20 C.F.R. § 404.1527 (for claims filed before March 27, 2017) or 20 C.F.R. § 404.1520c (for claims filed after March 27, 2017).

For claims filed before March 27, 2017, § 404.1527’s treating physician rule gives a treating physician’s opinion controlling weight when it is well-supported by medically acceptable clinical and laboratory diagnostic techniques and is not inconsistent with the other substantial evidence in the record.

Willkie v. Bisignano · filed 2025-10-06(d)(2)

Because plaintiff filed his claim for benefits on October 11, 2016, the treating physician rule applies. 20 C.F.R. § 404.1527 (setting out standard for evaluating opinion evidence for claims filed before March 27, 2017). That means “the opinion of a treating physician is accorded special deference under the social security regulations.” Prosch v. Apfel, 201 F.3d 1010, 1012–13 (8th Cir. 2000) (citation modified). The opinions and findings of the plaintiff’s treating physician are entitled to “controlling weight” if that opinion is “‘well-supported by medically acceptable clinical and laboratory diagnostic techniques and is not inconsistent with the other substantial evidence in [the] record.’” Id. (quoting 20 C.F.R. § 404.1527(d)(2)).

Section 404.1527’s treating-source hierarchy does not govern claims filed after March 27, 2017.

NATTER · filed 2025-11-06

Moreover, Plaintiff relies in error on “the rule in the Third Circuit for nearly four decades” that favors treating opinions. Plaintiff’s Brief, ECF No. 6, p. 33. As previously explained, the Commissioner’s regulations eliminated the hierarchy of medical source opinions that gave preference to treating sources for claims such as Plaintiff’s , which was filed in January 2021. Compare 20 C.F.R. § 404.1527 with 20 C.F.R. § 404.1520c(a).

Section 404.1527’s treating-physician rule applies only to claims filed before March 27, 2017.

Henderson v. Bisignano · filed 2025-11-06

For applications filed on or after March 27, 2017, such as this action, the regulatory framework for considering and articulating the value of medical opinions has been changed. See 20 C.F.R. § 404.1520c; see also 82 Fed. Reg. 5844-01, 2017 WL 168819 (revisions to medical evidence rules dated Jan. 18, 2017, and effective for claims filed after Mar. 27, 2017). Importantly, the new regulations no longer require any special significance be given to opinions by a treating physician. See 20 C.F.R. § 404.1527 (noting that the treating physician rule only applies to claims filed before March 27, 2017).

Section 404.1527 governs claims filed before March 27, 2017, under which medical opinions and conclusions from treating physicians generally receive substantial weight.

Ballard v. Bisignano · filed 2025-11-10

Under the rules that apply to claims filed before March 27, 2017, such as Ballard’s, medical opinions and conclusions from treating physicians are generally accorded substantial weight. See 20 C.F.R. §§ 404.1527, 416.927; Ford v. Saul, 950 F.3d 1141, 1154 (9th Cir. 2020). ... Because he provided “specific and legitimate reasons . . . supported by substantial evidence,” the ALJ properly rejected the opinions of Dr. Weiss and Counselor Reed. Garrison, 759 F.3d at 1012.

Section 404.1527’s hierarchy for weighing medical opinions belongs to the prior regulations and does not govern applications filed on or after March 27, 2017.

Regitano · filed 2025-11-13

Under prior Social Security regulations, a hierarchy of medical opinions dictated the weight that must be given by an ALJ: treating doctors were generally given the most weight and non-examining doctors were generally given the least weight. See 20 C.F.R. §§ 404.1527, 416.927 (1991); 56 Fed. Reg. 36,932 (Aug. 1, 1991). For applications filed on or after March 27, 2017, the new regulations eliminate the old hierarchy of medical opinions. 20 C.F.R. §§ 404.1520c(a), 416.920c(a) (2017). Plaintiff filed an application for disability insurance benefits on March 2, 2018. Thus, the Commissioner’s new regulations apply to the ALJ’s assessment of this opinion.

Section 404.1527's treating-physician rule does not apply to disability claims filed after March 27, 2017.

Theodore Michael Preputnik, Jr. v. Commissioner of Social Security · filed 2025-11-17

Because Mr. Preputnik filed his disability claim after March 27, 2017, the “treating physician” rule, pursuant to which an ALJ was required to give controlling weight to an opinion from a treating physician absent good reason not to, does not apply. See 20 C.F.R. § 404.1527; Merrell v. Comm’r of Soc. Sec., 1:20-cv-769, 2021 WL 1222667, at *6 (N.D. Ohio Mar. 16, 2021), report and recommendation adopted, 2021 WL 1214809 (N.D. Ohio Mar. 31, 2021).

For claims filed before March 27, 2017, § 404.1527(c) requires the ALJ to evaluate medical opinions by source type and relevant factors, and a contradicted examining opinion may be rejected only for specific and legitimate reasons supported by substantial evidence.

Sutton · filed 2025-11-17(c)

Plaintiff protectively filed her first application on or about November 16, 2016. ... Therefore, the regulations governing the evaluation of medical evidence before March 27, 2017, are applicable here. ... Under the regulations in effect before March 27, 2017 (“prior regulations”), medical opinions are evaluated based on the type of physician rendering the opinion: (1) those who treat the claimant; (2) those who examine but do not treat the claimant; and (3) those who neither examine nor treat the claimant. ... Consequently, under the prior regulations, the ALJ was required to provide specific and legitimate reasons supported by substantial evidence for rejecting Dr. Gonzales’s examining opinion. ... Consequently, the ALJ failed to provide specific and legitimate reasons supported by substantial evidence for discounting Dr. Gonzales’s examining opinion that Plaintiff was markedly limited in her ability to interact socially.

For claims filed after March 27, 2017, § 404.1527’s hierarchy favoring treating sources has been eliminated.

STABILE · filed 2025-11-17

For claims filed after March 27, 2017,9 the regulations eliminated the hierarchy of medical source opinions that gave preference to treating sources. Compare 20 C.F.R. § 404.1527 with 20 C.F.R. § 404.1520c(a) (providing, inter alia, that the Commissioner will no longer “defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior administrative medical finding(s), including those from [the claimant’s] medical sources”).

Section 404.1527(c)(2)'s treating-source deference and good-reasons requirements belong to the prior regulations and do not govern claims filed on or after March 27, 2017.

Childress · filed 2026-02-20(c)(2)

As to Plaintiff’s arguments that the treating provider opinions should be “given greater weight” or “deference” in comparison to other medical opinions (ECF Doc. 11, pp. 24-25), or that the ALJ “failed to give good reasons to discount [the treating source] opinions” (ECF Doc. 14, p. 6), those arguments must fail because they rely on standards only applicable under a prior, outdated version of the SSA regulations. See Revisions to Rules Regarding the Evaluation of Medical Evidence, 2017 WL 168819, 82 Fed. Reg. 5844, 5853 (Jan. 18, 2017) (“[W]e are not retaining the treating source rule in final 404.1520c and 416.920c for claims filed on or after March 27, 2017.”); cf. Gayheart v. Comm’r of Soc. Sec., 710 F.3d 365, 376 (6th Cir. 2013) (“The Commissioner is required to provide ‘good reasons’ for discounting the weight given to a treating-source opinion.”) (citing the prior regulations at 20 C.F.R. § 404.1527(c)(2)).

Section 404.1527’s treating-physician weight rules apply only to claims filed before March 27, 2017.

Pryor · filed 2026-03-05

These three cases involve assignment of weight to an opinion of a treating physician under 20 C.F.R. §§ 404.1527 and 416.927. See Greek, 802 F.3d at 374-76; Rosa, 168 F.3d at 78-82; and Hensley, 573 F.3d at 266-67. But these regulations only apply to claims filed before March 27, 2017. See 20 C.F.R. §§ 404.1527, 416.927. As Plaintiff filed his applications on April 25, 2022 (Tr. 239-41, 242-48, 249-60), these regulations and the three cases applying them do not pertain to Plaintiff’s challenge.

Section 404.1527’s treating-source rule does not govern medical opinions for claims filed after March 27, 2017.

Scaggs · filed 2026-03-12

Importantly, in asserting that “conflicting substantial evidence must consist of more than the medical opinions of the nontreating and nonexamining doctors,” Plaintiff cites cases that were decided in 2013 or earlier that relied on the “treating source” rule set out in 20 C.F.R. § 404.1527. See, e.g., Gayheart v. Comm’r of Soc. Sec., 710 F.3d 365, 374-76 (6th Cir. 2013). However, the relevant regulations have been amended and for claims filed after March 27, 2017, like Plaintiff’s, medical opinions are now considered under 20 C.F.R. § 404.1520c.

Section 404.1527(c)(2)’s treating-physician rule applies only to claims filed before March 27, 2017.

Wells · filed 2026-03-30(c)(2)

The treating physician rule removed an ALJ’s discretion and required that a treating source’s medical opinion be given controlling weight if supported by acceptable medical evidence. ... However, the treating physician rule was abrogated by the amendments to the statutes, and now only applies to claims filed before March 27, 2017. Compare 20 C.F.R. § 404.1527 with 20 C.F.R. § 404.1520c. ... Such is not the case here as Plaintiff’s claim was filed after March 27, 2017, and the proper remedy for the ALJ failing to articulate or cherry-picking the evidence is a remand for further proceedings.

Section 404.1527(c)(1)-(2) supplies the examining- and treatment-relationship factors used for claims filed before March 27, 2017, rather than the factors governing later claims.

Belcher · filed 2026-03-31(c)(1)-(2)

Belcher seems to be confusing the pre-March 27, 2017, factors (in which ALJs regarded the examining and treatment relationship of medical experts as the two most important factors to consider when determining how persuasive a medical opinion was) 20 C.F.R. § 404.1527(c)(1)-(2), with the post March 27, 2017, factors currently in use. 20 C.F.R. § 404.1520c(b)(2).

Section 404.1527's standards for assessing medical evidence apply to claims filed before March 27, 2017.

Navarro v. Bisignano · filed 2026-04-22

Because Navarro filed her application for benefits on March 16, 2017, the standards for assessing medical evidence that were in effect prior to March 27, 2017, apply here. See 20 C.F.R. § 404.1527.

Section 404.1527's prior medical-opinion rules apply to claims filed before March 27, 2017, and permit an ALJ to give an examining physician's contradicted opinion little weight for specific and legitimate reasons supported by substantial evidence.

Broadbent · filed 2026-06-18(c)(2)

Because plaintiff filed his application for benefits on February 28, 2017, the prior medical rules apply. Tr. 766; see 20 C.F.R. § 404.1527(c)(2) (2020) (“For claims filed before March 27, 2017, the rules in this section apply.”) Under the old rules, the Ninth Circuit distinguishes between the opinions of three types of physicians: treating physicians, examining physicians, and non-examining physicians. Generally, “a treating physician’s opinion carries more weight than an examining physician’s, and an examining physician’s opinion carries more weight than a reviewing physician’s.” Holohan v. Massanari, 246 F.3d 1195, 1202 (9th Cir. 2001). ... The ALJ offered specific and legitimate reasons for giving Dr. Weniger’s opinion little weight.

Section 404.1527(c)(2)’s rule giving greater weight to treating physicians’ opinions applies to claims filed before March 27, 2017.

Rodela v. Commissioner of Social Security · filed 2021-09-27(c)(2)

The status of a doctor as a treating physician does not give greater weight to his opinions. This statement of the law is a change that took effect March 27, 2017. Corbezzolo v. Wiley, No. 4:20-CV-02150, 2021 WL 2673077, at *5-6 (S.D. Tex. June 29, 2021); compare 20 C.F.R. § 404.1527(c)(2) (“Generally, we give more weight to medical opinions from your treating sources . . .” including “controlling weight”), with 20 C.F.R. § 404.1520c(a) (“We will not defer or give any specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior administrative medical finding(s), including those from your medical sources.”). Because Rodela filed her claims for disability insurance benefits on September 27, 2017 (D.E. 12-6, p. 5–6), and for supplemental security income benefits on October 16, 2017 (D.E. 12-6, p. 7–10), the new rule applies.

Section 404.1527 governs the evaluation of medical opinions for claims filed before March 27, 2017.

Carter v. Kijakazi · filed 2021-10-05

Some of the new final rules state that they apply only to applications/claims filed before March 27, 2017, or only to applications/claims filed on or after March 27, 2017. See, e.g., 20 C.F.R. § 404.1527 (explaining how an adjudicator considers medical opinions for claims filed before March 27, 2017) and 20 C.F.R. § 404.1520c (explaining how an adjudicator considers medical opinions for claims filed on or after March 27, 2017); see also Notice of Proposed Rulemaking, 81 Fed. Reg. 62560, 62578 (Sept. 9, 2016) (summarizing proposed implementation process).

Section 404.1527 governs evaluation of medical opinions for claims filed before March 27, 2017.

Carstarphen v. Kijakazi · filed 2022-03-29

The rules for evaluating medical opinions found in 20 C.F.R. § 404.1520c apply to DIB claims filed on or after March 27, 2017, such as Carstarphen’s. Compare 20 C.F.R. § 404.1520c (applicable to claims filed on or after on or after March 27, 2017) with 20 C.F.R. § 404.1527 (applicable to claims filed before March 27, 2017).

Section 404.1527(c) does not govern the evaluation of medical opinions in a Title XVI claim filed after March 27, 2017; § 416.920c applies.

Walker v. Kijakazi · filed 2023-03-08(c)

The Fourth Circuit further found that the ALJ erroneously “relied heavily on observations picked from check-the-box forms in [Plaintiff’s] treatment notes” and failed to discuss the factors in 20 C.F.R. §§ 404.1527(c)(2) and 416.927(c). Id. at 398–99. ... Notably, the regulations at issue in Testamark are not applicable to Plaintiff’s case. Because she filed her Title XVI claim after March 27, 2017, the regulation at § 416.920c apply.

Section 404.1527(c)(2) applies to claims filed before March 27, 2017, and provided for controlling weight for treating physician opinions.

Dawson v. Commissioner of Social Security · filed 2023-08-09(c)(2)

These cases rested upon the former regulation’s treating physician rule where the opinion of the treating physician once deserved controlling weight, 20 C.F.R. § 404.1527(c)(2) (for evaluation of opinion evidence for claims filed before March 27, 2017); Crutch, supra, 2017 WL 3086606, at *8.

Section 404.1520c governs the evaluation of medical opinions in a claim filed after March 27, 2017, so the parties’ reliance on § 404.1527 was misplaced.

Palmore v. Commissioner of Social Security · filed 2021-03-29

The Court notes that both parties analyzed the ALJ’s decision under the treating physician rule set forth in 20 C.F.R. § 404.1527. However, as plaintiff’s claim was filed after March 27, 2017, the new regulations for evaluating medical opinion evidence under 20 C.F.R. § 404.1520c apply in this case.

Section 404.1527(c)(2)’s requirement to give good reasons for the weight assigned to a treating source opinion does not govern claims filed on or after March 27, 2017.

Presley v. SSA · filed 2021-07-30(c)(2)

The regulations governing claims filed on or after March 27, 2017, no longer mandate particularized procedures that the adjudicator must follow in considering opinions from treating sources (e.g., requirement that adjudicators must “give good reasons” for the weight given a treating source opinion). Compare 20 C.F.R. § 404.1527(c)(2) (2016) and 20 C.F.R. § 404.1527(c)(2) (2017) with 20 C.F.R. § 404.1520c(b) (2017).