Proof of Identity and Citizenship

To verify who you are, you’ll need:

• Birth certificate or other proof of birth
• Social Security number (SSN)
• Proof of U.S. citizenship or lawful alien status (if not born in the U.S.)
• State-issued ID or driver’s license

These documents confirm your identity and legal eligibility to apply for SSDI benefits.

Medical Records and Evidence

The strength of your medical documentation is crucial. The SSA wants to see:

• All relevant medical records from doctors, clinics, hospitals, and therapists
• Diagnosis and treatment history for your disabling condition
• Lab test results, imaging (X-rays, MRIs), and surgical records
• A detailed statement from your treating physician about your limitations
• List of medications, dosages, and side effects
• Records from any mental health professionals, if applicable

Make sure to include information from all specialists, not just your primary care provider.

Work History Documentation

To determine if you qualify for SSDI based on your work record, you’ll need:

• A list of jobs held in the past 15 years, including job titles and duties
• W-2 forms or self-employment tax returns (Schedule C, SE) from previous years
• Pay stubs if currently or recently employed
• A detailed description of how your condition prevents you from performing past work

Educational and Vocational Background

You may be asked to provide:

• Education history, including high school, college, or trade school records
• Vocational training or certifications
• Information about any job skills that might be transferable to other work

This helps the SSA evaluate whether you could do another type of work.

Financial Records (for SSI or Dual Applicants)

If you are also applying for Supplemental Security Income (SSI), or if you are unsure which program applies, gather:

• Bank account statements
• Mortgage or rental lease
• Utility bills
• Life insurance policies, stocks, and other assets
• Information about household income and expenses

These documents are not required for SSDI-only applicants but are critical for SSI eligibility.

Other Helpful Documentation

Additional items that may support your claim include:

• Letters from caregivers or former employers describing how your condition impacts daily activities or job performance
• Daily activity logs that show how your disability limits you
• Vocational rehabilitation reports, if applicable