A representative payee is a person or organization assigned to handle Social Security Disability (SSD) benefits for a disabled individual. Any person that is unable to manage their own benefits or to direct someone else to manage their benefits for them must have a representative payee.

The representative payee is required to provide the Social Security Administration (SSA) with detailed information on a regular basic about how benefits are spent. This is the purpose of the form SSA-623.

Why This Form is Important

Online application for Social Security Disability (SSD) benefits is often the fastest method for initiating a claim, but it is important to understand that filling out the required forms online may not be the only step you must take to complete your application.

Collecting required documentation

How to Fill Out Form SSA-3373—Function Report (Activities of Daily Living)

Most applicants do not precisely meet a listed disability with the Social Security Administration (SSA). If your medical condition does not meet a listing, then the SSA will need more information from you, including how your disability affects your everyday life. That is the purpose of Form SSA-3373, which is also known as the Functional Report.

Why This Form is Important to Your Disability Claim

How to Fill Out Form SSA-3820—Disability Report – Child

The Child Disability Report Form, or SSA-3820, is the first form you will complete when you start a disability application with the Social Security Administration (SSA) on behalf of a child. The application itself is completed during a personal interview with a SSA representative, but the information you provide on this form plays a crucial role in the application process.

Why This Form is Important to Your Disability Claim

How to Fill Out Form SSA-3441—Appealing SSD Denial

A high percentage of Social Security Disability (SSD) claims are initial denied. If your application is denied and you wish to continue trying to get SSD benefits, then you must fill out Form SSA-3441, along with any other required documents.

Why This Form is Important to Your Disability Claim

When you apply for Social Security Disability (SSD) benefits, you will provide the Social Security Administration (SSA) basic information about your last 15 years of employment prior to becoming disabled.

There is space to list five jobs on the application, which is also known as the Adult Disability Report, but the SSA will need more information about your past work. Form SSA-3368, or the Work History Report, is designed to give them the details they need to make a decision on your claim for benefits.

Why This Form is Important to Your Disability Claim

Though not a formal part of the Social Security Disability (SSD) benefits application, the Social Security Administration still requires every applicant to complete Form SSA-3381, which is also known as the Medical and Job Worksheet – Adult.

Why This Form is Important to Your Disability Claim

The Social Security Administration’s Form HA-4633 is used to list all of your employers and the types of work you have performed over the past fifteen years. It is important that this form be filled out completely and honestly. The SSA will use the information on this form to determine your work experience, which comes into play when they decide whether your disabilities are severe enough to preclude you from doing work which you have experience with or could be trained for.

Ticket to Work is a Social Security program which enables disabled persons to work on a trial basis. The goal of the program is for disabled persons to find suitable employment which they can do despite their disabilities and which will allow them to be self-sufficient.

When you are approved for the Ticket to Work program, you are assigned a ticket holder number. This will be your Social Security Number with a special Ticket to Work (TW) suffix added.

The Social Security Administration (SSA) uses Form SSA-545 for those who people who are disabled but want to become self-sufficient. The program, referred to as PASS, allows people on Social Security disability to try to obtain education or funds needed to start a business with the goal of eventually getting off Social Security disability benefits.

Here’s how you fill out the Part I of the form: