What Forms Do You Use to File For Social Security Disability?

If you are filing an disability claim or SSI disability claim, there are certain forms that are used to create your disability claim file.

Forms for filing

Social Security uses a form SSA 3368 to record information about your medical treatment (i.e. physicians, hospitals, mental health facilities, etc.), work activity (generally a brief description of the work you have done for the fifteen years prior to the onset of your disability, with a more complete description of the work you have performed for the longest period of time), and educational background.

Along with the SSA 3368, Social Security may complete a form to more completely address your work background. The work history form is called an SSA 3369. The SSA 3369 gives the claimant an opportunity to thoroughly describe all of the physical demands of their work activity. There are questions as to how often an individual stood, walked, stooped, climbed, etc., along with questions as to how much lifting and carrying an individual did for each job.

Social Security will also ask you to sign SSA 827s, so that they can obtain all of your medical treatment, educational, and vocational information. SSA 827 forms are medical releases that give Social Security permission to get all of your records so that they can make a disability decision.

Appeal forms

If your initial disability claim is denied, you should, in nearly all cases, appeal your disability claim. Of course, Social Security has specific forms that have to be completed in order to file your appeal.

If you are filing your own appeal, you will be required to complete an SSA 3441, also known as a disability report form. This form is designed to update the information that you provided for your initial disability application. Basically, the disability report form asks questions about any medical treatment you have had since your last decision as well as information about any new illnesses and changes in your ability to perform routine daily activities such as personal grooming, household chores, etc.

Along with the disability report, you will need depending on the level at which your claim was denied to complete either a form SSA 501 request for hearing, or a form SSA 562 for a reconsideration request. And also SSA 827's (medical release forms discussed earlier).

If you have obtained the services of a Social Security representative (attorney or non-attorney representative), they will complete all the necessary forms for your appeal.

Currently, you or your representative can complete all necessary forms online, or paper forms can be completed and returned to your local Social Security office.

Disability appeals completed online are generally processed more quickly (this doesn't change my opinion, however, that it may be better to file an initial claim, or initial disability application, in person). If you are filing your appeal online, however, do not forget to return your SSA 827 medical release forms. If you are filing a reconsideration appeal and do not return them with your reconsideration, your appeal cannot be processed.

About the Author: Tim Moore is a former Social Security Disability Examiner in North Carolina, has been interviewed by the NY Times and the LA Times on the disability system, and is an Accredited Disability Representative (ADR) in North Carolina. For assistance on a disability application or Appeal in NC, click here.

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