Create An Organized Claim File for SSD

Personal Documents

•Social Security card

•Proof of age (birth certificate, driver’s license)

•Proof of U.S. citizenship or immigration status (certification of citizenship, U.S. passport or birth certificate, immigration form)

Financial Documents

•Proof of income (pay stubs, tax returns)

•Proof of resources (bank statements, stocks, bonds, car registration, etc.)

•Proof of living arrangements (property tax bill, rent receipts, utility bills)

Medical Records

•Proof of medical condition (medical reports, names and contact information for doctors, hospitals, and medical service providers)

Though the SSA will collect medical records for you while making an initial determination of your disability status, request copies for your personal file. Papers could easily be misplaced or incomplete and the SSA would be none the wiser. If your claim is denied and you move on to a hearing, you will be responsible for adding medical records regarding the development of your condition, or any new conditions, to your claim file.

Keep Track of…

•What documents you submit, the dates they are submitted, and the names of the representatives who received them.

•Any correspondence from the SSA regarding your claim should be kept in your file for easy reference.