The Disability Application Process - Filing Paperwork

How to Apply for SSDI Benefits

The application process for applying for a Social Security Disability Insurance benefit (SSDI) is very straightforward and convenient. Before applying, the SSA may need you to provide information such as your birth certificate, W-2 forms(s) and/or self-employment tax returns for the last year, an Adult Disability Report and medical evidence of your disability. Once you have all of your paperwork in order, you can apply for SSDI from the convenience of your home online at the SSA’s website at any time.

Disability Checklist

When applying for disability benefits you need to provide a large amount of information to support your application. Most of the information required you will find on the check list below.

You will be asked to create a social security account or if you already have one you need to login to it. Because you will be asked several identity questions when creating an account, you should have at your fingertips a mobile phone number for receiving and sending text messages, credit card number, W2 and tax forms.

How to fill out form SSA-623

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

Filling Out Form SSA-3820

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-3369—Work History Report

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

Filling Out Form SSA-3381

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

Filling Out Form HA-4633

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.

Find Out If I Qualify for Benefits!