How to Successfully File for SSI Disability

Filing for Social Security Disability can be quite a challenge. You must prove to the Social Security Administration not only that you have a disability but also that you are eligible under government guidelines and regulations. This means proving also that your total family income meets these qualifications as well.

Instructions

    • 1

      Review the eligibility guidelines for Social Security Disability. These guidelines include disabilities that make you eligible, and it lists eligibility guidelines for your specific household size and income structure. Make sure you meet these guidelines before continuing (see Resources).

    • 2

      Obtain an application for SSI and fill it out. Fill in an much information as you can. You may seek help in completing this form from your health care provider. Any other information left blank your assigned caseworker will complete for you.

    • 3

      Gather all medical records pertaining to this specific disability. This includes records from the time this disability began to the present. You need to contact every location records will be found and request copies. The more documentation you have to present to SSA, the better.

    • 4

      Gather all personal and financial records. You need bank statements, including savings, checking, CDs, IRAs and 401(k). You need an official birth certificate, Social Security card and driver's license (or a state-issued ID if you do not drive). You need copies of all work records for at least the last 15 years, if you have any. You need any paystubs or records of income for at least the last year. If you are married or have anyone within your household with an income, you must obtain proof of this income as well.

    • 5

      Submit your application with all of the information you gathered in Steps 3 and 4. SSA will contact you in writing with your appointment times and dates. They will also inform you if they need any further documentation.

    • 6

      Attend all appointments in which you are scheduled. You will have an initial meeting with your caseworker at the beginning of the process. They will also schedule appointments for you with their doctors. You will then have a waiting period of at least six months for SSA to render a judgment.

      Once you are approved, you will meet with your caseworker to discuss your benefits and notifications of any changes.

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