holding that competent lay witness testimony “cannot be disregarded without comment” (emphasis in original)
How later courts described this case
- holding that competent lay witness testimony “cannot be disregarded without comment” (emphasis in original)
- discussing the five-step evaluation in detail
Written by the judges who cited it.
The opinion
UNITED STATES DISTRICT COURT
DISTRICT OF OREGON
ISAIAH, L., Ca se No. 6:24-cv-02081-AR
Plaintiff, OPINION AND ORDER
v.
COMMISSIONER SOCIAL SECURITY,
Defendant.
_____________________________________
ARMISTEAD, United States Magistrate Judge
In this judicial review of the Commissioner’s final decision denying Social Security
benefits, Isaiah L. (last name omitted for privacy) challenges the Administrative Law Judge’s
findings as to medical opinion evidence, his subjective symptom testimony, and the lay witness
testimony. As explained below, the Commissioner’s decision is reversed and remanded for the
immediate payment of benefits.1
1 This court has jurisdiction under 42 U.S.C. §§ 405(g) and 1383(c)(3), and the parties
have consented to jurisdiction by magistrate judge under Federal Rule of Civil Procedure 73 and
28 U.S.C. § 636(c).
BACKGROUND
Plaintiff was born on June 21, 2002, and he was diagnosed with autism spectrum disorder
in February 2008. (Tr. 191.) In September 2008, plaintiff began receiving Title XVI social
security income (SSI) Disabled Child payments based on his autism spectrum disorder meeting
Listing 112.05D criteria. (Tr. 191.) In June 2016, plaintiff’s case was reviewed, and again his
autism spectrum disorder met Listing 112.05D criteria. (Tr. 191.) Plaintiff turned 18 in June
2020, meaning his SSI eligibility was then subject to review. While awaiting review of his SSI
claim, plaintiff filed an application for Title II Disability Insurance Benefits (DIB) in February
2021.2 In November 2021, both plaintiff’s DIB and SSI redetermination3 claims were denied,
and he was determined to be no longer disabled.
Plaintiff filed a request for Reconsideration of Disability Cessation, and in March 2023,
he attended a video hearing before a State Agency Hearings Officer. (Tr. 188-90.) On March 31,
2023, the hearings officer issued a written decision denying both plaintiff’s DIB and SSI claims.
(Tr. 191-97.) Plaintiff then requested a hearing before an administrative law judge (ALJ), which
took place on April 3, 2024. (Tr. 52-84.) On April 16 and 17, 2024, the ALJ issued separate,
2 Plaintiff’s Title II application is not contained within the transcript but is referred to by
the ALJ. (Tr. 13-26.)
3 Section 1614(a)(3)(H) of the Social Security Act provides that individuals who are
eligible for Title XVI Disabled Child payments the month preceding the month of their 18th
birthday must have their disability redetermined under the rules for disability used for adults.
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Isaiah L. v. SSA, 6:23-cv-02801-AR
unfavorable decisions regarding plaintiff’s claims.4 (Tr. 13-26, 34-47.) The Appeals Council
denied plaintiff’s request for review. (Tr. 1.)
ALJ’S DECISION
In denying plaintiff’s applications for benefits, the ALJ followed the five-step sequential
evaluation process. 5 At step one, the ALJ determined that plaintiff had not engaged in substantial
gainful activity since June 21, 2020.6 (Tr. 15.) At step two, the ALJ determined that plaintiff had
the following severe impairments:
• autism spectrum disorder,
• social anxiety disorder, and
• major depressive disorder.
(Tr. 16.) At step three, the ALJ determined that plaintiff’s impairments, singly or in combination,
did not meet or medically equal the severity of any listed impairment. (Tr. 16.)
As for the ALJ’s assessment of plaintiff’s residual functional capacity (RFC), 20 C.F.R. §
404.1545, the ALJ determined that plaintiff has the ability to perform a full range of work at all
4 As both the ALJ’s Title II and Title XVI decisions are nearly identical, the court refers
only to the Title II decision in citation.
5 To determine a claimant’s disability, the ALJ must apply a five-step evaluation. See 20
C.F.R. § 404.1520(a)(4). If the ALJ finds that a claimant is either disabled or not disabled at any
step, the ALJ does not continue to the next step. Id.; see also Parra v. Astrue, 481 F.3d 742, 746-
47 (9th Cir. 2007) (discussing the five-step evaluation in detail).
6 Plaintiff initially listed February 2008 as his alleged onset date on his DIB application.
The regulations, however, require a claimant to be at least 18 years of age to be eligible for Title
II benefits. The ALJ thus considered plaintiff’s 18th birthday to be his alleged onset date for his
Title II claim. (Tr. 15.)
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Isaiah L. v. SSA, 6:23-cv-02801-AR
exertional levels, with the following nonexertional limitations: simple, routine, and repetitive
tasks in an environment free of fast-paced production requirements and requiring only simple
work related decisions; few workplace changes; no interaction with the public; and occasional,
brief and superficial interaction with coworkers and supervisors. (Tr. 18.)
At step four, the ALJ concluded plaintiff had no past relevant work. (Tr. 25.) Next,
considering plaintiff’s age, education, and RFC, the ALJ found at step five that jobs exist in
significant numbers in the national economy that plaintiff can perform, including such
representative occupations as router, floor waxer, and cleaner. (Tr. 26.) The ALJ thus concluded
that plaintiff was not disabled. (Tr. 26.)
STANDARD OF REVIEW
The district court must affirm the Commissioner’s decision if the Commissioner applied
proper legal standards and the findings are supported by substantial evidence in the record. 42
U.S.C. § 405(g); Ford v. Saul, 950 F.3d 1141, 1154 (9th Cir. 2020). Substantial evidence is “more
than a mere scintilla” and is “such relevant evidence as a reasonable mind might accept as
adequate to support a conclusion.” Biestek v. Berryhill, 587 U.S. 97, 103 (2019) (quotation and
citation omitted). To determine whether substantial evidence exists, the court must weigh all the
evidence, whether it supports or detracts from the Commissioner’s decision. Garrison v. Colvin,
759 F.3d 995, 1009 (9th Cir. 2014).
DISCUSSION
A. Medical Opinion Evidence
Plaintiff challenges the ALJ’s evaluation of the medical opinion evidence, arguing that
the ALJ failed to incorporate credible functional limitations identified in the medical opinions of
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Isaiah L. v. SSA, 6:23-cv-02801-AR
examining psychologist, David Archambault, Ph.D.; examining psychologist, Chandra Perez,
Psy.D.; examining psychologist, Laura O’Connor, Psy.D.; and treating pediatrician, Lisa
Palmieri, M.D. (Pl.’s Br. at 2.) The regulations require ALJs to evaluate the supportability and
consistency of a medical opinion when assessing its persuasiveness. 20 C.F.R. § 404.1520c. ALJs
must “articulate . . . how persuasive [they] find all of the medical opinions” and “explain how
[they] considered the supportability and consistency factors.” Woods v. Kijakazi, 32 F.4th 785,
792 (9th Cir. 2022) (quoting 20 C.F.R. § 404.1520c(b)(2)). Supportability is determined by
assessing whether the medical source provides explanations and objective medical evidence to
support their opinion. 20 C.F.R. § 404.1520c(c)(1). Consistency is determined by evaluating how
consistent the opinion is with evidence from other medical and nonmedical sources in the record.
20 C.F.R. § 404.1520c(c)(2).
A district court reviews the ALJ’s evaluation of medical opinions for substantial
evidence. See Woods, 32 F.4th at 787 (“an ALJ’s decision, including the decision to discredit any
medical opinion, must simply be supported by substantial evidence.”). Moreover, an ALJ may
not “reject an examining or treating doctor’s opinion as unsupported or inconsistent without
providing an explanation supported by substantial evidence. Id. at 792. See also Metcalf v.
Kijakazi, No. 22-35201, 2022 WL 17592194, at *1 (9th Cir. Dec. 13, 2022) (observing that
“under the revised regulations . . . , the ALJ’s evaluation of a medical opinion is reviewed for
substantial evidence” (citing Woods, 32 F.4th at 789)).
1. Dr. Archambault
In November 2021, Dr. Archambault conducted a consultative psychological evaluation
in connection with plaintiff’s disability claim. (Tr. 387-92.) The ALJ found Dr. Archambault’s
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opinion persuasive, noting his findings were “generally consistent with the objective and other
evidence of record” and were “supported by his own clinical observations with explanations of
the bases for his assessments.” Even so, the ALJ found that Dr. Archambault’s assessment was
“set out in broad terms, without identifying the [plaintiff’s] specific levels of difficulty in each
area.” (Tr. 24.) As to consistency, the ALJ noted that Dr. Archambault’s opinion that plaintiff
“would have difficulty performing detailed and complex tasks” and would “likely need
instructions repeated and given with simple wording with as few steps as possible” was
consistent with his opinion that plaintiff is capable of simple repetitive tasks. (Tr. 22-23.) Based
on Dr. Archambault’s findings, the ALJ limited plaintiff to performing only simple, routine, and
repetitive tasks in the RFC decision. (Tr. 18)
The ALJ’s failure to incorporate any limitation as to instructions amounts to reversible
error. Although the Commissioner argues that the ALJ merely translated broad limitations
identified by Dr. Archambault into “concrete restrictions,” a limitation to simple tasks does not
sufficiently account for plaintiff’s need to have directions repeated, with simple wording and in
as few steps as possible. (Def.’s Br. at 4.)
This court is guided by the Ninth Circuit’s clarification in Leach v. Kijakazi, 70 F.4th
1251 (9th Cir. 2023), that “simple tasks” and “short, simple instructions” are separate limitations,
each consistent with different levels of reasoning in the DOT.7 In Leach, the court explained that
a limitation to simple, one-or-two step instructions was more consistent with jobs at reasoning
level one, while a limitation to “simple routine tasks” was more consistent with reasoning level
7 See DOT, App. C, § III, 1991 WL 688702.
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two. Id. at 1256-57. As that court explained, the “key distinction between those two levels is that
level-one jobs require instructions involving at most two steps, whereas level-two jobs may
require ‘detailed’—that is, potentially longer—instructions.” Id. at 1256 (quoting Rounds v.
Comm’r Soc. Sec. Admin., 807 F.3d 996, 1003 (9th Cir. 2015)).
Here, Dr. Archambault’s opinion supported a limitation to short, simple instructions.
More telling is that the record consistently demonstrates that plaintiff required short, simple, one-
to-two step instructions, and that he often needed those instructions repeated. (See, e.g., Tr. 16,
24, 292, 293, 390, 441.) The ALJ acknowledged that plaintiff received those kinds of
accommodations at school and at work but then failed to incorporate such a limitation in the RFC
determination. (Tr. 16, 24.) Consequently, the VE proposed only jobs that required reasoning
level two, which can involve detailed but uninvolved written or oral instructions. (Tr. 81-82.)
Such a result is not consistent with plaintiff’s capabilities. The Commissioner attempts to salvage
the ALJ’s RFC determination by proposing that, although the RFC does not include any
limitation as to instructions, the RFC “do[es] not prevent any repetition or simple wording of
instructions.” (Def.’s Br. at 4 (emphasis in original.)) This argument indicates a flawed
understanding of RFC requirements, which must include all credible symptom allegations and
limitations that have not been properly rejected. 20 C.F.R. §§ 404.1545(a), 416.945(a). Plaintiff’s
need to have instructions communicated in a short, simple manner is a credited allegation that is
supported by the record.
2. Dr. Perez
Dr. Perez conducted a comprehensive psychological evaluation of plaintiff in December
2022. (Tr. 415-32.) The ALJ first states that he will not “provide articulation about evidence
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[that] is inherently neither valuable nor persuasive, including statements about whether the
claimant is disabled or can maintain employment.” (Tr. 21.) The ALJ then rejected the opinion of
Dr. Perez in part because she did not provide “specific functional abilities or limitations” and
instead “appear[ed] to have concluded claimant is unable to sustain full-time work based on his
reported difficulties while working full-time at McDonald’s and his mother’s reports.” (Tr. 21.)
Notably, the ALJ does not discuss the supportability or consistency of Dr. Perez’s
opinion, a fact which the Commissioner argues is appropriate because Dr. Perez’s does not meet
the regulatory requirements of a medical opinion. See 20 C.F.R. §§ 404.1513(a)(2),
416.913(a)(2) (“A medical opinion is a statement from a medical source about what you can still
do despite your impairment(s) and whether you have one or more impairment-related limitations
or restrictions[.]”) But even if Dr. Perez failed to provide specific functional abilities or
limitations, she provided objective medical evidence that is probative of plaintiff’s abilities that
the ALJ should have considered. 20 C.F.R. §§ 404.1513(a)(1), 404.1502(g) (providing the
agency will consider objective medical evidence, including signs such as medically demonstrable
phenomena indicating specific psychological abnormalities); Kilpatrick v. Kijakazi, 35 F.4th
1187, 1193 (9th Cir. 2022) (stating that “an ALJ may not ignore significant probative evidence
that bears on the disability analysis).
For example, Dr. Perez administered a series of psychological tests, including WAIS-IV
standard intelligence tests. Based on these test, plaintiff’s full-scale IQ was scored at 65, or
extremely low. His verbal comprehension score was 72, or borderline. His processing speed was
59, or extremely low. (Tr. 420.) Based on these assessments, Dr. Perez diagnosed plaintiff with
autism spectrum disorder level two, requiring “substantial support.” (Tr. 426-27.) The ALJ
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disregarded this objective evidence, focusing instead on Dr. Perez’s failure to “consider[] the
claimant’s functional capacity to perform work in a setting other than food service.” (Tr. 21.)
Additionally, the ALJ stated that evidence from plaintiff’s school reports demonstrated
“tremendous” and “ongoing progress despite his difficulties.” (Tr. 21.)
The ALJ’s conclusion that Dr. Perez failed to consider plaintiff’s ability to work in a non-
food service environment is speculative and not supported by substantial evidence. (Tr. 21-22.)
Dr. Perez does not state that she considered only plaintiff’s past work in food service when
opining as to his need for support and accommodation in possible future work endeavors. As
discussed, her opinion is based not only on statements from plaintiff, but also on objective
testing of plaintiff’s cognitive and behavioral functioning. Dr. Perez relied on the testing results
as well as plaintiff’s history to form her conclusions as to plaintiff’s ability to sustain full-time
work. (Tr. 428-29.)
Finally, the ALJ discounted Dr. Perez’s opinion because she “did not review [plaintiff’s]
school records” citing “tremendous progress,” including graduating with a “regular diploma, and
having excelled in his coursework for a certificate in business from a technical college” (Tr. 21,
citing Tr. 336, 340) and teacher comments that plaintiff is friendly, kind, and diligent (Tr. 21).
Contrary to the ALJ’s assertion, plaintiff’s school records were reviewed as part of the interview
with Dr. Perez; her notes under the “education history” heading indicate she was aware of the
successes outlined by the ALJ. (Tr. 417-18.) Dr. Perez’s notes also document many
accommodations that plaintiff received at school, a point that the ALJ failed to mention when
evaluating Dr. Perez’s opinion. Plaintiff’s successes were due, in large part, to the carefully
crafted IEP accommodations, including 35 hours a week of special instruction, breaks to walk
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around and decompress, a calculation device, repeated directions, extended response time, visual
representation graphic organizer, and music during independent study—all administered on an
as-needed basis. (Tr. 394, 398.) And school notes stated plaintiff will “still require[] transition
services to help him prepare for life after high school.” (Tr. 401.) In short, the ALJ’s analysis of
Dr. Perez’s opinion is not supported by substantial evidence.
3. Dr. O’Connor
Dr. O’Connor conducted a neuropsychological evaluation of plaintiff in January 2023.
(Tr. 434-46.) Based on a series of objective tests and clinical interviews, Dr. O’Connor diagnosed
plaintiff with autism spectrum disorder with accompanying intellectual impairment, moderate.
(Tr. 441.) The ALJ rejected Dr. O’Connor’s opinion for reasons like those given for rejecting Dr.
Perez’s opinion; that is, Dr. Oconner did not provide any specific functional abilities or
limitations and failed to consider plaintiff’s “functional capacity to perform work in a setting
other than food service.” (Tr. 22.) As with Dr. Perez, the ALJ failed to properly consider the
objective evidence proffered by Dr. O’Connor.
Dr. O’Connor administered objective tests to plaintiff, including the WAIS-IV and
WCST-64. Based on those testing results, Dr. O’Connor concluded that plaintiff’s overall
cognitive ability was in the low range, and his executive functioning scores varied between very
low and low-average. (Tr. 437.) His visual processing speed was very low, and his “learning to
learn” scores “suggest that he did not become increasingly efficient at shifting from one sorting
principle to the next as the test progressed.” (Tr. 437.) The ALJ dismissed Dr. O’Connor’s
objective medical evidence, based on an assumption that her opinion only considered plaintiff’s
capacity to work in food service. The ALJ does not explain how he reached this conclusion, or
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how this conclusion invalidated the objective evidence provided within Dr. O’Connor’s opinion.
Therefore, as with Dr. Perez’s opinion, the ALJ’s conclusions here are not supported by
substantial evidence.
4. Dr. Palmieri
The ALJ discounted Dr. Palmieri’s medical opinion, in part because she failed to identify
what specific supports plaintiff requires and “does not appear to have considered [his]
demonstrated progress and achievements.” (Tr. 22-23.) The ALJ stated that Dr. Palmieri
“identified no clinical observations or basis of her knowledge or familiarity with [plaintiff’s]
functioning since June 2020.” (Tr. 23.) The ALJ’s conclusion as to the supportability of Dr.
Palmieri’s opinion is reasonable, as Dr. Palmieri provided no data or treatment notes to support
her opinion.
The ALJ then partially credited Dr. Palmieri’s opinion that plaintiff’s full-scale IQ was
inconsistent with his “demonstrated greater abilities.” (Tr. 23, citing Tr. 384.) The ALJ cited
plaintiff’s transitioning to regular classes his last semester of high school, earing a certificate in
business administration, working, and going to school to support his position. (Tr. 23.) Here,
again, the ALJ failed to recognize that plaintiff’s “demonstrated greater abilities” are consistently
made possible through accommodations, such as extra time to complete work and tests, as-
needed five-minute breaks, extra time to understand directions, access to assistive technology,
and use of fidget spinners to help him stay focused. Although the ALJ correctly stated that Dr.
Palmieri failed to identify the supports plaintiff requires, that does not negate the fact that her
opinion that plaintiff continues to require support is consistent with the record. Thus, the ALJ’s
assessment of Dr. Palmieri’s opinion is not fully supported by substantial evidence.
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In summary, the ALJ’s rationale for not finding the opinions of Dr. Archambault, Dr.
Perez, Dr. O’Connor, and Dr. Palmieri persuasive are not supported by substantial evidence and
the ALJ has erred.
B. Subjective Symptom Testimony
Determining the credibility of a claimant’s symptom testimony requires the ALJ to
undertake a two-step process of analysis. Trevizo v. Berryhill, 871 F.3d 664, 678 (9th Cir. 2017);
20 C.F.R. § 404.1529. At the first step, the claimant must produce objective medical evidence of
an underlying impairment that could reasonably be expected to produce the alleged symptoms.
Treichler v. Comm’r of Soc. Sec. Admin., 775 F.3d 1090, 1102 (9th Cir. 2014); Tommasetti v.
Astrue, 533 F.3d 1035, 1039 (9th Cir. 2008). At the second step, if there is no affirmative
evidence of malingering, the ALJ must provide specific, clear and convincing reasons for
discounting the claimant’s testimony. Brown-Hunter v. Colvin, 806 F.3d 487, 488-89 (9th Cir.
2015); 20 C.F.R. § 404.1529. The specific, clear and convincing standard is “the most
demanding required in Social Security cases” and is “not an easy requirement to meet.”
Garrison, 759 F.3d at 1015; Trevizo, 871 F.3d at 678-79. The “clear and convincing” standard
requires an ALJ to “show [their] work” but, ultimately, the question is not whether ALJ’s
rationale convinces the court, but whether the ALJ’s rationale “is clear enough that it has the
power to convince.” Smartt v. Kijakazi, 53 F.4th 489, 499 (9th Cir. 2022).
The ALJ discounted plaintiff’s testimony, stating that despite plaintiff’s “struggles with
several issue due to his mental health impairments,” he had “demonstrated diligence and hard
work” and had used “available supports, tools, and strategies to accomplish his goals.” (Tr. 19.)
By way of example, the ALJ pointed out that plaintiff “maintains a fairly busy schedule with
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school, work, and general activities of daily living.” (Tr. 19.) The ALJ cited plaintiff’s use of
tutoring services, fidget cubes, and a notepad for remembering multi-step tasks to demonstrate
his success in activities of daily living. (Tr. 20.) But the ALJ, in his decision, somehow failed to
recognize that all the strategies listed are in fact a form of accommodation that plaintiff receives
regularly to succeed. The ALJ instead concluded that “evidence indicates [plaintiff] could sustain
full-time work if it were in a less stressful environment and with less social interaction, as
reflected [in the RFC].” But the ALJ identifies no evidence supporting his conclusion that
plaintiff would require fewer accommodations than he receives at his current job, where he has
limited interactions, has a routine setting up the food station, is provided extra time to perform
that routine, and must still be allowed to take extra five-minute breaks as needed. Every report
from work and school notes that plaintiff requires extra time to complete tasks, requires extra
breaks, requires repetition of instruction, and repeated demonstrations of tasks. Thus, the ALJ’s
rationale is not supported by substantial evidence. Accordingly, the ALJ did not provide clear and
convincing reasons to discount plaintiff’s subjective symptom testimony.
C. Lay Witness Testimony
Lay witness testimony about a claimant’s symptoms is competent evidence that an ALJ
must consider unless she “expressly determines to disregard such testimony and gives reasons
germane to each witness for doing so.” Lewis v. Apfel, 236 F.3d 503, 511 (9th Cir. 2001); Nguyen
v. Chater, 100 F.3d 1462, 1467 (9th Cir. 1996) (holding that competent lay witness testimony
“cannot be disregarded without comment” (emphasis in original)) an ALJ may not reject such
testimony without comment and “must give reasons that are germane to each
witness.” Id. (quoting Dodrill v. Shalala, 12 F.3d 915, 919 (9th Cir. 1993)).
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An ALJ errs by failing to “explain her reasons for disregarding . . . lay witness testimony,
either individually or in the aggregate.” Molina v. Astrue, 674 F.3d 1104, 1115 (9th Cir.
2012) (quoting Nguyen, 100 F.3d at 1467). Such an error may be harmless, and a court must
determine whether the error is “ ‘inconsequential to the ultimate nondisability determination’ in
the context of the record as a whole.” Id. at 1122 (quoting Carmickle v. Comm’r Soc. Sec.
Admin., 533 F.3d 1155, 1162-63 (9th Cir. 2008)). The error is harmless, for example,
“[w]here lay witness testimony does not describe any limitations not already described by the
claimant, and the ALJ’s well-supported reasons for rejecting the claimant's testimony apply
equally well to the lay witness testimony.” Id. at 1117.
The Commissioner argues that under the new regulations regarding evaluation of medical
evidence an ALJ is no longer required to provide any rationale for rejecting lay witness
statements. (Def.’s Br. at 10-11, ECF 13.) Subsection (d) of the new regulations provides: “We
are not required to articulate how we considered evidence from nonmedical sources using the
requirements in paragraphs (a)-(c) in this section.” 20 C.F.R. § 404.1520c(d). Subsections (a)
through (c) lay out the new standards for evaluating medical opinion evidence. Id. §
404.1520c(a)-(c). In the Commissioner’s view, lay testimony is a “nonmedical source,” and
ALJ’s are not required to articulate how that evidence was considered. See Kennedy v. O’Malley,
No. 22-35866, 2024 WL 242992, at *1-2 (9th Cir. Jan. 23, 2024) (stating that under the new
regulations, an ALJ is not required to articulate how [she] considered evidence from nonmedical
sources), and Fryer v. Kijakazi, No. 21-36004, 2022 WL 17958630, at *1 n.1 (9th Cir. Dec. 27,
2022) (“It is an open question whether ALJs are still required to consider lay witness evidence
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under the revised regulations, although it is clear they are no longer required to articulate it in
their decisions.”). The court is unpersuaded by the Commissioner’s argument.
The Ninth Circuit has not yet decided whether the regulations relating to medical
evidence affect an ALJ’s analysis of lay witness testimony. See Wilson v. O’Malley, No. 23-
35463, 2024 WL 2103268, at *2 (9th Cir. May 10, 2024) (stating is it unclear “whether an ALJ is
required to provide germane reasons for discounting lay witnesses under the new regulations”).
Still, most of the district courts in this circuit have “concluded that the new regulations have not
eliminated an ALJ’s obligation to consider and address lay witness testimony.” Karen W. v.
Comm’r Soc. Sec. Admin., No. 24-cv-00294-AR (D. Or. Feb. 28, 2025) (collecting cases).
In his decision, the ALJ discounted the testimony of plaintiff’s mother, finding her
written statements inconsistent with the record. The ALJ found her written testimony that
plaintiff “rarely goes out alone, other than to work” was inconsistent with testimony that plaintiff
goes to work “four days per week and goes to school five days per week.” (Tr. 19.) Yet the record
reveals that plaintiff was not in school at the time his mother provided her written statement; her
statement to was provided in March 2022, and he began school in September 2022. Thus, the
ALJ’s reason for discounting the lay testimony on this basis is not supported by substantial
evidence. (Tr. 67, 289.) The ALJ also took issue with plaintiff’s mother’s assertion that plaintiff
“has a short attention span” finding this was contradicted by her statement that plaintiff “spends
time watching movies and playing video games.” (Tr. 19.) Here again, substantial evidence does
not support the ALJ’s conclusions. Notes from consultative examination state that plaintiff’s
“fixated interests include Legos, video games, and the movie [Wall-E]” and that his repetitive
behaviors include “fidgeting with Legos, playing a handheld video game, lining up toys or items,
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echolalia, and repeating the same songs.” (Tr. 418-19.) Thus, the court concludes that the ALJ’s
failed to provide germane reasons, backed by substantial evidence, to reject the lay testimony of
plaintiff’s mother.
D. Remedy
When a court determines that the ALJ has committed harmful legal error in denying
benefits, the court may affirm, modify, or reverse the decision “with or without remanding the
cause for a rehearing.” Treichler, 775 F.3d at 1099 (quoting 42 U.S.C. § 405(g)). In determining
whether to remand for further proceedings or an immediate award of benefits, the court conducts
a three step “credit-as-true” analysis. Garrison, 759 F.3d at 1020. Under that analysis, the court
considers whether: (1) the ALJ has failed to provide legally sufficient reasons for rejecting
evidence; (2) the record has been fully developed and further proceedings would serve no useful
purpose; and (3) if the improperly discredited evidence were credited as true, the ALJ would be
required to find the claimant disabled on remand. Brown-Hunter, 806 F.3d at 495; Garrison, 759
F.3d at 1020. Even if all three steps are satisfied, the court retains “flexibility” to remand for
further proceedings “when the record as a whole creates serious doubt as to whether the claimant
is, in fact, disabled.” Garrison, 759 F.3d at 1021.
All the credit-as-true criteria are satisfied here. The ALJ erred in evaluating the medical
opinion evidence, plaintiff’s symptom testimony, and the lay witness testimony. The record is
fully developed and there are no outstanding issues to resolve. The record shows that plaintiff
requires instructions to be repeated, requires extra time to comprehend and complete tasks, and
requires five-minute breaks on an as-needed basis to keep from feeling overwhelmed. The
vocational expert testified that a person who was off task more than 10 percent of the day or
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required extra, unscheduled breaks during the day would not be able to sustain full-time
employment. (Tr. 82-83.) Furthermore, the court’s review of the record creates no serious doubt
that plaintiff is, in fact, disabled. Accordingly, the court exercises its discretion to remand this
case for an immediate award of benefits.
CONCLUSION
For the above reasons, Commissioner’s decision is REVERSED and REMANDED for
immediate calculation and payment of benefits.
DATED: October 14, 2025.
4 i ISTEAD
United States Magistrate Judge
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