1. Personal Identification and Proof of Citizenship

• Social Security Number (SSN)
• Birth certificate or passport
• Proof of U.S. citizenship or legal residency (if applicable)
• Driver’s license or state ID

2. Medical Records and Evidence

Medical documentation is the most critical part of your claim. Provide:

• Doctor’s reports and treatment notes
• Hospital records and surgery reports
• Lab and test results (X-rays, MRIs, blood tests, etc.)
• Medications and prescriptions history
• Letters from treating physicians explaining your condition and work limitations
• Records from specialists or therapists

Make sure these records are current and cover all aspects of your disability.

3. Work History and Earnings Records

To qualify for Social Security Disability Insurance (SSDI), the SSA needs information about your past work and earnings:

• List of jobs you’ve had in the past 15 years
• Dates you worked each job
• Details about the type of work performed
• Recent pay stubs or W-2 forms
• Self-employment tax returns (if applicable)

This helps SSA determine if you have enough work credits and understand your ability to perform past work.

4. Financial Information (for Supplemental Security Income - SSI)

If you are applying for SSI, which is needs-based, provide:

• Bank statements
• Proof of income (wages, pensions, etc.)
• Information about assets, such as property or savings
• Monthly expenses

This information helps SSA determine your financial eligibility.

5. Authorization Forms

• Signed consent to allow SSA to obtain medical and employment records
• Authorization to release information to representatives (if you have a lawyer or advocate helping you)

Tips for Organizing Your Documents

• Keep copies of everything you submit.
• Organize medical records by date and provider.
• Create a summary or timeline of your medical treatment and work history.
• Respond promptly if SSA requests additional information.