Preparation is key to the success of your Social Security claim for disability benefits. The agency will require verified information about your disability, including the date when your condition became disabling, the dates and addresses of your last treatments, and the date that you stopped working. Prior to your interview, organize your medical records, making sure they are accurate and updated, and verified by a medical professional. A doctor’s summary of your condition, details about your treatment, and the kind of limitations the condition places on your ability to work must all be included and documented. Prepare for questions about when your condition became disabling.
Collect your worker’s compensation information as applicable to your claim. These documents must include the settlement agreement, date of the injury, as well as evidence of any other injury-related payouts you have received. The agency will require information about your marital and family status, including the names of your spouse and children as well as dates of your marriage or divorce. It is important to have your bank checking account number available. Also, be prepared with an emergency contact in the event the agency is unable to get in touch with you.
For individuals unable to file the claim online, they must fill out the “Medical and Job Worksheet – Adult” document and bring it with them for the interview. The Social Security Administration (SSA) will also require Form SSA-827 “Authorization to Disclose Information to the Social Security Administration” in order to obtain sensitive medical information required to determine whether you qualify for benefits. This is a medical release form, and the agency will require you to sign and date the form, along with a witness’ signature, and return to the agency as directed.