What Documents Do I Need With My Disability Application?

Submitted by rsg on

The Social Security disability application process requires you to complete two major tasks. First, you must submit a fully completed disability application that contains 100 percent accurate information. Failing to complete each section with accurate information means your claim will not get past the first phase of the review process.

Second, you must submit documents that bolster your claim for Social Security Disability Insurance (SSDI) benefits. For example, if your application concerns suffering from severe carpal tunnel syndrome, you must submit medical records that support your claim.

Documents You Need to Include with Your Disability Application

Working with a Social Security disability attorney can help you submit the proper documents for your SSDI application. You need to submit documents that cover three broad categories: Information about you, information about your medical condition, and information about your last job. Referring to the Adult Disability Checklist can help you file the correct paperwork with your application.

Information About You

A copy of your driver’s license, birth certificate, and Social Security card provides the SSA with your name, date of birth, and Social Security number. You also need to submit paperwork that provides the names and dates of your children that have not reached 18 years of age. Adding the name of your bank, your account number, and the Routing Transit Number allows the SSA to distribute money to your bank account in a timely manner.

Remember that making a mistake as minor as missing a digit in your Social Security number will force the SSA to deny your claim because you submitted an incomplete form.

The Role Your Doctor Plays in Your Application for Social Security Disability Benefits

Information About Your Medical Condition

Now we come to the heart of your SSDI application. You must complete a simple form that lists the name, address, and contact information of the physician that diagnosed and treated your disabling medical condition. A representative from the SSA might have to reach out to your doctor to verify some of the medical information you submit with your SSDI claim.

Your physician should give you a detailed report that describes your medical condition, as well as provides a prognosis of you making a full or partial recovery. The SSA wants to know if your disability is temporary or if it will prevent you from working permanently.

You should include the results of diagnostic tests, as well as a comprehensive description of your treatments and rehabilitation sessions. The SSA wants to know if you take any medications, as well as the names and contact information of every medical facility you visited.

Information About Your Job

Receiving approval for a disability application involves a two-step process. First, you have to prove you suffer from a disabling medical condition. Second, you must demonstrate the disabling medical condition prevents you from working.

Proving you no longer can work involves sending documents that present your financial information since the day you became disabled. Documents include a copy of your W-4, copies of your monthly bank statements, and copies of the timekeeping records sent by your former employer.

You also should submit a list of the previous jobs you worked going back 15 years before you suffered a disability that forced you out of the workforce.

Schedule a Free Case Evaluation

Suffering a disabling medical condition has put you in a precarious financial situation. You need money to pay for medical bills, and you need it as quickly as possible. Consider working with an attorney to help you submit the most convincing Social Security disability application. Fill out the Free Case Evaluation today!

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